All Stocks Held By Liberty Wealth Management LLC

As of 12/31/2023, we find all stocks held by Liberty Wealth Management LLC to be as follows, presented in the table below with each row detailing each Liberty Wealth Management LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Liberty Wealth Management LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Liberty Wealth Management LLC as of the latest filing.

Entity	Amount	Change 09/30/2023 to 12/31/2023	Position Size ($ in 1000's)
ISHARES CORE S&P 500 ETF (IVV)	125,402	+12,045	$59,895
IVV	125,402	+12,045	$59,895
DIMENSIONAL ETF TRUST (DFAC)	933,081	-18,982	$27,286
DFAC	933,081	-18,982	$27,286
DIMENSIONAL ETF TRUST (DUHP)	826,477	-7,936	$23,655
DUHP	826,477	-7,936	$23,655
DIMENSIONAL ETF TRUST (DFAU)	648,558	+149,245	$21,559
DFAU	648,558	+149,245	$21,559
APPLE INC	102,414	+6,879	$19,697
AAPL	102,414	+6,879	$19,697
ISHARES MSCI USA QLTY FACT ETF (QUAL)	123,522	+11,814	$18,167
QUAL	123,522	+11,814	$18,167
ENPHASE ENERGY INC	115,267	+6,891	$15,231
ENPH	115,267	+6,891	$15,231
DIMENSIONAL ETF TRUST (DFIC)	491,802	-876	$12,561
DFIC	491,802	-876	$12,561
DIMENSIONAL ETF TRUST (DFCF)	292,006	+292,006	$12,383
DFCF	292,006	+292,006	$12,383
ISHARES TOTAL USD BOND MARKET ETF (IUSB)	260,525	-24,638	$11,999
IUSB	260,525	-24,638	$11,999
VANGUARD INTL EQUITY INDEX F (VT)	109,329	+105,416	$11,248
VT	109,329	+105,416	$11,248
DIMENSIONAL ETF TRUST (DFLV)	395,886	-2,649	$10,709
DFLV	395,886	-2,649	$10,709
ISHARES TR (IEFA)	123,382	-2,417	$8,682
IEFA	123,382	-2,417	$8,682
DIMENSIONAL ETF TRUST (DFAI)	286,613	-30,177	$8,212
DFAI	286,613	-30,177	$8,212
DIMENSIONAL ETF TRUST (DFAT)	143,208	-1,536	$7,494
DFAT	143,208	-1,536	$7,494
ISHARES MSCI EAFE VALUE ETF (EFV)	143,557	-4,414	$7,479
EFV	143,557	-4,414	$7,479
ISHARES TR (IYW)	58,352	+19,511	$7,160
IYW	58,352	+19,511	$7,160
ISHARES MBS ETF (MBB)	74,842	+789	$7,039
MBB	74,842	+789	$7,039
VANGUARD BD INDEX FDS (BND)	93,692	+85,232	$6,891
BND	93,692	+85,232	$6,891
DIMENSIONAL ETF TRUST (DIHP)	259,655	-730	$6,669
DIHP	259,655	-730	$6,669
MICROSOFT CORP	17,540	+396	$6,596
MSFT	17,540	+396	$6,596
ISHARES TR (TLT)	65,203	+3,770	$6,445
TLT	65,203	+3,770	$6,445
ISHARES S&P 100 ETF (OEF)	26,965	+26,965	$6,022
OEF	26,965	+26,965	$6,022
DIMENSIONAL ETF TRUST (DFEM)	236,192	-1,042	$5,900
DFEM	236,192	-1,042	$5,900
ISHARES S&P 500 GROWTH ETF (IVW)	75,652	+15,513	$5,710
IVW	75,652	+15,513	$5,710
DIMENSIONAL ETF TRUST (DISV)	177,033	+221	$4,565
DISV	177,033	+221	$4,565
TESLA INC	18,248	+91	$4,534
TSLA	18,248	+91	$4,534
VANGUARD INDEX FDS (VTV)	28,868	+8,633	$4,316
VTV	28,868	+8,633	$4,316
VANGUARD INDEX FDS (VNQ)	48,723	+40,619	$4,305
VNQ	48,723	+40,619	$4,305
NVIDIA CORP	8,483	-40	$4,201
NVDA	8,483	-40	$4,201
APPLIED MATLS INC	21,379	-263	$3,465
AMAT	21,379	-263	$3,465
CHEVRON CORP	21,610	+1,266	$3,223
CVX	21,610	+1,266	$3,223
ISHARES TR (TFLO)	61,860	-5,684	$3,121
TFLO	61,860	-5,684	$3,121
ISHARES IBOXX INVT GRADEBOND ETF (LQD)	27,964	+5,997	$3,094
LQD	27,964	+5,997	$3,094
ISHARES MSCI USA MIN VOL FACTOR ETF (USMV)	39,421	-30,288	$3,077
