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LIBRA WEALTH LLC 13F Holdings
Holdings from the most recent 13F from LIBRA WEALTH LLC
Filed: 2025-01-22 (Q4 2024) | Holdings: 53 | Value: $257.2M | 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 3% ($1.7M) | 21.49% | $55.3M | -2.45% | -11.95% | ||
| VGIT - VANGUARD SCOTTSDALE FDS | Add 6% ($2.6M) | 18.77% | $48.3M | +3.08% | +3.14% | ||
| VEA - VANGUARD TAX-MANAGED FDS | Add 10% ($1.8M) | 7.42% | $19.1M | +12.08% | +4.87% | ||
| DFAT - DIMENSIONAL ETF TRUST | Reduce 3% $(446.9K) | 5.73% | $14.7M | -7.26% | -15.93% | ||
| SCHB - SCHWAB STRATEGIC TR | Add 194% ($8.9M) | 5.25% | $13.5M | -2.52% | -12.15% | ||
| SCHF - SCHWAB STRATEGIC TR | Add 98% ($5.9M) | 4.61% | $11.8M | +11.95% | +4.75% | ||
| AVUV - AMERICAN CENTY ETF TR | Add 17% ($1.3M) | 3.59% | $9.2M | -9.23% | -17.75% | ||
| AVEM - AMERICAN CENTY ETF TR | Add 14% ($1.1M) | 3.33% | $8.6M | +8.82% | +0.25% | ||
| NVDA - NVIDIA CORPORATION | 2.92% | $7.5M | -7.35% | -29.18% | |||
| AAPL - APPLE INC | Reduce 5% $(327.6K) | 2.58% | $6.6M | -7.73% | -8.86% | ||
| ESGV - VANGUARD WORLD FD | Reduce 4% $(246.7K) | 2.43% | $6.3M | -2.96% | -13.17% | ||
| SCHR - SCHWAB STRATEGIC TR | Add 100% ($3.0M) | 2.35% | $6.0M | +3.00% | +3.01% | ||
| AVDV - AMERICAN CENTY ETF TR | Add 26% ($1.2M) | 2.32% | $6.0M | +15.13% | +7.22% | ||
| NFLX - NETFLIX INC | 1.99% | $5.1M | +24.45% | +9.58% | |||
| MSFT - MICROSOFT CORP | Reduce 2% $(69.5K) | 1.64% | $4.2M | +4.06% | -15.13% | ||
| ITOT - ISHARES TR | Reduce 8% $(362.2K) | 1.62% | $4.2M | -2.47% | -12.10% | ||
| SPY - SPDR S&P 500 ETF TR | 1.30% | $3.3M | -1.84% | -11.35% | |||
| SPTI - SPDR SER TR | 1.20% | $3.1M | +3.03% | +3.14% | |||
| FBTC - FIDELITY WISE ORIGIN BITCOIN | Add 79% ($1.3M) | 1.16% | $3.0M | +4.50% | -8.74% | ||
| TSLA - TESLA INC | 0.78% | $2.0M | -17.36% | -39.73% | |||
| VOO - VANGUARD INDEX FDS | 0.60% | $1.5M | -1.84% | -11.36% | |||
| VSGX - VANGUARD WORLD FD | Add 10% ($121.4K) | 0.52% | $1.3M | +10.80% | +3.13% | ||
| LC - LENDINGCLUB CORP | 0.46% | $1.2M | -38.72% | -39.31% | |||
| AMZN - AMAZON COM INC | Reduce 24% $(374.1K) | 0.45% | $1.2M | -12.83% | -22.85% | ||
| VUG - VANGUARD INDEX FDS | 0.39% | $999.4K | -2.18% | -14.73% | |||
| VB - VANGUARD INDEX FDS | 0.35% | $909.9K | -6.61% | -15.76% | |||
| IWM - ISHARES TR | 0.32% | $834.1K | -7.66% | -15.98% | |||
| IBM - INTERNATIONAL BUSINESS MACHS | Add 25% ($162.7K) | 0.32% | $820.4K | +20.80% | +10.35% | ||
| GOOG - ALPHABET INC | Reduce 36% $(423.0K) | 0.29% | $756.8K | -17.24% | -21.04% | ||
| VO - VANGUARD INDEX FDS | Reduce 3% $(18.8K) | 0.26% | $675.4K | -0.67% | -9.40% | ||
| VBR - VANGUARD INDEX FDS | 0.26% | $675.0K | -5.54% | -13.86% | |||
| HD - HOME DEPOT INC | 0.26% | $660.1K | -7.81% | -12.85% | |||
| SUB - ISHARES TR | 0.23% | $601.1K | +0.83% | +0.16% | |||
| GOOGL - ALPHABET INC | 0.23% | $586.8K | -17.15% | -21.51% | |||
| VYM - VANGUARD WHITEHALL FDS | 0.22% | $573.6K | -0.89% | -7.17% | |||
| QQQ - INVESCO QQQ TR | 0.22% | $556.2K | -1.51% | -13.95% | |||
| VNQ - VANGUARD INDEX FDS | 0.21% | $549.2K | +0.91% | -2.40% | |||
| VIG - VANGUARD SPECIALIZED FUNDS | 0.21% | $548.1K | -0.57% | -7.19% | |||
| ABBV - ABBVIE INC | Reduce 4% $(17.8K) | 0.17% | $428.4K | +9.44% | +4.83% | ||
| VTV - VANGUARD INDEX FDS | 0.16% | $413.4K | -1.31% | -6.81% | |||
| AXP - AMERICAN EXPRESS CO | Reduce 4% $(16.3K) | 0.14% | $369.5K | -8.16% | -19.33% | ||
| COST - COSTCO WHSL CORP NEW | Reduce 1% $(1.8K) | 0.14% | $355.5K | +10.37% | +3.74% | ||
| BNDX - VANGUARD CHARLOTTE FDS | 0.14% | $354.9K | +1.35% | +1.53% | |||
| INTU - INTUIT | Reduce 28% $(137.0K) | 0.13% | $343.8K | +10.44% | -1.92% | ||
| VXUS - VANGUARD STAR FDS | 0.12% | $301.6K | +11.08% | +3.72% | |||
| MDY - SPDR S&P MIDCAP 400 ETF TR | 0.11% | $293.3K | -5.70% | -14.47% | |||
| ESGD - ISHARES TR | 0.11% | $279.3K | +12.28% | +5.00% | |||
| AMAT - APPLIED MATLS INC | 0.10% | $260.2K | -12.63% | -24.31% | |||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.09% | $237.5K | +10.19% | +14.11% | |||
| DE - DEERE & CO | New Purchase | 0.09% | $235.2K | +14.53% | -0.68% | ||
| AVGE - AMERICAN CENTY ETF TR | Reduce 100% | 0.00% | $0.00 | ||||