Libra Wealth

Libra Wealth as of June 30, 2023

Portfolio Holdings for Libra Wealth

Libra Wealth holds 52 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 20.8 $38M 173k 220.28
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 16.3 $30M 508k 58.66
Dimensional Etf Trust Us Targeted Vlu (DFAT) 7.7 $14M 303k 46.39
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.0 $13M 277k 46.18
Schwab Strategic Tr Intl Eqty Etf (SCHF) 6.7 $12M 344k 35.65
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 6.6 $12M 247k 49.28
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 6.3 $12M 225k 51.70
Apple (AAPL) 2.8 $5.1M 26k 193.97
Vanguard World Esg Us Stk Etf (ESGV) 2.6 $4.8M 61k 78.35
Ishares Tr Core S&p Ttl Stk (ITOT) 2.1 $3.9M 40k 97.84
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.1 $3.8M 71k 53.81
Spdr Ser Tr Portfli Intrmdit (SPTI) 1.9 $3.5M 124k 28.29
Microsoft Corporation (MSFT) 1.8 $3.3M 9.8k 340.53
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.8 $3.2M 42k 77.61
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $2.5M 5.7k 443.28
Netflix (NFLX) 1.1 $2.1M 4.7k 440.49
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.1 $2.0M 34k 57.56
Vanguard World Esg Intl Stk Etf (VSGX) 1.0 $1.8M 35k 53.11
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $1.4M 3.3k 407.28
Tesla Motors (TSLA) 0.6 $1.2M 4.5k 261.77
Amazon (AMZN) 0.5 $978k 7.5k 130.36
Vanguard Index Fds Small Cp Etf (VB) 0.4 $814k 4.1k 198.89
Vanguard Index Fds Growth Etf (VUG) 0.4 $812k 2.9k 282.96
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $791k 8.1k 97.46
Ishares Tr Russell 2000 Etf (IWM) 0.4 $726k 3.9k 187.27
Lendingclub Corp Com New (LC) 0.4 $713k 73k 9.75
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $631k 2.9k 220.16
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $593k 5.7k 104.04
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $560k 3.4k 165.40
Home Depot (HD) 0.3 $527k 1.7k 310.64
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $515k 6.2k 83.56
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $477k 4.5k 106.07
Abbvie (ABBV) 0.2 $407k 3.0k 134.73
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $402k 1.1k 369.42
International Business Machines (IBM) 0.2 $400k 3.0k 133.81
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $383k 6.8k 56.08
Alphabet Cap Stk Cl A (GOOGL) 0.2 $371k 3.1k 119.70
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $354k 7.2k 48.88
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $307k 4.2k 72.93
Vanguard Index Fds Value Etf (VTV) 0.1 $255k 1.8k 142.10
Ishares Esg Awr Msci Em (ESGE) 0.1 $252k 8.0k 31.63
Alphabet Cap Stk Cl C (GOOG) 0.1 $249k 2.1k 120.97
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $247k 515.00 478.91
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $245k 1.5k 162.43
Block Cl A (SQ) 0.1 $237k 3.6k 66.57
NVIDIA Corporation (NVDA) 0.1 $235k 556.00 423.02
Applied Materials (AMAT) 0.1 $231k 1.6k 144.54
American Express Company (AXP) 0.1 $227k 1.3k 174.20
Deere & Company (DE) 0.1 $225k 555.00 405.19
Select Sector Spdr Tr Technology (XLK) 0.1 $219k 1.3k 173.86
Costco Wholesale Corporation (COST) 0.1 $210k 390.00 538.38
Cisco Systems (CSCO) 0.1 $205k 4.0k 51.74