LIBERTY WEALTH MANAGEMENT LLC Q4 2023 Filing
Filed February 9, 2024
Portfolio Value
$466.4M
Holdings
170
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (170 positions)
| Stock | Value |
|---|---|
SPYMSPDR SER TR | $463 |
AVGOBROADCOM INC | $455 |
NKENIKE INC | $453 |
KOCOCA COLA CO | $443 |
ABMABM INDS INC | $439 |
IVEISHARES TR | $431 |
SBUXSTARBUCKS CORP | $428 |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $428 |
XOMEXXON MOBIL CORP | $412 |
TAT&T INC | $409 |
VIGVANGUARD SPECIALIZED FUNDS | $400 |
MRKMERCK & CO. INC. | $393 |
MAMASTERCARD INCORPORATED | $393 |
CATCATERPILLAR INC | $392 |
IWFISHARES TR | $389 |
IJRISHARES TR | $389 |
ABTABBOTT LABS | $388 |
SPTMSPDR PORTFOLIO S P 1500 CMPST ST ETF | $381 |
DFACDIMENSIONAL U S CORE EQUITY 2 ETF | $368 |
USBUS BANCORP DEL | $364 |
PEGPUBLIC SVC ENTERPRISE GRP IN | $363 |
GSGOLDMAN SACHS GROUP | $359 |
UNPUNION PAC CORP | $357 |
DONSPDR DOW JONES INDUSTRIAL AVRG ETF | $352 |
GQ9SPDR GOLD TR | $351 |
DFAUDIMENSIONAL US CORE EQUITY MARKT ETF | $333 |
AVUVAMERICAN CENTY ETF TR | $333 |
BNDXVANGUARD CHARLOTTE FDS | $324 |
FLT1EURFLEETCOR TECHNOLOGIES INC | $315 |
RPVINVESCO EXCHANGE TRADED FD T | $310 |
IMCGISHARES TR | $308 |
RTXRTX CORPORATION | $299 |
ICLNISHARES TR | $299 |
DYHTARGET CORP | $296 |
AXPAMERICAN EXPRESS CO | $295 |
ROSTROSS STORES INC | $293 |
ADIANALOG DEVICES INC | $292 |
QCLNFIRST TR EXCHANGE-TRADED FD | $292 |
NVSNNOVARTIS AG | $285 |
XLFSELECT SECTOR SPDR TR | $280 |
BPBP PLC | $274 |
DUHPDIMENSIONAL US HIGH PROFTBLTY ETF | $271 |
BIVVANGUARD BD INDEX FDS | $261 |
4I1PHILIP MORRIS INTL INC | $260 |
AXONAXON ENTERPRISE INC | $258 |
PSXPHILLIPS 66 | $254 |
SCHBSCHWAB STRATEGIC TR | $251 |
MCDMCDONALDS CORP | $248 |
NEENEXTERA ENERGY INC | $236 |
TTTRANE TECHNOLOGIES PLC | $235 |
CRMSALESFORCE INC | $230 |
ALSALLSTATE CORP | $228 |
GIISPDR INDEX SHS FDS | $226 |
AVDVAMERICAN CENTY ETF TR | $222 |
AG8AGILENT TECHNOLOGIES | $221 |
IWDISHARES TR | $219 |
IJKISHARES S&P MID CAP 400 GRWTH ETF | $217 |
SOXXISHARES TR | $214 |
DUKDUKE ENERGY CORP NEW | $210 |
LOWLOWES COS INC | $210 |
NFLXNETFLIX INC | $207 |
PFEPFIZER INC | $207 |
SYKSTRYKER CORPORATION | $203 |
VTVANGUARD INTL EQUITY INDEX F | $193 |
SPYVSPDR SER TR | $171 |
FDDFIRST TR STOXX EUROPEAN SELE | $166 |
VXUSVANGUARD STAR FDS | $142 |
FFORD MTR CO DEL | $138 |
NAIINATURAL ALTERNATIVES INTL IN | $128 |
HTBKHERITAGE COMM CORP | $113 |
BCLIEURBRAINSTORM CELL THERAPEUTICS | $94 |
NKTREURNEKTAR THERAPEUTICS | $11 |
—CIDARA THERAPEUTICS INC | $10 |
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