USMV	39,421	-30,288	$3,077
AMAZON COM INC	19,517	+335	$2,965
AMZN	19,517	+335	$2,965
ISHARES INC (EMXC)	53,312	+53,312	$2,953
EMXC	53,312	+53,312	$2,953
ISHARES TR (ESGU)	26,686	-22,907	$2,800
ESGU	26,686	-22,907	$2,800
ISHARES TR (IFRA)	64,857	+4,925	$2,602
IFRA	64,857	+4,925	$2,602
ISHARES TR (GOVT)	106,083	-43,649	$2,444
GOVT	106,083	-43,649	$2,444
VANGUARD STAR FDS (VXUS)	41,891	+41,891	$2,428
VXUS	41,891	+41,891	$2,428
ORACLE CORP	22,907	+231	$2,415
ORCL	22,907	+231	$2,415
ISHARES INC (IEMG)	42,755	-2,984	$2,162
IEMG	42,755	-2,984	$2,162
T ROWE PRICE ETF INC (TCAF)	72,839	+72,839	$2,013
TCAF	72,839	+72,839	$2,013
BERKSHIRE HATHAWAY CLASS B			$1,976
BRK.B	5,540	+31	$1,976
VANGUARD WORLD FDS (VHT)	722	-6,641	$1,885
VHT	722	-6,641	$1,885
VANGUARD MEGA CAP GROWTH ETF (MGK)	7,027	+3,741	$1,824
MGK	7,027	+3,741	$1,824
ISHARES TR (IXC)	44,210	+44,210	$1,728
IXC	44,210	+44,210	$1,728
META PLATFORMS INC	4,513	+179	$1,597
META	4,513	+179	$1,597
VANGUARD RUSSELL 1000 GROWTH ETF (VONG)	20,062	+15,354	$1,565
VONG	20,062	+15,354	$1,565
ALPHABET INC	11,089	+324	$1,563
GOOG	11,089	+324	$1,563
ISHARES JP MORGAN USD EMERGING MARKE (EMB)	16,690	+560	$1,486
EMB	16,690	+560	$1,486
VANGUARD INDEX FDS (VOO)	2,936	-5,823	$1,282
VOO	2,936	-5,823	$1,282
INTUIT	1,996	-7	$1,248
INTU	1,996	-7	$1,248
VANGUARD GROWTH ETF (VUG)	3,861	-508	$1,200
VUG	3,861	-508	$1,200
ABBVIE INC	7,170	+98	$1,111
ABBV	7,170	+98	$1,111
ALPHABET INC	7,804	+561	$1,090
GOOGL	7,804	+561	$1,090
MSCI INC	1,883	UNCH	$1,065
MSCI	1,883	UNCH	$1,065
INVESCO QQQ TR	2,587	+174	$1,059
QQQ	2,587	+174	$1,059
ISHARES TR (TLH)	9,769	+6,611	$1,058
TLH	9,769	+6,611	$1,058
ADVANCED MICRO DEVICES INC	7,000	-721	$1,032
AMD	7,000	-721	$1,032
ISHARES TIPS BOND ETF (TIP)	8,874	-8,441	$954
TIP	8,874	-8,441	$954
SENTINELONE INC	33,780	UNCH	$927
S	33,780	UNCH	$927
BANK AMERICA CORP	27,248	+7,988	$917
BAC	27,248	+7,988	$917
PROCTER AND GAMBLE CO	6,258	-303	$917
PG	6,258	-303	$917
DIMENSIONAL ETF TRUST (DFUV)	24,291	+594	$904
DFUV	24,291	+594	$904
JPMORGAN CHASE & CO	4,576	+315	$778
JPM	4,576	+315	$778
FIDELITY COVINGTON TRUST	5,297	-4	$761
FTEC	5,297	-4	$761
INTERNATIONAL BUSINESS MACHS	4,631	-56	$757
IBM	4,631	-56	$757
HOME DEPOT INC	2,096	-8	$727
HD	2,096	-8	$727
LOCKHEED MARTIN CORP	1,535	+64	$696
LMT	1,535	+64	$696
AMGEN INC	2,387	-108	$687
AMGN	2,387	-108	$687
DISNEY WALT CO	7,542	-100	$681
DIS	7,542	-100	$681
AUTOMATIC DATA PROCESSING IN	2,856	+58	$665
ADP	2,856	+58	$665
SPDR S&P 500 ETF TR (SPY)	1,389	+71	$660
SPY	1,389	+71	$660
CISCO SYS INC	13,032	+326	$658
CSCO	13,032	+326	$658
INTEL CORP	12,583	+1,666	$632
INTC	12,583	+1,666	$632
ELI LILLY &CO	1,079	-122	$629
LLY	1,079	-122	$629
SELECT SECTOR SPDR TR (XLK)	3,233	+3	$622
XLK	3,233	+3	$622
DBX ETF TR (DBEF)	16,789	+20	$621
DBEF	16,789	+20	$621
UNITED PARCEL SERVICE INC	3,743	-110	$612
UPS	3,743	-110	$612
PEPSICO INC	3,391	+71	$576
PEP	3,391	+71	$576
SPDR PORTFOLIO S P 1500 CMPST ST ETF (SPTM)	9,713	+5,051	$568
SPTM	9,713	+5,051	$568
PULTE GROUP INC	5,489	+12	$567
PHM	5,489	+12	$567
