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LIBRA WEALTH LLC 13F Holdings
Holdings from the most recent 13F from LIBRA WEALTH LLC
Filed: 2024-04-30 (Q1 2024) | Holdings: 55 | Value: $228.2M | 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 | Add 1% ($413.0K) | 20.25% | $46.2M | +19.04% | +10.09% | +11.97% | |
| VGIT - VANGUARD SCOTTSDALE FDS | Add 5% ($2.1M) | 18.20% | $41.5M | +7.07% | +4.68% | +8.23% | |
| VEA - VANGUARD TAX-MANAGED FDS | Add 4% ($685.1K) | 6.98% | $15.9M | +17.68% | +6.14% | +12.24% | |
| DFAT - DIMENSIONAL ETF TRUST | Reduce 1% $(152.8K) | 6.94% | $15.8M | +5.46% | +11.97% | -2.19% | |
| SCHF - SCHWAB STRATEGIC TR | Reduce 4% $(523.3K) | 5.56% | $12.7M | +17.48% | +5.84% | +12.12% | |
| SCHB - SCHWAB STRATEGIC TR | Reduce 3% $(355.9K) | 5.48% | $12.5M | +19.16% | +10.13% | +11.97% | |
| IOT - SAMSARA INC | New Purchase | 3.57% | $8.1M | +35.48% | +9.62% | +14.69% | |
| SCHR - SCHWAB STRATEGIC TR | 2.70% | $6.2M | +7.05% | +4.63% | +8.26% | ||
| AVUV - AMERICAN CENTY ETF TR | Add 15% ($812.1K) | 2.68% | $6.1M | +3.34% | +13.10% | -4.26% | |
| ESGV - VANGUARD WORLD FD | Add 4% ($206.4K) | 2.59% | $5.9M | +19.72% | +10.59% | +12.27% | |
| AVEM - AMERICAN CENTY ETF TR | Add 10% ($517.1K) | 2.47% | $5.6M | +14.08% | +5.70% | +6.85% | |
| NVDA - NVIDIA CORPORATION | Add 901% ($4.5M) | 2.20% | $5.0M | +58.00% | +37.56% | +31.23% | |
| AAPL - APPLE INC | Add 1% ($65.2K) | 2.01% | $4.6M | +22.72% | +31.14% | +26.39% | |
| ITOT - ISHARES TR | Reduce 7% $(322.1K) | 1.82% | $4.1M | +19.10% | +10.08% | +11.91% | |
| MSFT - MICROSOFT CORP | Reduce 2% $(94.7K) | 1.73% | $4.0M | +17.81% | +6.75% | +9.18% | |
| AVDV - AMERICAN CENTY ETF TR | Add 15% ($494.7K) | 1.70% | $3.9M | +22.93% | +7.40% | +16.50% | |
| SPTI - SPDR SER TR | Reduce 4% $(126.7K) | 1.37% | $3.1M | +7.03% | +4.62% | +8.24% | |
| SPY - SPDR S&P 500 ETF TR | Reduce 1% $(16.2K) | 1.31% | $3.0M | +19.75% | +10.21% | +12.80% | |
| NFLX - NETFLIX INC | 1.26% | $2.9M | +117.59% | +14.70% | +106.90% | ||
| VSGX - VANGUARD WORLD FD | Add 7% ($143.2K) | 1.02% | $2.3M | +18.43% | +7.24% | +12.33% | |
| VOO - VANGUARD INDEX FDS | Reduce 15% $(247.6K) | 0.59% | $1.4M | +19.84% | +10.19% | +12.90% | |
| VB - VANGUARD INDEX FDS | Add 32% ($299.3K) | 0.54% | $1.2M | +10.94% | +9.81% | +3.17% | |
| AMZN - AMAZON COM INC | Add 22% ($179.1K) | 0.44% | $1.0M | +12.35% | +2.94% | +4.72% | |
