LIBERTY WEALTH MANAGEMENT LLC Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$246.5M
Holdings
149
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (149 positions)
| Stock | Value |
|---|---|
LLYLILLY ELI &CO | $356K |
COSTCOSTCO WHSL CORP NEW | $354K |
VWOVanguard FTSE Emerging Markets ETF | $345K |
VBVanguard Small-Cap ETF | $343K |
XOMEXXON MOBIL CORP | $343K |
VWOVANGUARD INTL EQUITY INDEX F | $340K |
BMYBRISTOL-MYERS SQUIBB CO | $334K |
ABTABBOTT LABS | $329K |
EMBISHARES TR | $329K |
BNDXVANGUARD CHARLOTTE FDS | $328K |
IWFISHARES TR | $306K |
PFEPFIZER INC | $302K |
BNDVANGUARD BD INDEX FDS | $299K |
BNDXVanguard Total COM Bond ETF | $298K |
GQ9SPDR GOLD TR | $283K |
MGKVANGUARD WORLD FD | $282K |
DISWalt Disney Co | $281K |
ICLNISHARES TR | $279K |
ALSALLSTATE CORP | $276K |
XLKSELECT SECTOR SPDR TR | $274K |
RPVINVESCO EXCHANGE TRADED FD T | $273K |
HTOSJW GROUP | $272K |
VIGVANGUARD SPECIALIZED FUNDS | $269K |
BABOEING CO | $266K |
IVWISHARES TR | $260K |
QCLNFIRST TR EXCHANGE-TRADED FD | $256K |
UNPUNION PAC CORP | $255K |
AMZNAmazon.com Inc | $251K |
BIVVANGUARD BD INDEX FDS | $250K |
HEHAWAIIAN ELEC INDUSTRIES | $249K |
EXREXTRA SPACE STORAGE INC | $245K |
AVUVAMERICAN CENTY ETF TR | $245K |
LOWLOWES COS INC | $245K |
ABBVAbbVie Inc | $244K |
USBUS BANCORP DEL | $243K |
BSVVANGUARD BD INDEX FDS | $242K |
BNDVanguard | $241K |
NDQINVESCO QQQ TR | $240K |
NEENEXTERA ENERGY INC | $235K |
SPYMSPDR SER TR | $235K |
XLFSELECT SECTOR SPDR TR | $233K |
DDOMINION ENERGY INC | $222K |
GIISPDR INDEX SHS FDS | $217K |
PHMPULTE GROUP INC | $213K |
WECWEC ENERGY GROUP INC | $212K |
BSVVanguard Short-Term Bond ETF | $211K |
DEODIAGEO PLC | $209K |
HSYHERSHEY CO | $207K |
DUKDUKE ENERGY CORP NEW | $205K |
IWFiShares Russell 1000 Growth | $205K |
DONSPDR DOW JONES INDL AVERAGE | $203K |
VXUSVANGUARD STAR FDS | $202K |
BPBP PLC | $202K |
RTXRAYTHEON TECHNOLOGIES CORP | $201K |
PFFISHARES TR | $201K |
AAPLApple Inc | $200K |
MDVMODIV INC | $181K |
NXDRNEXTDOOR HOLDINGS INC | $173K |
NAIINATURAL ALTERNATIVES INTL IN | $159K |
FDDFIRST TR STOXX EUROPEAN SELE | $139K |
HTBKHERITAGE COMM CORP | $132K |
FFORD MTR CO DEL | $121K |
NCZVIRTUS CONVERTIBLE &INCOME | $86K |
BCLIEURBRAINSTORM CELL THERAPEUTICS | $82K |
NKTREURNEKTAR THERAPEUTICS | $72K |
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