LIBERTY WEALTH MANAGEMENT LLC Q1 2020 Filing
Filed April 27, 2020
Portfolio Value
$114K
Holdings
935
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (935 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC COM | $11.3M |
IVVISHARES CORE S&P 500 ETF | $9.9M |
AQLTISHARES TR US TREAS BD ETF | $4.8M |
VTIVANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | $4.7M |
AQLTISHARES TRUST CORE MSCI EAFE ETF | $4.4M |
ESGUISHARES TR ESG MSCI USA ETF | $2.9M |
VOOVANGUARD INDEX FUNDS S&P 500 ETF | $2.7M |
ITOTISHARES CORE S&P TOTAL US STOCK MARKET ETF | $2.7M |
QUALISHARES EDGE MSCI USA QUALITY FACTOR ETF | $2.6M |
CVXCHEVRON CORP NEW COM | $2.5M |
MSFTMICROSOFT CORP | $2.5M |
IGIBISHARES TR INTRM TR CRP ETF | $1.9M |
ESGEISHARES INC ESG MSCI EM ETF | $1.7M |
USMVISHARES EDGE MSCI MIN VOL USA ETF | $1.6M |
NEARISHARES US ETF TR SHT MAT BD ETF | $1.6M |
VEUVANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US | $1.5M |
TLTISHARES TR 20 YR TR BD ETF | $1.5M |
IXNISHARES GLOBAL TECH ETF | $1.4M |
MBBISHARES TR MBS ETF | $1.4M |
EFAISHARES MSCI EAFE ETF | $1.2M |
SHYGISHARES TRUST 0-5YR HIGH YIELD CORP BD | $1.1M |
VGTVANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF | $1.1M |
IEMGISHARES INC CORE MSCI EMERGING MKTS ETF | $1.0M |
VBVANGUARD INDEX FDS VANGUARD SMALL CAP VIPERS FORMERLY VANGUARD INDEX TR | $864K |
BRK/BBERKSHIRE HATHAWAY INC COM | $847K |
SIZEISHARES EDGE MSCI USA SIZE FACTOR ETF | $839K |
VVVANGUARD INDEX FDS VANGUARD LARGE CAP VIPERS FORMERLY VANGUARD INDEX TR | $817K |
IAUUSDISHARES GOLD TRUST | $782K |
TAT&T INC COM | $771K |
CLXCLOROX CO COM | $725K |
VEAVANGUARD FTSE DEVELOPED MARKET ETF | $672K |
CSCOCISCO SYS INC COM | $654K |
VUGVANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | $587K |
DISDISNEY WALT CO | $552K |
MSCIMSCI INC COM | $544K |
VTVVANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR | $523K |
METAFACEBOOK INC-CLASS A | $519K |
PGPROCTER & GAMBLE CO COM | $515K |
ADPAUTOMATIC DATA PROCESSING INC COM | $504K |
AGNALLERGAN PLC COM | $495K |
ORCLORACLE CORP COM | $490K |
VFHVANGUARD SECTOR INDEX FDS VANGUARD FINLS VIPERS | $490K |
EFAVISHARES EDGE MSCI MIN VOL EAFE ETF | $429K |
IBBISHARES TR NASDAQ BIOTECH | $422K |
BACVERIZON COMMUNICATIONS | $422K |
SPYSPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT | $410K |
VHTVANGUARD SECTOR INDEX FDS VANGUARD HEALTH CARE VIPERS | $381K |
IBMINTERNATIONAL BUS MACH CORP COM | $367K |
WTWISDOMTREE CONTINUOUS COMMODIT SHS BEN INT | $358K |
BACBK OF AMERICA CORP COM | $353K |
PEGPUBLIC SVC ENTERPRISE GRP INC COM | $350K |
BNDXVANGUARD CHARLOTTE TOTAL INTL BD INDEX FD ETF | $333K |
XLNXEURXILINX INC | $332K |
AMGNAMGEN INC | $326K |
NKENIKE INC CLASS B COM NPV | $320K |
HDHOME DEPOT INC COM | $311K |
ESSESSEX PROPERTY TRUST INC COM | $300K |
MXIMMAXIM INTEGRATED PRODUCTS COM | $295K |
NDQINVESCO QQQ TR UNIT SER 1 | $292K |
JNJJOHNSON &JOHNSON COM | $285K |
PFEPFIZER INC | $276K |
MRKMERCK & CO INC NEW COM | $266K |
UNHUNITEDHEALTH GROUP | $259K |
JPMJPMORGAN CHASE & CO COM | $252K |
PHMPULTE GROUP INC COM | $251K |
NKTREURNEKTAR THERAPEUTICS | $250K |
BMYBRISTOL-MYERS SQUIBB CO COM | $249K |
VWOVANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF | $246K |
LQDISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF | $246K |
KOCOCA COLA CO | $245K |
FDDFIRST TR STOXX EUROPEAN SELECT COMMON SHS | $239K |
INTCINTEL CORP COM | $237K |
DDOMINION ENERGY INC COM | $235K |
UPSUNITED PARCEL SVC INC CL B | $234K |
ALSALLSTATE CORP COM | $227K |
BSVVANGUARD BD INDEX FD INC SHORT TRM BOND | $222K |
BPBP PLC SPONSORED ADR | $221K |
ABMABM INDS INC COM | $219K |
BNDVANGUARD BD INDEX FUND INC TOTAL BND MRKT | $213K |
AXPAMERICAN EXPRESS CO COM | $209K |
EMBISHARES TR JP MOR EM MK ETF | $206K |
DONSPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 | $205K |
SBUXSTARBUCKS CORP COM | $202K |
IWFISHARES RUSSELL 1000 GROWTH ETF | $198K |
DXJWISDOMTREE TRUST JAPAN HEDGE EQT | $198K |
CMCSACOMCAST CORP NEW CL A | $195K |
HDVISHARES TRUST ISHARES CORE HIGH DIVIDEND | $195K |
EXREXTRA SPACE STORAGE INC | $194K |
BIIBBIOGEN INC COM | $193K |
BKBANK OF NEW YORK MELLON CORP COM | $189K |
ABBVABBVIE INC COM | $183K |
PFFISHARES TR PFD AND INCM SEC | $178K |
IWDISHARES RUSSELL 1000 VALUE ETF | $178K |
VVISA INC COM CL A | $170K |
VTVANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETF | $169K |
TFISPDR SERIES TR NUVEEN BRC MUNIC | $162K |
BABOEING CO COM | $158K |
LLYELI LILLY AND CO COM | $157K |
GIISPDR S&P GLOBAL INFRASTRUCTURE ETF | $157K |
COSTCOSTCO WHOLESALE CORP COM | $155K |
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