ISHARES MSCI EAFE ETF (EFA)	8,091	+1,725	$557
EFA	8,091	+1,725	$557
VANGUARD INDEX FDS (VTI)	2,316	-42,202	$549
VTI	2,316	-42,202	$549
JOHNSON &JOHNSON	3,470	+256	$544
JNJ	3,470	+256	$544
ISHARES TR (IBB)	3,966	+10	$539
IBB	3,966	+10	$539
BOEING CO	1,889	+22	$492
BA	1,889	+22	$492
ISHARES TR (FALN)	18,496	-386	$488
FALN	18,496	-386	$488
COSTCO WHSL CORP NEW	714	+25	$471
COST	714	+25	$471
UNITEDHEALTH GROUP INC	893	-5	$470
UNH	893	-5	$470
BROADCOM INC	408	-152	$455
AVGO	408	-152	$455
NIKE INC	4,171	-8	$453
NKE	4,171	-8	$453
COCA COLA CO	7,517	+384	$443
KO	7,517	+384	$443
ABM INDS INC	9,803	-4	$439
ABM	9,803	-4	$439
ISHARES TR (IVE)	2,477	-20	$431
IVE	2,477	-20	$431
STARBUCKS CORP	4,458	-205	$428
SBUX	4,458	-205	$428
EXXON MOBIL CORP	4,124	+40	$412
XOM	4,124	+40	$412
VANGUARD INDEX FDS (VBR)	2,286	-3,837	$411
VBR	2,286	-3,837	$411
AT&T INC	24,349	+3,265	$409
T	24,349	+3,265	$409
MASTERCARD INCORPORATED	921	+64	$393
MA	921	+64	$393
MERCK & CO. INC.	3,602	-1,211	$393
MRK	3,602	-1,211	$393
CATERPILLAR INC	1,226	+86	$392
CAT	1,226	+86	$392
ISHARES TR (IJR)	3,589	-2,356	$389
IJR	3,589	-2,356	$389
ISHARES TR (IWF)	1,283	-17	$389
IWF	1,283	-17	$389
ABBOTT LABS	3,527	+90	$388
ABT	3,527	+90	$388
ISHARES GOLD TR (IAU)	9,938	-32,068	$388
IAU	9,938	-32,068	$388
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA)	7,740	-17,223	$371
VEA	7,740	-17,223	$371
US BANCORP DEL	8,418	+35	$364
USB	8,418	+35	$364
PUBLIC SVC ENTERPRISE GRP IN	5,932	UNCH	$363
PEG	5,932	UNCH	$363
GOLDMAN SACHS GROUP	930	+930	$359
GS	930	+930	$359
UNION PAC CORP	1,452	-8	$357
UNP	1,452	-8	$357
SPDR DOW JONES INDUSTRIAL AVRG ETF (DIA)	934	+1	$352
DIA	934	+1	$352
AMERICAN CENTY ETF TR (AVUV)	3,705	+18	$333
AVUV	3,705	+18	$333
FLEETCOR TECHNOLOGIES INC	1,115	+5	$315
FLT	1,115	+5	$315
INVESCO EXCHANGE TRADED FD T (RPV)	3,777	+22	$310
RPV	3,777	+22	$310
ISHARES TR (IMCG)	4,776	+27	$308
IMCG	4,776	+27	$308
ISHARES TR (ICLN)	20,181	+3,937	$299
ICLN	20,181	+3,937	$299
RTX CORPORATION	3,559	+463	$299
RTX	3,559	+463	$299
TARGET CORP	2,075	+2,075	$296
TGT	2,075	+2,075	$296
AMERICAN EXPRESS CO	1,573	-298	$295
AXP	1,573	-298	$295
ROSS STORES INC	2,118	-192	$293
ROST	2,118	-192	$293
ANALOG DEVICES INC	1,470	+1,470	$292
ADI	1,470	+1,470	$292
FIRST TR EXCHANGE TRADED FD (QCLN)	7,222	+1,361	$292
QCLN	7,222	+1,361	$292
NOVARTIS AG	2,827	-15	$285
NVS	2,827	-15	$285
SELECT SECTOR SPDR TR (XLF)	7,459	+107	$280
XLF	7,459	+107	$280
BP PLC	7,735	-196	$274
BP	7,735	-196	$274
PHILIP MORRIS INTL INC	2,763	+211	$260
PM	2,763	+211	$260
AXON ENTERPRISE INC	1,000	+1,000	$258
AXON	1,000	+1,000	$258
PHILLIPS 66	1,910	-4	$254
PSX	1,910	-4	$254
SCHWAB STRATEGIC TR	4,504	-736	$251
SCHB	4,504	-736	$251
NEXTERA ENERGY INC	3,880	+6	$236
NEE	3,880	+6	$236
TRANE TECHNOLOGIES PLC	963	-58	$235
TT	963	-58	$235
SALESFORCE INC	873	+873	$230
CRM	873	+873	$230
ALLSTATE CORP	1,630	-545	$228
ALL	1,630	-545	$228
AMERICAN CENTY ETF TR (AVDV)	3,560	+51	$222
AVDV	3,560	+51	$222
AGILENT TECHNOLOGIES	1,586	+1,586	$221
A	1,586	+1,586	$221
ISHARES TR (IWD)	1,322	-35	$219
