Liberty Wealth Management

Latest statistics and disclosures from Liberty Wealth Management's latest quarterly 13F-HR filing:

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Positions held by Liberty Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Liberty Wealth Management

Companies in the Liberty Wealth Management portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 13.9 $39M +35% 85k 452.00
Ishares Tr Esg Awr Msci Usa (ESGU) 7.6 $21M +8% 207k 101.05
Apple (AAPL) 5.7 $16M +2% 90k 174.61
Ishares Tr Core Total Usd (IUSB) 4.9 $14M +80% 274k 49.54
Ishares Tr Eafe Value Etf (EFV) 4.4 $12M 246k 50.06
Ishares Tr Us Treas Bd Etf (GOVT) 3.5 $9.6M +54% 385k 24.89
Vanguard Index Fds Total Stk Mkt (VTI) 3.4 $9.5M +2% 42k 227.79
Ishares Tr Eafe Grwth Etf (EFG) 2.7 $7.5M -31% 78k 96.08
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 2.2 $6.2M +8% 108k 57.59
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 2.0 $5.5M +25% 139k 39.71
Microsoft Corporation (MSFT) 1.7 $4.8M +2% 16k 307.95
Tesla Motors (TSLA) 1.7 $4.8M 4.5k 1077.51
Ishares Tr U.s. Energy Etf (IYE) 1.7 $4.6M 114k 40.82
Ishares Tr Msci Usa Value (VLUE) 1.6 $4.5M -32% 43k 104.31

