Libra Wealth

Libra Wealth as of March 31, 2023

Portfolio Holdings for Libra Wealth

Libra Wealth holds 49 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 20.9 $36M 177k 204.10
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 16.2 $28M 445k 62.92
Dimensional Etf Trust Us Targeted Vlu (DFAT) 8.7 $15M 338k 44.50
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 7.9 $14M 272k 50.43
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.1 $12M 270k 45.17
Schwab Strategic Tr Intl Eqty Etf (SCHF) 7.0 $12M 328k 36.74
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 5.3 $9.1M 175k 52.15
Apple (AAPL) 2.5 $4.4M 26k 164.90
Vanguard World Esg Us Stk Etf (ESGV) 2.5 $4.3M 60k 71.71
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.1 $3.7M 69k 52.89
Ishares Tr Core S&p Ttl Stk (ITOT) 2.1 $3.6M 40k 90.55
Spdr Ser Tr Portfli Intrmdit (SPTI) 2.1 $3.6M 124k 28.94
Microsoft Corporation (MSFT) 1.6 $2.8M 9.8k 288.29
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $2.3M 5.7k 409.39
Vanguard World Esg Intl Stk Etf (VSGX) 1.1 $1.9M 37k 52.36
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.1 $1.8M 31k 58.48
Netflix (NFLX) 0.9 $1.6M 4.7k 345.48
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.7 $1.3M 17k 74.06
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $1.3M 3.3k 376.07
Ishares Tr Esg Awr Msci Usa (ESGU) 0.7 $1.1M 13k 90.45
Tesla Motors (TSLA) 0.5 $924k 1.7k 556.52
Vanguard Index Fds Small Cp Etf (VB) 0.5 $795k 4.2k 189.56
Amazon (AMZN) 0.4 $775k 7.5k 103.29
Vanguard Index Fds Growth Etf (VUG) 0.4 $716k 2.9k 249.44
Ishares Tr Russell 2000 Etf (IWM) 0.4 $692k 3.9k 178.40
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $617k 5.9k 104.68
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $605k 2.9k 210.92
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $537k 3.4k 158.76
Lendingclub Corp Com New (LC) 0.3 $527k 73k 7.21
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $512k 6.2k 83.04
Home Depot (HD) 0.3 $501k 1.7k 295.12
Abbvie (ABBV) 0.3 $482k 3.0k 159.37
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $474k 4.5k 105.50
International Business Machines (IBM) 0.2 $392k 3.0k 131.09
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $377k 6.8k 55.21
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $354k 7.2k 48.92
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $349k 1.1k 320.93
Alphabet Cap Stk Cl A (GOOGL) 0.2 $322k 3.1k 103.73
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $277k 3.9k 71.84
Vanguard Index Fds Value Etf (VTV) 0.2 $268k 1.9k 138.11
Block Cl A (SQ) 0.1 $244k 3.6k 68.65
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $236k 515.00 458.41
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $232k 1.5k 154.01
Deere & Company (DE) 0.1 $229k 555.00 412.88
American Express Company (AXP) 0.1 $214k 1.3k 164.95
Alphabet Cap Stk Cl C (GOOG) 0.1 $214k 2.1k 104.00
Bio Rad Labs Cl A (BIO) 0.1 $213k 445.00 479.02
Cisco Systems (CSCO) 0.1 $207k 4.0k 52.28
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $202k 2.0k 100.58