Libra Wealth

Libra Wealth as of June 30, 2022

Portfolio Holdings for Libra Wealth

Libra Wealth holds 41 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 16.4 $23M 121k 188.62
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 15.7 $22M 358k 61.16
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 11.6 $16M 313k 51.60
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 8.5 $12M 292k 40.80
Dimensional Etf Trust Us Targeted Vlu (DFAT) 8.3 $12M 289k 40.22
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 6.2 $8.6M 194k 44.19
Vanguard Scottsdale Fds Int-term Corp (VCIT) 5.3 $7.4M 93k 80.02
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.7 $6.6M 210k 31.45
Spdr Ser Tr Portfli Intrmdit (SPTI) 2.6 $3.7M 124k 29.47
Vanguard World Esg Us Stk Etf (ESGV) 2.5 $3.5M 53k 66.39
Ishares Tr Core S&p Ttl Stk (ITOT) 2.4 $3.4M 40k 83.78
Apple (AAPL) 2.1 $2.9M 22k 136.72
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.8 $2.5M 48k 52.76
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.5 $2.2M 5.7k 377.22
Ishares Tr Esg Aw Msci Eafe (ESGD) 1.1 $1.6M 25k 62.75
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.9 $1.2M 18k 68.38
Ishares Tr Esg Awr Msci Usa (ESGU) 0.8 $1.1M 13k 83.88
Netflix (NFLX) 0.7 $1.0M 5.9k 174.81
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.7 $1.0M 19k 52.03
Tesla Motors (TSLA) 0.6 $817k 1.2k 673.54
Amazon (AMZN) 0.5 $752k 7.1k 106.21
Ishares Esg Awr Msci Em (ESGE) 0.5 $668k 21k 32.29
Ishares Tr Russell 2000 Etf (IWM) 0.5 $657k 3.9k 169.37
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $647k 6.2k 104.74
Abbvie (ABBV) 0.3 $469k 3.1k 153.27
Home Depot (HD) 0.3 $465k 1.7k 274.01
International Business Machines (IBM) 0.3 $422k 3.0k 141.04
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $418k 2.1k 196.89
Vanguard Index Fds Value Etf (VTV) 0.3 $368k 2.8k 131.81
Alphabet Cap Stk Cl A (GOOGL) 0.2 $342k 157.00 2178.34
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $316k 3.5k 91.07
Vanguard World Esg Intl Stk Etf (VSGX) 0.2 $288k 5.9k 49.09
Vanguard Index Fds Growth Etf (VUG) 0.2 $265k 1.2k 223.25
Costco Wholesale Corporation (COST) 0.2 $260k 543.00 478.82
Vanguard Index Fds Small Cp Etf (VB) 0.2 $259k 1.5k 175.95
Alphabet Cap Stk Cl C (GOOG) 0.2 $238k 109.00 2183.49
Bio Rad Labs Cl A (BIO) 0.2 $220k 445.00 494.38
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $216k 1.5k 143.24
Microsoft Corporation (MSFT) 0.2 $215k 837.00 256.87
AllianceBernstein Global Hgh Incm (AWF) 0.1 $106k 11k 9.77
Templeton Global Income Fund (SABA) 0.0 $53k 12k 4.42