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  Name: LIBERTY WEALTH MANAGEMENT LLC
  City: OAKLAND
  State: CA
  Zip: 94609
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $512,387,000
  Total Value Change : $45,962,000
  Securities Held Change : 17
   
All Securities Held : 187
  New Positions : 19
  Closed Positions : 13
  Increased Positions : 78
  Unchanged Positions : 14
  Decreased Positions : 76

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Holdings Found : 13     View All Holdings Currently Viewing:  Closed 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
   (GII)1 Year Chart         GII Spdr Ftse/Macquarie Global ... 189 Closed $56.04 $0 0 0% -226,000 -1,724 0    Closed - End Fund - E...
   (PFE)1 Year Chart         PFE Pfizer Inc 196 Closed $28.27 $0 0 0% -207,000 -7,188 0    Drug Manufacturers - ...
   (SPYV)1 Year Chart         SPYV SPDR Dow Jones Wilshire Lar... 188 Closed $48.85 $0 0 0% -171,000 -4,218 0    Closed - End Fund - E...
   (VXUS)1 Year Chart         VXUS Vanguard Total Internationa... 195 Closed $60.60 $0 0 0% -142,000 -41,891 0    Closed - End Fund - E...
   (A)1 Year Chart         A Agilent Technologies Inc 187 Closed $142.80 $0 0 0% -221,000 -1,586 0.107    Scientific & Technica...
   (ABM)1 Year Chart         ABM ABM Industries Inc 193 Closed $44.93 $0 0 0% -439,000 -9,803 0    Business Services
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 200 Closed $169.38 $0 0 0% -1,090,000 -7,804 0    Search Engines & Info...
   (TMW)1 Year Chart         TMW SPDR Dow Jones Wilshire TOT... 192 Closed $63.38 $0 0 0% -381,000 -9,713 0    Closed - End Fund - E...
   (NFLX)1 Year Chart         NFLX Netflix Inc 199 Closed $609.47 $0 0 0% -207,000 -426 0    Music & Video Stores
   (VOE)1 Year Chart         VOE Vanguard Mid-Cap Value ETF 191 Closed $152.47 $0 0 0% -676,000 -56 0    Closed - End Fund - E...
   (MCD)1 Year Chart         MCD McDonalds Corp 198 Closed $268.49 $0 0 0% -248,000 -628 0    Restaurants
   (FDD)1 Year Chart         FDD First Trust Dow Jones STOXX... 190 Closed $12.31 $0 0 0% -166,000 -13,747 0    N/A
   (F)1 Year Chart         F Ford Motor Co 197 Closed $12.50 $0 0 0% -138,000 -11,308 0    Auto Manufacturers
      13 Records Found
  1    
Page 1 of 1
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