LIBERTY WEALTH MANAGEMENT LLC Q4 2024 Filing
Filed February 10, 2025
Portfolio Value
$600K
Holdings
229
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (229 positions)
| Stock | Value |
|---|---|
DFACDIMENSIONAL ETF TRUST | $31.4M |
DFAUDIMENSIONAL ETF TRUST | $30.5M |
AAPLAPPLE INC | $29.2M |
DUHPDIMENSIONAL ETF TRUST | $26.4M |
IVWISHARES TR | $23.5M |
QUALISHARES TR | $21.3M |
DYNFBLACKROCK ETF TRUST | $20.8M |
IUSBISHARES TR | $13.9M |
DFCFDIMENSIONAL ETF TRUST | $13.3M |
NVDANVIDIA CORPORATION | $13.2M |
DFICDIMENSIONAL ETF TRUST | $13.0M |
VTIVANGUARD INDEX FDS | $12.5M |
DFLVDIMENSIONAL ETF TRUST | $12.4M |
AQLTISHARES TR | $12.2M |
DFAIDIMENSIONAL ETF TRUST | $12.1M |
IVEISHARES TR | $11.3M |
TSLATESLA INC | $10.2M |
EMXCISHARES INC | $9.4M |
ENPHENPHASE ENERGY INC | $8.4M |
MSFTMICROSOFT CORP | $8.0M |
DFATDIMENSIONAL ETF TRUST | $7.8M |
IYWISHARES TR | $7.4M |
DIHPDIMENSIONAL ETF TRUST | $6.8M |
DFEMDIMENSIONAL ETF TRUST | $6.4M |
VEUVANGUARD INTL EQUITY INDEX F | $6.1M |
EFVISHARES TR | $5.8M |
EFGISHARES TR | $5.6M |
MTUMISHARES TR | $5.3M |
MBBISHARES TR | $5.2M |
DISVDIMENSIONAL ETF TRUST | $5.0M |
TLTISHARES TR | $4.9M |
AMZNAMAZON COM INC | $4.3M |
BLVVANGUARD BD INDEX FDS | $4.3M |
VGLTVANGUARD SCOTTSDALE FDS | $4.1M |
ORCLORACLE CORP | $4.0M |
IEMGISHARES INC | $4.0M |
TCAFT ROWE PRICE ETF INC | $3.7M |
VVISA INC | $3.5M |
WMWASTE MGMT INC DEL | $3.3M |
CVXCHEVRON CORP NEW | $3.2M |
IFRAISHARES TR | $3.2M |
VTVVANGUARD INDEX FDS | $3.0M |
GOOGALPHABET INC | $3.0M |
AMATAPPLIED MATLS INC | $3.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.7M |
CSCOCISCO SYS INC | $2.6M |
EMBISHARES TR | $2.5M |
VUGVANGUARD INDEX FDS | $2.3M |
CRWDCROWDSTRIKE HLDGS INC | $2.3M |
BINCBLACKROCK ETF TRUST II | $2.2M |
VBVANGUARD INDEX FDS | $2.2M |
GOOGLALPHABET INC | $2.1M |
VHTVANGUARD WORLD FD | $1.9M |
IAU*ISHARES GOLD TR | $1.9M |
DGCFXDFA GLOBAL CORE PLUS FIX | $1.6M |
VEAVanguard FTSE Developed Markets ETF | $1.6M |
VFHVANGUARD WORLD FD | $1.6M |
AQLTISHARES TR | $1.5M |
VBRVANGUARD INDEX FDS | $1.5M |
TLHISHARES TR | $1.5M |
ADPAUTOMATIC DATA PROCESSING IN | $1.4M |
MGKVANGUARD WORLD FD | $1.3M |
OEFISHARES TR | $1.3M |
AVGOBROADCOM INC | $1.3M |
ABBVABBVIE INC | $1.3M |
PGPROCTER AND GAMBLE CO | $1.2M |
BACBANK AMERICA CORP | $1.2M |
IBMINTERNATIONAL BUSINESS MACHS | $1.2M |
JPMJPMORGAN CHASE | $1.1M |
FTECFIDELITY COVINGTON TRUST | $1.0M |
COWZPACER FDS TR | $973K |
VVVANGUARD INDEX FDS | $966K |
HDHOME DEPOT INC | $921K |
WFCWELLS FARGO CO NEW | $902K |
DISDISNEY WALT CO | $848K |
AMDADVANCED MICRO DEVICES INC | $771K |
XOMEXXON MOBIL CORP | $762K |
SPYMSPDR SER TR | $751K |
SSENTINELONE INC | $749K |
LMTLOCKHEED MARTIN CORP | $742K |
VNQVANGUARD INDEX FDS | $737K |
SCHBSCHWAB STRATEGIC TR | $730K |
DBEFDBX ETF TR | $712K |
VONGVANGUARD RUSSELL 1000 | $711K |
XLKSELECT SECTOR SPDR TR | $695K |
IJRISHARES TR | $676K |
AMGNAMGEN INC | $663K |
EFAISHARES TR | $651K |
ADBEADOBE INC | $631K |
USMVISHARES TR | $626K |
CRMSALESFORCE INC | $608K |
PHMPULTE GROUP INC | $602K |
VWOVANGUARD INTL EQUITY INDEX F | $589K |
WMTWALMART INC | $585K |
ESGUISHARES TR | $579K |
PEPPEPSICO INC | $572K |
KOCOCA COLA CO | $560K |
AXPAMERICAN EXPRESS CO | $553K |
FLOTISHARES TR | $545K |
ABTABBOTT LABS | $527K |
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