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LIBRA WEALTH LLC 13F Holdings
Holdings from the most recent 13F from LIBRA WEALTH LLC
Filed: 2023-05-02 (Q1 2023) | Holdings: 49 | Value: $172.5M | 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 |
| VTI - VANGUARD INDEX FDS | Add 1% ($386.6K) | 20.94% | $36.1M | +47.32% | +10.23% | +26.28% | |
| VGIT - VANGUARD SCOTTSDALE FDS | Reduce 2% $(598.3K) | 16.23% | $28.0M | +4.46% | -3.48% | -1.51% | |
| DFAT - DIMENSIONAL ETF TRUST | Reduce 2% $(260.9K) | 8.73% | $15.1M | +28.49% | +15.55% | +24.96% | |
| SCHR - SCHWAB STRATEGIC TR | 7.94% | $13.7M | +4.47% | -3.46% | -1.48% | ||
| VEA - VANGUARD TAX-MANAGED FDS | Reduce 2% $(221.5K) | 7.07% | $12.2M | +28.25% | +1.06% | +11.58% | |
| SCHF - SCHWAB STRATEGIC TR | Reduce 10% $(1.3M) | 6.99% | $12.1M | +28.72% | +1.16% | +11.98% | |
| SCHB - SCHWAB STRATEGIC TR | Reduce 3% $(266.5K) | 5.29% | $9.1M | +47.59% | +10.28% | +26.45% | |
| AAPL - APPLE INC | 2.52% | $4.4M | +23.43% | +12.94% | +8.77% | ||
| ESGV - VANGUARD WORLD FD | 2.49% | $4.3M | +49.76% | +10.99% | +27.92% | ||
| AVEM - AMERICAN CENTY ETF TR | 2.12% | $3.7M | +31.73% | +7.00% | +19.32% | ||
| ITOT - ISHARES TR | 2.09% | $3.6M | +47.47% | +10.30% | +26.31% | ||
| SPTI - SPDR SER TR | 2.08% | $3.6M | +4.46% | -3.49% | -1.51% | ||
| MSFT - MICROSOFT CORP | 1.63% | $2.8M | +52.08% | +6.77% | +33.72% | ||
| SPY - SPDR S&P 500 ETF TR | 1.36% | $2.3M | +48.07% | +9.52% | +26.09% | ||
| VSGX - VANGUARD WORLD FD | Reduce 2% $(32.5K) | 1.13% | $1.9M | +28.64% | +2.29% | +11.44% | |
| AVDV - AMERICAN CENTY ETF TR | 1.05% | $1.8M | +39.71% | +2.98% | +15.82% | ||
| NFLX - NETFLIX INC | 0.95% | $1.6M | +275.38% | +35.73% | +82.44% | ||
| AVUV - AMERICAN CENTY ETF TR | Reduce 1% $(14.0K) | 0.75% | $1.3M | +31.02% | +17.20% | +30.05% | |
| VOO - VANGUARD INDEX FDS | 0.73% | $1.3M | +48.33% | +9.56% | +26.25% | ||
| ESGU - ISHARES TR | Reduce 4% $(47.7K) | 0.66% | $1.1M | +47.25% | +9.58% | +26.00% | |
| TSLA - TESLA INC | Reduce 45% $(745.7K) | 0.54% | $923.8K | +114.87% | +62.06% | +13.24% | |
| VB - VANGUARD INDEX FDS | 0.46% | $795.4K | +30.46% | +11.33% | +20.55% | ||
| AMZN - AMAZON COM INC | 0.45% | $774.7K | +96.72% | +24.27% | +79.51% | ||
| VUG - VANGUARD INDEX FDS | 0.42% | $716.1K | +67.58% | +14.28% | +36.70% | ||
| IWM - ISHARES TR | 0.40% | $692.0K | +24.48% | +13.28% | +18.84% | ||
| SUB - ISHARES TR | Reduce 5% $(29.9K) | 0.36% | $616.7K | +5.67% | -0.23% | +2.21% | |
| VO - VANGUARD INDEX FDS | 0.35% | $604.7K | +36.83% | +8.80% | +18.76% | ||
| VBR - VANGUARD INDEX FDS | 0.31% | $537.4K | +30.83% | +11.91% | +22.04% | ||
| LC - LENDINGCLUB CORP | 0.31% | $527.3K | +54.48% | +13.28% | +38.51% | ||
| VNQ - VANGUARD INDEX FDS | 0.30% | $511.9K | +19.35% | +3.64% | +3.77% | ||
| HD - HOME DEPOT INC | 0.29% | $500.8K | +34.67% | +12.79% | +19.48% | ||
| ABBV - ABBVIE INC | 0.28% | $481.5K | +31.95% | -0.24% | +12.82% | ||
| VYM - VANGUARD WHITEHALL FDS | 0.27% | $474.3K | +31.63% | +4.70% | +15.07% | ||
| IBM - INTERNATIONAL BUSINESS MACHS | 0.23% | $392.2K | +131.66% | +16.71% | +38.21% | ||
| VXUS - VANGUARD STAR FDS | 0.22% | $376.7K | +28.52% | +2.32% | +12.26% | ||
| BNDX - VANGUARD CHARLOTTE FDS | 0.21% | $354.0K | +9.38% | -0.84% | +4.03% | ||
| QQQ - INVESCO QQQ TR | 0.20% | $349.2K | +64.80% | +17.06% | +37.10% | ||
| GOOGL - ALPHABET INC | 0.19% | $321.6K | +56.13% | +21.72% | +58.48% | ||
| ESGD - ISHARES TR | Add 1% ($2.9K) | 0.16% | $277.4K | +28.33% | +0.37% | +11.30% | |
| VTV - VANGUARD INDEX FDS | Reduce 31% $(117.8K) | 0.16% | $267.8K | +30.98% | +5.47% | +16.71% | |
| SQ - BLOCK INC | 0.14% | $244.0K | -1.10% | +26.85% | +19.82% | ||
| MDY - SPDR S&P MIDCAP 400 ETF TR | 0.14% | $236.1K | +28.08% | +9.37% | +20.65% | ||
| VIG - VANGUARD SPECIALIZED FUNDS | 0.13% | $232.2K | +32.15% | +5.61% | +15.32% | ||
| DE - DEERE & CO | 0.13% | $229.1K | +40.60% | +10.38% | +5.54% | ||
| AXP - AMERICAN EXPRESS CO | New Purchase | 0.12% | $214.4K | +98.16% | +8.95% | +52.67% | |
| GOOG - ALPHABET INC | New Purchase | 0.12% | $214.2K | +56.38% | +21.23% | +59.09% | |
| BIO - BIO RAD LABS INC | New Purchase | 0.12% | $213.2K | -45.52% | -11.39% | -38.29% | |
| CSCO - CISCO SYS INC | New Purchase | 0.12% | $207.3K | +45.10% | +15.37% | +4.67% | |
| SGOV - ISHARES TR | New Purchase | 0.12% | $202.4K | +10.80% | +1.34% | +5.48% | |
| ISCF - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| SMLV - SPDR SER TR | Reduce 100% | 0.00% | $0.00 | ||||
| VCIT - VANGUARD INT-TERM CORP ETF | Reduce 100% | 0.00% | $0.00 | ||||