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LIBRA WEALTH LLC 13F Holdings
Holdings from the most recent 13F from LIBRA WEALTH LLC
Filed: 2023-10-30 (Q3 2023) | Holdings: 50 | Value: $180.7M | 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 SCOTTSDALE FDS | Add 30% ($8.6M) | 20.85% | $37.7M | +10.22% | +5.99% | +7.62% | |
| VTI - VANGUARD INDEX FDS | Add 1% ($306.3K) | 20.49% | $37.0M | +44.96% | +17.15% | +38.65% | |
| DFAT - DIMENSIONAL ETF TRUST | 7.64% | $13.8M | +26.24% | +18.04% | +28.96% | ||
| VEA - VANGUARD TAX-MANAGED FDS | Add 6% ($719.5K) | 7.10% | $12.8M | +37.65% | +13.83% | +22.52% | |
| SCHF - SCHWAB STRATEGIC TR | 6.44% | $11.6M | +37.59% | +13.76% | +22.51% | ||
| SCHB - SCHWAB STRATEGIC TR | Reduce 2% $(224.6K) | 6.07% | $11.0M | +45.06% | +17.11% | +38.70% | |
| SCHR - SCHWAB STRATEGIC TR | Reduce 53% $(6.3M) | 3.08% | $5.6M | +10.22% | +5.96% | +7.63% | |
| ESGV - VANGUARD WORLD FD | Add 1% ($26.9K) | 2.55% | $4.6M | +46.58% | +18.85% | +40.10% | |
| AAPL - APPLE INC | 2.50% | $4.5M | +23.21% | +9.03% | +34.08% | ||
| AVEM - AMERICAN CENTY ETF TR | Add 7% ($257.1K) | 2.23% | $4.0M | +33.58% | +9.32% | +26.42% | |
| AVUV - AMERICAN CENTY ETF TR | Add 15% ($492.1K) | 2.08% | $3.8M | +24.87% | +18.55% | +30.41% | |
| ITOT - ISHARES TR | 2.06% | $3.7M | +45.09% | +17.18% | +38.76% | ||
| SPTI - SPDR SER TR | Reduce 3% $(103.1K) | 1.83% | $3.3M | +10.23% | +5.97% | +7.61% | |
| MSFT - MICROSOFT CORP | 1.71% | $3.1M | +37.03% | +17.57% | +20.82% | ||
| SPY - SPDR S&P 500 ETF TR | 1.36% | $2.5M | +45.30% | +16.50% | +38.48% | ||
| AVDV - AMERICAN CENTY ETF TR | Add 15% ($294.0K) | 1.25% | $2.3M | +44.34% | +11.71% | +24.32% | |
| VSGX - VANGUARD WORLD FD | Add 4% ($69.3K) | 1.01% | $1.8M | +36.99% | +12.86% | +24.90% | |
| NFLX - NETFLIX INC | 0.99% | $1.8M | +191.28% | +37.84% | +84.74% | ||
| VOO - VANGUARD INDEX FDS | Add 12% ($152.0K) | 0.81% | $1.5M | +45.48% | +16.56% | +38.62% | |
| VB - VANGUARD INDEX FDS | Add 38% ($300.0K) | 0.60% | $1.1M | +34.93% | +17.96% | +35.23% | |
| TSLA - TESLA INC | Reduce 3% $(28.0K) | 0.60% | $1.1M | +75.31% | -4.50% | +27.40% | |
| AMZN - AMAZON COM INC | 0.53% | $953.4K | +53.73% | +16.91% | +40.41% | ||
| VUG - VANGUARD INDEX FDS | Reduce 1% $(5.7K) | 0.43% | $776.1K | +56.45% | +19.41% | +44.51% | |
| ESGU - ISHARES TR | 0.42% | $762.5K | +45.12% | +17.05% | +38.49% | ||
| IWM - ISHARES TR | 0.38% | $685.6K | +30.23% | +18.47% | +34.93% | ||
| VO - VANGUARD INDEX FDS | 0.33% | $597.0K | +42.17% | +16.83% | +35.46% | ||
| SUB - ISHARES TR | 0.32% | $586.2K | +6.08% | +2.63% | +4.52% | ||
| VBR - VANGUARD INDEX FDS | 0.30% | $539.9K | +32.57% | +17.19% | +34.77% | ||
| HD - HOME DEPOT INC | 0.28% | $512.8K | +38.49% | +25.74% | +42.95% | ||
| VNQ - VANGUARD INDEX FDS | 0.26% | $466.4K | +32.10% | +17.51% | +35.80% | ||
| VYM - VANGUARD WHITEHALL FDS | 0.26% | $464.5K | +36.18% | +13.67% | +31.86% | ||
| ABBV - ABBVIE INC | 0.25% | $450.3K | +37.38% | +16.81% | +48.72% | ||
| LC - LENDINGCLUB CORP | 0.25% | $446.1K | +102.94% | +76.86% | +178.04% | ||
| VTV - VANGUARD INDEX FDS | Add 72% ($177.9K) | 0.24% | $425.7K | +34.48% | +13.83% | +32.30% | |
| IBM - INTERNATIONAL BUSINESS MACHS | 0.23% | $419.8K | +98.23% | +29.89% | +50.30% | ||
| GOOGL - ALPHABET INC | 0.22% | $405.7K | +31.75% | +12.03% | +37.16% | ||
| QQQ - INVESCO QQQ TR | 0.22% | $389.8K | +50.46% | +19.70% | +39.50% | ||
| VXUS - VANGUARD STAR FDS | 0.20% | $365.2K | +36.44% | +12.00% | +23.56% | ||
| BNDX - VANGUARD CHARLOTTE FDS | 0.19% | $346.1K | +11.37% | +6.03% | +9.48% | ||
| ESGD - ISHARES TR | 0.16% | $291.0K | +38.17% | +13.99% | +22.88% | ||
| VIG - VANGUARD SPECIALIZED FUNDS | Add 15% ($36.3K) | 0.15% | $272.2K | +34.50% | +13.93% | +29.99% | |
| GOOG - ALPHABET INC | 0.15% | $271.6K | +31.55% | +12.30% | +37.10% | ||
| NVDA - NVIDIA CORPORATION | 0.13% | $241.9K | +232.37% | +52.12% | +228.31% | ||
| MDY - SPDR S&P MIDCAP 400 ETF TR | 0.13% | $235.2K | +33.03% | +16.47% | +33.26% | ||
| ESGE - ISHARES INC | Reduce 8% $(18.3K) | 0.12% | $222.8K | +32.79% | +5.91% | +23.57% | |
| AMAT - APPLIED MATLS INC | 0.12% | $221.5K | +27.29% | +24.93% | +38.82% | ||
| COST - COSTCO WHSL CORP NEW | New Purchase | 0.12% | $220.3K | +93.99% | +28.95% | +62.95% | |
| CSCO - CISCO SYS INC | New Purchase | 0.12% | $213.2K | +28.25% | -2.28% | +9.28% | |
| DE - DEERE & CO | 0.12% | $209.4K | +48.64% | +9.12% | +13.46% | ||
| XLK - SELECT SECTOR SPDR TR | 0.11% | $206.4K | +44.97% | +21.60% | +37.42% | ||
| SQ - BLOCK INC | Reduce 100% | 0.00% | $0.00 | ||||
| AXP - AMERICAN EXPRESS CO | Reduce 100% | 0.00% | $0.00 | ||||