Libra Wealth

Libra Wealth as of Dec. 31, 2023

Portfolio Holdings for Libra Wealth

Libra Wealth holds 52 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 20.8 $42M 176k 237.22
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 19.9 $40M 674k 59.32
Dimensional Etf Trust Us Targeted Vlu (DFAT) 7.6 $15M 294k 52.33
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.2 $15M 304k 47.90
Schwab Strategic Tr Intl Eqty Etf (SCHF) 6.2 $13M 339k 36.96
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 5.8 $12M 211k 55.67
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 3.1 $6.3M 126k 49.72
Vanguard World Esg Us Stk Etf (ESGV) 2.6 $5.2M 61k 85.06
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.5 $5.1M 57k 89.80
Apple (AAPL) 2.5 $5.1M 26k 192.53
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.5 $5.0M 88k 56.39
Ishares Tr Core S&p Ttl Stk (ITOT) 2.0 $4.1M 39k 105.23
Microsoft Corporation (MSFT) 1.8 $3.6M 9.6k 376.03
Spdr Ser Tr Portfli Intrmdit (SPTI) 1.6 $3.3M 116k 28.56
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.6 $3.2M 51k 62.49
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $2.7M 5.7k 475.31
Netflix (NFLX) 1.1 $2.3M 4.7k 486.88
Vanguard World Esg Intl Stk Etf (VSGX) 1.0 $2.1M 38k 55.28
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $1.5M 3.3k 436.80
Tesla Motors (TSLA) 0.5 $1.1M 4.3k 248.48
Vanguard Index Fds Small Cp Etf (VB) 0.4 $873k 4.1k 213.33
Vanguard Index Fds Growth Etf (VUG) 0.4 $864k 2.8k 310.88
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $852k 8.1k 104.92
Ishares Tr Russell 2000 Etf (IWM) 0.4 $779k 3.9k 200.71
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $753k 3.2k 232.64
Amazon (AMZN) 0.3 $696k 4.6k 151.94
Lendingclub Corp Com New (LC) 0.3 $639k 73k 8.74
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $609k 3.4k 179.97
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $601k 5.7k 105.43
Home Depot (HD) 0.3 $588k 1.7k 346.55
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $567k 6.4k 88.36
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $502k 4.5k 111.63
International Business Machines (IBM) 0.2 $489k 3.0k 163.55
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $477k 2.8k 170.40
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $446k 1.1k 409.52
Abbvie (ABBV) 0.2 $437k 2.8k 154.97
Alphabet Cap Stk Cl A (GOOGL) 0.2 $433k 3.1k 139.69
Vanguard Index Fds Value Etf (VTV) 0.2 $396k 2.6k 149.50
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $396k 6.8k 57.96
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $357k 7.2k 49.37
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $318k 4.2k 75.54
Alphabet Cap Stk Cl C (GOOG) 0.1 $290k 2.1k 140.93
NVIDIA Corporation (NVDA) 0.1 $275k 556.00 495.22
Block Cl A (SQ) 0.1 $275k 3.6k 77.35
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $261k 515.00 507.38
Applied Materials (AMAT) 0.1 $259k 1.6k 162.07
Costco Wholesale Corporation (COST) 0.1 $257k 390.00 660.08
American Express Company (AXP) 0.1 $244k 1.3k 187.34
Select Sector Spdr Tr Technology (XLK) 0.1 $242k 1.3k 192.48
Ishares Esg Awr Msci Em (ESGE) 0.1 $230k 7.2k 32.06
Deere & Company (DE) 0.1 $222k 555.00 399.87
Cisco Systems (CSCO) 0.1 $200k 4.0k 50.52