LIBERTY WEALTH MANAGEMENT LLC [Rocket]

Holdings

LIBERTY WEALTH MANAGEMENT LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
iSHARES TRUST	QUAL	Common	135,201	135,201	18,234,556,000	18,234,556,000	4.51		Hist	06/30/2023
iSHARES TRUST	IYW	Common	71,345	71,345	7,767,361,000	7,767,361,000	1.92		Hist	06/30/2023
iSHARES TRUST	IEFA	Common	108,585	108,585	7,394,476,000	7,394,476,000	1.83		Hist	06/30/2023
iShares, Inc.	IEMG	Common	71,504	71,504	3,524,425,000	3,524,425,000	0.87		Hist	06/30/2023
iSHARES TRUST	SHY	1-3 YR TRS BD	29,279	29,279	2,373,927,000	2,373,927,000	0.59		Hist	06/30/2023
Broadcom Ltd	AVGO	COM	1,587	1,587	1,376,449,000	1,376,449,000	0.34		Hist	06/30/2023
VANGUARD BOND INDEX FUNDS	BLV	Common	14,492	14,492	1,106,021,000	1,106,021,000	0.27		Hist	06/30/2023
VANGUARD SCOTTSDALE FUNDS	VGLT	Common	15,052	15,052	976,535,000	976,535,000	0.24		Hist	06/30/2023
FIDELITY FREEDOM 2020	FTEC	Common	5,530	5,530	722,415,000	722,415,000	0.18		Hist	06/30/2023
Vanguard Mid-Cap Value ETF	VOE	common	4,574	4,574	632,881,000	632,881,000	0.16		Hist	06/30/2023
DBX ETF TRUST	DBEF	Common	15,201	15,201	537,672,000	537,672,000	0.13		Hist	06/30/2023
iSHARES TRUST	TFLO	Common	9,903	9,903	501,785,000	501,785,000	0.12		Hist	06/30/2023
SPDR SERIES TRUST	FLRN	Common	15,190	15,190	466,181,000	466,181,000	0.12		Hist	06/30/2023
Floto Paul Johnstone	FLOT	ETF	8,912	8,912	452,932,000	452,932,000	0.11		Hist	06/30/2023
RAYTHEON TECHNOLOGIES CORP	RTX	COM	3,246	3,246	415,722,000	415,722,000	0.10		Hist	06/30/2023
EQUISHARES CORPORATION	EEMS	Common	7,423	7,423	397,724,000	397,724,000	0.10		Hist	06/30/2023
2KSOUNDS CORP	TWOK	Common	10,035	10,035	389,752,000	389,752,000	0.10		Hist	06/30/2023
AMERICAN EXPRESS CO	AXP	Common	1,867	1,867	325,198,000	325,198,000	0.08		Hist	06/30/2023
MUBADALA INFRASTRUCTURE PARTNERS LP	MUB	ETF	2,038	2,038	293,518,000	293,518,000	0.07		Hist	06/30/2023
iSHARES TRUST	SHV	Common	2,638	2,638	291,367,000	291,367,000	0.07		Hist	06/30/2023
CATERPILLAR INC	CAT	Common	1,172	1,172	288,381,000	288,381,000	0.07		Hist	06/30/2023
iSHARES TRUST	UAE	Common	2,793	2,793	281,060,000	281,060,000	0.07		Hist	06/30/2023
FLEETCOR TECHNOLOGIES INC	FLT	Common	1,110	1,110	278,699,000	278,699,000	0.07	0.00	Hist	06/30/2023
MCDONALDS CORP	MCD	Common	914	914	272,579,000	272,579,000	0.07	0.00	Hist	06/30/2023
SCHWAB STRATEGIC TRUST	SCHB	Common	5,193	5,193	268,494,000	268,494,000	0.07		Hist	06/30/2023
iSHARES TRUST	IYH	Common	952	952	266,811,000	266,811,000	0.07		Hist	06/30/2023
VANGUARD SCOTTSDALE FUNDS	VONG	Common	3,776	3,776	251,611,000	251,611,000	0.06		Hist	06/30/2023
NOVARTIS AG	NVS	ADR	2,800	2,800	250,386,000	250,386,000	0.06		Hist	06/30/2023
KROGER CO	KR	Common	5,166	5,166	242,825,000	242,825,000	0.06	0.00	Hist	06/30/2023
ROSS STORES, INC.	ROST	Common	2,107	2,107	236,223,000	236,223,000	0.06	0.00	Hist	06/30/2023
iSHARES TRUST	JKH	Common	3,835	3,835	233,706,000	233,706,000	0.06		Hist	06/30/2023
NETFLIX INC	NFLX	Common	521	521	229,468,000	229,468,000	0.06	0.00	Hist	06/30/2023
iSHARES TRUST	IWO	ETF	10	10	228,519,000	228,519,000	0.06		Hist	06/30/2023
STRYKER CORP	SYK	Common	729	729	222,536,000	222,536,000	0.05		Hist	06/30/2023
SPDR INDEX SHARES FUNDS	GII	Common	4,153	4,153	221,625,000	221,625,000	0.05		Hist	06/30/2023
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