HoldingsChannel.com
Liberty Wealth Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
APPLE INC COM 44,470 -329 $11,308
     AAPL44,470-329$11,308
ISHARES CORE S&P 500 ETF (IVV) 37,992 +9,885 $9,876
     IVV37,992+9,885$9,876
ISHARES TR US TREAS BD ETF (GOVT) 170,227 +16,531 $4,819
     GOVT170,227+16,531$4,819
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF (VTI) 36,092 +3,835 $4,653
     VTI36,092+3,835$4,653
ISHARES TRUST CORE MSCI EAFE ETF (IEFA) 87,988 +29,050 $4,407
     IEFA87,988+29,050$4,407
ISHARES TR ESG MSCI USA ETF (ESGU) 50,998 +50,998 $2,947
     ESGU50,998+50,998$2,947
VANGUARD INDEX FUNDS S&P 500 ETF (VOO) 11,509 +514 $2,726
     VOO11,509+514$2,726
ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) 47,215 -638 $2,700
     ITOT47,215-638$2,700
ISHARES EDGE MSCI USA QUALITY FACTOR ETF (QUAL) 31,827 +16,583 $2,592
     QUAL31,827+16,583$2,592
CHEVRON CORP NEW COM 34,876 -516 $2,527
     CVX34,876-516$2,527
MICROSOFT CORP 15,651 -760 $2,468
     MSFT15,651-760$2,468
ISHARES TR INTRM TR CRP ETF (IGIB) 34,389 +6,814 $1,912
     IGIB34,389+6,814$1,912
ISHARES INC ESG MSCI EM ETF (ESGE) 62,382 +61,596 $1,720
     ESGE62,382+61,596$1,720
ISHARES EDGE MSCI MIN VOL USA ETF (USMV) 30,120 -1,421 $1,638
     USMV30,120-1,421$1,638
ISHARES US ETF TR SHT MAT BD ETF (NEAR) 32,641 +7,646 $1,603
     NEAR32,641+7,646$1,603
VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US (VEU) 37,457 +9,427 $1,537
     VEU37,457+9,427$1,537
ISHARES TR 20 YR TR BD ETF (TLT) 9,159 +774 $1,520
     TLT9,159+774$1,520
ISHARES GLOBAL TECH ETF (IXN) 7,821 +743 $1,431
     IXN7,821+743$1,431
ISHARES TR MBS ETF (MBB) 12,149 -2,280 $1,358
     MBB12,149-2,280$1,358
ISHARES MSCI EAFE ETF (EFA) 22,001 -367 $1,176
     EFA22,001-367$1,176
ISHARES TRUST 0 5YR HIGH YIELD CORP BD (SHYG) 26,920 +26,263 $1,115
     SHYG26,920+26,263$1,115
VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF (VGT) 5,222 -52 $1,107
     VGT5,222-52$1,107
ISHARES INC CORE MSCI EMERGING MKTS ETF (IEMG) 25,144 -22,117 $1,021
     IEMG25,144-22,117$1,021
VANGUARD INDEX FDS VANGUARD SMALL CAP VIPERS FORMERLY VANGUARD INDEX TR (VB) 7,485 +513 $864
     VB7,485+513$864
BERKSHIRE HATHAWAY INC COM      $847
     BRK.B4,630-4$847
ISHARES EDGE MSCI USA SIZE FACTOR ETF (SIZE) 11,698 +6,135 $839
     SIZE11,698+6,135$839
VANGUARD INDEX FDS VANGUARD LARGE CAP VIPERS FORMERLY VANGUARD INDEX TR (VV) 6,898 -245 $817
     VV6,898-245$817
ISHARES GOLD TRUST (IAU) 51,897 +4,058 $782
     IAU51,897+4,058$782
AT&T INC COM 26,471 -115 $771
     T26,471-115$771
CLOROX CO COM 4,384 -243 $725
     CLX4,384-243$725
AMAZON.COM INC 371 UNCH $723
     AMZN371UNCH$723
VANGUARD FTSE DEVELOPED MARKET ETF (VEA) 20,143 -394 $672
     VEA20,143-394$672
CISCO SYS INC COM 16,629 +607 $654
     CSCO16,629+607$654
TESLA INC COM 1,147 -3 $601
     TSLA1,147-3$601
ALPHABET INC CAP STK CL C 510 +13 $593
     GOOG510+13$593
VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS (VUG) 3,746 -306 $587
     VUG3,746-306$587
DISNEY WALT CO 5,719 +75 $552
     DIS5,719+75$552
MSCI INC COM 1,883 UNCH $544
     MSCI1,883UNCH$544
VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR (VTV) 5,877 -187 $523
     VTV5,877-187$523
FACEBOOK INC CLASS A 3,111 -66 $519
     FB3,111-66$519
PROCTER & GAMBLE CO COM 4,678 -208 $515
     PG4,678-208$515
AUTOMATIC DATA PROCESSING INC COM 3,687 -47 $504
     ADP3,687-47$504
ALLERGAN PLC COM 2,797 -50 $495
     AGN2,797-50$495
ORACLE CORP COM 10,146 -2,977 $490
     ORCL10,146-2,977$490
VANGUARD SECTOR INDEX FDS VANGUARD FINLS VIPERS (VFH) 9,657 -114 $490
     VFH9,657-114$490
ISHARES EDGE MSCI MIN VOL EAFE ETF (EFAV) 6,911 UNCH $429
     EFAV6,911UNCH$429
ISHARES TR NASDAQ BIOTECH (IBB) 3,913 -285 $422
     IBB3,913-285$422
VERIZON COMMUNICATIONS 7,849 +112 $422
     VZ7,849+112$422
SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT (SPY) 1,592 -14 $410
     SPY1,592-14$410
VANGUARD SECTOR INDEX FDS VANGUARD HEALTH CARE VIPERS (VHT) 2,292 -491 $381
     VHT2,292-491$381

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 03/31/2020: $114,476
At 12/31/2019: $126,909

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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