LIBERTY WEALTH MANAGEMENT LLC Q2 2020 Filing
Filed August 4, 2020
Portfolio Value
$142K
Holdings
893
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (893 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC COM | $15.4M |
IVVISHARES CORE S&P 500 ETF | $11.2M |
ESGUISHARES TR ESG MSCI USA ETF | $6.8M |
LQDISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF | $5.3M |
VTIVANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | $5.0M |
AQLTISHARES TR US TREAS BD ETF | $5.0M |
EFGISHARES TR EAFE GRWTH ETF | $5.0M |
MSFTMICROSOFT CORP | $3.3M |
VOOVANGUARD INDEX FUNDS S&P 500 ETF | $3.3M |
ESGEISHARES INC ESG MSCI EM ETF | $3.1M |
CVXCHEVRON CORP NEW COM | $3.0M |
VEUVANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US | $2.9M |
IGSBISHARES TR SH TR CRPORT ETF | $2.7M |
IJRISHARES CORE S&P SMALL-CAP | $2.4M |
VLUEISHARES EDGE MSCI USA VALUE FACTOR ETF | $2.3M |
AQLTISHARES TRUST CORE MSCI EAFE ETF | $2.3M |
IXNISHARES GLOBAL TECH ETF | $2.1M |
SHYGISHARES TRUST 0-5YR HIGH YIELD CORP BD | $1.7M |
IHIISHARES TR U.S. MED DVC ETF | $1.6M |
VBVANGUARD INDEX FDS VANGUARD SMALL CAP VIPERS FORMERLY VANGUARD INDEX TR | $1.4M |
USMVISHARES EDGE MSCI MIN VOL USA ETF | $1.4M |
VGTVANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF | $1.2M |
IYGISHARES U S FINANCIAL SERVICES ETF | $1.2M |
TLTISHARES TR 20 YR TR BD ETF | $1.0M |
NEARISHARES US ETF TR SHT MAT BD ETF | $1.0M |
CLXCLOROX CO COM | $926K |
DISDISNEY WALT CO | $857K |
BRK/BBERKSHIRE HATHAWAY INC COM | $819K |
TAT&T INC COM | $787K |
CSCOCISCO SYS INC COM | $782K |
IAUUSDISHARES GOLD TRUST | $766K |
METAFACEBOOK INC-CLASS A | $706K |
VUGVANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | $702K |
VEAVANGUARD TAX-MANAGED FDS FTSE DEV MKT ETF | $676K |
MSCIMSCI INC COM | $629K |
EFAISHARES MSCI EAFE ETF | $620K |
VTVVANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR | $579K |
PGPROCTER & GAMBLE CO COM | $563K |
IBBISHARES TR NASDAQ BIOTECH | $563K |
ORCLORACLE CORP COM | $562K |
VHTVANGUARD SECTOR INDEX FDS VANGUARD HEALTH CARE VIPERS | $561K |
ADPAUTOMATIC DATA PROCESSING INC COM | $549K |
VFHVANGUARD SECTOR INDEX FDS VANGUARD FINLS VIPERS | $548K |
VVVANGUARD INDEX FDS VANGUARD LARGE CAP VIPERS FORMERLY VANGUARD INDEX TR | $535K |
ABBVABBVIE INC COM | $475K |
BACBK OF AMERICA CORP COM | $473K |
EFAVISHARES EDGE MSCI MIN VOL EAFE ETF | $458K |
HDHOME DEPOT INC COM | $452K |
BACVERIZON COMMUNICATIONS | $442K |
IBMINTERNATIONAL BUS MACH CORP COM | $439K |
SPYSPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT | $427K |
XLNXEURXILINX INC | $406K |
AMGNAMGEN INC | $405K |
NKENIKE INC CLASS B COM NPV | $401K |
NDQINVESCO QQQ TR UNIT SER 1 | $395K |
WTWISDOMTREE CONTINUOUS COMMODIT SHS BEN INT | $386K |
PHMPULTE GROUP INC COM | $385K |
PEGPUBLIC SVC ENTERPRISE GRP INC COM | $382K |
IEFISHARES TR BARCLAYS 7 10 YR | $373K |
MXIMMAXIM INTEGRATED PRODUCTS COM | $371K |
JNJJOHNSON &JOHNSON COM | $328K |
ABMABM INDS INC COM | $327K |
NKTREURNEKTAR THERAPEUTICS | $324K |
BNDXVANGUARD CHARLOTTE TOTAL INTL BD INDEX FD ETF | $322K |
UNHUNITEDHEALTH GROUP | $289K |
UPSUNITED PARCEL SVC INC CL B | $282K |
PFEPFIZER INC | $272K |
DDOMINION ENERGY INC COM | $270K |
HYGISHARES TR IBOXX HI YD ETF | $268K |
VVISA INC COM CL A | $268K |
MRKMERCK & CO INC NEW COM | $267K |
FDDFIRST TR STOXX EUROPEAN SELECT COMMON SHS | $262K |
JPMJPMORGAN CHASE & CO COM | $257K |
INTCINTEL CORP COM | $256K |
BMYBRISTOL-MYERS SQUIBB CO COM | $255K |
ALSALLSTATE CORP COM | $241K |
KOCOCA COLA CO | $240K |
BABOEING CO COM | $237K |
AXPAMERICAN EXPRESS CO COM | $236K |
HDVISHARES TRUST ISHARES CORE HIGH DIVIDEND | $222K |
VWOVANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF | $222K |
BKBANK OF NEW YORK MELLON CORP COM | $221K |
BNDVANGUARD BD INDEX FUND INC TOTAL BND MRKT | $221K |
DONSPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 | $220K |
SBUXSTARBUCKS CORP COM | $218K |
BSVVANGUARD BD INDEX FD INC SHORT TRM BOND | $206K |
BPBP PLC SPONSORED ADR | $202K |
LOWLOWES COMPANIES INC COM | $198K |
CMCSACOMCAST CORP NEW CL A | $196K |
PFFISHARES TR PFD AND INCM SEC | $190K |
PSXPHILLIPS 66 COM | $187K |
EXREXTRA SPACE STORAGE INC | $187K |
LLYELI LILLY AND CO COM | $187K |
DYHTARGET CORP COM | $184K |
GIISPDR S&P GLOBAL INFRASTRUCTURE ETF | $176K |
PEPPEPSICO INC | $172K |
IWDISHARES RUSSELL 1000 VALUE ETF | $168K |
COSTCOSTCO WHOLESALE CORP COM | $166K |
VXUSVANGUARD STAR FD VANGUARD TOTAL INTL STOCK INDEX FD ETF SHS | $166K |
UNPUNION PACIFIC CORP COM | $165K |
Page 1 of 9Next