Libra Wealth

Libra Wealth as of Dec. 31, 2024

Portfolio Holdings for Libra Wealth

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 21.5 $55M 191k 289.81
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 18.8 $48M 832k 58.00
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.4 $19M 399k 47.82
Dimensional Etf Trust Us Targeted Vlu (DFAT) 5.7 $15M 265k 55.66
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 5.3 $14M 595k 22.70
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.6 $12M 640k 18.50
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.6 $9.2M 96k 96.53
American Centy Etf Tr Avantis Emgmkt (AVEM) 3.3 $8.6M 146k 58.79
NVIDIA Corporation (NVDA) 2.9 $7.5M 56k 134.29
Apple (AAPL) 2.6 $6.6M 27k 250.42
Vanguard World Esg Us Stk Etf (ESGV) 2.4 $6.3M 60k 104.89
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 2.3 $6.0M 249k 24.29
American Centy Etf Tr Intl Smcp Vlu (AVDV) 2.3 $6.0M 92k 65.08
Netflix (NFLX) 2.0 $5.1M 5.7k 891.32
Microsoft Corporation (MSFT) 1.6 $4.2M 10k 421.49
Ishares Tr Core S&p Ttl Stk (ITOT) 1.6 $4.2M 32k 128.62
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $3.3M 5.7k 586.08
Spdr Ser Tr Portfli Intrmdit (SPTI) 1.2 $3.1M 110k 27.88
Fidelity Wise Origin Bitcoin SHS (FBTC) 1.2 $3.0M 37k 81.58
Tesla Motors (TSLA) 0.8 $2.0M 5.0k 403.84
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $1.5M 2.8k 538.81
Vanguard World Esg Intl Stk Etf (VSGX) 0.5 $1.3M 24k 56.70
Lendingclub Corp Com New (LC) 0.5 $1.2M 73k 16.19
Amazon (AMZN) 0.5 $1.2M 5.3k 219.39
Vanguard Index Fds Growth Etf (VUG) 0.4 $999k 2.4k 410.44
Vanguard Index Fds Small Cp Etf (VB) 0.4 $910k 3.8k 240.28
Ishares Tr Russell 2000 Etf (IWM) 0.3 $834k 3.8k 220.96
International Business Machines (IBM) 0.3 $820k 3.7k 219.83
Alphabet Cap Stk Cl C (GOOG) 0.3 $757k 4.0k 190.45
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $675k 2.6k 264.13
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $675k 3.4k 198.18
Home Depot (HD) 0.3 $660k 1.7k 388.99
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $601k 5.7k 105.48
Alphabet Cap Stk Cl A (GOOGL) 0.2 $587k 3.1k 189.30
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $574k 4.5k 127.59
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $556k 1.1k 511.23
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $549k 6.2k 89.08
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $548k 2.8k 195.83
Abbvie (ABBV) 0.2 $428k 2.4k 177.70
Vanguard Index Fds Value Etf (VTV) 0.2 $413k 2.4k 169.30
American Express Company (AXP) 0.1 $370k 1.2k 296.79
Costco Wholesale Corporation (COST) 0.1 $356k 388.00 916.27
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $355k 7.2k 49.05
Intuit (INTU) 0.1 $344k 547.00 628.50
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $302k 5.1k 58.93
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $293k 515.00 569.58
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $279k 3.7k 76.14
Applied Materials (AMAT) 0.1 $260k 1.6k 162.63
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $238k 524.00 453.28
Deere & Company (DE) 0.1 $235k 555.00 423.70
Cisco Systems (CSCO) 0.1 $235k 4.0k 59.20
Select Sector Spdr Tr Technology (XLK) 0.1 $233k 1.0k 232.52
Chargepoint Holdings Com Cl A 0.0 $54k 50k 1.07