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Libra Wealth

Latest statistics and disclosures from Libra Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, VGIT, VEA, DFAT, SCHF, and represent 57.92% of Libra Wealth's stock portfolio.
Added to shares of these 10 stocks: IOT (+$8.1M), NVDA, VGIT, AVUV, VEA, AVEM, AVDV, VTI, Fidelity Wise Origin Bitcoin, VB.
Started 4 new stock positions in Fidelity Wise Origin Bitcoin, DTD, IOT, SGOV.
Reduced shares in these 10 stocks: SCHF, SCHB, ITOT, VOO, , DFAT, VO, SPTI, VXUS, MSFT.
Sold out of its position in CSCO.
Libra Wealth was a net buyer of stock by $17M.
Libra Wealth has $228M in assets under management (AUM), dropping by 13.39%.
Central Index Key (CIK): 0001925385

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Positions held by Libra Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Libra Wealth

Libra Wealth holds 55 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	20.2	$46M		178k	259.90	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	18.2	$42M	+5%	709k	58.55	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	7.0	$16M	+4%	317k	50.17	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	6.9	$16M		291k	54.43	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	5.6	$13M	-3%	325k	39.02	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	5.5	$13M	-2%	205k	61.05	View chart
Samsara Com Cl A (IOT)	3.6	$8.1M	NEW	216k	37.79	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.7	$6.2M		125k	49.05	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.7	$6.1M	+15%	65k	93.71	View chart
Vanguard World Esg Us Stk Etf (ESGV)	2.6	$5.9M	+3%	63k	93.19	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.5	$5.6M	+10%	97k	57.96	View chart
NVIDIA Corporation (NVDA)	2.2	$5.0M	+900%	5.6k	903.60	View chart
Apple (AAPL)	2.0	$4.6M		27k	171.48	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.8	$4.1M	-7%	36k	115.30	View chart
Microsoft Corporation (MSFT)	1.7	$4.0M	-2%	9.4k	420.71	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.7	$3.9M	+14%	59k	65.86	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	1.4	$3.1M	-3%	111k	28.18	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.3	$3.0M		5.7k	523.07	View chart
Netflix (NFLX)	1.3	$2.9M		4.7k	607.33	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	1.0	$2.3M	+6%	41k	57.47	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$1.4M	-15%	2.8k	480.70	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$1.2M	+31%	5.4k	228.61	View chart
Amazon (AMZN)	0.4	$1.0M	+21%	5.6k	180.38	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.4	$934k		8.1k	114.96	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$872k	-8%	2.5k	344.20	View chart
Tesla Motors (TSLA)	0.4	$868k	+13%	4.9k	175.79	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$794k	-2%	3.8k	210.30	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$668k	-17%	2.7k	249.86	View chart
Home Depot (HD)	0.3	$651k		1.7k	383.60	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$650k		3.4k	191.88	View chart
Lendingclub Corp Com New (LC)	0.3	$643k		73k	8.79	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$597k		5.7k	104.73	View chart
International Business Machines (IBM)	0.3	$571k		3.0k	190.96	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$555k		6.4k	86.48	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$549k	+8%	3.0k	181.12	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$544k		4.5k	120.99	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$483k		1.1k	444.01	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$468k		3.1k	150.93	View chart
Abbvie (ABBV)	0.2	$457k	-10%	2.5k	182.10	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$418k	-3%	2.6k	162.86	View chart
Fidelity Wise Origin Bitcoin SHS	0.2	$390k	NEW	6.3k	62.06	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$356k		7.2k	49.19	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$336k		4.2k	79.91	View chart
Applied Materials (AMAT)	0.1	$330k		1.6k	206.23	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$314k		2.1k	152.26	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$309k	-24%	5.1k	60.30	View chart
Block Cl A (SQ)	0.1	$301k		3.6k	84.58	View chart
American Express Company (AXP)	0.1	$296k		1.3k	227.69	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$287k		515.00	556.40	View chart
Costco Wholesale Corporation (COST)	0.1	$286k		390.00	732.63	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$252k	NEW	2.5k	100.71	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$232k		7.2k	32.23	View chart
Deere & Company (DE)	0.1	$228k		555.00	410.74	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$208k	-20%	1.0k	208.27	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.1	$203k	NEW	2.9k	70.72	View chart

Past Filings by Libra Wealth

SEC 13F filings are viewable for Libra Wealth going back to 2021

Libra Wealth 2024 Q1 filed April 30, 2024
Libra Wealth 2023 Q4 filed Jan. 29, 2024
Libra Wealth 2023 Q3 filed Oct. 30, 2023
Libra Wealth 2023 Q2 filed Aug. 10, 2023
Libra Wealth 2023 Q1 filed May 2, 2023
Libra Wealth 2022 Q4 filed Jan. 31, 2023
Libra Wealth 2022 Q3 filed Oct. 26, 2022
Libra Wealth 2022 Q2 filed July 22, 2022
Libra Wealth 2022 Q1 filed April 29, 2022
Libra Wealth 2021 Q4 filed April 28, 2022

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