IWD	1,322	-35	$219
ISHARES S&P MID CAP 400 GRWTH ETF (IJK)	2,736	+2,736	$217
IJK	2,736	+2,736	$217
ISHARES TR (SOXX)	371	+371	$214
SOXX	371	+371	$214
DUKE ENERGY CORP NEW	2,168	+2,168	$210
DUK	2,168	+2,168	$210
LOWES COS INC	945	-450	$210
LOW	945	-450	$210
NETFLIX INC	426	+426	$207
NFLX	426	+426	$207
PFIZER INC	7,188	+7,188	$207
PFE	7,188	+7,188	$207
SPDR SER TR (SPLG)	3,661	-4,585	$205
SPLG	3,661	-4,585	$205
STRYKER CORPORATION	679	+679	$203
SYK	679	+679	$203
SPDR SER TR (SPYV)	4,218	+4,218	$197
SPYV	4,218	+4,218	$197
MCDONALDS CORP	628	-208	$186
MCD	628	-208	$186
FIRST TR STOXX EUROPEAN SELE (FDD)	13,747	+144	$166
FDD	13,747	+144	$166
FORD MTR CO DEL	11,308	+1,176	$138
F	11,308	+1,176	$138
NATURAL ALTERNATIVES INTL IN	19,656	UNCH	$128
NAII	19,656	UNCH	$128
VANGUARD CHARLOTTE FDS (BNDX)	2,300	-4,070	$114
BNDX	2,300	-4,070	$114
HERITAGE COMM CORP	11,400	UNCH	$113
HTBK	11,400	UNCH	$113
BRAINSTORM CELL THERAPEUTICS	340,150	-12,469	$94
BCLI	340,150	-12,469	$94
VANGUARD INDEX FDS (VB)	438	-8,722	$93
VB	438	-8,722	$93
SPDR INDEX SHS FDS (GII)	1,724	-2,429	$92
GII	1,724	-2,429	$92
VANGUARD FTSE ALL WORLD EX US ETF (VEU)	852	-101,417	$48
VEU	852	-101,417	$48
VANGUARD INFORMATION TECHNOLOGY ETF (VGT)	56	-4,169	$27
VGT	56	-4,169	$27
SPDR GOLD TR (GLD)	125	-1,653	$24
GLD	125	-1,653	$24
VANGUARD SCOTTSDALE FDS (VGLT)	282	-15,276	$17
VGLT	282	-15,276	$17
VANGUARD FTSE EMERGING MARKETS ETF (VWO)	359	-9,167	$15
VWO	359	-9,167	$15
VANGUARD SPECIALIZED FUNDS (VIG)	76	-2,251	$13
VIG	76	-2,251	$13
NEKTAR THERAPEUTICS	19,000	UNCH	$11
NKTR	19,000	UNCH	$11
CIDARA THERAPEUTICS INC	12,000	UNCH	$10
CDTX	12,000	UNCH	$10
VANGUARD INDEX FDS (VOE)	56	-4,605	$8
VOE	56	-4,605	$8
VANGUARD INDEX FDS (VV)	38	-3,594	$8
VV	38	-3,594	$8
VANGUARD WORLD FDS (VFH)	36	-10,418	$3
VFH	36	-10,418	$3
VANGUARD BD INDEX FDS (BLV)	18	-14,731	$1
BLV	18	-14,731	$1
VANGUARD BD INDEX FDS (BIV)	6	-3,316	$0
BIV	6	-3,316	$0
ADOBE INC			$0 (exited)
ADBE	0	-429	$0
VANGUARD BD INDEX FDS			$0 (exited)
BSV	0	-3,196	$0
CONOCOPHILLIPS			$0 (exited)
COP	0	-1,687	$0
PACER FDS TR			$0 (exited)
COWZ	0	-12,786	$0
ISHARES INC			$0 (exited)
EEMV	0	-6,489	$0
ISHARES MSCI EAFE GROWTHETF			$0 (exited)
EFG	0	-65,645	$0
ISHARES INC			$0 (exited)
ESGE	0	-10,594	$0
FIRST TR MORNINGSTAR DIVID L			$0 (exited)
FDL	0	-6,898	$0
ISHARES CORE HIGH DIVIDEND ETF			$0 (exited)
HDV	0	-4,524	$0
HERSHEY CO			$0 (exited)
HSY	0	-1,220	$0
ISHARES CORE S&P MID CAPETF			$0 (exited)
IJH	0	-8,069	$0
ISHARES TR			$0 (exited)
IXG	0	-3,807	$0
ISHARES TR			$0 (exited)
IYE	0	-7,175	$0
ISHARES TR			$0 (exited)
IYH	0	-1,154	$0
KROGER CO			$0 (exited)
KR	0	-5,076	$0
PFG Active Core Bond Strategy R			$0 (exited)
Fixed Income	0	-283,433	$0
ISHARES 1 3 YEAR TREASRYBOND ETF			$0 (exited)
SHY	0	-2,740	$0
ISHARES SILVER TR			$0 (exited)
SLV	0	-10,275	$0
SPDR SER TR			$0 (exited)
SPSM	0	-8,236	$0
VISA INC			$0 (exited)
V	0	-3,219	$0
ISHARES TR			$0 (exited)
VLUE	0	-4,934	$0
VERIZON COMMUNICATIONS INC			$0 (exited)
VZ	0	-9,507	$0
WELLS FARGO CO NEW	0	-14,821	$0 (exited)
WFC	0	-14,821	$0

