LIBERTY WEALTH MANAGEMENT LLC Q2 2021 Filing
Filed August 13, 2021
Portfolio Value
$3.2M
Holdings
1,120
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (1,120 positions)
| Stock | Value |
|---|---|
AQLTISHARES TR | $292K |
EFVISHARES TR | $209K |
AAPLAPPLE INC | $185K |
ESGUISHARES TR | $144K |
IUSBISHARES TR | $129K |
IYEISHARES TR | $123K |
ESGEISHARES INC | $109K |
IAU*ISHARES GOLD TR | $104K |
IGSBISHARES TR | $95K |
FALNISHARES TR | $92K |
VEUVANGUARD INTL EQUITY INDEX F | $84K |
EFGISHARES TR | $72K |
VLUEISHARES TR | $58K |
IVVISHARES TR | $56K |
IXGISHARES TR | $51K |
COMTISHARES U S ETF TR | $48K |
VTIVANGUARD INDEX FDS | $36K |
IGLBISHARES TR | $35K |
CVXCHEVRON CORP NEW | $34K |
DFACDIMENSIONAL ETF TRUST | $31K |
IJRISHARES TR | $26K |
NCZVIRTUS ALLIANZGI CONVERTIBLE | $23K |
ORCLORACLE CORP | $22K |
SLYSPDR SER TR | $21K |
VEAVANGUARD TAX-MANAGED INTL FD | $21K |
MSFTMICROSOFT CORP | $21K |
BACBK OF AMERICA CORP | $21K |
TAT&T INC | $20K |
NKTREURNEKTAR THERAPEUTICS | $19K |
NAIINATURAL ALTERNATIVES INTL IN | $18K |
CSCOCISCO SYS INC | $18K |
XSOEWISDOMTREE TR | $18K |
MTUMISHARES TR | $15K |
MBBISHARES TR | $13K |
HTBKHERITAGE COMM CORP | $12K |
WFCWELLS FARGO CO NEW | $12K |
FDDFIRST TR STOXX EUROPEAN SELE | $12K |
GEGENERAL ELECTRIC CO | $12K |
PHMPULTE GROUP INC | $11K |
ICLNISHARES TR | $10K |
VTVVANGUARD INDEX FDS | $10K |
VFHVANGUARD WORLD FDS | $10K |
INTCINTEL CORP | $9K |
HPEHEWLETT PACKARD ENTERPRISE C | $9K |
ABMABM INDS INC | $9K |
BACVERIZON COMMUNICATIONS INC | $9K |
EFAISHARES TR | $9K |
VOOVANGUARD INDEX FDS | $8K |
VBVANGUARD INDEX FDS | $8K |
DISDISNEY WALT CO | $8K |
PDOPIMCO DYNAMIC INCOME OPRNTS | $8K |
ABBVABBVIE INC | $8K |
PFEPFIZER INC | $8K |
USMVISHARES TR | $8K |
SIRIEURSIRIUS XM HOLDINGS INC | $8K |
VWOVANGUARD INTL EQUITY INDEX F | $7K |
GCCWISDOMTREE TR | $7K |
BPBP PLC | $7K |
TLTISHARES TR | $7K |
VNQVANGUARD INDEX FDS | $7K |
SANBANCO SANTANDER S.A. | $7K |
KOCOCA COLA CO | $7K |
FFORD MTR CO DEL | $7K |
BNDXVANGUARD CHARLOTTE FDS | $7K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $6K |
BMYBRISTOL-MYERS SQUIBB CO | $6K |
HBANHUNTINGTON BANCSHARES INC | $6K |
MXIMMAXIM INTEGRATED PRODS INC | $6K |
PGPROCTER AND GAMBLE CO | $6K |
MRKMERCK & CO INC | $6K |
NLYEURANNALY CAPITAL MANAGEMENT IN | $6K |
XSCDXLMP CAP & INCOME FD INC | $6K |
PFFISHARES TR | $6K |
BKBANK NEW YORK MELLON CORP | $6K |
AQLTISHARES TR | $5K |
SBUXSTARBUCKS CORP | $5K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $5K |
SPYMSPDR SER TR | $5K |
USBUS BANCORP DEL | $5K |
DNPDNP SELECT INCOME FD INC | $5K |
BKOBLUEROCK RESIDENTIAL GWT REI | $5K |
LUMNLUMEN TECHNOLOGIES INC | $5K |
IXNISHARES TR | $5K |
JETSETF SER SOLUTIONS | $4K |
TSLATESLA INC | $4K |
DIVBISHARES TR | $4K |
HYGISHARES TR | $4K |
VUGVANGUARD INDEX FDS | $4K |
XOMEXXON MOBIL CORP | $4K |
VODVODAFONE GROUP PLC NEW | $4K |
XPCKXPIMCO CALIF MUN INCOME FD II | $4K |
CLXCLOROX CO DEL | $4K |
IBMINTERNATIONAL BUSINESS MACHS | $4K |
VGTVANGUARD WORLD FDS | $4K |
WIWWESTERN AST INFL LKD OPP & I | $4K |
GIISPDR INDEX SHS FDS | $4K |
SLVISHARES SILVER TR | $4K |
XLFSELECT SECTOR SPDR TR | $4K |
UPSUNITED PARCEL SERVICE INC | $4K |
XLNXEURXILINX INC | $4K |
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