LIBERTY WEALTH MANAGEMENT LLC Q1 2023 Filing
Filed May 3, 2023
Portfolio Value
$484K
Holdings
230
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (230 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHHSCHWAB STRATEGIC TR | 16,848 | $0 | 0.00% | |
| 2 | PSXPHILLIPS 66 | 1,993 | $0 | 0.00% | |
| 3 | KRKROGER CO | 5,159 | $0 | 0.00% | |
| 4 | DUKDUKE ENERGY CORP NEW | 2,082 | $0 | 0.00% | |
| 5 | PFEPFIZER INC | 6,430 | $0 | 0.00% | |
| 6 | NVSNNOVARTIS AG | 4,780 | $0 | 0.00% | |
| 7 | BHPBHP GROUP LTD | 5,111 | $0 | 0.00% | |
| 8 | IAU*ISHARES GOLD TR | 53,147 | $0 | 0.00% | |
| 9 | EMBISHARES TR | 16,914 | $0 | 0.00% | |
| 10 | DWDMORGAN STANLEY | 3,467 | $0 | 0.00% | |
| 11 | DBEFDBX ETF TR | 14,692 | $0 | 0.00% | |
| 12 | CMCSACOMCAST CORP NEW | 5,330 | $0 | 0.00% | |
| 13 | AMZNAMAZON COM INC | 22,623 | $0 | 0.00% | |
| 14 | ROSTROSS STORES INC | 2,100 | $0 | 0.00% | |
| 15 | VVISA INC | 3,616 | $0 | 0.00% | |
| 16 | COWZPACER FDS TR | 15,225 | $0 | 0.00% | |
| 17 | AVDVAMERICAN CENTY ETF TR | 3,439 | $0 | 0.00% | |
| 18 | FDDFIRST TR STOXX EUROPEAN SELE | 13,062 | $0 | 0.00% | |
| 19 | MGKVANGUARD WORLD FD | 3,103 | $0 | 0.00% | |
| 20 | VGLTVANGUARD SCOTTSDALE FDS | 15,267 | $0 | 0.00% | |
| 21 | SCHBSCHWAB STRATEGIC TR | 13,431 | $0 | 0.00% | |
| 22 | METAMETA PLATFORMS INC | 4,857 | $0 | 0.00% | |
| 23 | VHTVANGUARD WORLD FDS | 7,107 | $0 | 0.00% | |
| 24 | TSLATESLA INC | 18,539 | $0 | 0.00% | |
| 25 | VIGVANGUARD SPECIALIZED FUNDS | 2,658 | $0 | 0.00% | |
| 26 | IBBISHARES TR | 4,050 | $0 | 0.00% | |
| 27 | MLB1MERCADOLIBRE INC | 252 | $0 | 0.00% | |
| 28 | MPTMEDICAL PPTYS TRUST INC | 14,400 | $0 | 0.00% | |
| 29 | IUSBISHARES TR | 312,452 | $0 | 0.00% | |
| 30 | HEHAWAIIAN ELEC INDUSTRIES | 6,263 | $0 | 0.00% | |
| 31 | GMABGENMAB A/S | 6,105 | $0 | 0.00% | |
| 32 | NFLXNETFLIX INC | 1,645 | $0 | 0.00% | |
| 33 | WECWEC ENERGY GROUP INC | 2,337 | $0 | 0.00% | |
| 34 | CVXCHEVRON CORP NEW | 22,289 | $0 | 0.00% | |
| 35 | SSENTINELONE INC | 33,780 | $0 | 0.00% | |
| 36 | FNDXSCHWAB STRATEGIC TR | 110,086 | $0 | 0.00% | |
| 37 | NDQINVESCO QQQ TR | 1,895 | $0 | 0.00% | |
| 38 | DFATDIMENSIONAL ETF TRUST | 156,360 | $0 | 0.00% | |
| 39 | FTECFIDELITY COVINGTON TRUST | 5,169 | $0 | 0.00% | |
| 40 | DISVDIMENSIONAL ETF TRUST | 197,431 | $0 | 0.00% | |
| 41 | DFAIDIMENSIONAL ETF TRUST | 264,185 | $0 | 0.00% | |
| 42 | PEPPEPSICO INC | 2,909 | $0 | 0.00% | |
| 43 | CATCATERPILLAR INC | 1,378 | $0 | 0.00% | |
| 44 | SCHRSCHWAB STRATEGIC TR | 119,974 | $0 | 0.00% | |
| 45 | VMBSVANGUARD SCOTTSDALE FDS | 183,335 | $0 | 0.00% | |
| 46 | ESGUISHARES TR | 71,846 | $0 | 0.00% | |
| 47 | SCHASCHWAB STRATEGIC TR | 83,352 | $0 | 0.00% | |
| 48 | AVUVAMERICAN CENTY ETF TR | 3,652 | $0 | 0.00% | |
