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	IVV	Common	105,378	7,158	46,968,038,000	46,932,820,000	11.60		Hist	06/30/2023
Apple Inc.	AAPL	Common	103,002	8,419	19,979,396,000	19,966,326,000	4.94		Hist	06/30/2023
iSHARES TRUST	QUAL	Common	135,201	135,201	18,234,556,000	18,234,556,000	4.51		Hist	06/30/2023
iSHARES TRUST	IUSB	Common	329,343	28,247	14,975,232,000	14,961,834,000	3.70		Hist	06/30/2023
VANGUARD INDEX FUNDS	VTI	Common	43,797	1,195	9,645,032,000	9,637,387,000	2.38		Hist	06/30/2023
iSHARES TRUST	MBB	Common	84,697	62,322	7,899,224,000	7,897,175,000	1.95		Hist	06/30/2023
iSHARES TRUST	EFG	MSCI GRW IDX	81,484	-38,401	7,774,362,000	7,765,673,000	1.92		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 TRUST	ESGU	Common	69,095	-151,114	6,733,954,000	6,716,473,000	1.66		Hist	06/30/2023
iSHARES TRUST	GOVT	Common	268,005	-241,816	6,137,317,000	6,125,714,000	1.52		Hist	06/30/2023
iSHARES TRUST	EFV	MSCI VAL IDX	119,792	-113,933	5,862,616,000	5,853,612,000	1.45		Hist	06/30/2023
MICROSOFT CORP	MSFT	Common	17,030	549	5,799,061,000	5,795,223,000	1.43	0.00	Hist	06/30/2023
iSHARES TRUST	USMV	Common	77,677	41,162	5,749,248,000	5,746,835,000	1.42		Hist	06/30/2023
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS	VEU	ETF	101,183	-7,130	5,502,762,000	5,497,958,000	1.36		Hist	06/30/2023
Tesla, Inc.	TSLA	COM	18,327	379	4,797,438,000	4,792,678,000	1.19		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
VANGUARD INDEX FDS SANDP 500 ETF	VOO	STOCK	8,434	382	3,435,117,000	3,432,474,000	0.85		Hist	06/30/2023
CHEVRON CORP	CVX	Common	20,182	-3,220	3,168,906,000	3,165,544,000	0.78	0.00	Hist	06/30/2023
APPLIED MATERIALS INC /DE	AMAT	Common	21,226	7,789	3,067,954,000	3,066,854,000	0.76	0.00	Hist	06/30/2023
BlackRock Funds III	TLH	Common	27,103	16,383	3,002,214,000	3,001,047,000	0.74		Hist	06/30/2023
VANGUARD INDEX FUNDS	VTV	Common	20,100	2,290	2,987,544,000	2,985,346,000	0.74		Hist	06/30/2023
ORACLE CORP	ORCL	Common	23,753	677	2,828,678,000	2,827,269,000	0.70	0.00	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
AMAZON COM INC	AMZN	Common	18,146	-1,864	2,365,485,000	2,363,225,000	0.58		Hist	06/30/2023
iSHARES TRUST	IFRA	Common	57,792	29,797	2,258,226,000	2,257,324,000	0.56		Hist	06/30/2023
BERKSHIRE HATHAWAY INC	BRK/B	Common	5,509	-827	1,878,569,000	1,876,878,000	0.46		Hist	06/30/2023
VANGUARD INDEX FUNDS	VB	ETF	9,227	-907	1,834,635,000	1,832,903,000	0.45		Hist	06/30/2023
VANGUARD INDEX FUNDS	VGT	Common	4,082	96	1,804,695,000	1,803,470,000	0.45		Hist	06/30/2023
VANGUARD WORLD FDS HEALTH CAR	VHT	STOCK	7,223	3,149	1,767,546,000	1,766,635,000	0.44		Hist	06/30/2023
ISHARES GOLD TRUST	IAU	Common	41,545	-19,494	1,511,531,000	1,509,607,000	0.37	0.01	Hist	06/30/2023
Meta Platforms, Inc.	FB	Common	5,017	383	1,439,779,000	1,439,151,000	0.36		Hist	06/30/2023
iSHARES TRUST	EMB	Common	16,009	11,709	1,385,435,000	1,385,094,000	0.34		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
Alphabet Inc.	GOOG	COM	11,245	531	1,360,308,000	1,359,278,000	0.34		Hist	06/30/2023
<< Prev Next >>