HoldingsChannel.com
Liberty Wealth Management LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
APPLE INC COM 44,799 +590 $13,155
     AAPL44,799+590$13,155
ISHARES CORE S&P 500 ETF (IVV) 28,107 +9,086 $9,085
     IVV28,107+9,086$9,085
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF (VTI) 32,257 +2,785 $5,278
     VTI32,257+2,785$5,278
CHEVRON CORP NEW COM 35,392 +1,508 $4,265
     CVX35,392+1,508$4,265
ISHARES TR US TREAS BD ETF (GOVT) 153,696 +62,396 $3,987
     GOVT153,696+62,396$3,987
ISHARES TRUST CORE MSCI EAFE ETF (IEFA) 58,938 +26,411 $3,845
     IEFA58,938+26,411$3,845
ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) 47,853 +24,700 $3,478
     ITOT47,853+24,700$3,478
VANGUARD INDEX FUNDS S&P 500 ETF (VOO) 10,995 +131 $3,252
     VOO10,995+131$3,252
MICROSOFT CORP 16,411 +123 $2,588
     MSFT16,411+123$2,588
ISHARES INC CORE MSCI EMERGING MKTS ETF (IEMG) 47,261 +23,875 $2,541
     IEMG47,261+23,875$2,541
ISHARES EDGE MSCI MIN VOL USA ETF (USMV) 31,541 +11,201 $2,069
     USMV31,541+11,201$2,069
ISHARES TR INTRM TR CRP ETF (IGIB) 27,575 -5,373 $1,599
     IGIB27,575-5,373$1,599
ISHARES TR MBS ETF (MBB) 14,429 +4,246 $1,559
     MBB14,429+4,246$1,559
ISHARES MSCI EAFE ETF (EFA) 22,368 -2,940 $1,553
     EFA22,368-2,940$1,553
ISHARES EDGE MSCI USA QUALITY FACTOR ETF (QUAL) 15,244 +15,244 $1,540
     QUAL15,244+15,244$1,540
VANGUARD INTL EQUITY INDEX FD INC FTSE ALL WORLD EX US INDEX FD ETF SHS (VEU) 28,030 +10,607 $1,507
     VEU28,030+10,607$1,507
ISHARES GLOBAL TECH ETF (IXN) 7,078 +2,741 $1,490
     IXN7,078+2,741$1,490
VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF (VGT) 5,274 -315 $1,291
     VGT5,274-315$1,291
ISHARES US ETF TR SHT MAT BD ETF (NEAR) 24,995 -4,692 $1,256
     NEAR24,995-4,692$1,256
VANGUARD INDEX FDS VANGUARD SMALL CAP VIPERS FORMERLY VANGUARD INDEX TR (VB) 6,972 +518 $1,155
     VB6,972+518$1,155
ISHARES TR 20 YR TR BD ETF (TLT) 8,385 +1,233 $1,136
     TLT8,385+1,233$1,136
VANGUARD INDEX FDS VANGUARD LARGE CAP VIPERS FORMERLY VANGUARD INDEX TR (VV) 7,143 +15 $1,056
     VV7,143+15$1,056
BERKSHIRE HATHAWAY INC COM      $1,050
     BRK.B4,634+80$1,050
AT&T INC COM 26,586 +663 $1,039
     T26,586+663$1,039
VANGUARD FTSE DEVELOPED MARKET ETF (VEA) 20,537 -2,167 $905
     VEA20,537-2,167$905
DISNEY WALT CO 5,644 +855 $816
     DIS5,644+855$816
CISCO SYS INC COM 16,022 +2,268 $768
     CSCO16,022+2,268$768
VANGUARD SECTOR INDEX FDS VANGUARD FINLS VIPERS (VFH) 9,771 -1,169 $745
     VFH9,771-1,169$745
VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS (VUG) 4,052 -522 $738
     VUG4,052-522$738
VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR (VTV) 6,064 -701 $727
     VTV6,064-701$727
CLOROX CO COM 4,627 +28 $710
     CLX4,627+28$710
ORACLE CORP COM 13,123 +6,264 $695
     ORCL13,123+6,264$695
ISHARES GOLD TRUST (IAU) 47,839 +1,907 $694
     IAU47,839+1,907$694
AMAZON.COM INC 371 +69 $685
     AMZN371+69$685
ALPHABET INC CAP STK CL C 497 +23 $664
     GOOG497+23$664
FACEBOOK INC CLASS A 3,177 +25 $652
     FB3,177+25$652
AUTOMATIC DATA PROCESSING INC COM 3,734 -192 $636
     ADP3,734-192$636
ISHARES CORE S&P MID CAP ETF (IJH) 3,011 +1,111 $620
     IJH3,011+1,111$620
PROCTER & GAMBLE CO COM 4,886 +419 $610
     PG4,886+419$610
BANK OF AMERICA CORP 16,308 +1,688 $574
     BAC16,308+1,688$574
ALLERGAN PLC COM 2,847 +2,585 $544
     AGN2,847+2,585$544
ISHARES EDGE MSCI USA SIZE FACTOR ETF (SIZE) 5,563 +5,563 $542
     SIZE5,563+5,563$542
VANGUARD SECTOR INDEX FDS VANGUARD HEALTH CARE VIPERS (VHT) 2,783 -146 $534
     VHT2,783-146$534
WISDOMTREE CONTINUOUS COMMODIT SHS BEN INT 27,717 -4,011 $521
     GCC27,717-4,011$521
INVESCO QQQ TR UNIT SER 1 2,434 +3 $518
     QQQ2,434+3$518
SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT (SPY) 1,606 +110 $517
     SPY1,606+110$517
ISHARES EDGE MSCI MIN VOL EAFE ETF (EFAV) 6,911 +45 $515
     EFAV6,911+45$515
ISHARES TR NASDAQ BIOTECH (IBB) 4,198 +323 $506
     IBB4,198+323$506
FRANKLIN TEMPLETON ETF TR LIBERTYQ EMERG (FLQE) 16,901 -142,184 $503
     FLQE16,901-142,184$503
ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF (LQD) 3,917 -2,300 $501
     LQD3,917-2,300$501

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 12/31/2019: $126,909
At 09/30/2019: $105,691

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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