LIBERTY WEALTH MANAGEMENT LLC Q2 2021 Filing
Filed August 13, 2021
Portfolio Value
$3.2B
Holdings
1,120
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (1,120 positions)
| Stock | Value |
|---|---|
NKENIKE INC | $3.8M |
BNDVANGUARD BD INDEX FDS | $3.8M |
ITUBITAU UNIBANCO HLDG S A | $3.7M |
RODMLATTICE STRATEGIES TR | $3.7M |
VVVANGUARD INDEX FDS | $3.7M |
IBBISHARES TR | $3.6M |
VHTVANGUARD WORLD FDS | $3.6M |
KRKROGER CO | $3.6M |
RPVINVESCO EXCHANGE TRADED FD T | $3.6M |
AVUVAMERICAN CENTY ETF TR | $3.5M |
CNPCENTERPOINT ENERGY INC | $3.5M |
ADPAUTOMATIC DATA PROCESSING IN | $3.5M |
LQDISHARES TR | $3.4M |
7HPHP INC | $3.4M |
AVDVAMERICAN CENTY ETF TR | $3.3M |
NEENEXTERA ENERGY INC | $3.3M |
VBRVANGUARD INDEX FDS | $3.2M |
CARRCARRIER GLOBAL CORPORATION | $3.2M |
HTAEURHEALTHCARE TR AMER INC | $3.1M |
QCLNFIRST TR EXCHANGE-TRADED FD | $3.1M |
ABTABBOTT LABS | $3.1M |
VXUSVANGUARD STAR FDS | $3.1M |
VVISA INC | $3.0M |
CMCSACOMCAST CORP NEW | $3.0M |
DDOMINION ENERGY INC | $3.0M |
BIVVANGUARD BD INDEX FDS | $3.0M |
REKRREKOR SYSTEMS INC | $3.0M |
BSVVANGUARD BD INDEX FDS | $3.0M |
AVAAVISTA CORP | $3.0M |
METAFACEBOOK INC | $3.0M |
UBERUBER TECHNOLOGIES INC | $2.9M |
PEPPEPSICO INC | $2.9M |
JPMJPMORGAN CHASE & CO | $2.8M |
IVWISHARES TR | $2.7M |
RJAUSDSWEDISH EXPT CR CORP | $2.7M |
SCHBSCHWAB STRATEGIC TR | $2.6M |
PSXPHILLIPS 66 | $2.6M |
TIPISHARES TR | $2.6M |
EFAVISHARES TR | $2.5M |
VMBSVANGUARD SCOTTSDALE FDS | $2.5M |
IJKISHARES TR | $2.5M |
EWJISHARES INC | $2.5M |
NVSNNOVARTIS AG | $2.5M |
ALSALLSTATE CORP | $2.5M |
ASXASE TECHNOLOGY HLDG CO LTD | $2.4M |
XFEBFIRST TR EXCH TRADED FD III | $2.4M |
CNHICNH INDL N V | $2.4M |
—APOLLO SR FLOATING RATE FD I | $2.3M |
RTXRAYTHEON TECHNOLOGIES CORP | $2.3M |
JNJJOHNSON & JOHNSON | $2.3M |
AEGAEGON N V | $2.3M |
IQDFFLEXSHARES TR | $2.2M |
WECWEC ENERGY GROUP INC | $2.2M |
XLUSELECT SECTOR SPDR TR | $2.2M |
COPCONOCOPHILLIPS | $2.2M |
NEARISHARES U S ETF TR | $2.1M |
LTCLTC PPTYS INC | $2.1M |
GILDGILEAD SCIENCES INC | $2.1M |
BMTABRITISH AMERN TOB PLC | $2.1M |
KTKT CORP | $2.1M |
XNCMXNUVEEN CALIFORNIA AMT QLT MU | $2.1M |
AXPAMERICAN EXPRESS CO | $2.0M |
GENNORTONLIFELOCK INC | $2.0M |
PBCTEURPEOPLES UNITED FINANCIAL INC | $2.0M |
AKTSQAKOUSTIS TECHNOLOGIES INC | $2.0M |
SPROSPERO THERAPEUTICS INC | $2.0M |
GOSSGOSSAMER BIO INC | $2.0M |
CRONCRONOS GROUP INC | $2.0M |
AMGNAMGEN INC | $1.9M |
HDHOME DEPOT INC | $1.9M |
DUKDUKE ENERGY CORP NEW | $1.9M |
4I1PHILIP MORRIS INTL INC | $1.9M |
MSCIMSCI INC | $1.9M |
DFATDIMENSIONAL ETF TRUST | $1.9M |
DELLDELL TECHNOLOGIES INC | $1.9M |
SPYVSPDR SER TR | $1.9M |
SHYGISHARES TR | $1.9M |
MOALTRIA GROUP INC | $1.9M |
VIGVANGUARD SPECIALIZED FUNDS | $1.9M |
MDLZMONDELEZ INTL INC | $1.8M |
WELLWELLTOWER INC | $1.8M |
ERIIENERGY RECOVERY INC | $1.8M |
ABEVAMBEV SA | $1.8M |
HTLDHEARTLAND EXPRESS INC | $1.8M |
IHIISHARES TR | $1.8M |
UTGREAVES UTIL INCOME FD | $1.8M |
INTUINTUIT | $1.7M |
WYWEYERHAEUSER CO MTN BE | $1.7M |
EXREXTRA SPACE STORAGE INC | $1.7M |
BONDPIMCO ETF TR | $1.7M |
DOCHEALTHPEAK PROPERTIES INC | $1.7M |
PCEFINVESCO EXCH TRADED FD TR II | $1.6M |
FLOTISHARES TR | $1.6M |
CAJPYCANON INC | $1.6M |
XPCQXPIMCO CALIF MUN INCOME FD | $1.6M |
BCEBCE INC | $1.6M |
GEMGOLDMAN SACHS ETF TR | $1.6M |
AG8AGILENT TECHNOLOGIES INC | $1.5M |
DVNDEVON ENERGY CORP NEW | $1.5M |
SYYSYSCO CORP | $1.5M |