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LIBRA WEALTH LLC 13F Holdings
Holdings from the most recent 13F from LIBRA WEALTH LLC
Filed: 2023-08-10 (Q2 2023) | Holdings: 52 | Value: $183.2M | 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 | Reduce 2% $(909.5K) | 20.79% | $38.1M | +56.68% | -1.34% | +20.63% | |
| VGIT - VANGUARD SCOTTSDALE FDS | Add 14% ($3.7M) | 16.27% | $29.8M | +12.43% | -0.93% | +6.67% | |
| DFAT - DIMENSIONAL ETF TRUST | Reduce 10% $(1.6M) | 7.68% | $14.1M | +30.14% | -7.98% | +8.56% | |
| VEA - VANGUARD TAX-MANAGED FDS | Add 3% ($311.8K) | 6.98% | $12.8M | +45.36% | -4.12% | +9.91% | |
| SCHF - SCHWAB STRATEGIC TR | Add 5% ($563.0K) | 6.69% | $12.3M | +45.09% | -3.85% | +10.16% | |
| SCHR - SCHWAB STRATEGIC TR | Reduce 9% $(1.2M) | 6.64% | $12.2M | +12.44% | -0.90% | +6.69% | |
| SCHB - SCHWAB STRATEGIC TR | Add 28% ($2.6M) | 6.34% | $11.6M | +56.68% | -1.41% | +20.64% | |
| AAPL - APPLE INC | 2.79% | $5.1M | +58.63% | +4.36% | +23.30% | ||
| ESGV - VANGUARD WORLD FD | Add 2% ($80.8K) | 2.61% | $4.8M | +58.54% | -0.45% | +21.87% | |
| ITOT - ISHARES TR | Reduce 1% $(35.9K) | 2.11% | $3.9M | +56.67% | -1.36% | +20.66% | |
| AVEM - AMERICAN CENTY ETF TR | Add 3% ($114.1K) | 2.10% | $3.8M | +50.04% | -1.79% | +13.78% | |
| SPTI - SPDR SER TR | 1.92% | $3.5M | +12.50% | -0.88% | +6.74% | ||
| MSFT - MICROSOFT CORP | 1.81% | $3.3M | +52.28% | +14.74% | +28.02% | ||
| AVUV - AMERICAN CENTY ETF TR | Add 141% ($1.9M) | 1.77% | $3.2M | +32.63% | -7.47% | +10.75% | |
| SPY - SPDR S&P 500 ETF TR | 1.39% | $2.5M | +58.08% | -0.50% | +21.79% | ||
| NFLX - NETFLIX INC | 1.14% | $2.1M | +121.90% | +3.65% | +47.59% | ||
| AVDV - AMERICAN CENTY ETF TR | Add 9% ($169.4K) | 1.07% | $2.0M | +69.90% | -4.31% | +12.42% | |
| VSGX - VANGUARD WORLD FD | Reduce 6% $(126.7K) | 1.01% | $1.8M | +43.54% | -3.88% | +10.57% | |
| VOO - VANGUARD INDEX FDS | 0.74% | $1.4M | +58.40% | -0.48% | +21.91% | ||
| TSLA - TESLA INC | Add 168% ($731.1K) | 0.64% | $1.2M | +89.83% | -7.47% | -18.31% | |
| AMZN - AMAZON COM INC | 0.53% | $977.7K | +64.62% | +3.78% | +21.40% | ||
| VB - VANGUARD INDEX FDS | Reduce 2% $(20.7K) | 0.44% | $813.9K | +35.03% | -8.52% | +10.40% | |
| VUG - VANGUARD INDEX FDS | 0.44% | $812.4K | +75.47% | +3.18% | +28.08% | ||
| ESGU - ISHARES TR | Reduce 35% $(426.1K) | 0.43% | $791.4K | +56.96% | -0.75% | +21.42% | |
| IWM - ISHARES TR | 0.40% | $726.4K | +37.44% | -10.51% | +9.21% | ||
| LC - LENDINGCLUB CORP | 0.39% | $713.0K | +168.56% | -29.96% | +38.06% | ||
| VO - VANGUARD INDEX FDS | 0.34% | $631.2K | +38.67% | -5.84% | +12.50% | ||
| SUB - ISHARES TR | Reduce 3% $(20.0K) | 0.32% | $592.9K | +8.36% | +0.79% | +3.88% | |
| VBR - VANGUARD INDEX FDS | 0.31% | $559.9K | +33.24% | -7.82% | +11.49% | ||
| HD - HOME DEPOT INC | 0.29% | $527.2K | +16.46% | -11.75% | +8.03% | ||
| VNQ - VANGUARD INDEX FDS | 0.28% | $515.1K | +18.11% | -8.69% | +13.86% | ||
| VYM - VANGUARD WHITEHALL FDS | 0.26% | $476.9K | +43.71% | -4.75% | +14.16% | ||
| ABBV - ABBVIE INC | 0.22% | $407.0K | +59.25% | -7.85% | +30.00% | ||
| QQQ - INVESCO QQQ TR | 0.22% | $401.9K | +69.97% | +3.21% | +24.18% | ||
| IBM - INTERNATIONAL BUSINESS MACHS | 0.22% | $400.4K | +132.27% | +4.65% | +37.65% | ||
| VXUS - VANGUARD STAR FDS | 0.21% | $382.6K | +44.14% | -3.80% | +10.09% | ||
| GOOGL - ALPHABET INC | 0.20% | $371.1K | +142.21% | +2.67% | +26.28% | ||
| BNDX - VANGUARD CHARLOTTE FDS | 0.19% | $353.7K | +12.23% | +0.37% | +7.87% | ||
| ESGD - ISHARES TR | Add 9% ($25.5K) | 0.17% | $307.0K | +40.54% | -4.21% | +10.41% | |
| VTV - VANGUARD INDEX FDS | Reduce 7% $(20.3K) | 0.14% | $255.2K | +40.36% | -4.31% | +15.43% | |
| ESGE - ISHARES INC | New Purchase | 0.14% | $251.9K | +46.01% | -3.18% | +8.21% | |
| GOOG - ALPHABET INC | 0.14% | $249.2K | +142.14% | +3.43% | +27.04% | ||
| MDY - SPDR S&P MIDCAP 400 ETF TR | 0.13% | $246.6K | +30.12% | -7.77% | +11.42% | ||
| VIG - VANGUARD SPECIALIZED FUNDS | 0.13% | $244.9K | +42.37% | -1.76% | +16.16% | ||
| SQ - BLOCK INC | 0.13% | $236.6K | +5.11% | -15.55% | -0.83% | ||
| NVDA - NVIDIA CORPORATION | New Purchase | 0.13% | $235.2K | +319.50% | +16.46% | +161.20% | |
| AMAT - APPLIED MATLS INC | New Purchase | 0.13% | $231.3K | +86.32% | +5.52% | +36.84% | |
| AXP - AMERICAN EXPRESS CO | 0.12% | $226.5K | +141.54% | -4.73% | +47.69% | ||
| DE - DEERE & CO | 0.12% | $224.9K | +15.03% | -14.75% | -19.56% | ||
| XLK - SELECT SECTOR SPDR TR | New Purchase | 0.12% | $218.9K | +75.05% | +7.23% | +25.25% | |
| SGOV - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| CSCO - CISCO SYS INC | Reduce 100% | 0.00% | $0.00 | +15.42% | -1.39% | -13.21% | |
| BIO - BIO RAD LABS INC | Reduce 100% | 0.00% | $0.00 | -13.91% | -23.21% | -19.50% | |