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Dimensional Us High Proftblty Etf Us High Profitab 1.5 $4.1M NEW 157k 26.22
Chevron Corporation (CVX) 1.4 $4.0M -16% 25k 162.80
Ishares Tr Faln Angls Usd (FALN) 1.4 $3.8M 135k 27.74
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $3.3M -13% 8.0k 415.17
Ishares Esg Awr Msci Em (ESGE) 1.2 $3.3M +13% 89k 36.70
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.2 $3.2M +58% 25k 130.27
Ishares Tr Tips Bd Etf (TIP) 1.0 $2.9M -29% 23k 124.45
Ishares Tr Core S&p Scp Etf (IJR) 1.0 $2.8M -10% 26k 107.81
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.0 $2.7M +198% 100k 27.55
Amazon (AMZN) 1.0 $2.7M +5% 836.00 3265.45
Dimensional U S Targeted Value Etf Us Targeted Vlu (DFAT) 1.0 $2.7M NEW 59k 46.25
Vanguard Index Fds Value Etf (VTV) 0.9 $2.4M -2% 16k 145.20
Spdr Ser Tr S&p 600 Sml Cap (SLY) 0.8 $2.3M -8% 25k 93.00
Ishares Tr Mbs Etf (MBB) 0.8 $2.3M +33% 22k 101.77
Ishares Gold Tr Ishares New (IAU) 0.8 $2.2M -18% 60k 36.94
Vanguard Index Fds Small Cp Etf (VB) 0.8 $2.2M 10k 211.60
Vanguard Index Fds Growth Etf (VUG) 0.8 $2.1M -3% 7.5k 279.99
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.7 $2.1M -2% 44k 46.60
Ishares Tr Global Tech Etf (IXN) 0.7 $2.0M -27% 35k 57.97
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $1.9M 5.4k 352.84
Oracle Corporation (ORCL) 0.7 $1.9M 23k 82.70
Dimensional Intern Core Equity 2 Etf Intl Core Equity 0.6 $1.8M NEW 74k 24.37
Ishares Tr 10+ Yr Invst Grd (IGLB) 0.6 $1.8M +17% 29k 60.53
Vanguard World Fds Inf Tech Etf (VGT) 0.6 $1.7M -6% 4.2k 416.39
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $1.6M +8% 21k 77.09
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.5M 522.00 2795.02
Abbvie (ABBV) 0.5 $1.4M -9% 8.8k 162.12
Walt Disney Company (DIS) 0.5 $1.4M +6% 10k 137.15
Ishares Tr Global Finls Etf (IXG) 0.5 $1.4M -63% 18k 79.41
Sentinelone Cl A (S) 0.5 $1.3M 34k 38.72
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $1.1M +9% 10k 108.34
Dimensional Intern High Profit Etf Intl High Profit 0.4 $1.1M NEW 43k 24.30
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.4 $1.0M +153% 7.6k 134.54
Msci (MSCI) 0.3 $958k 1.9k 502.62
Vanguard World Fds Health Car Etf (VHT) 0.3 $956k +3% 3.8k 254.32
Vanguard World Fds Financials Etf (VFH) 0.3 $941k +2% 10k 93.33
Meta Platforms Cl A (FB) 0.3 $930k +10% 4.2k 223.99
Advanced Micro Devices (AMD) 0.3 $906k NEW 8.3k 109.26
Procter & Gamble Company (PG) 0.3 $899k +2% 5.9k 152.66
United Parcel Service CL B (UPS) 0.3 $832k -2% 3.9k 214.49
Intuit (INTU) 0.3 $821k 1.7k 480.96
Bank of America Corporation (BAC) 0.3 $810k 20k 41.19
Dimensional Intern Small Cap Vl Etf Intl Small Cap V 0.3 $808k NEW 33k 24.39
Vanguard Index Fds Large Cap Etf (VV) 0.3 $761k 3.7k 208.32
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $756k +9% 4.3k 175.77
Automatic Data Processing (ADP) 0.3 $729k +4% 3.2k 227.39
Alphabet Cap Stk Cl A (GOOGL) 0.3 $717k +11% 258.00 2779.07
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $717k +3% 16k 44.73
Analog Devices (ADI) 0.3 $708k 4.3k 165.00
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $699k +7% 14k 50.45
At&t (T) 0.3 $698k +43% 30k 23.62
Visa Com Cl A (V) 0.2 $686k 3.1k 222.58
NVIDIA Corporation (NVDA) 0.2 $616k 2.3k 272.93
Clorox Company (CLX) 0.2 $612k +3% 4.4k 139.00
Wells Fargo & Company (WFC) 0.2 $597k 12k 48.46
Home Depot (HD) 0.2 $577k -3% 1.9k 299.12
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $570k +2% 7.2k 79.46
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $532k -2% 1.2k 451.23
International Business Machines (IBM) 0.2 $531k -4% 4.1k 129.96
Ishares Tr Msci Eafe Etf (EFA) 0.2 $526k -4% 7.1k 73.73
Nike CL B (NKE) 0.2 $525k 3.9k 134.58
JPMorgan Chase & Co. (JPM) 0.2 $517k +15% 3.8k 136.23
Ishares Tr Ishares Biotech (IBB) 0.2 $508k +7% 3.9k 130.22
Intel Corporation (INTC) 0.2 $504k +7% 10k 49.19
Amgen (AMGN) 0.2 $501k +13% 2.1k 241.56
Verizon Communications (VZ) 0.2 $482k +7% 9.5k 50.92
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $481k +2% 6.5k 73.96
Starbucks Corporation (SBUX) 0.2 $480k -3% 5.3k 90.96
Pepsi (PEP) 0.2 $473k 2.8k 167.20
Merck & Co (MRK) 0.2 $473k 5.8k 81.96
Johnson & Johnson (JNJ) 0.2 $471k +25% 2.7k 176.93
Cisco Systems (CSCO) 0.2 $459k +5% 8.2k 55.66
Public Service Enterprise (PEG) 0.2 $444k 6.4k 69.89
