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LIBRA WEALTH LLC 13F Holdings
Holdings from the most recent 13F from LIBRA WEALTH LLC
Filed: 2024-10-23 (Q3 2024) | Holdings: 57 | Value: $250.3M | 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 | 20.91% | $52.3M | +2.69% | +5.64% | |||
| VGIT - VANGUARD SCOTTSDALE FDS | Add 4% ($1.9M) | 19.02% | $47.6M | +2.00% | -0.72% | ||
| VEA - VANGUARD TAX-MANAGED FDS | Add 3% ($544.4K) | 7.62% | $19.1M | +10.80% | -0.06% | ||
| DFAT - DIMENSIONAL ETF TRUST | Reduce 2% $(314.5K) | 6.07% | $15.2M | -2.93% | +4.82% | ||
| SCHB - SCHWAB STRATEGIC TR | Reduce 1% $(70.4K) | 5.38% | $13.5M | +2.81% | +5.78% | ||
| SCHF - SCHWAB STRATEGIC TR | 5.31% | $13.3M | +10.78% | -0.11% | |||
| AVEM - AMERICAN CENTY ETF TR | Add 6% ($488.5K) | 3.30% | $8.3M | +4.15% | -3.58% | ||
| AVUV - AMERICAN CENTY ETF TR | Add 11% ($803.8K) | 3.13% | $7.8M | -5.06% | +4.91% | ||
| NVDA - NVIDIA CORPORATION | Reduce 1% $(82.9K) | 2.72% | $6.8M | -4.56% | +1.29% | ||
| AAPL - APPLE INC | 2.59% | $6.5M | -9.74% | -3.02% | |||
| ESGV - VANGUARD WORLD FD | Add 2% ($114.4K) | 2.52% | $6.3M | +2.80% | +6.44% | ||
| SCHR - SCHWAB STRATEGIC TR | 2.51% | $6.3M | +1.99% | -0.72% | |||
| AVDV - AMERICAN CENTY ETF TR | Add 11% ($501.3K) | 2.05% | $5.1M | +14.90% | +0.57% | ||
| ITOT - ISHARES TR | Reduce 2% $(75.4K) | 1.76% | $4.4M | +2.74% | +5.74% | ||
| MSFT - MICROSOFT CORP | Reduce 2% $(104.1K) | 1.75% | $4.4M | +8.35% | +4.61% | ||
| NFLX - NETFLIX INC | Add 8% ($305.7K) | 1.63% | $4.1M | +58.52% | +30.00% | ||
| SPY - SPDR S&P 500 ETF TR | 1.31% | $3.3M | +2.87% | +5.18% | |||
| SPTI - SPDR SER TR | 1.28% | $3.2M | +1.96% | -0.75% | |||
| VOO - VANGUARD INDEX FDS | Add 1% ($13.2K) | 0.60% | $1.5M | +2.88% | +5.18% | ||
| VSGX - VANGUARD WORLD FD | Add 6% ($75.7K) | 0.53% | $1.3M | +8.30% | -1.15% | ||
| AMZN - AMAZON COM INC | Add 6% ($79.6K) | 0.52% | $1.3M | +10.16% | +26.77% | ||
| TSLA - TESLA INC | 0.52% | $1.3M | +40.52% | +66.17% | |||
| FBTC - FIDELITY WISE ORIGIN BITCOIN | Add 150% ($682.8K) | 0.45% | $1.1M | +58.28% | +55.16% | ||
| GOOG - ALPHABET INC | Add 102% ($524.0K) | 0.41% | $1.0M | +0.67% | +22.81% | ||
| VUG - VANGUARD INDEX FDS | 0.37% | $934.9K | +6.25% | +8.81% | |||
| VB - VANGUARD INDEX FDS | 0.36% | $898.3K | -1.04% | +6.38% | |||
| LC - LENDINGCLUB CORP | 0.33% | $835.9K | -29.69% | +15.76% | |||
| IWM - ISHARES TR | 0.33% | $833.9K | -4.65% | +4.06% | |||
| VO - VANGUARD INDEX FDS | 0.28% | $693.3K | +3.34% | +4.37% | |||
| HD - HOME DEPOT INC | 0.27% | $687.6K | -5.18% | +3.58% | |||
| VBR - VANGUARD INDEX FDS | Add 1% ($4.2K) | 0.27% | $683.9K | -2.57% | +3.52% | ||
| IBM - INTERNATIONAL BUSINESS MACHS | 0.26% | $661.5K | +23.48% | +2.61% | |||
| SUB - ISHARES TR | 0.24% | $605.2K | +1.62% | +0.76% | |||
| VNQ - VANGUARD INDEX FDS | 0.24% | $600.6K | -5.15% | -5.15% | |||
| VYM - VANGUARD WHITEHALL FDS | 0.23% | $576.4K | +1.64% | +3.27% | |||
| VIG - VANGUARD SPECIALIZED FUNDS | 0.22% | $554.4K | +1.28% | +2.41% | |||
| QQQ - INVESCO QQQ TR | 0.21% | $531.0K | +6.05% | +7.80% | |||
| GOOGL - ALPHABET INC | 0.21% | $514.1K | +0.94% | +23.10% | |||
| ABBV - ABBVIE INC | 0.20% | $495.9K | -0.06% | -8.77% | |||
| INTU - INTUIT | New Purchase | 0.19% | $475.1K | +11.70% | -0.66% | ||
| VTV - VANGUARD INDEX FDS | 0.17% | $426.3K | -0.26% | +1.61% | |||
| BNDX - VANGUARD CHARLOTTE FDS | 0.15% | $363.8K | +1.36% | +0.17% | |||
| AXP - AMERICAN EXPRESS CO | 0.14% | $352.6K | +10.22% | +19.19% | |||
| COST - COSTCO WHSL CORP NEW | 0.14% | $345.7K | +15.44% | +4.37% | |||
| VXUS - VANGUARD STAR FDS | 0.13% | $331.3K | +9.00% | -0.86% | |||
| AMAT - APPLIED MATLS INC | 0.13% | $323.3K | -10.90% | +0.17% | |||
| AVGE - AMERICAN CENTY ETF TR | 0.12% | $312.7K | +3.10% | +3.14% | |||
| ESGD - ISHARES TR | 0.12% | $308.7K | +11.17% | +0.02% | |||
| MDY - SPDR S&P MIDCAP 400 ETF TR | 0.12% | $293.4K | -1.24% | +4.89% | |||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | New Purchase | 0.10% | $241.2K | +10.38% | +0.50% | ||
| XLK - SELECT SECTOR SPDR TR | Reduce 100% | 0.00% | $0.00 | ||||
| SQ - BLOCK INC | Reduce 100% | 0.00% | $0.00 | ||||