Libra Wealth

Libra Wealth as of March 31, 2024

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