LIBERTY WEALTH MANAGEMENT LLC Q1 2025 Filing
Filed May 9, 2025
Portfolio Value
$545.7M
Holdings
296
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (296 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFAUDIMENSIONAL ETF TRUST | 2,539,422 | $29.6M | 5.42% | |
| 2 | DFACDIMENSIONAL ETF TRUST | 2,716,114 | $27.8M | 5.09% | |
| 3 | DUHPDIMENSIONAL ETF TRUST | 2,367,020 | $24.3M | 4.45% | |
| 4 | IVVISHARES TR | 1,447,391 | $23.4M | 4.30% | |
| 5 | AAPLAPPLE INC | 2,443,279 | $23.1M | 4.23% | |
| 6 | QUALISHARES TR | 1,312,382 | $22.5M | 4.12% | |
| 7 | IVWISHARES TR | 1,363,876 | $21.5M | 3.94% | |
| 8 | DYNFBLACKROCK ETF TRUST | 1,461,592 | $19.9M | 3.65% | |
| 9 | IVEISHARES TR | 845,488 | $15.6M | 2.87% | |
| 10 | IUSBISHARES TR | 971,490 | $13.6M | 2.49% | |
| 11 | DFICDIMENSIONAL ETF TRUST | 1,440,361 | $13.1M | 2.40% | |
| 12 | DFCFDIMENSIONAL ETF TRUST | 1,085,593 | $12.5M | 2.29% | |
| 13 | VTIVANGUARD INDEX FDS | 151,257 | $11.9M | 2.18% | |
| 14 | DFLVDIMENSIONAL ETF TRUST | 1,244,374 | $11.6M | 2.12% | |
| 15 | DFAIDIMENSIONAL ETF TRUST | 878,857 | $10.2M | 1.87% | |
| 16 | NVDANVIDIA CORPORATION | 962,095 | $10.1M | 1.86% | |
| 17 | ENPHENPHASE ENERGY INC | 129,614 | $8.0M | 1.47% | |
| 18 | EMXCISHARES INC | 502,853 | $7.1M | 1.30% | |
| 19 | DIHPDIMENSIONAL ETF TRUST | 758,453 | $6.8M | 1.25% | |
| 20 | MSFTMICROSOFT CORP | 377,519 | $6.8M | 1.24% | |
| 21 | DFATDIMENSIONAL ETF TRUST | 617,873 | $6.7M | 1.23% | |
| 22 | IEMGISHARES INC | 453,748 | $6.6M | 1.21% | |
| 23 | VEUVANGUARD INTL EQUITY INDEX F | 109,052 | $6.6M | 1.21% | |
| 24 | TLHISHARES TR | 423,993 | $6.6M | 1.21% | |
| 25 | IYWISHARES TR | 416,723 | $6.4M | 1.17% | |
| 26 | DFEMDIMENSIONAL ETF TRUST | 695,881 | $6.0M | 1.11% | |
| 27 | MTUMISHARES TR | 337,221 | $5.3M | 0.97% | |
| 28 | OEFISHARES TR | 352,900 | $5.2M | 0.95% | |
| 29 | TSLATESLA INC | 336,018 | $5.1M | 0.94% | |
| 30 | EFVISHARES TR | 352,034 | $5.1M | 0.93% | |
| 31 | DISVDIMENSIONAL ETF TRUST | 579,060 | $5.1M | 0.93% | |
| 32 | AQLTISHARES TR | 340,225 | $5.0M | 0.92% | |
| 33 | ISRGINTUITIVE SURGICAL INC | 77,638 | $4.8M | 0.89% | |
| 34 | MBBISHARES TR | 221,735 | $4.7M | 0.87% | |
| 35 | BLVVANGUARD BD INDEX FDS | 65,218 | $4.6M | 0.84% | |
| 36 | VGLTVANGUARD SCOTTSDALE FDS | 76,182 | $4.4M | 0.80% | |
| 37 | WMWASTE MGMT INC DEL | 16,338 | $3.8M | 0.69% | |
| 38 | VVISA INC | 59,696 | $3.7M | 0.68% | |
| 39 | AMZNAMAZON COM INC | 836,819 | $3.6M | 0.66% | |
| 40 | TCAFT ROWE PRICE ETF INC | 109,757 | $3.5M | 0.65% | |
| 41 | VOOVANGUARD INDEX FDS | 181,743 | $3.5M | 0.64% | |
| 42 | IAU*ISHARES GOLD TR | 200,929 | $3.5M | 0.64% | |
| 43 | EFGISHARES TR | 203,338 | $3.5M | 0.63% | |
| 44 | CVXCHEVRON CORP NEW | 211,004 | $3.4M | 0.63% | |
| 45 | ORCLORACLE CORP | 43,647 | $3.3M | 0.61% | |
| 46 | BRK/BBERKSHIRE HATHAWAY INC DEL | 201,961 | $2.9M | 0.53% | |
| 47 | VTVVANGUARD INDEX FDS | 16,758 | $2.9M | 0.53% | |
| 48 | AMATAPPLIED MATLS INC | 88,176 | $2.7M | 0.49% | |
