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LIBRA WEALTH LLC 13F Holdings
Holdings from the most recent 13F from LIBRA WEALTH LLC
Filed: 2023-01-31 (Q4 2022) | Holdings: 50 | Value: $3.7B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| VGIT - VANGUARD INTER TERM TREAS ETF | Add 1% ($7.4M) | 35.91% | $1.3B | +6.08% | +0.38% | +2.36% | |
| SCHF - SCHWAB STRATEGIC TR | Add 5% ($66.3M) | 35.80% | $1.3B | +30.04% | +1.79% | +8.66% | |
| TSLA - TESLA INC | 10.11% | $369.5M | +97.72% | -6.94% | +8.61% | ||
| ISCF - ISHARES TR | New Purchase | 7.20% | $263.3M | +26.27% | -1.38% | +2.68% | |
| SMLV - SPDR SER TR | New Purchase | 4.31% | $157.5M | +18.01% | -10.01% | -1.43% | |
| VTV - VANGUARD INDEX FDS | Add 44% ($36.7M) | 3.28% | $120.0M | +27.10% | -1.62% | +8.66% | |
| VTI - VANGUARD TOTAL STK MKT ETF | Add 2% ($724.4K) | 0.92% | $33.5M | +47.87% | +1.53% | +21.11% | |
| DFAT - DIMENSIONAL ETF TR US TARGETED VALUE ETF | Add 6% ($913.6K) | 0.41% | $15.1M | +14.07% | -9.54% | +7.37% | |
| SCHR - SCHWAB STRATEGIC TR INTERMED-TERM US TREAS ETF | Add 1% ($111.5K) | 0.36% | $13.3M | +6.05% | +0.33% | +2.35% | |
| VEA - VANGUARD FTSE DEVELOPED MKTS ETF | Add 9% ($971.7K) | 0.32% | $11.5M | +29.41% | +1.63% | +8.14% | |
| SCHB - SCHWAB STRATEGIC TR US BRD MKT ETF | Reduce 8% $(708.1K) | 0.22% | $8.1M | +48.09% | +1.51% | +21.07% | |
| ESGV - VANGUARD ESG US STK ETF | 0.11% | $3.9M | +51.94% | +2.46% | +24.79% | ||
| SPTI - SPDR SERIES TRUST PORTFLI INTRMDIT ETF | 0.10% | $3.5M | +6.03% | +0.28% | +2.27% | ||
| AVEM - AMERICAN CENTURY INVESTMENTS AVANTIS EMGMKT ETF | Add 2% ($63.5K) | 0.10% | $3.5M | +24.64% | -4.62% | +3.17% | |
| AAPL - APPLE INC COM | Add 12% ($378.1K) | 0.09% | $3.4M | +45.54% | +17.98% | +30.52% | |
| ITOT - ISHARES TRUST CORE S&P TTL STK ETF | 0.09% | $3.4M | +47.93% | +1.50% | +21.01% | ||
| MSFT - MICROSOFT CORP COM | Add 380% ($1.9M) | 0.06% | $2.3M | +88.50% | +23.52% | +64.26% | |
| SPY - SPDR S&P500 ETF TRUST TR UNIT ETF | 0.06% | $2.2M | +50.89% | +2.93% | +22.56% | ||
| VSGX - VANGUARD ESG INTL STK ETF | 0.05% | $1.9M | +26.93% | -0.62% | +5.59% | ||
| AVDV - AMERICAN CENTURY INVESTMENTS INTL SMCP VLU ETF | Add 2% ($36.9K) | 0.05% | $1.7M | +36.53% | -0.92% | +6.58% | |
| NFLX - NETFLIX INC COM | Reduce 18% $(314.6K) | 0.04% | $1.4M | +236.86% | -8.40% | +60.38% | |
| VCIT - VANGUARD INT-TERM CORP ETF | Reduce 83% $(6.6M) | 0.04% | $1.3M | +10.51% | -0.83% | +4.66% | |