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $443k +110% 2.9k 155.44
ABM Industries (ABM) 0.1 $414k 9.0k 46.00
Costco Wholesale Corporation (COST) 0.1 $408k -33% 709.00 575.46
Pfizer (PFE) 0.1 $385k +5% 7.5k 51.64
Ishares Tr Conv Bd Etf (ICVT) 0.1 $383k NEW 4.6k 82.97
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $383k -18% 1.4k 277.74
Coca-Cola Company (KO) 0.1 $383k -5% 6.2k 61.94
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $381k +18% 3.9k 97.49
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $375k -5% 2.2k 168.16
Abbott Laboratories (ABT) 0.1 $357k -4% 3.0k 118.09
Select Sector Spdr Tr Technology (XLK) 0.1 $342k -6% 2.2k 158.77
Bristol Myers Squibb (BMY) 0.1 $341k 4.7k 72.96
Select Sector Spdr Tr Financial (XLF) 0.1 $341k +38% 8.9k 38.30
UnitedHealth (UNH) 0.1 $333k -11% 657.00 506.85
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $327k -8% 4.3k 76.24
Exxon Mobil Corporation (XOM) 0.1 $322k -2% 3.9k 82.84
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $317k -53% 874.00 362.70
Extra Space Storage (EXR) 0.1 $317k 1.5k 205.44
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 0.1 $309k 3.6k 85.50
Union Pacific Corporation (UNP) 0.1 $306k 1.1k 272.73
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $303k 1.9k 162.21
Allstate Corporation (ALL) 0.1 $302k 2.2k 138.34
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $297k +25% 14k 21.45
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.1 $290k +22% 4.5k 64.44
Us Bancorp Del Com New (USB) 0.1 $285k -2% 5.4k 53.05
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $285k 3.6k 79.59
Lowe's Companies (LOW) 0.1 $283k 1.4k 201.71
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $281k +100% 5.3k 53.21
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $280k 5.3k 52.97
Nextera Energy (NEE) 0.1 $278k -2% 3.3k 84.63
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $276k -21% 4.5k 60.90
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $264k +5% 3.3k 79.78
Eli Lilly & Co. (LLY) 0.1 $255k 892.00 285.87
Hawaiian Electric Industries (HE) 0.1 $255k NEW 6.0k 42.16
Target Corporation (TGT) 0.1 $250k 1.2k 212.22
Dominion Resources (D) 0.1 $243k +7% 2.9k 84.64
Boeing Company (BA) 0.1 $239k +7% 1.3k 191.05
Ishares Tr Core Msci Eafe (IEFA) 0.1 $238k -15% 3.4k 69.41
Texas Instruments Incorporated (TXN) 0.1 $238k NEW 1.3k 183.08
Essex Property Trust (ESS) 0.1 $235k 681.00 345.08
Spdr Index Shs Fds S&p Gblinf Etf (GII) 0.1 $233k 4.0k 57.85
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $230k NEW 2.8k 83.33
Diageo Spon Adr New (DEO) 0.1 $229k +6% 1.1k 202.83
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $227k 655.00 346.56
Adobe Systems Incorporated (ADBE) 0.1 $225k NEW 487.00 462.01
Pulte (PHM) 0.1 $225k 5.4k 41.78
Duke Energy Corp Com New (DUK) 0.1 $222k 2.0k 111.67
BioMarin Pharmaceutical (BMRN) 0.1 $221k NEW 2.8k 79.93
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $221k 1.3k 166.04
Phillips 66 (PSX) 0.1 $219k NEW 2.5k 86.25
Prologis (PLD) 0.1 $213k 1.3k 161.24
BP Sponsored Adr (BP) 0.1 $210k NEW 7.1k 29.38
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $209k 1.7k 120.46
Hershey Company (HSY) 0.1 $209k NEW 966.00 216.36
Raytheon Technologies Corp (RTX) 0.1 $209k NEW 2.1k 99.01
Wec Energy Group (WEC) 0.1 $209k -15% 2.1k 99.71
Kroger (KR) 0.1 $208k NEW 3.6k 57.30
Spdr Gold Tr Gold Shs (GLD) 0.1 $208k NEW 1.2k 180.09
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $208k 3.3k 62.50
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $207k NEW 1.5k 139.49
ConocoPhillips (COP) 0.1 $206k NEW 2.1k 99.95
Vanguard World Mega Grwth Ind (MGK) 0.1 $205k -31% 873.00 234.82
Sempra Energy (SRE) 0.1 $204k NEW 1.2k 168.04
Agilent Technologies Inc C ommon (A) 0.1 $201k 1.5k 132.06
Ishares Tr Blackrock Ultra (ICSH) 0.1 $201k 4.0k 50.15
Hewlett Packard Enterprise (HPE) 0.1 $186k +2% 11k 16.64
Natural Alternatives Intl In Com New (NAII) 0.1 $176k 15k 11.51
First Tr Stoxx European Sele Common Shs (FDD) 0.1 $166k 13k 13.27
Heritage Commerce (HTBK) 0.1 $139k 12k 11.21
Allianzgi Convertible & Income (NCV) 0.0 $114k +2% 23k 4.99
Nektar Therapeutics (NKTR) 0.0 $103k 19k 5.39

Past Filings by Liberty Wealth Management

SEC 13F filings are viewable for Liberty Wealth Management going back to 2018