| 49 | VOEVANGUARD INDEX FDS | 4,573 | $0 | 0.00% | |
| 50 | AXPAMERICAN EXPRESS CO | 1,862 | $0 | 0.00% | |
| 51 | WFCWELLS FARGO CO NEW | 14,773 | $0 | 0.00% | |
| 52 | CLXCLOROX CO DEL | 1,307 | $0 | 0.00% | |
| 53 | USFRWISDOMTREE TR | 7,168 | $0 | 0.00% | |
| 54 | EEMSISHARES INC | 10,423 | $0 | 0.00% | |
| 55 | HSYHERSHEY CO | 1,290 | $0 | 0.00% | |
| 56 | MAMASTERCARD INCORPORATED | 932 | $0 | 0.00% | |
| 57 | MSFTMICROSOFT CORP | 19,520 | $0 | 0.00% | |
| 58 | GQ9SPDR GOLD TR | 1,724 | $0 | 0.00% | |
| 59 | ABTABBOTT LABS | 3,493 | $0 | 0.00% | |
| 60 | SHYISHARES TR | 27,692 | $0 | 0.00% | |
| 61 | SCHCSCHWAB STRATEGIC TR | 23,640 | $0 | 0.00% | |
| 62 | MCDMCDONALDS CORP | 2,126 | $0 | 0.00% | |
| 63 | PHMPULTE GROUP INC | 5,490 | $0 | 0.00% | |
| 64 | ADBEADOBE SYSTEMS INCORPORATED | 6,463 | $0 | 0.00% | |
| 65 | VYMVANGUARD WHITEHALL FDS | 8,755 | $0 | 0.00% | |
| 66 | VBVANGUARD INDEX FDS | 8,897 | $0 | 0.00% | |
| 67 | CRMSALESFORCE INC | 1,523 | $0 | 0.00% | |
| 68 | IYHISHARES TR | 765 | $0 | 0.00% | |
| 69 | MSCIMSCI INC | 1,898 | $0 | 0.00% | |
| 70 | IBMINTERNATIONAL BUSINESS MACHS | 4,484 | $0 | 0.00% | |
| 71 | CIKCREDIT SUISSE GROUP | 11,500 | $0 | 0.00% | |
| 72 | VVVANGUARD INDEX FDS | 3,688 | $0 | 0.00% | |
| 73 | FNDESCHWAB STRATEGIC TR | 154,663 | $0 | 0.00% | |
| 74 | PFFISHARES TR | 12,494 | $0 | 0.00% | |
| 75 | MTUMISHARES TR | 3,271 | $0 | 0.00% | |
| 76 | VTIVANGUARD INDEX FDS | 43,219 | $0 | 0.00% | |
| 77 | TIPISHARES TR | 2,952 | $0 | 0.00% | |
| 78 | SLYSPDR SER TR | 5,217 | $0 | 0.00% | |
| 79 | KOCOCA COLA CO | 7,025 | $0 | 0.00% | |
| 80 | INTCINTEL CORP | 15,934 | $0 | 0.00% | |
| 81 | TLTISHARES TR | 9,472 | $0 | 0.00% | |
| 82 | FLOTISHARES TR | 6,517 | $0 | 0.00% | |
| 83 | VFHVANGUARD WORLD FDS | 10,050 | $0 | 0.00% | |
| 84 | VBRVANGUARD INDEX FDS | 5,824 | $0 | 0.00% | |
| 85 | RPVINVESCO EXCHANGE TRADED FD T | 3,710 | $0 | 0.00% | |
| 86 | VWOVANGUARD INTL EQUITY INDEX F | 9,618 | $0 | 0.00% | |
| 87 | AQLTISHARES TR | 103,273 | $0 | 0.00% | |
| 88 | ORCLORACLE CORP | 36,125 | $0 | 0.00% | |
| 89 | AAPLAPPLE INC | 187,242 | $0 | 0.00% | |
| 90 | BNDXVANGUARD CHARLOTTE FDS | 7,596 | $0 | 0.00% | |
| 91 | JPMJPMORGAN CHASE & CO | 7,191 | $0 | 0.00% | |
| 92 | TAT&T INC | 30,828 | $0 | 0.00% | |
| 93 | NAIINATURAL ALTERNATIVES INTL IN | 14,736 | $0 | 0.00% | |
| 94 | 4I1PHILIP MORRIS INTL INC | 2,598 | $0 | 0.00% | |
| 95 | EFAISHARES TR | 6,361 | $0 | 0.00% | |
| 96 | SCHFSCHWAB STRATEGIC TR | 90,696 | $0 | 0.00% | |
| 97 | BMYBRISTOL-MYERS SQUIBB CO | 3,383 | $0 | 0.00% | |
| 98 | USBUS BANCORP DEL | 7,929 | $0 | 0.00% | |
| 99 | FDLFIRST TR MORNINGSTAR DIVID L | 26,589 | $0 | 0.00% | |
| 100 | EFVISHARES TR | 119,044 | $0 | 0.00% |
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