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 |
|---|---|
XOMEXXON MOBIL CORP | $208K |
GIISPDR FTSEMACQUARIE GLOBAL INFRASTRUCTURE ETF | $199K |
DONSPDR DOW JONES INDL AVERAGE ET UT SER | $197K |
EXREXTRA SPACE STORAGE INC | $197K |
VXUSVANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | $195K |
IJKISHARES SP MID-CAP GROWTH ETF | $190K |
IWFISHARES TR RUS GRW ETF | $184K |
EFAVISHARES TR MSCI EAFE MIN VL | $183K |
IWDISHARES RUSSELL VALUE ETF | $181K |
USBUS BANCORP | $180K |
COSTCOSTCO WHOLESALE CORP COM | $179K |
VIGVANGUARD SPECIALIZED FUNDS DIV APP ETF | $179K |
IVWISHARES SP GROWTH ETF | $177K |
DUKDUKE ENERGY CORP NEW COM NEW | $176K |
4I1PHILIP MORRIS INTERNATIONAL INC COM | $174K |
CMCSACOMCAST CORP | $174K |
IVEISHARES SP VALUE ETF | $172K |
BPBP PLC SPONSORED ADR | $171K |
GILDGILEAD SCIENCES INC COM | $170K |
PSXPHILLIPS COM | $169K |
EWJISHARES INC MSCI JPN ETF NEW | $169K |
DEODIAGEO ADR R ORD GBX | $165K |
ESSESSEX PROPERTY TRUST INC COM | $164K |
SCHBSCHWAB US BROAD MARKET ETF | $164K |
RTXRAYTHEON TECHNOLOGIES CORP COM | $160K |
BIVVANGUARD BD INDEX FDS INTERMED TERM | $158K |
GQ9SPDR GOLD TR GOLD | $154K |
SONYSONY CORP SPON ADR R ORD | $151K |
TXNTEXAS INSTRUMENTS INC COM | $150K |
SRESEMPRA ENERGY | $147K |
IJHISHARES SP MIDCAP INDEX FUND | $147K |
AGGISHARES CORE US AGGREGATE BOND ETF | $144K |
BIIBBIOGEN INC COM | $142K |
GCCWISDOMTREE TR ENHNCD CMMDTY ST | $140K |
BLVVANGUARD BD INDEX FDS LONG TERM BOND | $139K |
DELLDELL TECHNOLOGIES INC CL C | $138K |
HSYHERSHEY COMPANY COM | $138K |
MDTMEDTRONIC PLC | $136K |
XLUUTILITIES SELECT SECTOR SPDR FUND | $134K |
MGKVANGUARD MEGA CAP GROWTH INDEX FUND | $134K |
VTVANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETF | $133K |
PLDPROLOGIS INC COM | $133K |
GEGENERAL ELECTRIC CO COM | $130K |
VMBSVANGUARD SCOTTSDALE FDS VANGUARD MTG-BACKED SECS IDX FD ETF | $130K |
VCITVANGUARD INTERMEDIATE TERM CORPORATE BOND ETF | $129K |
MCDMCDONALD S CORP | $127K |
ZTSZOETIS INC | $125K |
ULUNILEVER PLC SPON ADR NEW | $123K |
VNQVANGUARD REAL ESTATE ETF | $123K |
HTAEURHEALTHCARE TRUST OF AMERICA INC | $121K |
BABAALIBABA GROUP HOLDING LTD SPON ADS ORD | $120K |
WECWEC ENERGY GROUP INC COM | $120K |
NEARISHARES U S ETF TR BLACKROCK ST MAT | $119K |
KRKROGER CO COM | $119K |
WBAWALGREENS BOOTS ALLIANCE INC | $118K |
CRMSALESFORCECOM INC COM | $116K |
WELLWELLTOWER INC COM | $113K |
QCOMQUALCOMM INC | $112K |
AVAAVISTA CORP | $112K |
GPNGLOBAL PAYMENTS INC | $112K |
SYYSYSCO CORP | $110K |
TTTRANE TECHNOLOGIES PLC COM | $108K |
HDVISHARES CORE HIGH DIVIDEND ETF | $108K |
DTEDTE ENERGY CO | $107K |
HTBKHERITAGE COMM CORP COM | $107K |
MDLZMONDELEZ INTL INC COM | $107K |
IGIBISHARES TR I -YR INVT | $106K |
WMTWALMART INC COM | $105K |
SDYSPDR SER TR SP DIVID ETF | $102K |
VMWEURVMWARE INC | $102K |
ACNACCENTURE PLC | $100K |
VYMVANGUARD WHITEHALL FDS HIGH DIV YLD | $100K |
MAMASTERCARD INCORPORATED CL A | $100K |
NSCNORFOLK SOUTHN CORP COM | $100K |
PHGKONINKLIJKE PHILIPS ADR | $99K |
BEAMBEAM THERAPEUTICS INC COM | $98K |
XLKSELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR DIS | $97K |
AMTAMERICAN TOWER CORP COM | $96K |
JETSETF SER SOLUTIONS US GLB JETS | $96K |
MOALTRIA GROUP INC | $95K |
AMDADVANCED MICRO DEVICES INC | $93K |
ARKKARK ETF TR INNOVATION ETF | $92K |
USIGISHARES TR INV GRDE ETF | $92K |
DGDOLLAR GEN CORP NEW COM | $91K |
8CWCROWN CASTLE INTL CORP NEW COM | $90K |
FLOTISHARES TR FLTG RATE NT ETF | $89K |
FDXFEDEX CORP COM | $89K |
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $88K |
HONHONEYWELL INTERNATIONAL INC COM | $88K |
EMREMERSON ELECTRIC CO | $88K |
COPCONOCOPHILLIPS COM | $88K |
ARKGARK ETF TR GENOMIC REV ETF | $86K |
ADBEADOBE SYSTEMS INCORPORATED COM | $85K |
LTCLTC PROPERTIES INC | $85K |
7HPHP INC COM | $84K |
KMBKIMBERLY-CLARK CORP COM | $84K |
CMCANADIAN IMPERIAL BANK OF COMMERCE COM | $83K |
XLFSELECT SECTOR SPDR TRUST AMEX FINANCIAL SELECT INDEX DIS | $83K |
CGCCANOPY GROWTH CORPORATION COM | $82K |
UBERUBER TECHNOLOGIES INC COM | $82K |