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| Name: |
LIBRA WEALTH LLC |
| City: |
LOS GATOS |
| State: |
CA |
| Zip: |
95032 |
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data |
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| Holdings
Found :
16 |
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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 |
|
DFAT |
Dimensional U S Targeted Va... |
4 |
- |
$52.12 |
$15,836,000 |
290,944 |
6.94% |
464,000 |
-2,808 |
0.032 |
N/A |
|
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SCHF |
Schwab Strategic Trust |
5 |
- |
$39.36 |
$12,689,000 |
325,191 |
5.56% |
174,000 |
-13,410 |
0.036 |
Closed - End Fund - Debt |
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SCHB |
Schwab Strategic Trust |
6 |
- |
$61.77 |
$12,504,000 |
204,822 |
5.48% |
777,000 |
-5,830 |
0.105 |
Closed - End Fund - Debt |
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SCHR |
Schwab Intermediate-Term U.... |
8 |
- |
$48.40 |
$6,153,000 |
125,435 |
2.7% |
-103,000 |
-394 |
0.021 |
N/A |
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ITOT |
iShares Core S&P Total US |
14 |
- |
$116.65 |
$4,143,000 |
35,931 |
1.82% |
68,000 |
-2,794 |
0.01 |
Closed - End Fund - E... |
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MSFT |
Microsoft Corp |
15 |
- |
$423.85 |
$3,953,000 |
9,397 |
1.73% |
335,000 |
-225 |
0 |
Application Software |
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ITE |
Spdr Brcly Cap Intrmd Trm |
17 |
- |
$27.81 |
$3,130,000 |
111,081 |
1.37% |
-171,000 |
-4,495 |
0.011 |
Closed - End Fund - E... |
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SPY |
Standard & Poors Depository... |
18 |
- |
$534.01 |
$2,983,000 |
5,703 |
1.31% |
258,000 |
-31 |
0 |
Closed - End Fund - E... |
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VOO |
Vanguard S&P 500 Etf |
21 |
- |
$490.80 |
$1,357,000 |
2,824 |
0.59% |
-101,000 |
-515 |
0 |
Closed - End Fund - E... |
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VUG |
Vanguard Growth VIPERS |
25 |
- |
$361.13 |
$872,000 |
2,534 |
0.38% |
8,000 |
-245 |
0.001 |
Closed - End Fund - E... |
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IWM |
iShares Tr Russell 2000 Indx |
27 |
- |
$201.20 |
$794,000 |
3,775 |
0.35% |
15,000 |
-104 |
0 |
Closed - End Fund - E... |
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VO |
Vanguard Mid Cap VIPERS |
28 |
- |
$242.07 |
$668,000 |
2,673 |
0.29% |
-85,000 |
-564 |
0.001 |
Closed - End Fund - E... |
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ABBV |
Abbvie Inc. |
39 |
- |
$169.42 |
$457,000 |
2,511 |
0.2% |
20,000 |
-310 |
0 |
Drug Manufacturers - ... |
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VTV |
Vanguard Value VIPERS |
40 |
- |
$160.39 |
$418,000 |
2,564 |
0.18% |
22,000 |
-85 |
0 |
Closed - End Fund - E... |
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VXUS |
Vanguard Total Internationa... |
46 |
- |
$61.18 |
$309,000 |
5,118 |
0.14% |
-86,000 |
-1,705 |
0.001 |
Closed - End Fund - E... |
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XLK |
SPDR Technology Sector |
54 |
- |
$215.60 |
$208,000 |
1,000 |
0.09% |
-34,000 |
-259 |
0 |
Closed - End Fund - E... |
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