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CIK: 0001769302
Total reported value
$800.4M
$800.4M
187 檔
19.7%
As reported in its official Q1 2024 Form 13F filing, Liberty Wealth Management LLC's tracked investment portfolio stood at $800.4M with 187 total positions.
In Q1 2024, Liberty Wealth Management LLC displayed an active expansion posture, initiating 10 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.81% | — | -8.24% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 5.64% | — | -3.07% | |
| 3 | DUHP | Dimensional US High Profi Et | ETF-Other | 4.97% | — | -2.49% | |
| 4 | DFAU | Dimensional US Core Equity M | ETF-Other | 4.81% | — | +3.99% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.56% | — | +3.97% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.98% | — | -24.80% | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.89% | — | +25.10% | |
| 8 | ENPH | Enphase Energy Inc | Stock-Tech | 2.72% | — | — | |
| 9 | DFIC | Dimensional International Co | ETF-Other | 2.56% | — | -0.25% | |
| 10 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.40% | — | +0.45% | |
| 11 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 2.28% | — | -1.82% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.23% | — | +1792.10% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.09% | — | +2214.94% | |
| 14 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.05% | — | — | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.83% | — | +2.37% | |
| 16 | DFAI | Dimensional International Co | ETF-Other | 1.75% | — | +3.57% | |
| 17 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.55% | — | +0.98% | |
| 18 | DFAT | Dimensional US Target Value | ETF-Other | 1.51% | — | -0.49% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.47% | — | -2.06% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.46% | — | +1.21% | |
| 21 | DIHP | Dimensional International Hi | ETF-Other | 1.36% | — | -0.65% | |
| 22 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.30% | — | +7.60% | |
| 23 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.17% | — | -0.01% | |
| 24 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.14% | — | +11629.34% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.08% | — | -13.00% | |
| 26 | MBB | Ishares Mbs ETF | ETF-Other | 1.05% | — | -22.24% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 1.04% | — | — | |
| 28 | DISV | Dimensional International Sm | ETF-Other | 0.94% | — | +0.10% | |
| 29 | AMAT | Applied Materials Inc | Stock-Tech | 0.88% | — | +1.98% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | — | +208.00% | |
| 31 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.83% | — | -45.60% | |
| 32 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.82% | — | +37.52% | |
| 33 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.73% | — | — | |
| 34 | WM | Waste Management Inc | Stock-Industrials | 0.71% | — | — | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.70% | — | +1.96% | |
| 36 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.68% | — | +271177.78% | |
| 37 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.64% | — | +19985.82% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.64% | — | -3.99% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.62% | — | -1.00% | |
| 40 | VTV | Vanguard Value ETF | ETF-Other | 0.57% | — | -37.81% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.56% | — | +0.26% | |
| 42 | IFRA | Ishares US Infrastructure | ETF-Other | 0.56% | — | +1.82% | |
| 43 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.56% | — | +29.38% | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.46% | — | +7891.07% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.45% | — | -1.14% | |
| 46 | IXC | Ishares Global Energy ETF | ETF-Other | 0.45% | — | +20.59% | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.42% | — | +230.03% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-Other | 0.41% | — | +1990.64% | |
| 49 | VHT | Vanguard Health Care ETF | ETF-Other | 0.41% | — | +965.65% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.40% | — | -6.56% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DYNF | Ishrs US E F R A Etf-usd Inc | +2.1% | NEW | New buy |
