Libra Wealth

Libra Wealth as of Sept. 30, 2023

Portfolio Holdings for Libra Wealth

Libra Wealth holds 50 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 20.9 $38M 659k 57.15
Vanguard Index Fds Total Stk Mkt (VTI) 20.5 $37M 174k 212.41
Dimensional Etf Trust Us Targeted Vlu (DFAT) 7.6 $14M 302k 45.69
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.1 $13M 293k 43.72
Schwab Strategic Tr Intl Eqty Etf (SCHF) 6.4 $12M 342k 33.96
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 6.1 $11M 220k 49.85
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 3.1 $5.6M 116k 47.94
Vanguard World Esg Us Stk Etf (ESGV) 2.6 $4.6M 61k 75.22
Apple (AAPL) 2.5 $4.5M 26k 171.21
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.2 $4.0M 76k 52.79
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.1 $3.8M 48k 77.95
Ishares Tr Core S&p Ttl Stk (ITOT) 2.1 $3.7M 40k 94.19
Spdr Ser Tr Portfli Intrmdit (SPTI) 1.8 $3.3M 120k 27.53
Microsoft Corporation (MSFT) 1.7 $3.1M 9.8k 315.74
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $2.5M 5.7k 427.48
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.3 $2.3M 39k 57.85
Vanguard World Esg Intl Stk Etf (VSGX) 1.0 $1.8M 36k 50.44
Netflix (NFLX) 1.0 $1.8M 4.7k 377.60
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $1.5M 3.7k 392.70
Vanguard Index Fds Small Cp Etf (VB) 0.6 $1.1M 5.6k 192.92
Tesla Motors (TSLA) 0.6 $1.1M 4.3k 250.22
Amazon (AMZN) 0.5 $953k 7.5k 127.12
Vanguard Index Fds Growth Etf (VUG) 0.4 $776k 2.9k 272.31
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $763k 8.1k 93.91
Ishares Tr Russell 2000 Etf (IWM) 0.4 $686k 3.9k 176.74
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $597k 2.9k 208.24
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $586k 5.7k 102.86
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $540k 3.4k 159.49
Home Depot (HD) 0.3 $513k 1.7k 302.16
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $466k 6.2k 75.66
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $465k 4.5k 103.32
Abbvie (ABBV) 0.2 $450k 3.0k 149.06
Lendingclub Corp Com New (LC) 0.2 $446k 73k 6.10
Vanguard Index Fds Value Etf (VTV) 0.2 $426k 3.1k 137.93
International Business Machines (IBM) 0.2 $420k 3.0k 140.30
Alphabet Cap Stk Cl A (GOOGL) 0.2 $406k 3.1k 130.86
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $390k 1.1k 358.27
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $365k 6.8k 53.52
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $346k 7.2k 47.83
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $291k 4.2k 69.13
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $272k 1.7k 156.42
Alphabet Cap Stk Cl C (GOOG) 0.2 $272k 2.1k 131.85
NVIDIA Corporation (NVDA) 0.1 $242k 556.00 434.99
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $235k 515.00 456.64
Ishares Esg Awr Msci Em (ESGE) 0.1 $223k 7.4k 30.28
Applied Materials (AMAT) 0.1 $222k 1.6k 138.45
Costco Wholesale Corporation (COST) 0.1 $220k 390.00 564.96
Cisco Systems (CSCO) 0.1 $213k 4.0k 53.76
Deere & Company (DE) 0.1 $209k 555.00 377.38
Select Sector Spdr Tr Technology (XLK) 0.1 $206k 1.3k 163.93