LIBERTY WEALTH MANAGEMENT LLC Q3 2021 Filing
Filed November 15, 2021
Portfolio Value
$280K
Holdings
1,227
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (1,227 positions)
| Stock | Value |
|---|---|
IVVISHARES TR | $24.6M |
ESGUISHARES TR | $17.6M |
AAPLAPPLE INC | $12.3M |
EFVISHARES TR | $11.2M |
EFGISHARES TR | $11.0M |
VTIVANGUARD INDEX FDS | $9.1M |
IUSBISHARES TR | $7.6M |
VLUEISHARES TR | $6.3M |
AQLTISHARES TR | $6.2M |
VEUVANGUARD INTL EQUITY INDEX F | $5.8M |
MSFTMICROSOFT CORP | $4.4M |
IXGISHARES TR | $3.9M |
ESGEISHARES INC | $3.4M |
CVXCHEVRON CORP NEW | $3.3M |
VOOVANGUARD INDEX FDS | $3.3M |
IGSBISHARES TR | $3.2M |
TIPISHARES TR | $3.2M |
IYEISHARES TR | $3.1M |
IJRISHARES TR | $3.0M |
IXNISHARES TR | $3.0M |
IAU*ISHARES GOLD TR | $2.9M |
FALNISHARES TR | $2.8M |
TLTISHARES TR | $2.6M |
VTVVANGUARD INDEX FDS | $2.4M |
VEAVANGUARD TAX-MANAGED INTL FD | $2.4M |
VUGVANGUARD INDEX FDS | $2.3M |
SLYSPDR SER TR | $2.3M |
VBVANGUARD INDEX FDS | $2.3M |
VGTVANGUARD WORLD FDS | $2.0M |
ORCLORACLE CORP | $2.0M |
COMTISHARES U S ETF TR | $1.9M |
MBBISHARES TR | $1.8M |
DISDISNEY WALT CO | $1.6M |
IGLBISHARES TR | $1.5M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1.4M |
METAFACEBOOK INC | $1.3M |
ABBVABBVIE INC | $1.1M |
VFHVANGUARD WORLD FDS | $1.1M |
BNDVANGUARD BD INDEX FDS | $1.1M |
VHTVANGUARD WORLD FDS | $1.0M |
BACBK OF AMERICA CORP | $979K |
EFAISHARES TR | $937K |
UPSUNITED PARCEL SERVICE INC | $845K |
PGPROCTER AND GAMBLE CO | $834K |
VNQVANGUARD INDEX FDS | $818K |
DFACDIMENSIONAL ETF TRUST | $813K |
VVISA INC | $801K |
VWOVANGUARD INTL EQUITY INDEX F | $773K |
HDHOME DEPOT INC | $760K |
VVVANGUARD INDEX FDS | $739K |
SPYSPDR S&P 500 ETF TR | $723K |
ADIANALOG DEVICES INC | $713K |
ADPAUTOMATIC DATA PROCESSING IN | $706K |
BNDXVANGUARD CHARLOTTE FDS | $695K |
SBUXSTARBUCKS CORP | $692K |
CLXCLOROX CO DEL | $692K |
NKENIKE INC | $680K |
NVDANVIDIA CORPORATION | $649K |
USMVISHARES TR | $632K |
VBRVANGUARD INDEX FDS | $617K |
TAT&T INC | $602K |
MRKMERCK & CO INC | $593K |
IBBISHARES TR | $584K |
BACVERIZON COMMUNICATIONS INC | $583K |
WFCWELLS FARGO CO NEW | $574K |
IBMINTERNATIONAL BUSINESS MACHS | $567K |
XLNXEURXILINX INC | $561K |
PEPPEPSICO INC | $537K |
JPMJPMORGAN CHASE & CO | $533K |
CSCOCISCO SYS INC | $530K |
PHMPULTE GROUP INC | $529K |
IWFISHARES TR | $497K |
INTCINTEL CORP | $492K |
BSVVANGUARD BD INDEX FDS | $479K |
UNHUNITEDHEALTH GROUP INC | $470K |
PFEPFIZER INC | $446K |
MTUMISHARES TR | $442K |
IVWISHARES TR | $438K |
AMGNAMGEN INC | $428K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $413K |
ABTABBOTT LABS | $411K |
EMBISHARES TR | $408K |
USBUS BANCORP DEL | $408K |
ABMABM INDS INC | $405K |
LOWLOWES COS INC | $395K |
IHIISHARES TR | $391K |
BIVVANGUARD BD INDEX FDS | $389K |
KOCOCA COLA CO | $387K |
SCHXSCHWAB STRATEGIC TR | $374K |
CRMSALESFORCE COM INC | $373K |
IWDISHARES TR | $372K |
XOMEXXON MOBIL CORP | $369K |
JNJJOHNSON & JOHNSON | $368K |
EXREXTRA SPACE STORAGE INC | $368K |
MGKVANGUARD WORLD FD | $365K |
XLKSELECT SECTOR SPDR TR | $364K |
LQDISHARES TR | $362K |
SCHOSCHWAB STRATEGIC TR | $353K |
NKTREURNEKTAR THERAPEUTICS | $343K |
ZTSZOETIS INC | $327K |
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