HoldingsChannel.com
Liberty Wealth Management LLC Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
FIRST TR STOXX EUROPEAN SELECT DIVID INDEX FD COMMON SHS (FDD) 1,801,150 +20,223 $23,108
     FDD1,801,150+20,223$23,108
SELECT SECTOR SPDR TRUST AMEX FINANCIAL SELECT INDEX (XLF) 833,091 +4,944 $21,418
     XLF833,091+4,944$21,418
APPLE INC COM 44,081 -228 $8,373
     AAPL44,081-228$8,373
FRANKLIN TEMPLETON ETF TR LIBERTYQ EMERG (FLQE) 157,460 +722 $4,670
     FLQE157,460+722$4,670
CHEVRON CORP NEW COM 33,481 -714 $4,124
     CVX33,481-714$4,124
ISHARES CORE S&P 500 ETF (IVV) 14,399 +1,874 $4,097
     IVV14,399+1,874$4,097
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF (VTI) 20,894 +666 $3,023
     VTI20,894+666$3,023
VANGUARD INDEX FDS FORMERLY VANGUARD INDEX TR (VOO) 10,858 -5 $2,818
     VOO10,858-5$2,818
COCA COLA CO 48,322 -878 $2,264
     KO48,322-878$2,264
MICROSOFT CORP 16,877 -651 $1,990
     MSFT16,877-651$1,990
ISHARES MSCI EAFE ETF (EFA) 26,594 -159 $1,724
     EFA26,594-159$1,724
ISHARES US ETF TR SHT MAT BD ETF (NEAR) 29,490 +1,272 $1,481
     NEAR29,490+1,272$1,481
ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF (LQD) 9,673 +214 $1,151
     LQD9,673+214$1,151
VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF (VGT) 5,710 +2 $1,145
     VGT5,710+2$1,145
ISHARES TRUST CORE MSCI EAFE ETF (IEFA) 18,038 +3,528 $1,096
     IEFA18,038+3,528$1,096
ISHARES TR US TREAS BD ETF (GOVT) 37,997 +24,311 $959
     GOVT37,997+24,311$959
VANGUARD INDEX FDS VANGUARD SMALL (VB) 5,834 -57 $891
     VB5,834-57$891
BERKSHIRE HATHAWAY INC COM      $821
     BRK.B4,087+119$821
VANGUARD FTSE DEVELOPED MARKET ETF (VEA) 19,611 +210 $801
     VEA19,611+210$801
ISHARES TR INTRM TR CRP ETF (IGIB) 14,014 +2,000 $772
     IGIB14,014+2,000$772
VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR (VTV) 6,822 -209 $734
     VTV6,822-209$734
VANGUARD SECTOR INDEX FDS VANGUARD FINLS VIPERS (VFH) 11,235 +4 $725
     VFH11,235+4$725
ISHARES GLOBAL TECH ETF (IXN) 4,042 +827 $691
     IXN4,042+827$691
VANGUARD INDEX FDS VANGUARD GROWTH ETF (VUG) 4,419 +29 $691
     VUG4,419+29$691
AT&T INC COM 21,701 +573 $680
     T21,701+573$680
CISCO SYS INC COM 12,077 -1,772 $652
     CSCO12,077-1,772$652
CLOROX CO COM USD1.00 4,049 -7 $649
     CLX4,049-7$649
ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) 9,936 +9,936 $639
     ITOT9,936+9,936$639
AUTOMATIC DATA PROCESSING INC COM 3,930 +234 $627
     ADP3,930+234$627
XILINX INC 4,784 +339 $606
     XLNX4,784+339$606
ISHARES (TLT) 4,741 -22,524 $599
     TLT4,741-22,524$599
VANGUARD INTL EQUITY INDEX (VEU) 11,951 +5 $599
     VEU11,951+5$599
ISHARES TR JP MOR EM MK ETF (EMB) 5,248 +508 $577
     EMB5,248+508$577
WISDOMTREE CONTINUOUS COMMODIT SHS BEN INT 31,728 UNCH $571
     GCC31,728UNCH$571
FACEBOOK INC CLASS A 3,338 +300 $556
     FB3,338+300$556
ISHARES GOLD TRUST ISHARES (IAU) 44,598 +1,000 $552
     IAU44,598+1,000$552
VANGUARD INDEX FDS VANGUARD LARGE CAP VIPERS (VV) 4,082 UNCH $529
     VV4,082UNCH$529
VANGUARD SECTOR INDEX FDS VANGUARD HEALTH CARE VIPERS (VHT) 2,968 +5 $511
     VHT2,968+5$511
DISNEY WALT CO 4,494 +213 $498
     DIS4,494+213$498
ISHARES EDGE MSCI MIN VOL EAFE ETF (EFAV) 6,831 UNCH $491
     EFAV6,831UNCH$491
AMAZON.COM INC 266 -33 $473
     AMZN266-33$473
ISHARES EDGE MSCI MIN VOL USA ETF (USMV) 7,974 +1,716 $468
     USMV7,974+1,716$468
BANK OF AMERICA CORP 16,789 -5,749 $463
     BAC16,789-5,749$463
BOEING CO COM 1,212 UNCH $462
     BA1,212UNCH$462
ALPHABET INC CAP STK CL C 385 +32 $451
     GOOG385+32$451
ISHARES TR NASDAQ BIOTECH (IBB) 3,987 -255 $445
     IBB3,987-255$445
PROCTER AND GAMBLE CO COM 4,109 +4 $427
     PG4,109+4$427
ISHARES INC CORE MSCI EMERGING MKTS ETF (IEMG) 7,692 +1,130 $397
     IEMG7,692+1,130$397
ESSEX PROPERTY TRUST INC COM 1,361 UNCH $393
     ESS1,361UNCH$393
INVESCO QQQ TR UNIT SER 1 2,172 +690 $390
     QQQ2,172+690$390

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 03/31/2019: $132,794
At 12/31/2018: $134,097

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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