LIBERTY WEALTH MANAGEMENT LLC Q3 2020 Filing
Filed November 5, 2020
Portfolio Value
$170K
Holdings
889
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (889 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC COM USD0 00001 | $21.9M |
IVVISHARES SP 500 | $13.8M |
ESGUISHARES TR ESG AWR MSCI USA | $8.8M |
EFGISHARES TR EAFE GRWTH ETF | $6.4M |
LQDISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF | $6.3M |
AQLTISHARES TR US TREAS BD ETF | $6.0M |
VTIVANGUARD IDX FUND | $5.8M |
ESGEISHARES INC ESG AWR MSCI EM | $4.0M |
VOOVANGUARD INDEX FUNDS SP 500 ETF USD | $3.5M |
VEUVANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US | $3.4M |
IGSBISHARES TR ISHS 1 5YR INVS | $3.3M |
MSFTMICROSOFT CORP | $3.3M |
IJRISHARES CORE SP SMALL CAP E | $3.0M |
VLUEISHARES TR MSCI USA VALUE | $3.0M |
AQLTISHARES TRUST CORE MSCI EAFE ETF | $2.9M |
IXNISHARES SP GLOBAL TECHNOLOGY SECTOR INDEX FUND | $2.6M |
CVXCHEVRON CORP NEW COM | $2.3M |
IHIISHARES TR U S MED DVC ETF | $2.2M |
SHYGISHARES TRUST 0 5YR HIGH YIELD CORP BD ISIN US46434V4077 SEDOL BFS2LL0 | $2.2M |
TSLATESLA INC COM | $1.8M |
USMVISHARES TR MSCI USA MIN VOL | $1.7M |
IYGISHARES TRUST DOW JONES UNITED STATES FINANCIAL | $1.6M |
VGTVANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF | $1.5M |
VBVANGUARD SMALL CAP INDEX FUND | $1.5M |
NEARISHARES U S ETF TR SHT MAT BD ETF | $1.2M |
TLTISHARES TR 20 YR TR BD ETF | $1.1M |
BRK/BBERKSHIRE HATHAWAY INC COM USD0 0033 CLASS B | $1.0M |
DISWALT DISNEY CO | $954K |
CLXCLOROX CO COM USD1 00 | $890K |
IAUUSDISHARES GOLD TRUST ISHARES ISIN US4642851053 SEDOL B0SF3S5 | $835K |
VUGVANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | $821K |
PGPROCTER AND GAMBLE CO COM | $817K |
METAFACEBOOK INC CLASS A | $801K |
VEAVANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF | $764K |
EFAISHARES MSCI EAFE ETF | $684K |
MSCIMSCI INC | $673K |
CSCOCISCO SYSTEMS INC | $663K |
TATT INC COM USD1 | $651K |
VHTVANGUARD HEALTH CARE ETF | $633K |
VVISA INC | $626K |
VTVVANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR | $626K |
ORCLORACLE CORP | $613K |
VVVANGUARD LARGE CAP INDEX FUND | $587K |
VFHVANGUARD FINANCIALS ETF | $586K |
UPSUNITED PARCEL SERVICE INC | $535K |
IBBISHARES TR NASDAQ BIOTECH | $529K |
PHMPULTE GROUP INC COM USD0 01 | $526K |
NDQINVESCO QQQ TR UNIT SER 1 | $511K |
ADPAUTOMATIC DATA PROCESSING INC COM USD0 10 | $510K |
BACBK OF AMERICA CORP COM | $503K |
SPYSPDR SP500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT | $498K |
HDHOME DEPOT INC | $496K |
ABBVABBVIE INC COM USD0 01 | $484K |
NKENIKE INC CLASS B COM NPV | $483K |
AMGNAMGEN INC | $476K |
SBUXSTARBUCKS CORP COM USD0 001 | $462K |
BACVERIZON COMMUNICATIONS INC | $440K |
IBMINTERNATIONAL BUS MACH CORP COM USD0 20 | $434K |
WTWISDOMTREE CONTINUOUS COMMODIT SHS BEN INT | $429K |
PEGPUBLIC SVC ENTERPRISE GRP INC COM | $424K |
XLNXEURXILINX INC | $418K |
MXIMMAXIM INTEGRATED PRODUCTS COM USD0 001 | $413K |
IEFISHARES TR BARCLAYS 7 10 YR | $407K |
INTCINTEL CORP COM USD0 001 | $367K |
JNJJOHNSON JOHNSON COM USD1 00 | $345K |
BNDXVANGUARD CHARLOTTE TOTAL INTL BD INDEX FD ETF | $338K |
ABMABM INDUSTRIES INC | $330K |
HYGISHARES TR IBOXX HI YD ETF | $328K |
KOCOCA COLA CO | $320K |
BMYBRISTOL MYERS SQUIBB CO COM | $299K |
MRKMERCK CO INC COM | $284K |
VWOVANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF | $278K |
UNHUNITEDHEALTH GROUP INC | $272K |
WFCWELLS FARGO CO NEW COM | $267K |
JPMJPMORGAN CHASE CO | $262K |
PEPPEPSICO INC | $258K |
NEENEXTERA ENERGY INC COM USD0 01 | $253K |
AXPAMERICAN EXPRESS CO COM USD0 20 | $244K |
NKTREURNEKTAR THERAPEUTICS | $232K |
ALSALLSTATE CORP COM USD0 01 | $231K |
BNDVANGUARD BD INDEX FDS TOTAL BND MRKT | $228K |
DDOMINION ENERGY INC COM | $224K |
BSVVANGUARD BD INDEX FDS SHORT TRM BOND | $215K |
DYHTARGET CORP | $215K |
BABOEING CO COM USD5 00 | $214K |
EXREXTRA SPACE STORAGE INC | $214K |
LOWLOWES COMPANIES INC COM USD0 50 | $212K |
EFAVISHARES TR MSCI EAFE MIN VL | $207K |
PFFISHARES TR PFD AND INCM SEC | $206K |
IVWISHARES TRUST S P500 BAR | $204K |
PFEPFIZER INC | $203K |
VIGVANGUARD SPECIALIZED FUNDS DIV APP ETF | $201K |
NVSNNOVARTIS AG SPONSORED ADR | $198K |
UNPUNION PAC CORP COM | $196K |
FDDFIRST TR STOXX EUROPEAN SELECT COMMON SHS | $193K |
BKBANK OF NEW YORK MELLON CORP COM USD0 01 | $193K |
DONSPDR DOW JONES INDL AVERAGE ET UT SER 1 | $191K |
COSTCOSTCO WHOLESALE CORP COM USD0 01 | $190K |
GIISPDR FTSE MACQUARIE GLOBAL INFRASTRUCTURE 100 ETF | $179K |
ABTABBOTT LABORATORIES | $178K |
Page 1 of 9Next