| |
|
|
| Name: |
LIBRA WEALTH LLC |
| City: |
LOS GATOS |
| State: |
CA |
| Zip: |
95032 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
20 |
|
View All Holdings |
Currently
Viewing:
Unchanged Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
NFLX |
Netflix Inc |
19 |
- |
$621.10 |
$2,875,000 |
4,734 |
1.26% |
570,000 |
0 |
0.001 |
Music & Video Stores |
|
|
ESGU |
Ishares Msci Usa Esg Optimized |
24 |
- |
$0.00 |
$933,000 |
8,120 |
0.41% |
81,000 |
0 |
0 |
N/A |
|
|
HD |
Home Depot Inc |
29 |
- |
$344.21 |
$651,000 |
1,697 |
0.29% |
63,000 |
0 |
0 |
Home Improvement Stores |
|
|
VBR |
Vanguard Small Cap Val VIPER |
30 |
- |
$190.08 |
$650,000 |
3,385 |
0.28% |
41,000 |
0 |
0.003 |
Closed - End Fund - E... |
|
|
LC |
Lendingclub Corp |
31 |
- |
$3.07 |
$643,000 |
73,133 |
0.28% |
4,000 |
0 |
0.074 |
N/A |
|
|
SUB |
iShares S&P S/T Natnl AMT-F... |
32 |
- |
$104.63 |
$597,000 |
5,699 |
0.26% |
-4,000 |
0 |
0.006 |
Closed - End Fund - Debt |
|
|
IBM |
International Business Mach... |
33 |
- |
$169.03 |
$571,000 |
2,992 |
0.25% |
82,000 |
0 |
0 |
Diversified Computer ... |
|
|
VYM |
Vanguard High Dividend Yiel... |
36 |
- |
$121.51 |
$544,000 |
4,496 |
0.24% |
42,000 |
0 |
0.001 |
Closed - End Fund - Debt |
|
|
QQQ |
Invesco QQQ Trust Series I |
37 |
- |
$451.76 |
$483,000 |
1,088 |
0.21% |
37,000 |
0 |
0 |
Closed - End Fund - Debt |
|
|
GOOGL |
Alphabet Inc |
38 |
- |
$176.06 |
$468,000 |
3,100 |
0.21% |
35,000 |
0 |
0 |
Search Engines & Info... |
|
|
BNDX |
Vanguard Total Internationa... |
42 |
- |
$48.73 |
$356,000 |
7,236 |
0.16% |
-1,000 |
0 |
0.001 |
N/A |
|
|
ESGD |
Ishares Trust Ishares Msci ... |
43 |
- |
$81.84 |
$336,000 |
4,210 |
0.15% |
18,000 |
0 |
0.001 |
N/A |
|
|
AMAT |
Applied Materials Inc |
44 |
- |
$212.08 |
$330,000 |
1,600 |
0.14% |
71,000 |
0 |
0 |
Semiconductor Equipme... |
|
|
GOOG |
Alphabet Inc |
45 |
- |
$177.29 |
$314,000 |
2,060 |
0.14% |
24,000 |
0 |
0 |
Search Engines & Info... |
|
|
SQ |
Square Inc |
47 |
- |
$72.26 |
$301,000 |
3,554 |
0.13% |
26,000 |
0 |
0.001 |
N/A |
|
|
AXP |
American Express Co |
48 |
- |
$242.82 |
$296,000 |
1,300 |
0.13% |
52,000 |
0 |
0 |
Credit Services |
|
|
MDY |
Standrd Poor Mdcp 400 SPDR |
49 |
- |
$551.69 |
$287,000 |
515 |
0.13% |
26,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
COST |
Costco Wholesale Corp |
50 |
- |
$795.81 |
$286,000 |
390 |
0.13% |
29,000 |
0 |
0 |
Discount, Variety Stores |
|
|
ESGE |
IShares MSCI EM ESG ETF |
52 |
- |
$34.36 |
$232,000 |
7,187 |
0.1% |
2,000 |
0 |
0.004 |
N/A |
|
|
DE |
Deere & Co |
53 |
- |
$397.02 |
$228,000 |
555 |
0.1% |
6,000 |
0 |
0 |
Farm & Construction M... |
|
