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 |
|---|---|
VXUSVANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | $177K |
IWDISHARES RUSSELL 1000 VALUE ETF | $177K |
CMCSACOMCAST CORP | $169K |
IJHISHARES SP MIDCAP 400 INDEX FUND | $169K |
LLYELI LILLY AND CO | $168K |
GQ9SPDR GOLD TR GOLD SHS | $168K |
SRESEMPRA ENERGY | $165K |
IWFISHARES TR RUS 1000 GRW ETF | $164K |
AGGISHARES CORE US AGGREGATE BOND ETF | $163K |
INTUINTUIT INC | $163K |
MGKVANGUARD MEGA CAP GROWTH INDEX FUND | $153K |
IVEISHARES SP 500 VALUE ETF | $152K |
BABAALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS | $151K |
IJKISHARES SP MID CAP 400 GROWTH ETF | $151K |
EWJISHARES INC MSCI JPN ETF NEW | $148K |
BIVVANGUARD BD INDEX FDS INTERMED TERM | $148K |
DUKDUKE ENERGY CORP NEW COM NEW ISIN US26441C2044 SEDOL B7JZSK0 | $145K |
BIIBBIOGEN INC COM USD0 0005 | $145K |
SCHBSCHWAB US BROAD MARKET ETF | $142K |
PLDPROLOGIS INC COM | $142K |
XLUUTILITIES SELECT SECTOR SPDR FUND | $138K |
DEODIAGEO ADR EACH REPR 4 ORD GBX28 935185 | $137K |
ESSESSEX PROPERTY TRUST INC COM USD0 0001 | $137K |
HSYHERSHEY COMPANY COM USD1 00 | $136K |
BPBP PLC SPONSORED ADR | $135K |
GILDGILEAD SCIENCES INC COM USD0 001 | $135K |
PSXPHILLIPS 66 COM | $135K |
TXNTEXAS INSTRUMENTS INC COM USD1 00 | $132K |
ZTSZOETIS INC | $131K |
MCDMCDONALD S CORP | $131K |
RTXRAYTHEON TECHNOLOGIES CORP COM | $131K |
WECWEC ENERGY GROUP INC COM | $129K |
MBBISHARES TR MBS ETF | $128K |
VCITVANGUARD INTERMEDIATE TERM CORPORATE BOND ETF | $128K |
DELLDELL TECHNOLOGIES INC CL C | $127K |
CRMSALESFORCE COM INC COM USD0 001 | $126K |
WMTWALMART INC COM | $125K |
VMBSVANGUARD SCOTTSDALE FDS VANGUARD MTG BACKED SECS IDX FD ETF | $124K |
LMTLOCKHEED MARTIN CORP COM USD1 00 | $123K |
BLVVANGUARD BD INDEX FDS LONG TERM BOND | $119K |
VNQVANGUARD REAL ESTATE ETF | $118K |
KRKROGER CO COM USD1 00 | $118K |
MDTMEDTRONIC PLC | $117K |
SONYSONY CORP SPON ADR EACH REPR 1 ORD | $117K |
VTVANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETF | $114K |
XOMEXXON MOBIL CORP | $114K |
USBU S BANCORP | $110K |
GPNGLOBAL PAYMENTS INC | $106K |
VMWEURVMWARE INC | $106K |
IGIBISHARES TR ISHS 5 10YR INVT | $105K |
DTEDTE ENERGY CO | $103K |
AVAAVISTA CORP | $101K |
MAMASTERCARD INCORPORATED CL A | $101K |
JPSTJ P MORGAN EXCHANGE TRADED FD ULTRA SHRT INC | $100K |
WELLWELLTOWER INC COM | $100K |
VYMVANGUARD WHITEHALL FDS HIGH DIV YLD | $100K |
—ALLIANZGI CONV INCOME FD COM | $99K |
HDVISHARES CORE HIGH DIVIDEND ETF | $99K |
DGDOLLAR GEN CORP NEW COM | $98K |
4I1PHILIP MORRIS INTERNATIONAL INC COM NPV | $97K |
COPCONOCOPHILLIPS COM | $96K |
SYYSYSCO CORP | $93K |
XLFSELECT SECTOR SPDR TRUST AMEX FINANCIAL SELECT INDEX USD DIS | $93K |
FDXFEDEX CORP COM USD0 10 | $92K |
USIGISHARES TR USD INV GRDE ETF | $90K |
NSCNORFOLK SOUTHN CORP COM | $90K |
FLOTISHARES TR FLTG RATE NT ETF | $89K |
TTTRANE TECHNOLOGIES PLC COM USD1 | $89K |
MDLZMONDELEZ INTL INC COM NPV | $88K |
SDYSPDR SER TR SP DIVID ETF | $88K |
VRTXVERTEX PHARMACEUTICALS INC | $88K |
AMDADVANCED MICRO DEVICES INC | $86K |
ADBEADOBE SYSTEMS INCORPORATED COM | $85K |
HTBKHERITAGE COMM CORP COM | $82K |
AKAMAKAMAI TECHNOLOGIES COM USD0 01 | $81K |
XLKSELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS | $81K |
AMTAMERICAN TOWER CORP COM USD0 01 | $78K |
EMBISHARES TR JP MOR EM MK ETF | $77K |
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $77K |
LTCLTC PROPERTIES INC | $75K |
SPGISP GLOBAL INC COM | $74K |
ACNACCENTURE PLC | $74K |
QCOMQUALCOMM INC | $73K |
PHGKONINKLIJKE PHILIPS ADR | $72K |
VCSHVANGUARD SCOTTSDALE FDS VANGUARD SHORT TERM CORPORATE BD INDEX FD ETF SHS | $71K |
EMREMERSON ELECTRIC CO | $71K |
FXHFIRST TR EXCHANGE TRADED FD II HEALTH CARE ALPHADEX FD ANNUAL | $70K |
GSKGLAXOSMITHKLINE ADR REP TWO ORD | $70K |
GEGENERAL ELECTRIC CO COM USD0 06 | $67K |
SNYSANOFI ADR REP 1 1 2 ORD | $67K |
RPGINVESCO EXCHANGE TRADED FD TR SP500 PUR GWT | $66K |
MMM3M CO | $66K |
7HPHP INC COM | $65K |
TMOTHERMO FISHER SCIENTIFIC INC | $64K |
HRLHORMEL FOODS CORP | $64K |
KMBKIMBERLY CLARK CORP COM USD1 25 | $64K |
FDSFACTSET RESEARCH SYSTEMS INC | $64K |
TIPISHARES TRUST UNITED STATES TREASURY | $64K |
HONHONEYWELL INTERNATIONAL INC COM USD1 | $63K |
GRMNGARMIN LTD COM CHF10 00 | $62K |