Libra Wealth

Libra Wealth as of Sept. 30, 2024

Portfolio Holdings for Libra Wealth

Libra Wealth holds 57 positions in its portfolio as reported in the September 2024 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 $52M 185k 283.16
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 19.0 $48M 788k 60.42
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.6 $19M 361k 52.81
Dimensional Etf Trust Us Targeted Vlu (DFAT) 6.1 $15M 273k 55.63
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 5.4 $14M 203k 66.52
Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.3 $13M 323k 41.12
American Centy Etf Tr Avantis Emgmkt (AVEM) 3.3 $8.3M 128k 64.60
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.1 $7.8M 82k 95.95
NVIDIA Corporation (NVDA) 2.7 $6.8M 56k 121.44
Apple (AAPL) 2.6 $6.5M 28k 233.00
Vanguard World Esg Us Stk Etf (ESGV) 2.5 $6.3M 62k 101.65
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 2.5 $6.3M 124k 50.60
American Centy Etf Tr Intl Smcp Vlu (AVDV) 2.0 $5.1M 73k 70.67
Ishares Tr Core S&p Ttl Stk (ITOT) 1.8 $4.4M 35k 125.62
Microsoft Corporation (MSFT) 1.7 $4.4M 10k 430.29
Netflix (NFLX) 1.6 $4.1M 5.8k 709.27
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $3.3M 5.7k 573.76
Spdr Ser Tr Portfli Intrmdit (SPTI) 1.3 $3.2M 111k 29.06
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $1.5M 2.8k 527.67
Vanguard World Esg Intl Stk Etf (VSGX) 0.5 $1.3M 22k 61.51
Amazon (AMZN) 0.5 $1.3M 7.0k 186.33
Tesla Motors (TSLA) 0.5 $1.3M 4.9k 261.63
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.5 $1.1M 21k 55.53
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.0M 6.2k 167.19
Vanguard Index Fds Growth Etf (VUG) 0.4 $935k 2.4k 383.93
Vanguard Index Fds Small Cp Etf (VB) 0.4 $898k 3.8k 237.21
Lendingclub Corp Com New (LC) 0.3 $836k 73k 11.43
Ishares Tr Russell 2000 Etf (IWM) 0.3 $834k 3.8k 220.89
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $693k 2.6k 263.83
Home Depot (HD) 0.3 $688k 1.7k 405.20
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $684k 3.4k 200.78
International Business Machines (IBM) 0.3 $662k 3.0k 221.08
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $605k 5.7k 106.19
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $601k 6.2k 97.42
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $576k 4.5k 128.20
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $554k 2.8k 198.06
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $531k 1.1k 488.07
Alphabet Cap Stk Cl A (GOOGL) 0.2 $514k 3.1k 165.85
Abbvie (ABBV) 0.2 $496k 2.5k 197.48
Intuit (INTU) 0.2 $475k 765.00 621.00
Vanguard Index Fds Value Etf (VTV) 0.2 $426k 2.4k 174.57
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $364k 7.2k 50.28
American Express Company (AXP) 0.1 $353k 1.3k 271.20
Costco Wholesale Corporation (COST) 0.1 $346k 390.00 886.52
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $331k 5.1k 64.74
Applied Materials (AMAT) 0.1 $323k 1.6k 202.05
American Centy Etf Tr Avantis All Eqt (AVGE) 0.1 $313k 4.2k 73.88
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $309k 3.7k 84.17
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $293k 515.00 569.66
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $241k 524.00 460.26
Block Cl A (SQ) 0.1 $239k 3.6k 67.13
Deere & Company (DE) 0.1 $232k 555.00 417.33
Select Sector Spdr Tr Technology (XLK) 0.1 $226k 1.0k 225.76
Verizon Communications (VZ) 0.1 $218k 4.9k 44.91
Impinj (PI) 0.1 $217k 1.0k 216.52
Cisco Systems (CSCO) 0.1 $211k 4.0k 53.22
Chargepoint Holdings Com Cl A (CHPT) 0.0 $69k 50k 1.37