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LIBRA WEALTH LLC 13F Holdings
Holdings from the most recent 13F from LIBRA WEALTH LLC
Filed: 2024-08-13 (Q2 2024) | Holdings: 53 | Value: $231.0M | 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 4% ($1.7M) | 21.34% | $49.3M | +10.12% | +10.20% | ||
| VGIT - VANGUARD SCOTTSDALE FDS | Add 7% ($2.7M) | 19.05% | $44.0M | +1.03% | -2.03% | ||
| VEA - VANGUARD TAX-MANAGED FDS | Add 11% ($1.7M) | 7.51% | $17.3M | +13.31% | -1.01% | ||
| DFAT - DIMENSIONAL ETF TRUST | Reduce 4% $(641.2K) | 6.26% | $14.5M | +1.40% | +11.01% | ||
| SCHB - SCHWAB STRATEGIC TR | Reduce 1% $(73.1K) | 5.54% | $12.8M | +10.13% | +10.23% | ||
| SCHF - SCHWAB STRATEGIC TR | 5.39% | $12.4M | +13.32% | -0.90% | |||
| AVEM - AMERICAN CENTY ETF TR | Add 24% ($1.4M) | 3.18% | $7.3M | +9.31% | -0.13% | ||
| NVDA - NVIDIA CORPORATION | Add 918% ($6.3M) | 3.03% | $7.0M | +13.40% | +23.83% | ||
| AVUV - AMERICAN CENTY ETF TR | Add 12% ($722.1K) | 2.85% | $6.6M | -0.29% | +12.01% | ||
| SCHR - SCHWAB STRATEGIC TR | Reduce 1% $(53.1K) | 2.63% | $6.1M | +1.01% | -2.02% | ||
| ESGV - VANGUARD WORLD FD | Reduce 4% $(245.0K) | 2.55% | $5.9M | +10.04% | +10.28% | ||
| AAPL - APPLE INC | Add 4% ($210.8K) | 2.54% | $5.9M | -5.89% | +3.58% | ||
| MSFT - MICROSOFT CORP | Add 11% ($447.4K) | 2.01% | $4.6M | +11.30% | +3.10% | ||
| AVDV - AMERICAN CENTY ETF TR | Add 11% ($430.4K) | 1.84% | $4.2M | +18.11% | -0.18% | ||
| ITOT - ISHARES TR | 1.84% | $4.2M | +10.26% | +10.36% | |||
| NFLX - NETFLIX INC | Add 13% ($401.6K) | 1.56% | $3.6M | +83.76% | +29.07% | ||
| SPY - SPDR S&P 500 ETF TR | 1.34% | $3.1M | +10.24% | +9.64% | |||
| SPTI - SPDR SER TR | 1.34% | $3.1M | +1.02% | -2.04% | |||
| VOO - VANGUARD INDEX FDS | 0.61% | $1.4M | +10.28% | +9.68% | |||
| AMZN - AMAZON COM INC | Add 18% ($193.3K) | 0.55% | $1.3M | +18.57% | +22.87% | ||
| VSGX - VANGUARD WORLD FD | Reduce 50% $(1.2M) | 0.50% | $1.2M | +12.41% | +0.11% | ||
| TSLA - TESLA INC | 0.42% | $977.1K | +65.78% | +50.05% | |||
| VUG - VANGUARD INDEX FDS | Reduce 4% $(37.0K) | 0.39% | $910.7K | +13.67% | +11.36% | ||
| VB - VANGUARD INDEX FDS | Reduce 30% $(351.9K) | 0.36% | $825.7K | +5.78% | +12.09% | ||
| IWM - ISHARES TR | 0.33% | $765.9K | +1.08% | +11.55% | |||
| VO - VANGUARD INDEX FDS | Reduce 2% $(10.9K) | 0.28% | $636.2K | +12.18% | +11.46% | ||
| LC - LENDINGCLUB CORP | 0.27% | $618.7K | -3.72% | +40.65% | |||
| VBR - VANGUARD INDEX FDS | 0.27% | $617.8K | +4.15% | +11.04% | |||
| SUB - ISHARES TR | 0.26% | $595.8K | +1.82% | +0.40% | |||
| HD - HOME DEPOT INC | 0.25% | $584.2K | +9.79% | +16.77% | |||
| GOOGL - ALPHABET INC | 0.24% | $564.7K | +1.34% | +8.26% | |||
| GOOG - ALPHABET INC | Add 49% ($183.6K) | 0.24% | $561.5K | +1.04% | +8.14% | ||
| VYM - VANGUARD WHITEHALL FDS | 0.23% | $533.2K | +9.61% | +8.92% | |||
| QQQ - INVESCO QQQ TR | 0.23% | $521.3K | +12.75% | +9.90% | |||
| IBM - INTERNATIONAL BUSINESS MACHS | 0.22% | $517.5K | +42.64% | +10.19% | |||
| VNQ - VANGUARD INDEX FDS | Reduce 4% $(21.5K) | 0.22% | $516.4K | +1.08% | +3.47% | ||
| VIG - VANGUARD SPECIALIZED FUNDS | Reduce 8% $(42.4K) | 0.22% | $511.0K | +7.70% | +7.32% | ||
| ABBV - ABBVIE INC | 0.19% | $430.7K | -0.62% | -10.48% | |||
| FBTC - FIDELITY WISE ORIGIN BITCOIN | Add 30% ($99.3K) | 0.19% | $429.3K | +75.87% | +43.69% | ||
| VTV - VANGUARD INDEX FDS | Reduce 5% $(18.8K) | 0.17% | $392.5K | +6.96% | +8.02% | ||
| AMAT - APPLIED MATLS INC | 0.16% | $377.6K | -17.70% | -8.06% | |||
| BNDX - VANGUARD CHARLOTTE FDS | 0.15% | $352.2K | +1.95% | +0.51% | |||
| COST - COSTCO WHSL CORP NEW | 0.14% | $331.5K | +20.33% | +6.97% | |||
| VXUS - VANGUARD STAR FDS | 0.13% | $308.6K | +12.81% | +0.05% | |||
| AXP - AMERICAN EXPRESS CO | 0.13% | $301.0K | +24.53% | +20.53% | |||
| AVGE - AMERICAN CENTY ETF TR | New Purchase | 0.13% | $292.8K | +9.40% | +7.69% | ||
| ESGD - ISHARES TR | Reduce 13% $(42.7K) | 0.13% | $289.0K | +13.34% | -1.59% | ||
| MDY - SPDR S&P MIDCAP 400 ETF TR | 0.12% | $275.6K | +4.56% | +9.75% | |||
| SQ - BLOCK INC | 0.10% | $229.2K | -9.64% | +31.45% | |||
| XLK - SELECT SECTOR SPDR TR | New Purchase | 0.10% | $226.2K | +9.25% | +9.28% | ||
| ESGU - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| IOT - SAMSARA INC | Reduce 100% | 0.00% | $0.00 | ||||