| 49 | EMBISHARES TR | 128,502 | $2.6M | 0.48% | |
| 50 | HEFAISHARES TR | 238,722 | $2.6M | 0.48% | |
| 51 | BINCBLACKROCK ETF TRUST II | 140,821 | $2.4M | 0.45% | |
| 52 | METAMETA PLATFORMS INC | 128,811 | $2.4M | 0.45% | |
| 53 | CRWDCROWDSTRIKE HLDGS INC | 6,702 | $2.4M | 0.43% | |
| 54 | GOOGALPHABET INC | 346,793 | $2.1M | 0.39% | |
| 55 | VBVANGUARD INDEX FDS | 9,221 | $2.0M | 0.37% | |
| 56 | VGTVANGUARD WORLD FD | 32,850 | $2.0M | 0.37% | |
| 57 | VHTVANGUARD WORLD FD | 7,535 | $2.0M | 0.37% | |
| 58 | VUGVANGUARD INDEX FDS | 69,093 | $1.8M | 0.33% | |
| 59 | VEAVANGUARD TAX-MANAGED FDS | 34,013 | $1.7M | 0.32% | |
| 60 | TLTISHARES TR | 69,589 | $1.6M | 0.30% | |
| 61 | IFRAISHARES TR | 62,828 | $1.6M | 0.29% | |
| 62 | VFHVANGUARD WORLD FD | 13,084 | $1.6M | 0.29% | |
| 63 | ABBVABBVIE INC | 18,263 | $1.5M | 0.27% | |
| 64 | VBRVANGUARD INDEX FDS | 7,868 | $1.4M | 0.26% | |
| 65 | ADPAUTOMATIC DATA PROCESSING IN | 8,946 | $1.3M | 0.24% | |
| 66 | MGKVANGUARD WORLD FD | 4,293 | $1.3M | 0.24% | |
| 67 | GOOGLALPHABET INC | 446,903 | $1.3M | 0.24% | |
| 68 | IBMINTERNATIONAL BUSINESS MACHS | 35,045 | $1.3M | 0.24% | |
| 69 | AQLTISHARES TR | 108,496 | $1.3M | 0.23% | |
| 70 | LLYELI LILLY &CO | 83,271 | $1.2M | 0.23% | |
| 71 | PGPROCTER AND GAMBLE CO | 50,946 | $1.2M | 0.22% | |
| 72 | INTUINTUIT | 34,219 | $1.2M | 0.22% | |
| 73 | BACBANK AMERICA CORP | 33,209 | $1.1M | 0.21% | |
| 74 | MSCIMSCI INC | 1,883 | $1.1M | 0.19% | |
| 75 | JPMJPMORGAN CHASE &CO. | 130,167 | $1.0M | 0.19% | |
| 76 | AVGOBROADCOM INC | 37,468 | $1.0M | 0.19% | |
| 77 | NDQINVESCO QQQ TR | 314,035 | $1.0M | 0.18% | |
| 78 | VVVANGUARD INDEX FDS | 3,579 | $919K | 0.17% | |
| 79 | FTECFIDELITY COVINGTON TRUST | 5,496 | $886K | 0.16% | |
| 80 | USMVISHARES TR | 48,110 | $871K | 0.16% | |
| 81 | WFCWELLS FARGO CO NEW | 17,617 | $862K | 0.16% | |
| 82 | SPYSPDR S&P 500 ETF TR | 1,733 | $861K | 0.16% | |
| 83 | COWZPACER FDS TR | 15,691 | $859K | 0.16% | |
| 84 | DFUVDIMENSIONAL ETF TRUST | 19,417 | $800K | 0.15% | |
| 85 | VNQVANGUARD INDEX FDS | 8,751 | $792K | 0.15% | |
| 86 | COSTCOSTCO WHSL CORP NEW | 110,569 | $778K | 0.14% | |
| 87 | HDHOME DEPOT INC | 68,927 | $765K | 0.14% | |
| 88 | AMGNAMGEN INC | 16,592 | $758K | 0.14% | |
| 89 | DISDISNEY WALT CO | 23,949 | $722K | 0.13% | |
| 90 | EFAISHARES TR | 8,651 | $707K | 0.13% | |
| 91 | SPYMSPDR SER TR | 10,617 | $698K | 0.13% | |
| 92 | LMTLOCKHEED MARTIN CORP | 12,368 | $680K | 0.12% | |
| 93 | DBEFDBX ETF TR | 15,519 | $671K | 0.12% | |
| 94 | VWOVANGUARD INTL EQUITY INDEX F | 14,476 | $654K | 0.12% | |
| 95 | XOMEXXON MOBIL CORP | 152,166 | $612K | 0.11% | |
| 96 | AMDADVANCED MICRO DEVICES INC | 30,168 | $608K | 0.11% | |
| 97 | ABTABBOTT LABS | 8,939 | $605K | 0.11% | |
| 98 | KOCOCA COLA CO | 53,390 | $593K | 0.11% | |
| 99 | CSCOCISCO SYS INC | 2,129,961 | $587K | 0.11% | |
| 100 | XLKSELECT SECTOR SPDR TR | 2,793 | $576K | 0.11% |
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