| 2 | IVE | Ishares S&p 500 Value ETF | +2% | +2214.94% | Add |
| 3 | V | Visa Inc-class A Shares | +1% | NEW | New buy |
| 4 | EFG | Ishares Msci Eafe Growth ETF | +0.7% | NEW | New buy |
| 5 | WM | Waste Management Inc | +0.7% | NEW | New buy |
| 6 | NVDA | Nvidia CORP | +0.6% | -2.06% | Trim |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.3% | +25.10% | Add |
| 8 | HEFA | Isha Curr Hedged Msci Eafe | +0.3% | NEW | New buy |
| 9 | BINC | Ishares Flex I A Etf-usd Inc | +0.3% | NEW | New buy |
| 10 | CSCO | Cisco Systems Inc | +0.3% | +230.03% | Add |
| 11 | DFAU | Dimensional US Core Equity M | +0.2% | +3.99% | Add |
| 12 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.2% | +37.52% | Add |
| 13 | COWZ | Pacer US Cash Cows 100 ETF | +0.2% | NEW | New buy |
| 14 | AMAT | Applied Materials Inc | +0.1% | +1.98% | Add |
| 15 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | +29.38% | Add |
| 16 | WFC | Wells Fargo & Co | +0.1% | NEW | New buy |
| 17 | BLV | Vanguard Long-term Bond ETF | +0.1% | +271177.78% | Add |
| 18 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | NEW | New buy |
| 19 | VGLT | Vanguard Long-term Treasury | +0.1% | +19985.82% | Add |
| 20 | ADBE | Adobe Inc | +0.1% | NEW | New buy |
| 21 | IXC | Ishares Global Energy ETF | +0.1% | +20.59% | Add |
| 22 | VUG | Vanguard Growth ETF | +0.1% | +40.40% | Add |
| 23 | AMZN | Amazon.com Inc | +0.1% | +1.96% | Add |
| 24 | EMB | Ishares Jp Morgan Usd Emergi | +0.1% | +31.73% | Add |
| 25 | MSFT | Microsoft CORP | +0.1% | +1.21% | Add |
| 26 | VOO | Vanguard S&p 500 ETF | +0.1% | +208.00% | Add |
| 27 | VTI | Vanguard Total Stock Mkt ETF | 0% | +1792.10% | Add |
| 28 | IYW | Ishares Ustechnology ETF | 0% | +0.98% | Add |
| 29 | DFAI | Dimensional International Co | 0% | +3.57% | Add |
| 30 | DFLV | Dim US Large Cap Value ETF | 0% | -1.82% | Trim |
| 31 | IEFA | Ishares Core Msci Eafe ETF | 0% | +2.37% | Add |
| 32 | DUHP | Dimensional US High Profi Et | -0.1% | -2.49% | Trim |
| 33 | DFIC | Dimensional International Co | -0.1% | -0.25% | Trim |
| 34 | VOE | Vanguard Mid-cap Value ETF | -0.1% | EXIT | Sold out |
| 35 | GOVT | Ishares US Treasury Bond ETF | -0.1% | -19.76% | Trim |
| 36 | DFAC | Dimensional US Core Equity 2 | -0.2% | -3.07% | Trim |
| 37 | GOOGL | Alphabet Inc-cl A | -0.2% | EXIT | Sold out |
| 38 | IEMG | Ishares Core Msci Emerging | -0.2% | -49.83% | Trim |
| 39 | TSLA | Tesla Inc | -0.4% | -1.00% | Trim |
| 40 | USMV | Ishares Msci USA Min Vol Fac | -0.4% | -57.60% | Trim |
| 41 | ESGU | Ishares Esg Aware Msci USA | -0.4% | -68.29% | Trim |
| 42 | MBB | Ishares Mbs ETF | -0.5% | -22.24% | Trim |
| 43 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.5% | -69.59% | Trim |
| 44 | ENPH | Enphase Energy Inc | -0.6% | — | Unchanged |
| 45 | TFLO | Ishares Treasury Floating Ra | -0.6% | -88.09% | Trim |
| 46 | AAPL | Apple Inc | -0.7% | +3.97% | Add |
| 47 | QUAL | Ishares Msci USA Quality Fac | -0.9% | -24.80% | Trim |
| 48 | OEF | Ishares S&p 100 ETF | -1% | -80.02% | Trim |
| 49 | IVV | Ishares Core S&p 500 ETF | -1% | -8.24% | Trim |
| 50 | EFV | Ishares Msci Eafe Value ETF | -1.1% | -45.60% | Trim |
According to official SEC Form 13F filings, Liberty Wealth Management LLC reported a total U.S. public equity portfolio value of $800.4M across 187 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, DFAC, DUHP) accounted for 19.7% of total reported equity market value during Q1 2024.
Top New Position Initiated
DYNF
市值: $10.5M
Top Position Liquidated / Trimmed
GOOGL
前期市值: $1.1M
During Q1 2024, Liberty Wealth Management LLC's top holdings by market value included IVV (11.8%)、DFAC (5.6%)、DUHP (5.0%). The largest single position, IVV, represented 11.8% of total portfolio value.
In Q1 2024, Liberty Wealth Management LLC made 49 total portfolio adjustments, initiating 10 new buys, adding to 20 positions, trimming 17 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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