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LIBRA WEALTH LLC 13F Holdings
Holdings from the most recent 13F from LIBRA WEALTH LLC
Filed: 2025-04-25 (Q1 2025) | Holdings: 63 | Value: $266.5M | 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 6% ($2.9M) | 20.76% | $55.3M | +7.96% | |||
| VGIT - VANGUARD SCOTTSDALE FDS | Add 6% ($3.0M) | 19.69% | $52.5M | -0.61% | |||
| VEA - VANGUARD TAX-MANAGED FDS | Add 9% ($1.8M) | 8.29% | $22.1M | +3.81% | |||
| DFAT - DIMENSIONAL ETF TRUST | Reduce 1% $(181.6K) | 5.05% | $13.5M | +9.17% | |||
| SCHB - SCHWAB STRATEGIC TR | Reduce 1% $(144.1K) | 4.75% | $12.7M | ||||
| SCHF - SCHWAB STRATEGIC TR | Reduce 1% $(146.2K) | 4.70% | $12.5M | +3.67% | |||
| AVEM - AMERICAN CENTY ETF TR | Add 20% ($1.7M) | 3.95% | $10.5M | +6.89% | |||
| AVUV - AMERICAN CENTY ETF TR | Add 23% ($1.9M) | 3.84% | $10.2M | +9.58% | |||
| AVDV - AMERICAN CENTY ETF TR | Add 24% ($1.5M) | 2.97% | $7.9M | ||||
| NVDA - NVIDIA CORPORATION | Add 1% ($41.7K) | 2.29% | $6.1M | +23.35% | |||
| ESGV - VANGUARD WORLD FD | Add 1% ($34.1K) | 2.20% | $5.9M | +8.40% | |||
| AAPL - APPLE INC | Reduce 5% $(315.9K) | 2.09% | $5.6M | +0.82% | |||
| SCHR - SCHWAB STRATEGIC TR | Reduce 15% $(904.3K) | 1.98% | $5.3M | ||||
| ITOT - ISHARES TR | Add 26% ($1.0M) | 1.87% | $5.0M | +7.95% | |||
| NFLX - NETFLIX INC | Reduce 9% $(466.3K) | 1.83% | $4.9M | +8.32% | |||
| MSFT - MICROSOFT CORP | Add 9% ($321.0K) | 1.53% | $4.1M | +16.11% | |||
| SPY - SPDR S&P 500 ETF TR | 1.20% | $3.2M | |||||
| SPTI - SPDR SER TR | Reduce 2% $(56.2K) | 1.16% | $3.1M | -0.63% | |||
| FBTC - FIDELITY WISE ORIGIN BITCOIN | Reduce 25% $(654.0K) | 0.74% | $2.0M | ||||
| QCOM - QUALCOMM INC | New Purchase | 0.59% | $1.6M | +2.92% | |||
| VOO - VANGUARD INDEX FDS | 0.55% | $1.5M | +7.78% | ||||
| VSGX - VANGUARD WORLD FD | Reduce 3% $(46.4K) | 0.51% | $1.4M | +5.10% | |||
| TSLA - TESLA INC | Add 4% ($50.0K) | 0.50% | $1.3M | +21.11% | |||
| VUG - VANGUARD INDEX FDS | Add 12% ($112.7K) | 0.38% | $1.0M | +10.12% | |||
| GOOG - ALPHABET INC | Add 54% ($337.0K) | 0.36% | $957.9K | ||||
| VB - VANGUARD INDEX FDS | Reduce 3% $(21.5K) | 0.31% | $818.3K | +9.07% | |||
| AMZN - AMAZON COM INC | Reduce 19% $(190.3K) | 0.31% | $817.2K | +7.92% | |||
| LC - LENDINGCLUB CORP | 0.28% | $754.7K | |||||
| IWM - ISHARES TR | 0.28% | $753.1K | +7.89% | ||||
| IBM - INTERNATIONAL BUSINESS MACHS | Reduce 27% $(248.7K) | 0.25% | $679.3K | +15.32% | |||
| VBR - VANGUARD INDEX FDS | Add 6% ($41.0K) | 0.25% | $675.5K | ||||
| VO - VANGUARD INDEX FDS | 0.25% | $661.3K | |||||
| HD - HOME DEPOT INC | 0.23% | $621.9K | +6.37% | ||||
| SUB - ISHARES TR | 0.23% | $601.8K | |||||
| VYM - VANGUARD WHITEHALL FDS | 0.22% | $579.8K | |||||
| TEAM - ATLASSIAN CORPORATION | New Purchase | 0.21% | $559.4K | ||||
| VNQ - VANGUARD INDEX FDS | 0.21% | $558.2K | +3.88% | ||||
| VTV - VANGUARD INDEX FDS | Add 32% ($134.6K) | 0.21% | $556.4K | +4.85% | |||
| VIG - VANGUARD SPECIALIZED FUNDS | 0.20% | $543.0K | |||||
| QQQ - INVESCO QQQ TR | 0.19% | $510.2K | +10.25% | ||||
| ABBV - ABBVIE INC | 0.19% | $506.4K | -2.12% | ||||
| GOOGL - ALPHABET INC | 0.18% | $479.4K | |||||
| BNDX - VANGUARD CHARLOTTE FDS | Add 19% ($68.3K) | 0.16% | $421.6K | -0.42% | |||
| ESGD - ISHARES TR | Add 30% ($89.4K) | 0.15% | $389.0K | +3.34% | |||
| COST - COSTCO WHSL CORP NEW | 0.14% | $367.0K | +4.97% | ||||
| ADI - ANALOG DEVICES INC | New Purchase | 0.13% | $341.4K | +17.46% | |||
| INTU - INTUIT | 0.13% | $335.9K | +7.53% | ||||
| AXP - AMERICAN EXPRESS CO | 0.13% | $335.0K | |||||
| CRM - SALESFORCE INC | New Purchase | 0.12% | $328.2K | ||||
| SPLG - SPDR SER TR | New Purchase | 0.12% | $322.4K | +7.77% | |||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 100% | 0.00% | $0.00 | ||||
| MDY - SPDR S&P MIDCAP 400 ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| VXUS - VANGUARD STAR FDS | Reduce 100% | 0.00% | $0.00 | ||||
| AMAT - APPLIED MATLS INC | Reduce 100% | 0.00% | $0.00 | ||||
| DE - DEERE & CO | Reduce 100% | 0.00% | $0.00 | ||||