LIBERTY WEALTH MANAGEMENT LLC Q4 2020 Filing
Filed February 9, 2021
Portfolio Value
$204K
Holdings
1,073
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (1,073 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC COM | $24.1M |
IVVISHARES SP | $16.2M |
ESGUISHARES TR ESG AWR MSCI USA | $11.7M |
EFGISHARES TR EAFE GRWTH ETF | $7.2M |
VTIVANGUARD IDX FUND | $7.1M |
AQLTISHARES TR US TREAS BD ETF | $6.8M |
MSFTMICROSOFT CORP | $5.6M |
LQDISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF | $5.0M |
ESGEISHARES INC ESG AWR MSCI EM | $4.9M |
IUSBISHARES TR CORE TOTAL | $4.5M |
VEUVANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US | $4.4M |
EFVISHARES TR EAFE VALUE ETF | $4.2M |
VLUEISHARES TR MSCI USA VALUE | $4.2M |
IGSBISHARES TR I -YR INVS | $3.6M |
VOOVANGUARD INDEX FUNDS SP ETF | $3.4M |
CVXCHEVRON CORP NEW COM | $2.8M |
IJRISHARES CORE SP SMALL-CAP E | $2.4M |
IXNISHARES SP GLOBAL TECHNOLOGY SECTOR INDEX FUND | $2.4M |
MTUMISHARES TR MSCI USA MMENTM | $2.1M |
VBVANGUARD SMALL-CAP INDEX FUND | $2.0M |
IHIISHARES TR US MED DVC ETF | $2.0M |
MBBISHARES TR MBS ETF | $2.0M |
VGTVANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF | $1.8M |
DISDISNEY WALT CO COM | $1.3M |
IAUUSDISHARES GOLD TRUST ISHARES | $1.3M |
USMVISHARES TR MSCI USA MIN VOL | $1.2M |
FALNISHARES TRUST FALLEN ANGELS BD ETF | $1.2M |
BRK/BBERKSHIRE HATHAWAY INC COM CLASS B | $1.2M |
VUGVANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | $918K |
TLTISHARES TR YR TR BD ETF | $916K |
VEAVANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF | $913K |
IGLBISHARES TR YR INVST GRD | $905K |
CLXCLOROX CO COM | $862K |
CSCOCISCO SYSTEMS INC | $859K |
SLYSPDR SER TR SP SML CAP | $806K |
PGPROCTER AND GAMBLE CO COM | $806K |
MSCIMSCI INC | $789K |
EFAISHARES MSCI EAFE ETF | $770K |
VHTVANGUARD HEALTH CARE ETF | $748K |
AQLTISHARES TRUST CORE MSCI EAFE ETF | $742K |
ABBVABBVIE INC COM | $737K |
VFHVANGUARD FINANCIALS ETF | $725K |
VTVVANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR | $718K |
METAFACEBOOK INC-CLASS A | $710K |
VVVANGUARD LARGE-CAP INDEX FUND | $640K |
INTUINTUIT INC | $635K |
TATT INC COM | $625K |
ORCLORACLE CORP | $620K |
VVISA INC | $611K |
BACBK OF AMERICA CORP COM | $611K |
IBBISHARES TR NASDAQ BIOTECH | $587K |
ADPAUTOMATIC DATA PROCESSING INC COM | $581K |
MXIMMAXIM INTEGRATED PRODUCTS COM | $554K |
SPYSPDR SP ETF TRUST TRUST UNIT DEPOSITARY RECEIPT | $538K |
XLNXEURXILINX INC | $527K |
SBUXSTARBUCKS CORP COM | $523K |
IBMINTERNATIONAL BUS MACH CORP COM | $517K |
NKENIKE INC CLASS B COM | $513K |
PHMPULTE GROUP INC COM | $512K |
HDHOME DEPOT INC | $511K |
BACVERIZON COMMUNICATIONS INC | $479K |
INTCINTEL CORP COM | $459K |
AMGNAMGEN INC | $446K |
BMYBRISTOL-MYERS SQUIBB CO COM | $427K |
NDQINVESCO QQQ TR UNIT SER | $426K |
XSOEWISDOMTREE TR EM EX ST-OWNED | $411K |
UPSUNITED PARCEL SERVICE INC | $401K |
HYGISHARES TR IBOXX HI YD ETF | $400K |
MRKMERCK CO INC COM | $394K |
NKTREURNEKTAR THERAPEUTICS | $393K |
PEPPEPSICO INC | $393K |
JPMJPMORGAN CHASE CO | $386K |
ABTABBOTT LABORATORIES | $371K |
JNJJOHNSON JOHNSON COM | $371K |
BNDXVANGUARD CHARLOTTE TOTAL INTL BD INDEX FD ETF | $367K |
VWOVANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF | $361K |
PEGPUBLIC SVC ENTERPRISE GRP INC COM | $355K |
ABMABM INDUSTRIES INC | $344K |
KOCOCA-COLA CO | $313K |
WFCWELLS FARGO CO NEW COM | $291K |
QUALISHARES TR MSCI USA QLT FCT | $279K |
BABOEING CO COM | $269K |
ALSALLSTATE CORP COM | $267K |
NEENEXTERA ENERGY INC COM | $264K |
IEFISHARES TR BARCLAYS YR | $262K |
AXPAMERICAN EXPRESS CO COM | $252K |
DYHTARGET CORP | $247K |
SHYGISHARES TRUST -YR HIGH YIELD CORP BD | $244K |
PFEPFIZER INC | $238K |
BNDVANGUARD BD INDEX FDS TOTAL BND MRKT | $237K |
BSVVANGUARD BD INDEX FDS SHORT TRM BOND | $232K |
BKBANK OF NEW YORK MELLON CORP COM | $227K |
LOWLOWES COMPANIES INC COM | $226K |
UNPUNION PAC CORP COM | $222K |
DDOMINION ENERGY INC COM | $217K |
PFFISHARES TR PFD AND INCM SEC | $215K |
FDDFIRST TR STOXX OPEAN SELECT COMMON | $215K |
LLYELI LILLY AND CO | $212K |
NVSNNOVARTIS AG SPONSORED ADR | $212K |
UNHUNITEDHEALTH GROUP INC | $212K |
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