Libra Wealth

Libra Wealth as of March 31, 2025

Portfolio Holdings for Libra Wealth

Libra Wealth holds 63 positions in its portfolio as reported in the March 2025 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 $55M 201k 274.84
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 19.7 $53M 883k 59.40
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.3 $22M 435k 50.83
Dimensional Etf Trust Us Targeted Vlu (DFAT) 5.0 $14M 261k 51.49
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 4.8 $13M 589k 21.53
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.7 $13M 633k 19.78
American Centy Etf Tr Avantis Emgmkt (AVEM) 3.9 $11M 175k 60.17
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.8 $10M 118k 87.17
American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.0 $7.9M 113k 69.74
NVIDIA Corporation (NVDA) 2.3 $6.1M 56k 108.38
Vanguard World Esg Us Stk Etf (ESGV) 2.2 $5.9M 60k 97.95
Apple (AAPL) 2.1 $5.6M 25k 222.13
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 2.0 $5.3M 212k 24.86
Ishares Tr Core S&p Ttl Stk (ITOT) 1.9 $5.0M 41k 122.01
Netflix (NFLX) 1.8 $4.9M 5.2k 932.53
Microsoft Corporation (MSFT) 1.5 $4.1M 11k 375.38
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $3.2M 5.7k 559.39
Spdr Ser Tr Portfli Intrmdit (SPTI) 1.2 $3.1M 108k 28.58
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.7 $2.0M 28k 71.97
Qualcomm (QCOM) 0.6 $1.6M 10k 153.61
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $1.5M 2.8k 513.91
Vanguard World Esg Intl Stk Etf (VSGX) 0.5 $1.4M 23k 58.98
Tesla Motors (TSLA) 0.5 $1.3M 5.1k 259.16
Vanguard Index Fds Growth Etf (VUG) 0.4 $1.0M 2.7k 370.82
Alphabet Cap Stk Cl C (GOOG) 0.4 $958k 6.1k 156.23
Vanguard Index Fds Small Cp Etf (VB) 0.3 $818k 3.7k 221.75
Amazon (AMZN) 0.3 $817k 4.3k 190.26
Lendingclub Corp Com New (LC) 0.3 $755k 73k 10.32
Ishares Tr Russell 2000 Etf (IWM) 0.3 $753k 3.8k 199.49
International Business Machines (IBM) 0.3 $679k 2.7k 248.66
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $676k 3.6k 186.29
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $661k 2.6k 258.62
Home Depot (HD) 0.2 $622k 1.7k 366.49
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $602k 5.7k 105.60
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $580k 4.5k 128.96
Atlassian Corporation Cl A (TEAM) 0.2 $559k 2.6k 212.21
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $558k 6.2k 90.54
Vanguard Index Fds Value Etf (VTV) 0.2 $556k 3.2k 172.74
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $543k 2.8k 193.99
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $510k 1.1k 468.92
Abbvie (ABBV) 0.2 $506k 2.4k 209.52
Alphabet Cap Stk Cl A (GOOGL) 0.2 $479k 3.1k 154.64
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $422k 8.6k 48.82
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $389k 4.8k 81.69
Costco Wholesale Corporation (COST) 0.1 $367k 388.00 945.78
Analog Devices (ADI) 0.1 $341k 1.7k 201.67
Intuit (INTU) 0.1 $336k 547.00 613.99
American Express Company (AXP) 0.1 $335k 1.2k 269.05
salesforce (CRM) 0.1 $328k 1.2k 268.36
Spdr Ser Tr Portfolio S&p500 (SPYM) 0.1 $322k 4.9k 65.76
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $318k 5.1k 62.10
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $290k 6.4k 45.26
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $279k 524.00 532.58
Meta Platforms Cl A (META) 0.1 $277k 481.00 576.36
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $275k 515.00 533.48
Deere & Company (DE) 0.1 $261k 555.00 469.35
Cisco Systems (CSCO) 0.1 $245k 4.0k 61.71
Ishares Tr Core Msci Total (IXUS) 0.1 $243k 3.5k 69.81
Applied Materials (AMAT) 0.1 $232k 1.6k 145.12
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $217k 2.2k 100.67
Select Sector Spdr Tr Technology (XLK) 0.1 $207k 1.0k 206.48
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.1 $206k 2.1k 100.18
Chargepoint Holdings Com Cl A 0.0 $30k 50k 0.60