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LIBRA WEALTH LLC 13F Holdings
Holdings from the most recent 13F from LIBRA WEALTH LLC
Filed: 2024-01-29 (Q4 2023) | Holdings: 52 | Value: $201.3M | 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% ($446.0K) | 20.77% | $41.8M | +21.61% | +2.22% | +24.67% | |
| VGIT - VANGUARD SCOTTSDALE FDS | Add 2% ($876.9K) | 19.86% | $40.0M | +4.56% | -2.51% | +2.28% | |
| DFAT - DIMENSIONAL ETF TRUST | Reduce 3% $(446.3K) | 7.64% | $15.4M | +4.41% | -1.11% | +13.49% | |
| VEA - VANGUARD TAX-MANAGED FDS | Add 4% ($499.6K) | 7.23% | $14.5M | +20.32% | +2.35% | +9.40% | |
| SCHF - SCHWAB STRATEGIC TR | Reduce 1% $(138.8K) | 6.22% | $12.5M | +20.36% | +2.39% | +9.48% | |
| SCHB - SCHWAB STRATEGIC TR | Reduce 4% $(525.6K) | 5.83% | $11.7M | +21.79% | +2.34% | +24.78% | |
| SCHR - SCHWAB STRATEGIC TR | Add 9% ($494.1K) | 3.11% | $6.3M | +4.54% | -2.57% | +2.31% | |
| ESGV - VANGUARD WORLD FD | 2.59% | $5.2M | +20.82% | +0.96% | +24.50% | ||
| AVUV - AMERICAN CENTY ETF TR | Add 18% ($765.3K) | 2.53% | $5.1M | +3.20% | -0.36% | +13.79% | |
| AAPL - APPLE INC | 2.53% | $5.1M | +9.13% | -10.68% | +25.04% | ||
| AVEM - AMERICAN CENTY ETF TR | Add 16% ($682.7K) | 2.48% | $5.0M | +22.24% | +7.17% | +13.17% | |
| ITOT - ISHARES TR | Reduce 2% $(84.9K) | 2.02% | $4.1M | +21.78% | +2.25% | +24.80% | |
| MSFT - MICROSOFT CORP | Reduce 1% $(51.9K) | 1.80% | $3.6M | +12.40% | -5.39% | +1.41% | |
| SPTI - SPDR SER TR | Reduce 4% $(136.3K) | 1.64% | $3.3M | +4.60% | -2.50% | +2.33% | |
| AVDV - AMERICAN CENTY ETF TR | Add 31% ($761.9K) | 1.59% | $3.2M | +28.36% | +4.45% | +13.56% | |
| SPY - SPDR S&P 500 ETF TR | 1.35% | $2.7M | +22.77% | +2.65% | +24.92% | ||
| NFLX - NETFLIX INC | 1.15% | $2.3M | +110.11% | -2.94% | +71.55% | ||
| VSGX - VANGUARD WORLD FD | Add 6% ($116.0K) | 1.05% | $2.1M | +21.09% | +2.39% | +11.48% | |
| VOO - VANGUARD INDEX FDS | Reduce 10% $(169.0K) | 0.72% | $1.5M | +22.87% | +2.68% | +25.01% | |
| TSLA - TESLA INC | 0.54% | $1.1M | +76.02% | -6.17% | +104.92% | ||
| VB - VANGUARD INDEX FDS | Reduce 28% $(331.7K) | 0.43% | $872.9K | +11.87% | +1.03% | +20.38% | |
| VUG - VANGUARD INDEX FDS | Reduce 2% $(22.1K) | 0.43% | $863.9K | +27.51% | +1.21% | +29.34% | |
| ESGU - ISHARES TR | 0.42% | $852.0K | +21.94% | +2.38% | +24.60% | ||
| IWM - ISHARES TR | 0.39% | $778.6K | +6.87% | -1.00% | +16.55% | ||
| VO - VANGUARD INDEX FDS | Add 13% ($86.1K) | 0.37% | $753.1K | +20.18% | +2.99% | +21.54% | |
| AMZN - AMAZON COM INC | Reduce 39% $(443.7K) | 0.35% | $695.9K | +26.99% | +8.90% | +46.01% | |
| LC - LENDINGCLUB CORP | 0.32% | $639.2K | +16.16% | -15.60% | +60.27% | ||
| VBR - VANGUARD INDEX FDS | 0.30% | $609.2K | +10.89% | +1.26% | +18.13% | ||
| SUB - ISHARES TR | 0.30% | $600.8K | +3.53% | +0.01% | +2.93% | ||
| HD - HOME DEPOT INC | 0.29% | $588.1K | +9.66% | -5.16% | +19.79% | ||
| VNQ - VANGUARD INDEX FDS | Add 4% ($21.9K) | 0.28% | $566.6K | +10.78% | -5.68% | +10.83% | |
| VYM - VANGUARD WHITEHALL FDS | 0.25% | $501.9K | +19.16% | +3.58% | +21.03% | ||
| IBM - INTERNATIONAL BUSINESS MACHS | 0.24% | $489.3K | +49.32% | -10.65% | +42.56% | ||
| VIG - VANGUARD SPECIALIZED FUNDS | Add 61% ($180.5K) | 0.24% | $476.9K | +17.25% | +1.23% | +18.95% | |
| QQQ - INVESCO QQQ TR | 0.22% | $445.6K | +22.72% | -0.46% | +23.19% | ||
| ABBV - ABBVIE INC | Reduce 7% $(31.0K) | 0.22% | $437.2K | +17.74% | -0.04% | +10.86% | |
| GOOGL - ALPHABET INC | 0.22% | $433.0K | +7.83% | +6.53% | +31.94% | ||
| VTV - VANGUARD INDEX FDS | Reduce 14% $(65.3K) | 0.20% | $396.0K | +17.64% | +3.99% | +20.20% | |
| VXUS - VANGUARD STAR FDS | 0.20% | $395.5K | +21.37% | +3.39% | +11.21% | ||
| BNDX - VANGUARD CHARLOTTE FDS | 0.18% | $357.2K | +5.43% | -0.47% | +4.70% | ||
| ESGD - ISHARES TR | 0.16% | $318.0K | +20.51% | +2.19% | +9.36% | ||
| GOOG - ALPHABET INC | 0.14% | $290.3K | +7.85% | +6.90% | +32.04% | ||
| NVDA - NVIDIA CORPORATION | 0.14% | $275.3K | +113.72% | +37.37% | +98.23% | ||
| SQ - BLOCK INC | New Purchase | 0.14% | $274.9K | -18.49% | +3.77% | +32.13% | |
| MDY - SPDR S&P MIDCAP 400 ETF TR | 0.13% | $261.3K | +12.34% | +3.32% | +19.10% | ||
| AMAT - APPLIED MATLS INC | 0.13% | $259.3K | +0.05% | +18.92% | +9.45% | ||
| COST - COSTCO WHSL CORP NEW | 0.13% | $257.4K | +50.86% | +4.64% | +42.11% | ||
| AXP - AMERICAN EXPRESS CO | New Purchase | 0.12% | $243.5K | +49.85% | +17.08% | +60.84% | |
| XLK - SELECT SECTOR SPDR TR | 0.12% | $242.3K | +15.80% | -3.41% | +14.85% | ||
| ESGE - ISHARES INC | Reduce 2% $(5.5K) | 0.11% | $230.4K | +24.89% | +5.20% | +16.18% | |
| DE - DEERE & CO | Reduce 100% | 0.00% | $0.00 | ||||
| CSCO - CISCO SYS INC | Reduce 100% | 0.00% | $0.00 | ||||