LIBERTY WEALTH MANAGEMENT LLC Q2 2019 Filing
Filed July 30, 2019
Portfolio Value
$114K
Holdings
934
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (934 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC COM | $10.4M |
CVXCHEVRON CORP NEW COM | $7.4M |
IVVISHARES CORE S&P 500 ETF | $5.1M |
DIEMFRANKLIN TEMPLETON ETF | $4.8M |
VTIVANGUARD INDEX FDS VANGUARD TOTAL | $4.0M |
VOOVANGUARD INDEX | $2.9M |
MSFTMICROSOFT CORP | $2.5M |
BABOEING CO COM | $1.9M |
AQLTISHARES TR US TREAS BD ETF | $1.9M |
EFAISHARES MSCI EAFE ETF | $1.7M |
AQLTISHARES TRUST CORE MSCI EAFE ETF | $1.4M |
NEARISHARES US ETF TR SHT MAT BD ETF | $1.3M |
VGTVANGUARD WORLD FDS | $1.2M |
ITOTISHARES CORE S&P TOTAL US STOCK MARKET ETF | $1.1M |
TAT&T INC COM | $1.0M |
LQDISHARES IBOXX INVESTMENT GRADE | $1.0M |
BRK/BBERKSHIRE HATHAWAY INC COM | $1.0M |
DISDISNEY WALT CO | $929K |
VBVANGUARD INDEX FDS VANGUARD SMALL CAP VIPERS FORMERLY VANGUARD INDEX TR | $921K |
IGIBISHARES TR INTRM TR CRP ETF | $898K |
VVVANGUARD INDEX FDS VANGUARD LARGE CAP VIPERS FORMERLY VANGUARD INDEX TR | $878K |
CSCOCISCO SYS INC COM | $877K |
IEMGISHARES INC CORE MSCI EMERGING MKTS ETF | $836K |
VEAVANGUARD FTSE DEVELOPED MARKET ETF | $812K |
IAUUSDISHARES GOLD TRUST ISHARES | $809K |
PGPROCTER AND GAMBLE CO COM | $782K |
VFHVANGUARD SECTOR INDEX | $769K |
VTVVANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR | $730K |
VUGVANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | $729K |
CLXCLOROX CO COM | $707K |
SBUXSTARBUCKS CORP COM | $701K |
VVISA INC COM CL A | $685K |
INTCINTEL CORP COM | $677K |
ESEVERSOURCE ENERGY COM | $664K |
ORCLORACLE CORP COM | $646K |
VEUVANGUARD INTL EQUITY INDEX FD INC FTSE ALL-WORLD EX-US INDEX FD ETF SHS | $645K |
ADPAUTOMATIC DATA PROCESSING INC | $645K |
METAFACEBOOK INC-CLASS A | $630K |
TLTISHARES TR 20 YR TR BD ETF | $630K |
USMVISHARES EDGE MSCI MIN VOL USA ETF | $625K |
IXNISHARES GLOBAL TECH ETF | $611K |
XLNXEURXILINX INC | $569K |
WTWISDOMTREE CONTINUOUS | $566K |
BACBANK OF AMERICA CORP | $549K |
IBBISHARES TR NASDAQ BIOTECH | $539K |
WFCWELLS FARGO CO NEW COM | $526K |
VHTVANGUARD SECTOR INDEX | $510K |
MBBISHARES TR MBS ETF | $505K |
EFAVISHARES EDGE MSCI MIN VOL EAFE ETF | $499K |
IBMINTERNATIONAL BUS MACH CORP | $494K |
JNJJOHNSON &JOHNSON COM | $482K |
MSCIMSCI INC COM | $450K |
SPYSPDR S&P500 ETF TRUST S&P 500 ETF | $438K |
FEFIRSTENERGY CORP COM | $434K |
KOCOCA COLA CO | $431K |
NDQINVESCO QQQ TR UNIT SER 1 | $417K |
BACVERIZON COMMUNICATIONS | $408K |
ESSESSEX PROPERTY TRUST INC COM | $397K |
DONSPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 | $387K |
MTUMISHARES EDGE MSCI USA MOMENTUM FACTOR ETF | $382K |
UNPUNION PACIFIC CORP COM | $379K |
IJHISHARES CORE S&P MID-CAP ETF | $374K |
NVSNNOVARTIS A G SPONSORED ADR | $371K |
ETRENTERGY CORP NEW | $367K |
MXIMMAXIM INTEGRATED PRODUCTS COM | $360K |
ABMABM INDS INC COM | $360K |
GIISPDR S&P GLOBAL INFRASTRUCTURE ETF | $358K |
PFEPFIZER INC | $355K |
BPBP PLC SPONSORED ADR | $352K |
PHMPULTE GROUP INC COM | $352K |
AXPAMERICAN EXPRESS CO COM | $339K |
XOMEXXON MOBIL CORP | $338K |
AMGNAMGEN INC | $336K |
UPSUNITED PARCEL SVC INC CL B | $333K |
NKENIKE INC CLASS B COM NPV | $328K |
IJKISHARES S&P MID CAP 400 GROWTH ETF | $321K |
BNDXVANGUARD CHARLOTTE TOTAL INTL BD INDEX FD ETF | $320K |
FDDFIRST TR STOXX EUROPEAN SELECT | $310K |
PEPPEPSICO INC | $307K |
DXJWISDOMTREE TRUST JAPAN HEDGE EQT | $298K |
AABAUSDALTABA INC COM | $295K |
DDOMINION ENERGY INC COM | $288K |
SCHWTHE CHARLES SCHWAB CORPORATION COM | $271K |
CNPCENTERPOINT ENERGY INC | $259K |
VWOVANGUARD INTL EQUITY INDEX FUND INC FTSE EMERGING MARKETS ETF | $253K |
WECWEC ENERGY GROUP INC COM | $253K |
BSVVANGUARD BD INDEX FD INC SHORT TERM BD ETF | $252K |
VTVANGUARD INTL EQUITY INDEX FUND | $249K |
BKBANK OF NEW YORK MELLON CORP | $248K |
MRKMERCK & CO INC NEW COM | $247K |
BMYBRISTOL-MYERS SQUIBB CO COM | $243K |
HDVISHARES TRUST ISHARES CORE HIGH DIVIDEND | $229K |
IWDISHARES RUSSELL 1000 VALUE ETF | $228K |
UNHUNITEDHEALTH GROUP | $227K |
MCDMCDONALDS CORP | $223K |
TSLATESLA INC COM | $222K |
VDEVANGUARD SECTOR INDEX | $221K |
ALSALLSTATE CORP COM | $221K |
USBUS BANCORP DEL COM NEW | $217K |
UTXZUNITED TECHNOLOGIES CORP COM | $217K |
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