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| Name: |
LIBRA WEALTH LLC |
| City: |
LOS GATOS |
| State: |
CA |
| Zip: |
95032 |
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data |
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Filing Period: |
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| Holdings
Found :
15 |
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Increased Positions |
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Page 1 of 1 |
Menu
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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 |
|
VTI |
Vanguard Total Stock Market... |
1 |
- |
$262.95 |
$46,202,000 |
177,768 |
20.25% |
4,409,000 |
1,589 |
0.018 |
Closed - End Fund - E... |
|
|
VGIT |
Vanguard Intermediate -Ter |
2 |
- |
$57.82 |
$41,523,000 |
709,186 |
18.2% |
1,545,000 |
35,250 |
0.079 |
Closed - End Fund - Debt |
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VEA |
Vanguard Europe Pacific ETF |
3 |
- |
$49.56 |
$15,918,000 |
317,291 |
6.98% |
1,374,000 |
13,656 |
0.014 |
Closed - End Fund - F... |
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AVUV |
Avantis Us Small Cap Value Etf |
9 |
- |
$89.88 |
$6,122,000 |
65,332 |
2.68% |
1,033,000 |
8,666 |
0.073 |
N/A |
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ESGV |
Vanguard Esg Us Stock Etf |
10 |
- |
$0.00 |
$5,908,000 |
63,397 |
2.59% |
704,000 |
2,215 |
0.168 |
N/A |
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AVEM |
Avantis Emerging Markets Eq... |
11 |
- |
$0.00 |
$5,639,000 |
97,285 |
2.47% |
656,000 |
8,921 |
0.088 |
N/A |
|
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NVDA |
NVIDIA Corporation |
12 |
- |
$1,208.88 |
$5,028,000 |
5,564 |
2.2% |
4,753,000 |
5,008 |
0 |
Semiconductor - Speci... |
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AAPL |
Apple Inc |
13 |
- |
$196.89 |
$4,597,000 |
26,808 |
2.01% |
-491,000 |
380 |
0 |
Personal Computers |
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AVDV |
Avantis International Small... |
16 |
- |
$0.00 |
$3,872,000 |
58,787 |
1.7% |
668,000 |
7,512 |
0.037 |
N/A |
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VSGX |
Vanguard Esg International ... |
20 |
- |
$0.00 |
$2,339,000 |
40,701 |
1.02% |
227,000 |
2,492 |
0.153 |
N/A |
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VB |
Vanguard Small Cap VIPERS |
22 |
- |
$217.92 |
$1,235,000 |
5,401 |
0.54% |
362,000 |
1,309 |
0.003 |
Closed - End Fund - E... |
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AMZN |
Amazon.com Inc |
23 |
- |
$184.30 |
$1,005,000 |
5,573 |
0.44% |
309,000 |
993 |
0 |
Internet Software & S... |
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TSLA |
Tesla Motors Inc |
26 |
- |
$177.81 |
$868,000 |
4,938 |
0.38% |
-211,000 |
597 |
0 |
Auto Manufacturers |
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VNQ |
Vanguard REIT Index VIPERs |
34 |
- |
$82.96 |
$555,000 |
6,422 |
0.24% |
-12,000 |
9 |
0.002 |
Closed - End Fund - E... |
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VIG |
Vanguard Dividend Appreciat... |
35 |
- |
$181.31 |
$549,000 |
3,031 |
0.24% |
72,000 |
232 |
0.001 |
Closed - End Fund - Debt |
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