LIBERTY WEALTH MANAGEMENT LLC Q4 2019 Filing
Filed February 5, 2020
Portfolio Value
$127K
Holdings
938
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (938 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC COM | $13.2M |
IVVISHARES CORE S&P 500 ETF | $9.1M |
VTIVANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | $5.3M |
CVXCHEVRON CORP NEW COM | $4.3M |
AQLTISHARES TR US TREAS BD ETF | $4.0M |
AQLTISHARES TRUST CORE MSCI EAFE ETF | $3.8M |
ITOTISHARES CORE S&P TOTAL US STOCK MARKET ETF | $3.5M |
VOOVANGUARD INDEX FUNDS S&P 500 ETF | $3.3M |
MSFTMICROSOFT CORP | $2.6M |
IEMGISHARES INC CORE MSCI EMERGING MKTS ETF | $2.5M |
USMVISHARES EDGE MSCI MIN VOL USA ETF | $2.1M |
IGIBISHARES TR INTRM TR CRP ETF | $1.6M |
MBBISHARES TR MBS ETF | $1.6M |
EFAISHARES MSCI EAFE ETF | $1.6M |
QUALISHARES EDGE MSCI USA QUALITY FACTOR ETF | $1.5M |
VEUVANGUARD INTL EQUITY INDEX FD INC FTSE ALL-WORLD EX-US INDEX FD ETF SHS | $1.5M |
IXNISHARES GLOBAL TECH ETF | $1.5M |
VGTVANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF | $1.3M |
NEARISHARES US ETF TR SHT MAT BD ETF | $1.3M |
VBVANGUARD INDEX FDS VANGUARD SMALL CAP VIPERS FORMERLY VANGUARD INDEX TR | $1.2M |
TLTISHARES TR 20 YR TR BD ETF | $1.1M |
VVVANGUARD INDEX FDS VANGUARD LARGE CAP VIPERS FORMERLY VANGUARD INDEX TR | $1.1M |
BRK/BBERKSHIRE HATHAWAY INC COM | $1.1M |
TAT&T INC COM | $1.0M |
VEAVANGUARD FTSE DEVELOPED MARKET ETF | $905K |
DISDISNEY WALT CO | $816K |
CSCOCISCO SYS INC COM | $768K |
VFHVANGUARD SECTOR INDEX FDS VANGUARD FINLS VIPERS | $745K |
VUGVANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | $738K |
VTVVANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR | $727K |
CLXCLOROX CO COM | $710K |
ORCLORACLE CORP COM | $695K |
IAUUSDISHARES GOLD TRUST | $694K |
METAFACEBOOK INC-CLASS A | $652K |
ADPAUTOMATIC DATA PROCESSING INC COM | $636K |
IJHISHARES CORE S&P MID-CAP ETF | $620K |
PGPROCTER & GAMBLE CO COM | $610K |
BACBANK OF AMERICA CORP | $574K |
AGNALLERGAN PLC COM | $544K |
SIZEISHARES EDGE MSCI USA SIZE FACTOR ETF | $542K |
VHTVANGUARD SECTOR INDEX FDS VANGUARD HEALTH CARE VIPERS | $534K |
WTWISDOMTREE CONTINUOUS COMMODIT SHS BEN INT | $521K |
NDQINVESCO QQQ TR UNIT SER 1 | $518K |
SPYSPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT | $517K |
EFAVISHARES EDGE MSCI MIN VOL EAFE ETF | $515K |
IBBISHARES TR NASDAQ BIOTECH | $506K |
DIEMFRANKLIN TEMPLETON ETF TR LIBERTYQ EMERG | $503K |
LQDISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF | $501K |
MSCIMSCI INC COM | $486K |
TSLATESLA INC COM | $481K |
BACVERIZON COMMUNICATIONS | $475K |
PEGPUBLIC SVC ENTERPRISE GRP INC COM | $460K |
PHMPULTE GROUP INC COM | $450K |
IBMINTERNATIONAL BUS MACH CORP COM | $424K |
XLNXEURXILINX INC | $416K |
ESSESSEX PROPERTY TRUST INC COM | $409K |
BNDXVANGUARD CHARLOTTE TOTAL INTL BD INDEX FD ETF | $400K |
NKENIKE INC CLASS B COM NPV | $394K |
JPMJPMORGAN CHASE & CO COM | $386K |
HDHOME DEPOT INC COM | $371K |
AMGNAMGEN INC | $371K |
MXIMMAXIM INTEGRATED PRODUCTS COM | $370K |
NVSNNOVARTIS A G SPONSORED ADR | $369K |
JNJJOHNSON &JOHNSON COM | $369K |
PFEPFIZER INC | $367K |
VWOVANGUARD INTL EQUITY INDEX FUND INC FTSE EMERGING MARKETS ETF | $355K |
FDDFIRST TR STOXX EUROPEAN SELECT DIVID INDEX FD COMMON SHS | $349K |
ABMABM INDS INC COM | $339K |
AXPAMERICAN EXPRESS CO COM | $330K |
MRKMERCK & CO INC NEW COM | $322K |
BPBP PLC SPONSORED ADR | $321K |
BABOEING CO COM | $321K |
KOCOCA COLA CO | $319K |
PSXPHILLIPS 66 COM | $310K |
UNHUNITEDHEALTH GROUP | $307K |
INTCINTEL CORP COM | $303K |
BMYBRISTOL-MYERS SQUIBB CO COM | $299K |
EMBISHARES TR JP MOR EM MK ETF | $294K |
BKBANK OF NEW YORK MELLON CORP COM | $283K |
ALSALLSTATE CORP COM | $281K |
GIISPDR S&P GLOBAL INFRASTRUCTURE ETF | $279K |
UPSUNITED PARCEL SVC INC CL B | $274K |
DONSPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 | $271K |
DDOMINION ENERGY INC COM | $269K |
HYGISHARES TR IBOXX HI YD ETF | $268K |
DXJWISDOMTREE TRUST JAPAN HEDGE EQT | $261K |
SBUXSTARBUCKS CORP COM | $261K |
CMCSACOMCAST CORP NEW CL A | $259K |
UTXZUNITED TECHNOLOGIES CORP COM | $253K |
IWDISHARES RUSSELL 1000 VALUE ETF | $245K |
DYHTARGET CORP COM | $234K |
IWFISHARES RUSSELL 1000 GROWTH ETF | $231K |
BSVVANGUARD BD INDEX FD INC SHORT TERM BD ETF | $225K |
XOMEXXON MOBIL CORP | $219K |
VTVANGUARD INTL EQUITY INDEX FUND INC TOTAL WORLD STK INDEX FUND ETF SHS | $217K |
LOWLOWES COMPANIES INC COM | $213K |
PFFISHARES TR PFD AND INCM SEC | $210K |
USBUS BANCORP DEL COM NEW | $208K |
VVISA INC COM CL A | $203K |
BNDVANGUARD BD INDEX FUND INC TOTAL BOND MARKET ETF | $201K |
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