Libra Wealth

Libra Wealth as of Dec. 31, 2022

Portfolio Holdings for Libra Wealth

Libra Wealth holds 47 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tesla Motors (TSLA) 38.8 $370M 3.0k 123180.00
Ishares Tr Msci Intl Sml Cp (ISCF) 27.6 $263M 9.1k 29014.32
Spdr Ser Tr Ssga Us Smal Etf (SMLV) 16.5 $158M 1.5k 107650.00
Vanguard Total Stk Mkt Etf Total Stk Mkt Etf (VTI) 3.5 $34M 175k 191.19
Vanguard Inter Term Treas Etf Inter Term Treas Etf (VGIT) 2.8 $27M 454k 58.48
Dimensional Etf Tr Us Targeted Value Etf Us Targeted Value Etf (DFAT) 1.6 $15M 344k 43.95
Schwab Strategic Tr Intermed-term Us Treas Etf Intermed-term Us Treas Etf (SCHR) 1.4 $13M 270k 49.23
Schwab Strategic Tr Intl Eqty Etf Intl Eqty Etf (SCHF) 1.2 $12M 363k 32.21
Vanguard Ftse Developed Mkts Etf Ftse Developed Mkts Etf (VEA) 1.2 $12M 275k 41.97
Schwab Strategic Tr Us Brd Mkt Etf Us Brd Mkt Etf (SCHB) 0.8 $8.1M 180k 44.81
Vanguard Esg Us Stk Etf Esg Us Stk Etf (ESGV) 0.4 $3.9M 60k 65.86
Spdr Series Trust Portfli Intrmdit Etf Portfli Intrmdit Etf (SPTI) 0.4 $3.5M 124k 28.24
American Century Investments Avantis Emgmkt Etf Avantis Emgmkt Etf (AVEM) 0.4 $3.5M 69k 50.45
Apple (AAPL) 0.4 $3.4M 26k 129.93
Ishares Trust Core S&p Ttl Stk Etf Core S&p Ttl Stk Etf (ITOT) 0.4 $3.4M 40k 84.80
Microsoft Corporation (MSFT) 0.2 $2.3M 9.8k 239.81
Spdr S&p500 Etf Trust Tr Unit Etf Tr Unit Etf (SPY) 0.2 $2.2M 5.7k 382.43
Vanguard Esg Intl Stk Etf Esg Intl Stk Etf (VSGX) 0.2 $1.9M 38k 49.19
American Century Investments Intl Smcp Vlu Etf Intl Smcp Vlu Etf (AVDV) 0.2 $1.7M 31k 55.35
Netflix (NFLX) 0.1 $1.4M 4.7k 294.88
Vanguard Int-term Corp Etf Int-term Corp Etf (VCIT) 0.1 $1.3M 17k 77.51
American Century Investments Avantis Us Sml Cp Valu Etf Avantis Us Sml Cp Valu Etf (AVUV) 0.1 $1.3M 18k 74.51
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) 0.1 $1.2M 3.3k 351.34
Ishares Trust Esg Aware Msci Usa Etf Esg Aware Msci Usa Etf (ESGU) 0.1 $1.1M 13k 84.75
Vanguard Small Cp Etf Small Cp Etf (VB) 0.1 $770k 4.2k 183.54
Ishares Trust Russell 2000 Etf Russell 2000 Etf (IWM) 0.1 $676k 3.9k 174.36
Ishares Trust Shrt Nat Mun Etf Shrt Nat Mun Etf (SUB) 0.1 $644k 6.2k 104.27
Lendingclub Corp (LC) 0.1 $644k 73k 8.80
Amazon (AMZN) 0.1 $630k 7.5k 84.00
Vanguard Growth Etf Growth Etf (VUG) 0.1 $612k 2.9k 213.11
Vanguard Mid Cap Etf Mid Cap Etf (VO) 0.1 $584k 2.9k 203.81
Vanguard Sm Cp Val Etf Sm Cp Val Etf (VBR) 0.1 $538k 3.4k 158.80
Home Depot (HD) 0.1 $536k 1.7k 315.86
Vanguard Real Estate Etf Real Estate Etf (VNQ) 0.1 $509k 6.2k 82.48
Abbvie (ABBV) 0.1 $488k 3.0k 161.61
Vanguard High Div Yld Etf High Div Yld Etf (VYM) 0.1 $487k 4.5k 108.21
International Business Machines (IBM) 0.0 $422k 3.0k 140.89
Vanguard Value Etf Value Etf (VTV) 0.0 $392k 2.8k 140.37
Vanguard Star Fd Tl Intl Stk F Etf Star Fd Tl Intl Stk F Etf (VXUS) 0.0 $353k 6.8k 51.72
Vanguard Total Int Bd Etf Total Int Bd Etf (BNDX) 0.0 $343k 7.2k 47.43
Invesco Qqq Trust Unit Ser 1 Etf Unit Ser 1 Etf (QQQ) 0.0 $290k 1.1k 266.28
Alphabet Inc Com Cl A Com Cl A (GOOGL) 0.0 $274k 3.1k 88.23
Ishares Trust Esg Aware Msci Eafe Etf Esg Aware Msci Eafe Etf (ESGD) 0.0 $251k 3.8k 65.74
Deere & Company (DE) 0.0 $238k 555.00 428.76
Vanguard Div App Etf Div App Etf (VIG) 0.0 $229k 1.5k 151.85
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp Etf Utser1 S&pdcrp Etf (MDY) 0.0 $228k 515.00 442.79
Block Inc Com Cl A Com Cl A (SQ) 0.0 $223k 3.6k 62.84