Filer Name: LIBERTY WEALTH MANAGEMENT LLC
CIK: 1769302
Period: 2024-12-31
Filed At: 2025-02-08
Number of Holdings: 229
Portfolio Value: $0.60B

Liberty Wealth Management Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IVV US ISHARES CORE S&P 500 ETF 59,813 $35M 5.87% -16.6% -
DFAC US DIMENSIONAL US CORE EQUITY 2 907,090 $31M 5.23% -0.5% -
DFAU US DIMENSIONAL US CORE EQUITY M 753,350 $31M 5.08% 4.9% -
AAPL US APPLE INC 116,709 $29M 4.87% -1.5% -
DUHP US DIMENSIONAL US HIGH PROFI ET 782,259 $26M 4.40% -1.1% -
IVW US ISHARES S&P 500 GROWTH ETF 231,335 $23M 3.91% -2.7% -
QUAL US ISHARES MSCI USA QUALITY FAC 119,750 $21M 3.55% 4.3% -
DYNF US ISHRS US E F R A ETF-USD INC 405,740 $21M 3.46% 2.3% -
IUSB US ISHARES CORE TOTAL BOND ETF 310,344 $14M 2.32% -5.6% -
DFCF US DIMENSIONAL CORE FIXED INC 322,645 $13M 2.22% 6.0% -
NVDA US NVIDIA CORP 98,532 $13M 2.21% 5.2% -
DFIC US DIMENSIONAL INTERNATIONAL CO 503,581 $13M 2.17% 1.3% -
VTI US VANGUARD TOTAL STOCK MKT ETF 43,050 $12M 2.08% 2.2% -
DFLV US DIM US LARGE CAP VALUE ETF 411,550 $12M 2.06% -0.3% -
IEFA US ISHARES CORE MSCI EAFE ETF 173,901 $12M 2.04% 46.3% -
DFAI US DIMENSIONAL INTERNATIONAL CO 415,575 $12M 2.02% 45.5% -
IVE US ISHARES S&P 500 VALUE ETF 59,361 $11M 1.89% 3.0% -
TSLA US TESLA INC 25,249 $10M 1.70% 41.2% -
EMXC US ISHARES MSCI EMR MRK EX CHNA 168,888 $9M 1.56% 38.1% -
ENPH US ENPHASE ENERGY INC 121,892 $8M 1.40% 0.0% -
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