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CIK: 0001925385
Total reported value
$391.2M
$391.2M
55 檔
33.8%
The Q1 2024 SEC filing reveals that Libra Wealth LLC held a total portfolio value of $391.2M, covering 55 public equity positions.
During Q1 2024, Libra Wealth LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VGIT, VEA) accounted for 33.8% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 20.25% | +1.06% | +0.90% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-Other | 18.20% | -1.76% | +5.23% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.98% | +0.01% | +4.50% | |
| 4 | DFAT | Dimensional US Target Value | ETF-Other | 6.94% | — | -0.96% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.56% | -0.10% | -3.96% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-Other | 5.48% | +0.10% | -2.77% | |
| 7 | IOT | Samsara Inc-cl A | Stock-Tech | 3.57% | — | — | |
| 8 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.70% | -0.20% | -0.31% | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.68% | +0.10% | +15.29% | |
| 10 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 2.59% | +0.12% | +3.62% | |
| 11 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.47% | +0.22% | +10.10% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.20% | +0.14% | +900.72% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.01% | +0.14% | +1.44% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.82% | +0.06% | -7.21% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.73% | -0.05% | -2.34% | |
| 16 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.70% | -0.32% | +14.65% | |
| 17 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.37% | -0.08% | -3.89% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.31% | +0.05% | -0.54% | |
| 19 | NFLX | Netflix Inc | Stock-Comm Services | 1.26% | -0.46% | — | |
| 20 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 1.02% | +0.01% | +6.52% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | -0.03% | -15.42% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 0.54% | +0.01% | +31.99% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.44% | +0.04% | +21.68% | |
| 24 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.41% | +0.01% | — | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.38% | +0.03% | -8.82% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.38% | +0.04% | +13.75% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.35% | +0.02% | -2.68% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.29% | — | -17.42% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.29% | — | — | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.28% | +0.01% | — | |
| 31 | HAPN | Happen Inc | Stock-Other | 0.28% | — | — | |
| 32 | SUB | Ishares Short-term National | ETF-Other | 0.26% | -0.01% | — | |
| 33 | IBM | Intl Business Machines CORP | Stock-Tech | 0.25% | +0.01% | — | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.24% | — | +0.14% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.24% | — | +8.29% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.24% | — | — | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.21% | -0.09% | — | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.21% | +0.06% | — | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.20% | +0.01% | -10.99% | |
| 40 | VTV | Vanguard Value ETF | ETF-Other | 0.18% | — | -3.21% | |
| 41 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.17% | -0.18% | — | |
| 42 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.16% | -0.10% | EXIT | |
| 43 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.15% | -0.01% | — | |
| 44 | AMAT | Applied Materials Inc | Stock-Tech | 0.14% | +0.15% | — | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.14% | +0.12% | — | |
| 46 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.14% | — | -24.99% | |
| 47 | XYZ | Block Inc | Stock-Financials | 0.13% | — | — | |
| 48 | AXP | American Express Co | Stock-Financials | 0.13% | — | — | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.13% | — | — | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.13% | -0.02% | — |
According to official SEC Form 13F filings, Libra Wealth LLC reported a total U.S. public equity portfolio value of $391.2M across 55 disclosed positions in Q1 2024.
During Q1 2024, Libra Wealth LLC's top holdings by market value included VTI (20.3%)、VGIT (18.2%)、VEA (7.0%). The largest single position, VTI, represented 20.3% of total portfolio value.
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In Q1 2024, Libra Wealth LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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