The Analysis of LIBRA WEALTH LLC's Holdings
Currently, LIBRA WEALTH LLC holds 68 types of securities in its portfolio with a total value $333.0M. In the most recent quarter, they have increased their positions in VGIT (+60.4K shares, valued at $3.6M), AVUV (+24.2K shares, valued at $2.4M), VEA (+28.5K shares, valued at $1.7M); decreased their positions in AAPL (-15.2K shares, valued at $3.9M), DFAT (-11.7K shares, valued at $680.8K), SCHF (-22.2K shares, valued at $517.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS200.7K shares2.56%2025-09-302025-11-06
VGIT VANGUARD SCOTTSDALE FDS979.6K shares6.58%2025-09-302025-11-06 VEA VANGUARD TAX-MANAGED FDS397.5K shares7.73%2025-09-302025-11-06 SCHB SCHWAB STRATEGIC TR753.2K shares-1.08%2025-09-302025-11-06 SCHF SCHWAB STRATEGIC TR796.3K shares-2.72%2025-09-302025-11-06 DFAT DIMENSIONAL ETF TRUST300.3K shares-3.75%2025-09-302025-11-06 AVUV AMERICAN CENTY ETF TR134.3K shares21.98%2025-09-302025-11-06 AVEM AMERICAN CENTY ETF TR169.2K shares12.17%2025-09-302025-11-06 AVDV AMERICAN CENTY ETF TR127.3K shares11.84%2025-09-302025-11-06 NVDA NVIDIA CORPORATION56.8K shares-0.34%2025-09-302025-11-06 ESGV VANGUARD WORLD FD56.6K shares-0.48%2025-09-302025-11-06 NFLX NETFLIX INC5.3K shares-0.32%2025-09-302025-11-06 AAPL APPLE INC23.9K shares-38.86%2025-09-302025-11-06 ITOT ISHARES TR41.6K shares0.23%2025-09-302025-11-06 MSFT MICROSOFT CORP11.0K shares-2.19%2025-09-302025-11-06 SCHR SCHWAB STRATEGIC TR202.2K shares-0.10%2025-09-302025-11-06 FBTC FIDELITY WISE ORIGIN BITCOIN50.4K shares21.44%2025-09-302025-11-06 SPY SPDR S&P 500 ETF TR6.7K shares-4.59%2025-09-302025-11-06 SPTI SPDR SERIES TRUST104.3K shares-1.02%2025-09-302025-11-06 TSLA TESLA INC5.1K shares0.00%2025-09-302025-11-06 VOO VANGUARD INDEX FDS2.9K shares0.00%2025-09-302025-11-06 QCOM QUALCOMM INC10.2K shares0.00%2025-09-302025-11-06 GOOG ALPHABET INC6.8K shares0.00%2025-09-302025-11-06 VSGX VANGUARD WORLD FD19.8K shares-2.24%2025-09-302025-11-06 VUG VANGUARD INDEX FDS2.7K shares0.00%2025-09-302025-11-06 LC LENDINGCLUB CORP73.1K shares0.00%2025-09-302025-11-06 AMZN AMAZON COM INC4.6K shares-6.25%2025-09-302025-11-06 VTV VANGUARD INDEX FDS5.4K shares0.00%2025-09-302025-11-06 VB VANGUARD INDEX FDS3.9K shares1.27%2025-09-302025-11-06 IWM ISHARES TR3.8K shares0.00%2025-09-302025-11-06 IBM INTERNATIONAL BUSINESS MACHS2.8K shares0.00%2025-09-302025-11-06 QQQ INVESCO QQQ TR1.3K shares11.77%2025-09-302025-11-06 VBR VANGUARD INDEX FDS3.6K shares0.00%2025-09-302025-11-06 GOOGL ALPHABET INC3.1K shares-4.62%2025-09-302025-11-06 VO VANGUARD INDEX FDS2.6K shares0.00%2025-09-302025-11-06 HD HOME DEPOT INC1.7K shares-1.69%2025-09-302025-11-06 IUSG ISHARES TR4.1K shares0.00%2025-09-302025-11-06 VYM VANGUARD WHITEHALL FDS4.5K shares0.00%2025-09-302025-11-06 SUB ISHARES TR5.7K shares0.00%2025-09-302025-11-06 VIG VANGUARD SPECIALIZED FUNDS2.8K shares0.00%2025-09-302025-11-06 VEU VANGUARD INTL EQUITY INDEX F8.3K shares0.00%2025-09-302025-11-06 ABBV ABBVIE INC2.5K shares0.00%2025-09-302025-11-06 ESGD ISHARES TR6.1K shares0.00%2025-09-302025-11-06 VNQ VANGUARD INDEX FDS6.2K shares0.00%2025-09-302025-11-06 XLK SELECT SECTOR SPDR TR2.0K shares0.00%2025-09-302025-11-06 ESGU ISHARES TR3.5K shares0.00%2025-09-302025-11-06 META META PLATFORMS INC611 shares-0.65%2025-09-302025-11-06 IWY ISHARES TR1.5K shares0.00%2025-09-302025-11-06 AXP AMERICAN EXPRESS CO1.3K shares0.00%2025-09-302025-11-06 ADI ANALOG DEVICES INC1.7K shares-0.59%2025-09-302025-11-06 TEAM ATLASSIAN CORPORATION2.5K shares-4.36%2025-09-302025-11-06 VXUS VANGUARD STAR FDS5.4K shares6.29%2025-09-302025-11-06 VWO VANGUARD INTL EQUITY INDEX F7.3K shares0.00%2025-09-302025-11-06 INTU INTUIT552 shares-3.66%2025-09-302025-11-06 BNDX VANGUARD CHARLOTTE FDS7.2K shares0.00%2025-09-302025-11-06 BRK.B BERKSHIRE HATHAWAY INC DEL709 shares20.17%2025-09-302025-11-06 AMAT APPLIED MATLS INC1.6K shares0.00%2025-09-302025-11-06 COST COSTCO WHSL CORP NEW347 shares-15.37%2025-09-302025-11-06 MDY SPDR S&P MIDCAP 400 ETF TR515 shares0.00%2025-09-302025-11-06 IXUS ISHARES TR3.5K shares0.00%2025-09-302025-11-06 CSCO CISCO SYS INC4.1K shares-6.01%2025-09-302025-11-06 CRM SALESFORCE INC1.2K shares-3.39%2025-09-302025-11-06 DE DEERE & CO555 shares0.00%2025-09-302025-11-06 MUB ISHARES TR2.3K shares-9.13%2025-09-302025-11-06 RSP INVESCO EXCHANGE TRADED FD T1.3K shares0.00%2025-09-302025-11-06 SCHD SCHWAB STRATEGIC TR8.5K shares0.00%2025-09-302025-11-06 VYMI VANGUARD WHITEHALL FDS2.5K shares0.00%2025-09-302025-11-06 CNXC CONCENTRIX CORP4.6K shares0.00%2025-09-302025-11-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available