| AVUV - AMERICAN CENTURY INVESTMENTS AVANTIS US SML CP VALU ETF | Reduce 1% $(16.5K) | 0.04% | $1.3M | +14.49% | -10.78% | +9.15% | |
| VOO - VANGUARD S&P 500 ETF SHS | 0.03% | $1.2M | +51.13% | +2.93% | +22.68% | ||
| ESGU - ISHARES TRUST ESG AWARE MSCI USA ETF | 0.03% | $1.1M | +48.95% | +2.28% | +21.66% | ||
| VB - VANGUARD SMALL CP ETF | Reduce 3% $(23.7K) | 0.02% | $770.1K | +19.69% | -6.74% | +6.07% | |
| IWM - ISHARES TRUST RUSSELL 2000 ETF | 0.02% | $676.3K | +12.54% | -7.97% | +3.75% | ||
| SUB - ISHARES TRUST SHRT NAT MUN ETF | 0.02% | $644.1K | +5.35% | -0.54% | +2.05% | ||
| LC - LENDING CLUB CORP COM | New Purchase | 0.02% | $643.6K | +8.04% | -23.49% | -9.39% | |
| AMZN - AMAZON COM INC COM | 0.02% | $630.0K | +99.03% | -0.47% | +55.35% | ||
| VUG - VANGUARD GROWTH ETF | 0.02% | $611.8K | +78.45% | +7.42% | +38.42% | ||
| VO - VANGUARD MID CAP ETF | 0.02% | $584.3K | +29.39% | -4.20% | +7.68% | ||
| VBR - VANGUARD SM CP VAL ETF | 0.01% | $537.5K | +17.59% | -8.61% | +5.03% | ||
| HD - HOME DEPOT INC COM | 0.01% | $536.0K | +23.93% | -6.99% | +14.80% | ||
| VNQ - VANGUARD REAL ESTATE ETF | 0.01% | $508.5K | +8.72% | -7.80% | -1.54% | ||
| ABBV - ABBVIE INC COM | Reduce 4% $(18.4K) | 0.01% | $488.2K | +37.20% | +5.79% | +18.92% | |
| VYM - VANGUARD HIGH DIV YLD ETF | 0.01% | $486.5K | +26.17% | -2.51% | +6.11% | ||
| IBM - INTERNATIONAL BUS MACH CORP COM | Reduce 5% $(24.0K) | 0.01% | $421.5K | +118.76% | -5.09% | +45.87% | |
| VXUS - VANGUARD STAR FD TL INTL STK F ETF | Reduce 15% $(61.0K) | 0.01% | $352.9K | +27.51% | -0.00% | +5.65% | |
| BNDX - VANGUARD TOTAL INT BD ETF | 0.01% | $343.2K | +10.81% | +0.62% | +5.72% | ||
| QQQ - INVESCO QQQ TRUST UNIT SER 1 ETF | Reduce 25% $(95.9K) | 0.01% | $289.7K | +79.26% | +9.61% | +44.29% | |
| GOOGL - ALPHABET INC COM CL A | 0.01% | $273.5K | +66.92% | +8.60% | +43.00% | ||
| ESGD - ISHARES TRUST ESG AWARE MSCI EAFE ETF | Add 5% ($11.1K) | 0.01% | $251.1K | +31.28% | +2.96% | +9.33% | |
| DE - DEERE & CO COM | Reduce 8% $(19.3K) | 0.01% | $238.0K | +28.75% | -9.18% | -5.46% | |
| VIG - VANGUARD DIV APP ETF | 0.01% | $229.0K | +33.39% | +1.74% | +14.17% | ||
| MDY - SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP ETF | 0.01% | $228.0K | +19.57% | -5.55% | +6.13% | ||
| SQ - BLOCK INC COM CL A | New Purchase | 0.01% | $223.3K | -30.13% | -26.62% | -18.76% | |
| IDV - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| COST - COSTCO WHOLESALE CORP COM | Reduce 100% | 0.00% | $0.00 | ||||