LIBERTY WEALTH MANAGEMENT LLC Q4 2018 Filing
Filed March 26, 2019
Portfolio Value
$134K
Holdings
826
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (826 positions)
| Stock | Value |
|---|---|
FDDFIRST TR STOXX EUROPEAN SELECT DIVID INDEX FD COMMON SHS | $21.3M |
XLFSECTOR SPDR TR SHS BEN INT FINANCIAL | $19.7M |
VNQVANGUARD REAL ESTATE ETF | $10.1M |
AAPLAPPLE INC | $7.0M |
DIEMFRANKLIN TEMPLETON ETF TR LIBERTYQ EMERG | $4.4M |
CVXCHEVRON CORP NEW COM | $3.7M |
TLTISHARES TR 20 YR TR BD ETF | $3.3M |
IVVISHARES CORE S&P 500 ETF | $3.2M |
VTIVANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | $2.6M |
VOOVANGUARD INDEX FDS FORMERLY VANGUARD INDEX | $2.5M |
KOCOCA COLA CO | $2.3M |
MSFTMICROSOFT CORP | $1.8M |
EFAISHARES MSCI EAFE ETF | $1.6M |
NEARISHARES US ETF TR SHT MAT BD ETF | $1.4M |
ABBVABBVIE INC COM | $1.3M |
ABTABBOTT LABORATORIES | $1.2M |
LQDISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF | $1.1M |
VGTVANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF | $952K |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $810K |
AQLTISHARES TRUST CORE MSCI EAFE ETF | $798K |
VBVANGUARD INDEX FDS VANGUARD SMALL CAP VIPERS FORMERLY VANGUARD INDEX TR | $777K |
VEAVANGUARD FTSE DEVELOPED MARKET ETF | $719K |
VTVVANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR | $688K |
VFHVANGUARD SECTOR INDEX FDS VANGUARD FINLS VIPERS | $666K |
IGIBISHARES TR INTRM TR CRP ETF | $629K |
CLXCLOROX CO DEL | $625K |
PFEPFIZER INC | $609K |
TAT&T INC COM | $602K |
CSCOCISCO SYS INC COM | $600K |
VUGVANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | $589K |
WTWISDOMTREE CONTINUOUS COMMODIT SHS BEN INT | $556K |
BACBANK OF AMERICA CORP | $555K |
VEUVANGUARD INTL EQUITY INDEX FD INC FTSE ALL-WORLD EX-US INDEX FD ETF SHS | $544K |
IAUUSDISHARES GOLD TRUST ISHARES | $535K |
MTUMISHARES EDGE MSCI USA MOMENTUM FACTOR ETF | $523K |
EMBISHARES TR JP MOR EM MK ETF | $492K |
MXIMMAXIM INTEGRATED PRODS INC | $489K |
ADPAUTOMATIC DATA PROCESSING INC | $484K |
VHTVANGUARD SECTOR INDEX FDS VANGUARD HEALTH CARE VIPERS | $475K |
DISDISNEY WALT CO | $469K |
VVVANGUARD INDEX FDS VANGUARD LARGE CAP VIPERS FORMERLY VANGUARD INDEX TR | $468K |
IXNISHARES GLOBAL TECH ETF | $463K |
EFAVISHARES EDGE MSCI MIN VOL EAFE ETF | $455K |
IBBISHARES TR NASDAQ BIOTECH | $409K |
METAFACEBOOK INC-CLASS A | $398K |
BABOEING CO | $390K |
XLNXEURXILINX INC | $378K |
PGPROCTER AND GAMBLE CO COM | $377K |
IJHISHARES CORE S&P MID-CAP ETF | $352K |
WFCWELLS FARGO CO NEW COM | $349K |
AQLTISHARES TR US TREAS BD ETF | $337K |
ESSESSEX PPTY TR INC | $333K |
USMVISHARES EDGE MSCI MIN VOL USA ETF | $327K |
BNDXVANGUARD CHARLOTTE TOTAL INTL BD INDEX FD ETF | $325K |
PHMPULTEGROUP INC FORMERLY PULTE CORP TO 05/17/2001 | $320K |
SPYSPDR S&P 500 ETF TRUST UNIT SER 1 S&P | $315K |
BSVVANGUARD BD INDEX FD INC SHORT TERM BD ETF | $312K |
BPBP PLC SPONSORED ADR | $310K |
INTCINTEL CORP | $309K |
IEMGISHARES INC CORE MSCI EMERGING MKTS ETF | $309K |
ORCLORACLE CORP COM | $304K |
DXJWISDOMTREE TRUST JAPAN HEDGE EQT | $304K |
GIISPDR S&P GLOBAL INFRASTRUCTURE ETF | $303K |
TSLATESLA INC COM | $292K |
NKENIKE INC CLASS B | $292K |
ABMABM INDS INC COM | $288K |
MSCIMSCI INC COM | $277K |
BKBANK NEW YORK MELLON CORP | $263K |
BACVERIZON COMMUNICATIONS | $256K |
SJMSMUCKER J M CO COM NEW | $250K |
XOMEXXON MOBIL CORP | $247K |
AABAUSDALTABA INC COM | $243K |
SBUXSTARBUCKS CORP COM | $234K |
RDS/AROYAL DUTCH SHELL ADR | $231K |
IVEISHARES S&P 500 VALUE ETF | $230K |
NDQINVESCO QQQ TR UNIT SER 1 | $228K |
DONSPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 | $227K |
IJRISHARES CORE S&P SMALL-CAP E | $223K |
UPSUNITED PARCEL SVC INC CL B | $219K |
UNHUNITEDHEALTH GROUP | $218K |
VWOVANGUARD INTL EQUITY INDEX FUND INC FTSE EMERGING MARKETS ETF | $211K |
VDEVANGUARD SECTOR INDEX FDS VANGUARD ENERGY VIPERS | $205K |
HDVISHARES TRUST ISHARES CORE HIGH DIVIDEND | $203K |
IVWISHARES S&P 500 GROWTH ETF | $201K |
IWDISHARES RUSSELL 1000 VALUE ETF | $201K |
AXPAMERICAN EXPRESS CO | $191K |
DDOMINION ENERGY INC COM | $183K |
ALSALLSTATE CORP | $179K |
BMYBRISTOL MYERS SQUIBB | $174K |
XLUSECTOR SPDR TR SHS BEN INT UTILITIES | $172K |
IWFISHARES RUSSELL 1000 GROWTH ETF | $172K |
MRKMERCK & CO INC NEW COM | $170K |
EXREXTRA SPACE STORAGE INC | $170K |
XLVSELECT SECTOR SPDR TR HEALTH CARE | $160K |
VTVANGUARD INTL EQUITY INDEX FUND INC TOTAL WORLD STK INDEX FUND ETF SHS | $156K |
AMGNAMGEN INC | $153K |
VVISA INC COM CL A | $152K |
CMCSACOMCAST CORP NEW CL A | $150K |
WELLWELLTOWER INC COM | $146K |
PFFISHARES TR S&P US PFD STK | $146K |
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