LIBERTY WEALTH MANAGEMENT LLC Q2 2024 Filing
Filed August 7, 2024
Portfolio Value
$546K
Holdings
233
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (233 positions)
| Stock | Value |
|---|---|
BCLIEURBRAINSTORM CELL THERAPEUTICS | $115.0M |
IVVISHARES TR | $39.9M |
DFACDIMENSIONAL U S CORE EQUITY 2 ETF | $28.9M |
DFAUDIMENSIONAL US CORE EQUITY MARKT ETF | $26.0M |
DUHPDIMENSIONAL US HIGH PROFTBLTY ETF | $25.1M |
AAPLAPPLE INC | $24.4M |
IVWISHARES S&P 500 GROWTH ETF | $20.4M |
QUALISHARES MSCI USA QLTY FACT ETF | $18.7M |
DYNFBLACKROCK US EQY FCTR ROTN ETF | $17.3M |
IUSBISHARES TR | $14.5M |
DFICDIMENSIONAL INTERN CORE EQUITY 2 ETF | $12.8M |
DFCFDIMENSIONAL ETF TRUST | $12.4M |
ENPHENPHASE ENERGY INC | $12.2M |
DFLVDIMENSIONL US LARGE CAP VALUE ETF | $11.5M |
VTIVANGUARD TOTAL STOCK MARKET ETF | $11.3M |
NVDANVIDIA CORPORATION | $11.1M |
IVEISHARES S&P 500 VALUE ETF | $10.2M |
AQLTISHARES TR | $8.4M |
DFAIDIMENSIONAL INTERN CORE EQT MKT ETF | $8.3M |
MSFTMICROSOFT CORP | $8.1M |
IYWISHARES US TECHNOLOGY ETF | $7.4M |
DFATDIMENSIONAL U S TARGETEDVALUE ETF | $7.3M |
DIHPDIMENSIONAL INTERN HIGH PROFIT ETF | $6.8M |
EMXCISHARES MSCI EMERGING MARKETS ETF | $6.5M |
TLTISHARES TR | $6.3M |
DFEMDIMENSIONAL ETF TRUST | $6.3M |
VEUVANGUARD INTL EQUITY INDEX F | $5.9M |
MBBISHARES MBS ETF | $5.3M |
VVISA INC CLASS A | $5.2M |
AMATAPPLIED MATLS INC | $5.2M |
ISRGINTUITIVE SURGICAL INC | $5.0M |
EFGISHARES TR | $4.8M |
DISVDIMENSIONAL INTERN SMALLCAP VL ETF | $4.8M |
VOOVANGUARD S&P 500 ETF | $4.3M |
AMZNAMAZON COM INC | $3.8M |
TSLATESLA INC | $3.7M |
BLVVANGUARD BD INDEX FDS | $3.7M |
HEFAISHARES CURRENCY HEDG MSCI EAFE ETF | $3.5M |
VGLTVANGUARD LONG TERM TREASURY ETF | $3.5M |
WMWASTE MGMT INC DEL | $3.5M |
EFVISHARES TR | $3.4M |
ORCLORACLE CORP | $3.4M |
CVXCHEVRON CORP NEW | $3.3M |
TCAFT ROWE PRICE ETF INC | $3.2M |
VTVVANGUARD VALUE ETF | $3.0M |
IFRAISHARES US INFRASTRUCTURE ETF | $2.8M |
VGTVANGUARD INFORMATION TECHNOLOGY ETF | $2.6M |
EMBISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF | $2.6M |
CRWDCROWDSTRIKE HLDGS INC | $2.5M |
VUGVANGUARD GROWTH ETF | $2.3M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.2M |
METAMETA PLATFORMS INC | $2.2M |
GOOGALPHABET INC | $2.1M |
VBVANGUARD INDEX FDS | $2.0M |
CSCOCISCO SYS INC | $2.0M |
VHTVANGUARD WORLD FD | $1.9M |
AQLTISHARES US TREASURY BONDETF | $1.7M |
IEMGISHARES INC | $1.7M |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $1.6M |
GOOGLALPHABET INC | $1.6M |
BINCBLACKROCK FLEXIBLE INCOME ETF | $1.5M |
IGEBISHARES INVEST GRD SYS BND ETF | $1.3M |
INTUINTUIT | $1.3M |
VBRVANGUARD SMALL CAP VALUEETF | $1.3M |
VFHVANGUARD WORLD FD | $1.3M |
NDQINVSC QQQ TRUST SRS 1 ETF IV | $1.2M |
ABBVABBVIE INC | $1.2M |
MGKVANGUARD WORLD FD | $1.2M |
TLHISHARES TR | $1.2M |
OEFISHARES S&P 100 ETF | $1.1M |
AMDADVANCED MICRO DEVICES INC | $1.1M |
BACBANK AMERICA CORP | $1.1M |
PGPROCTER AND GAMBLE CO | $1.1M |
TIPISHARES TIPS BOND ETF | $991K |
FTECFIDELITY COVINGTON TRUST | $928K |
MSCIMSCI INC | $907K |
JPMJPMORGAN CHASE &CO. | $907K |
VVVANGUARD INDEX FDS | $890K |
COWZPACER US CASH COWS 100 ETF | $863K |
AVGOBROADCOM INC | $857K |
VONGVANGUARD RUSSELL 1000 GROWTH ETF IV | $844K |
IBMINTERNATIONAL BUSINESS MACHS | $838K |
ADBEADOBE INC | $816K |
SPYSPDR S&P 500 ETF | $793K |
AMGNAMGEN INC | $791K |
IXCISHARES GLOBAL ENERGY ETF | $764K |
USMVISHARES MSCI USA MIN VOL FACTOR ETF | $736K |
LMTLOCKHEED MARTIN CORP | $729K |
WFCWELLS FARGO CO NEW | $722K |
HDHOME DEPOT INC | $719K |
SSENTINELONE INC | $711K |
ESGUISHARES TR | $708K |
DISDISNEY WALT CO | $701K |
DBEFDBX ETF TR | $687K |
ADPAUTOMATIC DATA PROCESSING IN | $684K |
LQDISHARES IBOXX INVT GRADEBOND ETF | $683K |
EFAISHARES TR | $643K |
VNQVANGUARD INDEX FDS | $641K |
DFUVDIMENSIONAL ETF TRUST | $640K |
SPYMSPDR SER TR | $638K |
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