LIBERTY WEALTH MANAGEMENT LLC Q4 2023 Filing
Filed February 9, 2024
Portfolio Value
$466K
Holdings
170
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (170 positions)
| Stock | Value |
|---|---|
BCLIEURBRAINSTORM CELL THERAPEUTICS | $94.0M |
IVVISHARES CORE S&P 500 ETF | $59.9M |
DFACDIMENSIONAL ETF TRUST | $26.9M |
DUHPDIMENSIONAL ETF TRUST | $23.4M |
DFAUDIMENSIONAL ETF TRUST | $21.2M |
AAPLAPPLE INC | $19.7M |
QUALISHARES MSCI USA QLTY FACT ETF | $18.2M |
ENPHENPHASE ENERGY INC | $15.2M |
DFICDIMENSIONAL ETF TRUST | $12.6M |
DFCFDIMENSIONAL ETF TRUST | $12.4M |
IUSBISHARES TOTAL USD BOND MARKET ETF | $12.0M |
DFLVDIMENSIONAL ETF TRUST | $10.7M |
EFVISHARES MSCI EAFE VALUE ETF | $9.1M |
AQLTISHARES TR | $8.7M |
DFAIDIMENSIONAL ETF TRUST | $8.2M |
DFATDIMENSIONAL ETF TRUST | $7.5M |
IYWISHARES TR | $7.2M |
MBBISHARES MBS ETF | $7.0M |
DIHPDIMENSIONAL ETF TRUST | $6.7M |
MSFTMICROSOFT CORP | $6.6M |
TLTISHARES TR | $6.4M |
OEFISHARES S&P 100 ETF | $6.0M |
DFEMDIMENSIONAL ETF TRUST | $5.9M |
IVWISHARES S&P 500 GROWTH ETF | $5.7M |
DISVDIMENSIONAL ETF TRUST | $4.6M |
TSLATESLA INC | $4.5M |
NVDANVIDIA CORP | $4.2M |
AMATAPPLIED MATLS INC | $3.5M |
CVXCHEVRON CORP | $3.2M |
TFLOISHARES TR | $3.1M |
LQDISHARES IBOXX INVT GRADEBOND ETF | $3.1M |
USMVISHARES MSCI USA MIN VOL FACTOR ETF | $3.1M |
AMZNAMAZON COM INC | $3.0M |
EMXCISHARES INC | $3.0M |
ESGUISHARES TR | $2.8M |
VTVVANGUARD INDEX FDS | $2.6M |
IFRAISHARES TR | $2.6M |
AQLTISHARES TR | $2.4M |
ORCLORACLE CORP | $2.4M |
IEMGISHARES INC | $2.2M |
TCAFT ROWE PRICE ETF INC | $2.0M |
BRK/BBERKSHIRE HATHAWAY CLASS B | $2.0M |
IXCISHARES TR | $1.7M |
METAMETA PLATFORMS INC | $1.6M |
GOOGALPHABET INC | $1.6M |
EMBISHARES JP MORGAN USD EMERGING MARKE | $1.5M |
VUGVANGUARD GROWTH ETF | $1.4M |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $1.3M |
ABBVABBVIE INC | $1.1M |
GOOGLALPHABET INC | $1.1M |
NDQINVESCO QQQ TR | $1.1M |
TLHISHARES TR | $1.1M |
AMDADVANCED MICRO DEVICES INC | $1.0M |
TIPISHARES TIPS BOND ETF | $954K |
MGKVANGUARD MEGA CAP GROWTH ETF | $945K |
SSENTINELONE INC | $927K |
BACBANK AMERICA CORP | $917K |
PGPROCTER AND GAMBLE CO | $917K |
DFUVDIMENSIONAL ETF TRUST | $904K |
JPMJPMORGAN CHASE & CO | $778K |
FTECFIDELITY COVINGTON TRUST | $761K |
IBMINTERNATIONAL BUSINESS MACHS | $757K |
HDHOME DEPOT INC | $727K |
LMTLOCKHEED MARTIN CORP | $696K |
AMGNAMGEN INC | $687K |
DISDISNEY WALT CO | $681K |
ADPAUTOMATIC DATA PROCESSING IN | $665K |
SPYSPDR S&P 500 ETF TR | $660K |
CSCOCISCO SYS INC | $658K |
VNQVANGUARD INDEX FDS | $657K |
INTCINTEL CORP | $632K |
XLKSELECT SECTOR SPDR TR | $622K |
DBEFDBX ETF TR | $621K |
UPSUNITED PARCEL SERVICE INC | $612K |
IAU*ISHARES GOLD TR | $589K |
PEPPEPSICO INC | $576K |
PHMPULTE GROUP INC | $567K |
EFAISHARES MSCI EAFE ETF | $557K |
JNJJOHNSON &JOHNSON | $544K |
IBBISHARES TR | $539K |
VONGVANGUARD RUSSELL 1000 GROWTH ETF | $524K |
BNDVANGUARD BD INDEX FDS | $516K |
BABOEING CO | $492K |
FALNISHARES TR | $488K |
SPYMSPDR SER TR | $463K |
NKENIKE INC | $453K |
KOCOCA COLA CO | $443K |
ABMABM INDS INC | $439K |
IVEISHARES TR | $431K |
SBUXSTARBUCKS CORP | $428K |
XOMEXXON MOBIL CORP | $412K |
TAT&T INC | $409K |
MRKMERCK & CO. INC. | $393K |
MAMASTERCARD INCORPORATED | $393K |
CATCATERPILLAR INC | $392K |
IWFISHARES TR | $389K |
IJRISHARES TR | $389K |
ABTABBOTT LABS | $388K |
SPTMSPDR PORTFOLIO S P 1500 CMPST ST ETF | $381K |
DFACDIMENSIONAL U S CORE EQUITY 2 ETF | $368K |
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