LIBERTY WEALTH MANAGEMENT LLC Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$247K
Holdings
149
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (149 positions)
| Stock | Value |
|---|---|
IVVISHARES TR | $35.2M |
ESGUISHARES TR | $17.8M |
IUSBISHARES TR | $12.8M |
AAPLAPPLE INC | $12.6M |
EFVISHARES TR | $11.6M |
AQLTISHARES TR | $8.0M |
VTIVANGUARD INDEX FDS | $7.5M |
EFGISHARES TR | $7.0M |
VEUVANGUARD INTL EQUITY INDEX F | $5.3M |
TIPISHARES TR | $4.3M |
TLTISHARES TR | $4.1M |
MSFTMICROSOFT CORP | $3.8M |
DUHPDIMENSIONAL ETF TRUST | $3.6M |
CVXCHEVRON CORP NEW | $3.3M |
FALNISHARES TR | $2.9M |
EEMVISHARES INC | $2.8M |
COMTISHARES U S ETF TR | $2.8M |
VOOVANGUARD INDEX FDS | $2.8M |
DFUVDIMENSIONAL ETF TRUST | $2.5M |
DFATDIMENSIONAL ETF TRUST | $2.5M |
IYEISHARES TR | $2.5M |
IJSISHARES TR | $2.5M |
HDVISHARES TR | $2.4M |
DFACDIMENSIONAL ETF TRUST | $2.4M |
MBBISHARES TR | $2.1M |
IAU*ISHARES GOLD TR | $2.1M |
VLUEISHARES TR | $1.8M |
AMZNAMAZON COM INC | $1.8M |
EELVINVESCO EXCH TRADED FD TR II | $1.7M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1.7M |
DFICDIMENSIONAL ETF TRUST | $1.6M |
USMVISHARES TR | $1.6M |
ORCLORACLE CORP | $1.6M |
ICVTISHARES TR | $1.5M |
VBVANGUARD INDEX FDS | $1.5M |
IFRAISHARES TR | $1.4M |
VTVVANGUARD INDEX FDS | $1.4M |
VGTVANGUARD WORLD FDS | $1.4M |
SLYSPDR SER TR | $1.2M |
TLHISHARES TR | $1.2M |
ABBVABBVIE INC | $1.1M |
IXGISHARES TR | $1.1M |
VNQVANGUARD INDEX FDS | $997K |
ESGEISHARES INC | $994K |
VEAVanguard FTSE Developed Markets ETF | $973K |
VUGVanguard Growth ETF | $969K |
FDLFIRST TR MORNINGSTAR DIVID L | $909K |
VHTVANGUARD WORLD FDS | $901K |
DIHPDIMENSIONAL ETF TRUST | $893K |
VEAVANGUARD TAX-MANAGED INTL FD | $874K |
VUGVANGUARD INDEX FDS | $859K |
PGPROCTER AND GAMBLE CO | $854K |
VFHVANGUARD WORLD FDS | $789K |
SSENTINELONE INC | $788K |
VTIVanguard Total Stock Market ETF | $786K |
DISDISNEY WALT CO | $786K |
MSCIMSCI INC | $777K |
VTVVanguard Value ETF | $775K |
COWZPACER FDS TR | $755K |
UPSUNITED PARCEL SERVICE INC | $730K |
DISVDIMENSIONAL ETF TRUST | $713K |
METAMETA PLATFORMS INC | $695K |
VBRVANGUARD INDEX FDS | $669K |
INTUINTUIT | $659K |
VVISA INC | $646K |
AMDADVANCED MICRO DEVICES INC | $643K |
ADPAUTOMATIC DATA PROCESSING IN | $640K |
CLXCLOROX CO DEL | $639K |
VVVANGUARD INDEX FDS | $631K |
ADIANALOG DEVICES INC | $629K |
TAT&T INC | $617K |
BACBK OF AMERICA CORP | $606K |
TLTIshares 20 Plus Year Treasury Bond Etf | $605K |
IBMINTERNATIONAL BUSINESS MACHS | $582K |
IXNISHARES TR | $579K |
MRKMERCK &CO INC | $566K |
HDHOME DEPOT INC | $554K |
AMGNAMGEN INC | $514K |
BACVERIZON COMMUNICATIONS INC | $498K |
JNJJOHNSON &JOHNSON | $492K |
WFCWELLS FARGO CO NEW | $491K |
IBBISHARES TR | $476K |
PEPPEPSICO INC | $473K |
JPMJPMORGAN CHASE &CO | $438K |
EFAISHARES TR | $423K |
SBUXSTARBUCKS CORP | $403K |
NKENIKE INC | $400K |
SPYSPDR S&P 500 ETF TR | $393K |
ABMABM INDS INC | $390K |
KOCOCA COLA CO | $390K |
INTCINTEL CORP | $385K |
VEUVanguard FTSE All-World ex-US ETF | $381K |
CSCOCISCO SYS INC | $375K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $375K |
IVEISHARES TR | $367K |
NVDANVIDIA CORPORATION | $363K |
LLYLILLY ELI &CO | $356K |
COSTCOSTCO WHSL CORP NEW | $354K |
VWOVanguard FTSE Emerging Markets ETF | $345K |
XOMEXXON MOBIL CORP | $343K |
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