Libra Wealth

Libra Wealth as of June 30, 2024

Portfolio Holdings for Libra Wealth

Libra Wealth holds 53 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 21.3 $49M 184k 267.51
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 19.0 $44M 756k 58.23
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.5 $17M 351k 49.42
Dimensional Etf Trust Us Targeted Vlu (DFAT) 6.3 $15M 279k 51.87
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 5.5 $13M 204k 62.87
Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.4 $12M 324k 38.42
American Centy Etf Tr Avantis Emgmkt (AVEM) 3.2 $7.3M 120k 61.09
NVIDIA Corporation (NVDA) 3.0 $7.0M 57k 123.54
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.9 $6.6M 73k 89.72
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 2.6 $6.1M 124k 48.77
Vanguard World Esg Us Stk Etf (ESGV) 2.5 $5.9M 61k 96.62
Apple (AAPL) 2.5 $5.9M 28k 210.62
Microsoft Corporation (MSFT) 2.0 $4.6M 10k 446.97
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.8 $4.2M 65k 64.95
Ishares Tr Core S&p Ttl Stk (ITOT) 1.8 $4.2M 36k 118.78
Netflix (NFLX) 1.6 $3.6M 5.3k 674.88
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $3.1M 5.7k 544.22
Spdr Ser Tr Portfli Intrmdit (SPTI) 1.3 $3.1M 111k 28.02
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $1.4M 2.8k 500.13
Amazon (AMZN) 0.5 $1.3M 6.6k 193.25
Vanguard World Esg Intl Stk Etf (VSGX) 0.5 $1.2M 20k 57.27
Tesla Motors (TSLA) 0.4 $977k 4.9k 197.88
Vanguard Index Fds Growth Etf (VUG) 0.4 $911k 2.4k 374.01
Vanguard Index Fds Small Cp Etf (VB) 0.4 $826k 3.8k 218.04
Ishares Tr Russell 2000 Etf (IWM) 0.3 $766k 3.8k 202.89
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $636k 2.6k 242.10
Lendingclub Corp Com New (LC) 0.3 $619k 73k 8.46
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $618k 3.4k 182.52
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $596k 5.7k 104.55
Home Depot (HD) 0.3 $584k 1.7k 344.24
Alphabet Cap Stk Cl A (GOOGL) 0.2 $565k 3.1k 182.15
Alphabet Cap Stk Cl C (GOOG) 0.2 $562k 3.1k 183.43
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $533k 4.5k 118.60
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $521k 1.1k 479.11
International Business Machines (IBM) 0.2 $518k 3.0k 172.95
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $516k 6.2k 83.76
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $511k 2.8k 182.55
Abbvie (ABBV) 0.2 $431k 2.5k 171.52
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.2 $429k 8.2k 52.46
Vanguard Index Fds Value Etf (VTV) 0.2 $393k 2.4k 160.41
Applied Materials (AMAT) 0.2 $378k 1.6k 235.99
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $352k 7.2k 48.67
Costco Wholesale Corporation (COST) 0.1 $332k 390.00 849.99
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $309k 5.1k 60.30
American Express Company (AXP) 0.1 $301k 1.3k 231.55
American Centy Etf Tr Avantis All Eqt (AVGE) 0.1 $293k 4.2k 69.33
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $289k 3.7k 78.78
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $276k 515.00 535.08
Block Cl A (XYZ) 0.1 $229k 3.6k 64.49
Select Sector Spdr Tr Technology (XLK) 0.1 $226k 1.0k 226.23
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $213k 524.00 406.80
Deere & Company (DE) 0.1 $207k 555.00 373.63
JPMorgan Chase & Co. (JPM) 0.1 $205k 1.0k 202.23