Libra Wealth

Libra Wealth as of June 30, 2025

Portfolio Holdings for Libra Wealth

Libra Wealth holds 69 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 19.4 $60M 196k 303.93
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 18.0 $55M 919k 59.81
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.9 $21M 369k 57.01
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 5.9 $18M 761k 23.83
Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.9 $18M 819k 22.10
Dimensional Etf Trust Us Targeted Vlu (DFAT) 5.5 $17M 312k 53.96
American Centy Etf Tr Avantis Emgmkt (AVEM) 3.4 $10M 151k 68.54
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.3 $10M 110k 91.10
American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.0 $9.0M 114k 79.28
NVIDIA Corporation (NVDA) 2.9 $9.0M 57k 157.99
Apple (AAPL) 2.6 $7.8M 39k 199.88
Netflix (NFLX) 2.3 $7.1M 5.3k 1339.13
Vanguard World Esg Us Stk Etf (ESGV) 2.0 $6.2M 57k 109.64
Ishares Tr Core S&p Ttl Stk (ITOT) 1.8 $5.6M 42k 135.04
Microsoft Corporation (MSFT) 1.8 $5.6M 11k 497.43
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 1.7 $5.1M 202k 25.03
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $4.3M 7.0k 617.85
Fidelity Wise Origin Bitcoin SHS (FBTC) 1.3 $3.9M 42k 93.99
Spdr Series Trust Portfli Intrmdit (SPTI) 1.0 $3.0M 105k 28.77
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $1.6M 2.9k 568.03
Qualcomm (QCOM) 0.5 $1.6M 10k 159.26
Tesla Motors (TSLA) 0.5 $1.6M 5.1k 317.66
Vanguard World Esg Intl Stk Etf (VSGX) 0.4 $1.3M 20k 65.50
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.2M 6.8k 177.39
Vanguard Index Fds Growth Etf (VUG) 0.4 $1.2M 2.7k 438.40
Amazon (AMZN) 0.4 $1.1M 4.9k 219.39
Vanguard Index Fds Value Etf (VTV) 0.3 $954k 5.4k 176.74
Vanguard Index Fds Small Cp Etf (VB) 0.3 $911k 3.8k 236.98
Lendingclub Corp Com New (LC) 0.3 $880k 73k 12.03
International Business Machines (IBM) 0.3 $829k 2.8k 294.78
Ishares Tr Russell 2000 Etf (IWM) 0.3 $815k 3.8k 215.79
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $716k 2.6k 279.83
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $707k 3.6k 195.01
Home Depot (HD) 0.2 $649k 1.8k 366.64
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $647k 1.2k 551.64
Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $622k 4.1k 150.40
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $606k 5.7k 106.34
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $599k 4.5k 133.31
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $573k 2.8k 204.67
Alphabet Cap Stk Cl A (GOOGL) 0.2 $573k 3.3k 176.23
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $556k 8.3k 67.22
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $549k 6.2k 89.06
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $549k 6.1k 89.22
Atlassian Corporation Cl A (TEAM) 0.2 $535k 2.6k 203.09
Select Sector Spdr Tr Technology (XLK) 0.2 $500k 2.0k 253.23
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $480k 3.5k 135.30
Abbvie (ABBV) 0.2 $463k 2.5k 185.62
Meta Platforms Cl A (META) 0.1 $454k 615.00 738.09
Intuit (INTU) 0.1 $451k 573.00 787.63
Costco Wholesale Corporation (COST) 0.1 $406k 410.00 990.73
Analog Devices (ADI) 0.1 $405k 1.7k 238.02
American Express Company (AXP) 0.1 $400k 1.3k 318.98
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $376k 1.5k 246.51
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $363k 7.3k 49.46
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $358k 7.2k 49.51
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $354k 5.1k 69.09
salesforce (CRM) 0.1 $329k 1.2k 272.69
Cisco Systems (CSCO) 0.1 $301k 4.3k 69.38
Applied Materials (AMAT) 0.1 $293k 1.6k 183.07
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $292k 515.00 566.48
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $287k 590.00 485.77
Deere & Company (DE) 0.1 $282k 555.00 508.49
Ishares Tr Core Msci Total (IXUS) 0.1 $269k 3.5k 77.31
Ishares Tr National Mun Etf (MUB) 0.1 $269k 2.6k 104.48
Concentrix Corp (CNXC) 0.1 $242k 4.6k 52.85
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $227k 1.3k 181.74
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $226k 8.5k 26.50
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $202k 2.5k 80.11
Chargepoint Holdings Com Cl A 0.0 $35k 50k 0.70