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  Name: LIBRA WEALTH LLC
  City: LOS GATOS
  State: CA
  Zip: 95032
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $228,207,000
  Total Value Change : $26,955,000
  Securities Held Change : 3
   
All Securities Held : 55
  New Positions : 4
  Closed Positions : 1
  Increased Positions : 15
  Unchanged Positions : 20
  Decreased Positions : 16

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Holdings Found : 4     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IOT)1 Year Chart         IOT Samsara Inc. 7 New $33.93 $8,147,000 215,578 3.57% 8,147,000 215,578 0.046    N/A
   (FBTC)1 Year Chart         FBTC Fidelity Wise Origin Bitcoi... 41 New $0.00 $390,000 6,291 0.17% 390,000 6,291 0.07    N/A
   (SGOV)1 Year Chart         SGOV Ishares 03 Month Treasury B... 51 New $0.00 $252,000 2,502 0.11% 252,000 2,502 0.003    N/A
   (DTD)1 Year Chart         DTD Wisdom Tree Trust Total Div... 55 New $67.53 $203,000 2,867 0.09% 203,000 2,867 0.004    Closed - End Fund - E...

      4 Records Found
  1    
Page 1 of 1
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