Libra Wealth

Libra Wealth as of Sept. 30, 2022

Portfolio Holdings for Libra Wealth

Libra Wealth holds 45 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stk Mkt Etf Total Stk Mkt Etf (VTI) 19.8 $31M 171k 179.47
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 17.0 $26M 452k 58.33
Schwab Strategic Tr Intermed-term Us Treas Etf Intermed-term Us Treas Etf (SCHR) 8.5 $13M 268k 49.14
Dimensional Etf Tr Us Targeted Value Etf Us Targeted Value Etf (DFAT) 8.1 $13M 324k 38.97
Schwab Strategic Tr Intl Eqty Etf (SCHF) 6.2 $9.7M 345k 28.12
Vanguard Ftse Developed Mkts Etf Ftse Developed Mkts Etf (VEA) 5.9 $9.2M 252k 36.36
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 5.3 $8.2M 196k 42.02
Vanguard Int-term Corp Etf Int-term Corp Etf (VCIT) 5.0 $7.7M 102k 75.68
Vanguard Esg Us Stk Etf Esg Us Stk Etf (ESGV) 2.4 $3.8M 60k 62.91
Spdr Series Trust Portfli Intrmdit Etf Portfli Intrmdit Etf (SPTI) 2.3 $3.5M 124k 28.13
Apple (AAPL) 2.1 $3.2M 24k 138.21
Ishares Trust Core S&p Ttl Stk Etf Core S&p Ttl Stk Etf (ITOT) 2.1 $3.2M 40k 79.55
American Century Investments Avantis Emgmkt Etf Avantis Emgmkt Etf (AVEM) 2.0 $3.1M 68k 45.93
Spdr S&p500 Etf Trust Tr Unit Etf Tr Unit Etf (SPY) 1.3 $2.0M 5.7k 357.17
Vanguard Esg Intl Stk Etf Esg Intl Stk Etf (VSGX) 1.1 $1.6M 38k 43.45
American Century Investments Intl Smcp Vlu Etf Intl Smcp Vlu Etf (AVDV) 0.9 $1.4M 30k 47.50
Netflix (NFLX) 0.9 $1.4M 5.8k 235.48
American Century Investments Avantis Us Sml Cp Valu Etf Avantis Us Sml Cp Valu Etf (AVUV) 0.8 $1.2M 18k 66.13
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) 0.7 $1.1M 3.3k 328.24
Ishares Trust Esg Aware Msci Usa Etf Esg Aware Msci Usa Etf (ESGU) 0.7 $1.0M 13k 79.42
Amazon (AMZN) 0.5 $848k 7.5k 113.07
Tesla Motors (TSLA) 0.5 $796k 3.0k 265.33
Vanguard Small Cp Etf Small Cp Etf (VB) 0.5 $739k 4.3k 170.87
Ishares Trust Russell 2000 Etf Russell 2000 Etf (IWM) 0.4 $640k 3.9k 164.99
Ishares Trust Shrt Nat Mun Etf Shrt Nat Mun Etf (SUB) 0.4 $634k 6.2k 102.64
Vanguard Growth Etf Growth Etf (VUG) 0.4 $614k 2.9k 213.86
Vanguard Mid Cap Etf Mid Cap Etf (VO) 0.3 $539k 2.9k 188.00
Vanguard Real Estate Etf Real Estate Etf (VNQ) 0.3 $494k 6.2k 80.13
Vanguard Sm Cp Val Etf Sm Cp Val Etf (VBR) 0.3 $485k 3.4k 143.28
Microsoft Corporation (MSFT) 0.3 $474k 2.0k 232.92
Home Depot (HD) 0.3 $468k 1.7k 275.78
Vanguard High Div Yld Etf High Div Yld Etf (VYM) 0.3 $427k 4.5k 94.97
Costco Wholesale Corporation (COST) 0.3 $423k 895.00 472.63
Abbvie (ABBV) 0.3 $421k 3.1k 134.29
Invesco Qqq Trust Unit Ser 1 Etf Unit Ser 1 Etf (QQQ) 0.2 $387k 1.4k 267.27
International Business Machines (IBM) 0.2 $376k 3.2k 118.91
Vanguard Star Fd Tl Intl Stk F Etf Star Fd Tl Intl Stk F Etf (VXUS) 0.2 $366k 8.0k 45.74
Vanguard Total Int Bd Etf Total Int Bd Etf (BNDX) 0.2 $345k 7.2k 47.68
Alphabet Inc Com Cl A Com Cl A (GOOGL) 0.2 $297k 3.1k 95.81
Vanguard Value Etf Value Etf (VTV) 0.2 $239k 1.9k 123.26
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $226k 9.1k 24.90
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp Etf Utser1 S&pdcrp Etf (MDY) 0.1 $207k 515.00 401.94
Ishares Trust Esg Aware Msci Eafe Etf Esg Aware Msci Eafe Etf (ESGD) 0.1 $205k 3.7k 56.15
Vanguard Div App Etf Div App Etf (VIG) 0.1 $204k 1.5k 135.28
Deere & Company (DE) 0.1 $200k 600.00 333.33