See Summary: Liberty Wealth Management LLC Top Holdings
See Details: Top 10 Stocks Held By Liberty Wealth Management LLC

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
DFCF	+292,006	+$12,383
OEF	+26,965	+$6,022
EMXC	+53,312	+$2,953
VXUS	+41,891	+$2,428
TCAF	+72,839	+$2,013
IXC	+44,210	+$1,728
GS	+930	+$359
TGT	+2,075	+$296
ADI	+1,470	+$292
AXON	+1,000	+$258

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
EFG	-65,645	-$5,665
PFG Active Core Bond Strategy R	-283,433	-$2,324
IJH	-8,069	-$2,011
V	-3,219	-$740
COWZ	-12,786	-$632
WFC	-14,821	-$606
VLUE	-4,934	-$448
HDV	-4,524	-$447
EEMV	-6,489	-$346
IYE	-7,175	-$340

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
DFAU	+149,245	+$6,610
VT	+105,416	+$10,883
BND	+85,232	+$6,295
VNQ	+40,619	+$3,692
IYW	+19,511	+$3,086
IVW	+15,513	+$1,597
VONG	+15,354	+$1,251
IVV	+12,045	+$11,232
QUAL	+11,814	+$3,453
VTV	+8,633	+$1,525

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
VEU	-101,417	-$5,257
GOVT	-43,649	-$856
VTI	-42,202	-$8,907
IAU	-32,068	-$1,082
USMV	-30,288	-$1,970
DFAI	-30,177	-$56
IUSB	-24,638	-$467
ESGU	-22,907	-$1,857
DFAC	-18,982	+$2,337

Liberty Wealth Management LLC Info

Size ($ in 1000's)
At 12/31/2023: $458,510
At 09/30/2023: $401,766

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

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