HoldingsChannel.com
Liberty Wealth Management LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
APPLE INC COM 44,209 -8,231 $9,902
     AAPL44,209-8,231$9,902
ISHARES CORE S&P 500 ETF (IVV) 19,021 +1,603 $5,678
     IVV19,021+1,603$5,678
FRANKLIN TEMPLETON ETF TR LIBERTYQ EMERG (FLQE) 159,085 -1,297 $4,603
     FLQE159,085-1,297$4,603
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF (VTI) 29,472 +3,099 $4,450
     VTI29,472+3,099$4,450
CHEVRON CORP NEW COM 33,884 -25,594 $4,019
     CVX33,884-25,594$4,019
VANGUARD INDEX FUNDS S&P 500 ETF (VOO) 10,864 -84 $2,962
     VOO10,864-84$2,962
ISHARES TR US TREAS BD ETF (GOVT) 91,300 +19,565 $2,403
     GOVT91,300+19,565$2,403
MICROSOFT CORP 16,288 -2,127 $2,265
     MSFT16,288-2,127$2,265
ISHARES TRUST CORE MSCI EAFE ETF (IEFA) 32,527 +10,026 $1,986
     IEFA32,527+10,026$1,986
ISHARES TR INTRM TR CRP ETF (IGIB) 32,948 +17,179 $1,908
     IGIB32,948+17,179$1,908
ISHARES MSCI EAFE ETF (EFA) 25,308 -534 $1,650
     EFA25,308-534$1,650
ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) 23,153 +6,843 $1,553
     ITOT23,153+6,843$1,553
ISHARES US ETF TR SHT MAT BD ETF (NEAR) 29,687 +3,607 $1,494
     NEAR29,687+3,607$1,494
ISHARES EDGE MSCI MIN VOL USA ETF (USMV) 20,340 +10,208 $1,304
     USMV20,340+10,208$1,304
VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF (VGT) 5,589 -90 $1,205
     VGT5,589-90$1,205
ISHARES INC CORE MSCI EMERGING MKTS ETF (IEMG) 23,386 +7,130 $1,146
     IEMG23,386+7,130$1,146
ISHARES TR MBS ETF (MBB) 10,183 +5,489 $1,103
     MBB10,183+5,489$1,103
ISHARES TR 20 YR TR BD ETF (TLT) 7,152 +2,411 $1,023
     TLT7,152+2,411$1,023
VANGUARD INDEX FDS VANGUARD SMALL CAP VIPERS FORMERLY VANGUARD INDEX TR (VB) 6,454 +576 $993
     VB6,454+576$993
AT&T INC COM 25,923 -5,045 $981
     T25,923-5,045$981
VANGUARD INDEX FDS VANGUARD LARGE CAP VIPERS FORMERLY VANGUARD INDEX TR (VV) 7,128 +23 $972
     VV7,128+23$972
BERKSHIRE HATHAWAY INC COM      $947
     BRK.B4,554-223$947
VANGUARD FTSE DEVELOPED MARKET ETF (VEA) 22,704 +3,245 $933
     VEA22,704+3,245$933
VANGUARD INTL EQUITY INDEX FD INC FTSE ALL WORLD EX US INDEX FD ETF SHS (VEU) 17,423 +4,771 $869
     VEU17,423+4,771$869
ISHARES GLOBAL TECH ETF (IXN) 4,337 +937 $802
     IXN4,337+937$802
ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF (LQD) 6,217 -2,080 $793
     LQD6,217-2,080$793
VANGUARD SECTOR INDEX FDS VANGUARD FINLS VIPERS (VFH) 10,940 -210 $766
     VFH10,940-210$766
VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS (VUG) 4,574 +113 $761
     VUG4,574+113$761
VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR (VTV) 6,765 +181 $755
     VTV6,765+181$755
CLOROX CO COM 4,599 -16 $698
     CLX4,599-16$698
CISCO SYS INC COM 13,754 -2,263 $680
     CSCO13,754-2,263$680
ISHARES GOLD TRUST (IAU) 45,932 -13,978 $648
     IAU45,932-13,978$648
AUTOMATIC DATA PROCESSING INC COM 3,926 +25 $634
     ADP3,926+25$634
DISNEY WALT CO 4,789 -1,863 $624
     DIS4,789-1,863$624
ALPHABET INC CAP STK CL C 474 +474 $578
     GOOG474+474$578
FACEBOOK INC CLASS A 3,152 -113 $561
     FB3,152-113$561
WISDOMTREE CONTINUOUS COMMODIT SHS BEN INT 31,728 UNCH $557
     GCC31,728UNCH$557
PROCTER & GAMBLE CO COM 4,467 -2,662 $556
     PG4,467-2,662$556
AMAZON.COM INC 302 -96 $524
     AMZN302-96$524
ISHARES EDGE MSCI MIN VOL EAFE ETF (EFAV) 6,866 UNCH $503
     EFAV6,866UNCH$503
ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF (MTUM) 4,219 +995 $503
     MTUM4,219+995$503
VANGUARD SECTOR INDEX FDS VANGUARD HEALTH CARE VIPERS (VHT) 2,929 UNCH $491
     VHT2,929UNCH$491
PUBLIC SVC ENTERPRISE GRP INC COM 7,797 +7,637 $484
     PEG7,797+7,637$484
INVESCO QQQ TR UNIT SER 1 2,431 +199 $459
     QQQ2,431+199$459
ESSEX PROPERTY TRUST INC COM 1,361 UNCH $445
     ESS1,361UNCH$445
SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT (SPY) 1,496 UNCH $444
     SPY1,496UNCH$444
BANK OF AMERICA CORP 14,620 -4,302 $426
     BAC14,620-4,302$426
XILINX INC 4,447 -379 $426
     XLNX4,447-379$426
PULTE GROUP INC COM 11,560 +418 $423
     PHM11,560+418$423
MSCI INC COM 1,883 UNCH $410
     MSCI1,883UNCH$410

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 09/30/2019: $105,691
At 06/30/2019: $114,033

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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