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Liberty Wealth Management LLC Top Holdings
As of  03/31/2022, below is a summary of the Liberty Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Liberty Wealth Management LLC. In the Liberty Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Liberty Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Liberty Wealth Management LLC top holding position size for that row.

   EntityAmountChange
 12/31/2021 to 03/31/2022
Position Size
($ in 1000's)
ISHARES TR (IVV) 85,341 +22,258 $38,574
     IVV85,341+22,258$38,574
ISHARES TR (ESGU) 207,299 +15,782 $20,947
     ESGU207,299+15,782$20,947
APPLE INC 90,229 +2,170 $15,741
     AAPL90,229+2,170$15,741
ISHARES TR (IUSB) 273,796 +122,456 $13,565
     IUSB273,796+122,456$13,565
ISHARES TR (EFV) 246,440 -2,928 $12,336
     EFV246,440-2,928$12,336
ISHARES TR (GOVT) 384,704 +135,864 $9,575
     GOVT384,704+135,864$9,575
VANGUARD INDEX FDS (VTI) 41,686 +1,182 $9,471
     VTI41,686+1,182$9,471
ISHARES TR (EFG) 78,270 -36,293 $7,520
     EFG78,270-36,293$7,520
VANGUARD INTL EQUITY INDEX F (VEU) 108,248 +8,540 $6,222
     VEU108,248+8,540$6,222
ISHARES U S ETF TR (COMT) 138,470 +27,721 $5,498
     COMT138,470+27,721$5,498
MICROSOFT CORP 15,683 +340 $4,808
     MSFT15,683+340$4,808
TESLA INC 4,451 -36 $4,796
     TSLA4,451-36$4,796
ISHARES TR (IYE) 113,491 +1,432 $4,633
     IYE113,491+1,432$4,633
ISHARES TR (VLUE) 42,969 -20,385 $4,482
     VLUE42,969-20,385$4,482
DIMENSIONAL US HIGH PROFTBLTY ETF (DUHP) 157,297 +157,297 $4,124
     DUHP157,297+157,297$4,124
CHEVRON CORP NEW 24,539 -4,799 $3,995
     CVX24,539-4,799$3,995
ISHARES TR (FALN) 135,385 +1,770 $3,755
     FALN135,385+1,770$3,755
VANGUARD INDEX FDS (VOO) 7,987 -1,283 $3,316
     VOO7,987-1,283$3,316
ISHARES INC (ESGE) 89,342 +10,782 $3,279
     ESGE89,342+10,782$3,279
ISHARES TR (TLT) 24,608 +9,060 $3,165
     TLT24,608+9,060$3,165
ISHARES TR (TIP) 23,279 -9,558 $2,897
     TIP23,279-9,558$2,897
ISHARES TR (IJR) 25,935 -3,099 $2,796
     IJR25,935-3,099$2,796
DIMENSIONAL U S TARGETED VALUE ETF (DFAT) 58,881 +58,881 $2,723
     DFAT58,881+58,881$2,723
DIMENSIONAL ETF TRUST (DFAC) 99,761 +66,368 $2,709
     DFAC99,761+66,368$2,709
AMAZON COM INC 836 +47 $2,692
     AMZN836+47$2,692
VANGUARD INDEX FDS (VTV) 16,380 -467 $2,401
     VTV16,380-467$2,401
SPDR SER TR (SLY) 25,204 -2,344 $2,344
     SLY25,204-2,344$2,344
ISHARES TR (MBB) 22,158 +5,616 $2,255
     MBB22,158+5,616$2,255
ISHARES GOLD TR (IAU) 60,339 -13,994 $2,229
     IAU60,339-13,994$2,229
VANGUARD INDEX FDS (VB) 10,165 +88 $2,144
     VB10,165+88$2,144
VANGUARD TAX MANAGED INTL FD (VEA) 44,291 -1,232 $2,068
     VEA44,291-1,232$2,068
VANGUARD INDEX FDS (VUG) 7,523 -296 $2,062
     VUG7,523-296$2,062
ISHARES TR (IXN) 35,139 -13,407 $2,037
     IXN35,139-13,407$2,037
BERKSHIRE HATHAWAY INC DEL      $1,917
     BRK.B5,433+74$1,917
ORACLE CORP 22,601 +52 $1,869
     ORCL22,601+52$1,869
DIMENSIONAL INTERN CORE EQUITY 2 ETF (DFIC) 73,791 +73,791 $1,798
     DFIC73,791+73,791$1,798
ISHARES TR (IGLB) 29,342 +4,396 $1,776
     IGLB29,342+4,396$1,776
VANGUARD WORLD FDS (VGT) 4,186 -275 $1,743
     VGT4,186-275$1,743
ISHARES TR (USMV) 21,314 +1,641 $1,643
     USMV21,314+1,641$1,643
ALPHABET INC 522 +8 $1,459
     GOOG522+8$1,459
ABBVIE INC 8,790 -928 $1,422
     ABBV8,790-928$1,422
ISHARES TR (IXG) 17,769 -31,265 $1,411
     IXG17,769-31,265$1,411
DISNEY WALT CO 10,291 +603 $1,384
     DIS10,291+603$1,384
SENTINELONE INC 33,780 UNCH $1,308
     S33,780UNCH$1,308
VANGUARD INDEX FDS (VNQ) 10,356 +895 $1,122
     VNQ10,356+895$1,122
DIMENSIONAL INTERN HIGH PROFIT ETF (DIHP) 43,417 +43,417 $1,055
     DIHP43,417+43,417$1,055
ISHARES TR (TLH) 7,596 +4,604 $1,022
     TLH7,596+4,604$1,022
MSCI INC 1,906 -20 $958
     MSCI1,906-20$958
VANGUARD WORLD FDS (VHT) 3,759 +139 $956
     VHT3,759+139$956
VANGUARD WORLD FDS (VFH) 10,083 +283 $941
     VFH10,083+283$941

See Full List: All Stocks Held By Liberty Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Liberty Wealth Management LLC

Size ($ in 1000's)
At 03/31/2022: $277,083
At 12/31/2021: $2,304,249

Liberty Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Liberty Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

Liberty Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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