HoldingsChannel.com
Liberty Wealth Management LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
APPLE INC COM 52,440 +8,359 $10,379
     AAPL52,440+8,359$10,379
CHEVRON CORP NEW COM 59,478 +25,997 $7,402
     CVX59,478+25,997$7,402
ISHARES CORE S&P 500 ETF (IVV) 17,418 +3,019 $5,134
     IVV17,418+3,019$5,134
FRANKLIN TEMPLETON ETF (FLQE) 160,382 +2,922 $4,801
     FLQE160,382+2,922$4,801
VANGUARD INDEX FDS VANGUARD TOTAL (VTI) 26,373 +5,479 $3,958
     VTI26,373+5,479$3,958
VANGUARD INDEX (VOO) 10,948 +90 $2,947
     VOO10,948+90$2,947
MICROSOFT CORP 18,415 +1,538 $2,467
     MSFT18,415+1,538$2,467
BOEING CO COM 5,294 +4,082 $1,927
     BA5,294+4,082$1,927
ISHARES TR US TREAS BD ETF (GOVT) 71,735 +33,738 $1,852
     GOVT71,735+33,738$1,852
ISHARES MSCI EAFE ETF (EFA) 25,842 -752 $1,699
     EFA25,842-752$1,699
ISHARES TRUST CORE MSCI EAFE ETF (IEFA) 22,501 +4,463 $1,382
     IEFA22,501+4,463$1,382
ISHARES US ETF TR SHT MAT BD ETF (NEAR) 26,080 -3,410 $1,313
     NEAR26,080-3,410$1,313
VANGUARD WORLD FDS (VGT) 5,679 -31 $1,198
     VGT5,679-31$1,198
ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) 16,310 +6,374 $1,087
     ITOT16,310+6,374$1,087
AT&T INC COM 30,968 +9,267 $1,038
     T30,968+9,267$1,038
ISHARES IBOXX INVESTMENT GRADE (LQD) 8,297 -1,376 $1,032
     LQD8,297-1,376$1,032
BERKSHIRE HATHAWAY INC COM      $1,018
     BRK.B4,777+690$1,018
DISNEY WALT CO 6,652 +2,158 $929
     DIS6,652+2,158$929
VANGUARD INDEX FDS VANGUARD SMALL CAP VIPERS FORMERLY VANGUARD INDEX TR (VB) 5,878 +44 $921
     VB5,878+44$921
ISHARES TR INTRM TR CRP ETF (IGIB) 15,769 +1,755 $898
     IGIB15,769+1,755$898
VANGUARD INDEX FDS VANGUARD LARGE CAP VIPERS FORMERLY VANGUARD INDEX TR (VV) 7,105 +3,023 $878
     VV7,105+3,023$878
CISCO SYS INC COM 16,017 +3,940 $877
     CSCO16,017+3,940$877
ISHARES INC CORE MSCI EMERGING MKTS ETF (IEMG) 16,256 +8,564 $836
     IEMG16,256+8,564$836
VANGUARD FTSE DEVELOPED MARKET ETF (VEA) 19,459 -152 $812
     VEA19,459-152$812
ISHARES GOLD TRUST ISHARES (IAU) 59,910 +15,312 $809
     IAU59,910+15,312$809
ALPHABET INC CAP STK CL A 742 +587 $803
     GOOGL742+587$803
PROCTER AND GAMBLE CO COM 7,129 +3,020 $782
     PG7,129+3,020$782
VANGUARD SECTOR INDEX (VFH) 11,150 -85 $769
     VFH11,150-85$769
AMAZON.COM INC 398 +132 $754
     AMZN398+132$754
VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR (VTV) 6,584 -238 $730
     VTV6,584-238$730
VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS (VUG) 4,461 +42 $729
     VUG4,461+42$729
CLOROX CO COM 4,615 +566 $707
     CLX4,615+566$707
STARBUCKS CORP COM 8,362 +4,764 $701
     SBUX8,362+4,764$701
VISA INC COM CL A 3,948 +2,722 $685
     V3,948+2,722$685
INTEL CORP COM 14,142 +11,047 $677
     INTC14,142+11,047$677
EVERSOURCE ENERGY COM 8,759 +8,759 $664
     ES8,759+8,759$664
ORACLE CORP COM 11,339 +4,553 $646
     ORCL11,339+4,553$646
AUTOMATIC DATA PROCESSING INC 3,901 -29 $645
     ADP3,901-29$645
VANGUARD INTL EQUITY INDEX FD INC FTSE ALL WORLD EX US INDEX FD ETF SHS (VEU) 12,652 +701 $645
     VEU12,652+701$645
FACEBOOK INC CLASS A 3,265 -73 $630
     FB3,265-73$630
ISHARES TR 20 YR TR BD ETF (TLT) 4,741 UNCH $630
     TLT4,741UNCH$630
ISHARES EDGE MSCI MIN VOL USA ETF (USMV) 10,132 +2,158 $625
     USMV10,132+2,158$625
ISHARES GLOBAL TECH ETF (IXN) 3,400 -642 $611
     IXN3,400-642$611
XILINX INC 4,826 +42 $569
     XLNX4,826+42$569
WISDOMTREE CONTINUOUS 31,728 UNCH $566
     GCC31,728UNCH$566
BANK OF AMERICA CORP 18,922 +2,133 $549
     BAC18,922+2,133$549
ISHARES TR NASDAQ BIOTECH (IBB) 4,940 +953 $539
     IBB4,940+953$539
WELLS FARGO CO NEW COM 11,110 +3,725 $526
     WFC11,110+3,725$526
VANGUARD SECTOR INDEX (VHT) 2,929 -39 $510
     VHT2,929-39$510
ISHARES TR MBS ETF (MBB) 4,694 +3,560 $505
     MBB4,694+3,560$505

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 06/30/2019: $114,033
At 03/31/2019: $132,794

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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