| ESGU - ISHARES TR | 0.41% | $933.5K | +19.22% | +10.15% | +11.78% | ||
| VUG - VANGUARD INDEX FDS | Reduce 9% $(84.3K) | 0.38% | $872.2K | +26.05% | +11.55% | +17.01% | |
| TSLA - TESLA INC | Add 14% ($104.9K) | 0.38% | $868.1K | +88.91% | +27.51% | +54.13% | |
| IWM - ISHARES TR | Reduce 3% $(21.9K) | 0.35% | $793.9K | +7.96% | +14.60% | +1.24% | |
| VO - VANGUARD INDEX FDS | Reduce 17% $(140.9K) | 0.29% | $667.9K | +16.99% | +6.49% | +9.93% | |
| HD - HOME DEPOT INC | 0.29% | $651.0K | +16.04% | +11.32% | +10.27% | ||
| VBR - VANGUARD INDEX FDS | 0.28% | $649.5K | +9.52% | +10.59% | +2.21% | ||
| LC - LENDINGCLUB CORP | 0.28% | $642.8K | +23.21% | +48.93% | +17.74% | ||
| SUB - ISHARES TR | 0.26% | $596.9K | +3.56% | +1.28% | +3.23% | ||
| IBM - INTERNATIONAL BUSINESS MACHS | 0.25% | $571.4K | +67.64% | +17.11% | +49.51% | ||
| VNQ - VANGUARD INDEX FDS | 0.24% | $555.4K | +17.62% | +15.14% | +16.09% | ||
| VIG - VANGUARD SPECIALIZED FUNDS | Add 8% ($42.0K) | 0.24% | $549.0K | +16.18% | +9.28% | +10.99% | |
| VYM - VANGUARD WHITEHALL FDS | 0.24% | $544.0K | +15.37% | +7.97% | +9.92% | ||
| QQQ - INVESCO QQQ TR | 0.21% | $483.1K | +23.70% | +11.50% | +14.53% | ||
| GOOGL - ALPHABET INC | 0.21% | $467.9K | +0.28% | +4.53% | -1.36% | ||
| ABBV - ABBVIE INC | Reduce 11% $(56.5K) | 0.20% | $457.3K | +18.18% | +15.38% | +23.61% | |
| VTV - VANGUARD INDEX FDS | Reduce 3% $(13.8K) | 0.18% | $417.6K | +13.38% | +8.28% | +8.86% | |
| FBTC - FIDELITY WISE ORIGIN BITCOIN | New Purchase | 0.17% | $390.4K | +85.43% | +13.15% | +67.24% | |
| BNDX - VANGUARD CHARLOTTE FDS | 0.16% | $355.9K | +5.75% | +2.90% | +6.38% | ||
| ESGD - ISHARES TR | 0.15% | $336.4K | +17.75% | +6.03% | +12.33% | ||
| AMAT - APPLIED MATLS INC | 0.14% | $330.0K | -14.77% | +8.42% | -23.39% | ||
| GOOG - ALPHABET INC | 0.14% | $313.7K | -0.05% | +4.31% | -1.58% | ||
| VXUS - VANGUARD STAR FDS | Reduce 25% $(102.8K) | 0.14% | $308.6K | +17.42% | +5.94% | +11.72% | |
| SQ - BLOCK INC | 0.13% | $300.6K | -15.56% | -8.88% | -13.89% | ||
| AXP - AMERICAN EXPRESS CO | 0.13% | $296.0K | +28.43% | +8.82% | +16.45% | ||
| MDY - SPDR S&P MIDCAP 400 ETF TR | 0.13% | $286.5K | +8.71% | +8.67% | +1.43% | ||
| COST - COSTCO WHSL CORP NEW | 0.13% | $285.7K | +44.29% | +13.97% | +38.85% | ||
| ESGE - ISHARES INC | Reduce 100% | 0.00% | $0.00 | ||||
| XLK - SELECT SECTOR SPDR TR | Reduce 100% | 0.00% | $0.00 | ||||