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Size ($ in 1000's)
At 12/31/2023: $201,252
At 09/30/2023: $180,670
Libra Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Libra Wealth LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Libra Wealth LLC top holdings by largest position size, as per the latest 13f filing made by Libra Wealth LLC.
In the Libra Wealth LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Libra Wealth LLC in that top holding, then the share count change between reporting periods, and finally the Libra Wealth LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INDEX FDS (VTI) |
176,179 |
+1,880 |
$41,793 | | VTI | 176,179 | +1,880 | $41,793 | | VANGUARD SCOTTSDALE FDS (VGIT) |
673,936 |
+14,783 |
$39,978 | | VGIT | 673,936 | +14,783 | $39,978 | | DIMENSIONAL ETF TRUST (DFAT) |
293,752 |
-8,528 |
$15,372 | | DFAT | 293,752 | -8,528 | $15,372 | | VANGUARD TAX MANAGED FDS (VEA) |
303,635 |
+10,431 |
$14,544 | | VEA | 303,635 | +10,431 | $14,544 | | SCHWAB STRATEGIC TR |
338,601 |
-3,756 |
$12,515 | | SCHF | 338,601 | -3,756 | $12,515 | | SCHWAB STRATEGIC TR |
210,652 |
-9,441 |
$11,727 | | SCHB | 210,652 | -9,441 | $11,727 | | SCHWAB STRATEGIC TR |
125,829 |
+9,937 |
$6,256 | | SCHR | 125,829 | +9,937 | $6,256 | | VANGUARD WORLD FD (ESGV) |
61,182 |
-117 |
$5,204 | | ESGV | 61,182 | -117 | $5,204 | | AMERICAN CENTY ETF TR (AVUV) |
56,666 |
+8,522 |
$5,089 | | AVUV | 56,666 | +8,522 | $5,089 | | APPLE INC |
26,428 |
UNCH |
$5,088 | | AAPL | 26,428 | UNCH | $5,088 | | AMERICAN CENTY ETF TR (AVEM) |
88,364 |
+12,107 |
$4,983 | | AVEM | 88,364 | +12,107 | $4,983 | | ISHARES TR (ITOT) |
38,725 |
-807 |
$4,075 | | ITOT | 38,725 | -807 | $4,075 | | MICROSOFT CORP |
9,622 |
-138 |
$3,618 | | MSFT | 9,622 | -138 | $3,618 | | SPDR SER TR (SPTI) |
115,576 |
-4,774 |
$3,301 | | SPTI | 115,576 | -4,774 | $3,301 | | AMERICAN CENTY ETF TR (AVDV) |
51,275 |
+12,193 |
$3,204 | | AVDV | 51,275 | +12,193 | $3,204 | | SPDR S&P 500 ETF TR (SPY) |
5,734 |
UNCH |
$2,725 | | SPY | 5,734 | UNCH | $2,725 | | NETFLIX INC |
4,734 |
UNCH |
$2,305 | | NFLX | 4,734 | UNCH | $2,305 | | VANGUARD WORLD FD (VSGX) |
38,209 |
+2,099 |
$2,112 | | VSGX | 38,209 | +2,099 | $2,112 | | VANGUARD INDEX FDS (VOO) |
3,339 |
-387 |
$1,458 | | VOO | 3,339 | -387 | $1,458 | | TESLA INC |
4,341 |
UNCH |
$1,079 | | TSLA | 4,341 | UNCH | $1,079 | | VANGUARD INDEX FDS (VB) |
4,092 |
-1,555 |
$873 | | VB | 4,092 | -1,555 | $873 | | VANGUARD INDEX FDS (VUG) |
2,779 |
-71 |
$864 | | VUG | 2,779 | -71 | $864 | | ISHARES TR (ESGU) |
8,120 |
UNCH |
$852 | | ESGU | 8,120 | UNCH | $852 | | ISHARES TR (IWM) |
3,879 |
UNCH |
$779 | | IWM | 3,879 | UNCH | $779 | | VANGUARD INDEX FDS (VO) |
3,237 |
+370 |
$753 | | VO | 3,237 | +370 | $753 | | AMAZON COM INC |
4,580 |
-2,920 |
$696 | | AMZN | 4,580 | -2,920 | $696 | | LENDINGCLUB CORP |
73,133 |
UNCH |
$639 | | LC | 73,133 | UNCH | $639 | | VANGUARD INDEX FDS (VBR) |
3,385 |
UNCH |
$609 | | VBR | 3,385 | UNCH | $609 | | ISHARES TR (SUB) |
5,699 |
UNCH |
$601 | | SUB | 5,699 | UNCH | $601 | | HOME DEPOT INC |
1,697 |
UNCH |
$588 | | HD | 1,697 | UNCH | $588 | | VANGUARD INDEX FDS (VNQ) |
6,413 |
+248 |
$567 | | VNQ | 6,413 | +248 | $567 | | VANGUARD WHITEHALL FDS (VYM) |
4,496 |
UNCH |
$502 | | VYM | 4,496 | UNCH | $502 | | INTERNATIONAL BUSINESS MACHS |
2,992 |
UNCH |
$489 | | IBM | 2,992 | UNCH | $489 | | VANGUARD SPECIALIZED FUNDS (VIG) |
2,799 |
+1,059 |
$477 | | VIG | 2,799 | +1,059 | $477 | | INVESCO QQQ TR |
1,088 |
UNCH |
$446 | | QQQ | 1,088 | UNCH | $446 | | ABBVIE INC |
2,821 |
-200 |
$437 | | ABBV | 2,821 | -200 | $437 | | ALPHABET INC |
3,100 |
UNCH |
$433 | | GOOGL | 3,100 | UNCH | $433 | | VANGUARD INDEX FDS (VTV) |
2,649 |
-437 |
$396 | | VTV | 2,649 | -437 | $396 | | VANGUARD STAR FDS (VXUS) |
6,823 |
UNCH |
$395 | | VXUS | 6,823 | UNCH | $395 | | VANGUARD CHARLOTTE FDS (BNDX) |
7,236 |
UNCH |
$357 | | BNDX | 7,236 | UNCH | $357 | | ISHARES TR (ESGD) |
4,210 |
UNCH |
$318 | | ESGD | 4,210 | UNCH | $318 | | ALPHABET INC |
2,060 |
UNCH |
$290 | | GOOG | 2,060 | UNCH | $290 | | NVIDIA CORPORATION |
556 |
UNCH |
$275 | | NVDA | 556 | UNCH | $275 | | BLOCK INC |
3,554 |
+3,554 |
$275 | | SQ | 3,554 | +3,554 | $275 | | SPDR S&P MIDCAP 400 ETF TR (MDY) |
515 |
UNCH |
$261 | | MDY | 515 | UNCH | $261 | | APPLIED MATLS INC |
1,600 |
UNCH |
$259 | | AMAT | 1,600 | UNCH | $259 | | COSTCO WHSL CORP NEW |
390 |
UNCH |
$257 | | COST | 390 | UNCH | $257 | | AMERICAN EXPRESS CO |
1,300 |
+1,300 |
$244 | | AXP | 1,300 | +1,300 | $244 | | SELECT SECTOR SPDR TR (XLK) |
1,259 |
UNCH |
$242 | | XLK | 1,259 | UNCH | $242 | | ISHARES INC (ESGE) |
7,187 |
-172 |
$230 | | ESGE | 7,187 | -172 | $230 |
See Full List: All Stocks Held By Libra Wealth LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Libra Wealth LLC
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