LIBERTY WEALTH MANAGEMENT LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LW LIBERTY WEALTH MANAGEMENT LLC | Institutional Filer | ▲ 3.32% | $800.4M | 268 |
Current Portfolio Holdings
Showing all 268 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | — | 719K | $32.5M | 4.06% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | — | 807K | $31.4M | 3.92% |
| 3 | IVW | ISHARES TR | — | 266K | $30.1M | 3.76% |
| 4 | DYNF | BLACKROCK ETF TRUST | — | 496K | $28.9M | 3.61% |
| 5 | IVV | ISHARES CORE S&P 500 | — | 44K | $28.8M | 3.60% |
| 6 | DFCF | DIMENSIONAL CORE FIXED | — | 681K | $28.8M | 3.60% |
| 7 | AAPL | Apple Inc. | Technology | 112K | $28.4M | 3.54% |
| 8 | IVE | ISHARES TR | — | 129K | $27.2M | 3.40% |
| 9 | QUAL | ISHARES TR | — | 140K | $26.9M | 3.35% |
| 10 | DUHP | DIMENSIONAL ETF TRUST | — | 701K | $25.8M | 3.22% |
| 11 | DFGX | DIMENSIONAL | — | 387K | $20.3M | 2.54% |
| 12 | IEMG | ISHARES CORE MSCI | — | 267K | $18.6M | 2.33% |
| 13 | NVDA | NVIDIA Corporation | Technology | 102K | $17.7M | 2.22% |
| 14 | IUSB | ISHARES CORE UNIVERSAL | — | 343K | $15.8M | 1.98% |
| 15 | DFIC | DIMENSIONAL ETF TRUST | — | 439K | $15.6M | 1.95% |
Showing 1 to 15 of 268 holdings