Libra Wealth LLC Top Holdings and 13F Report (2024) About Libra Wealth LLCInvestment ActivityLibra Wealth LLC has $250.30 million in total holdings as of September 30, 2024.Libra Wealth LLC owns shares of 57 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 2.96% of the portfolio was purchased this quarter.About 0.35% of the portfolio was sold this quarter.This quarter, Libra Wealth LLC has purchased 53 new stocks and bought additional shares in 16 stocks.Libra Wealth LLC sold shares of 8 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total Stock Market ETF $52,327,431Vanguard Intermediate-Term Treasury Index ETF $47,600,845Vanguard FTSE Developed Markets ETF $19,072,885Dimensional U.S. Targeted Value ETF $15,183,028Schwab US Broad Market ETF $13,477,019 Largest New Holdings this Quarter Intuit $475,065 HoldingVerizon Communications $218,357 HoldingImpinj $216,520 HoldingCisco Systems $211,071 HoldingChargePoint $68,500 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Treasury Index ETF 32,209 shares (about $1.95M)Avantis U.S. Small Cap Value ETF 8,377 shares (about $803.77K)FIDELITY WISE ORIGIN BITCOIN 12,296 shares (about $682.78K)Vanguard FTSE Developed Markets ETF 10,309 shares (about $544.42K)Alphabet 3,134 shares (about $523.98K) Largest Sales this Quarter Dimensional U.S. Targeted Value ETF 5,653 shares (about $314.48K)Microsoft 242 shares (about $104.13K)NVIDIA 683 shares (about $82.94K)iShares Core S&P Total U.S. Stock Market ETF 600 shares (about $75.37K)Schwab US Broad Market ETF 1,058 shares (about $70.38K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLibra Wealth LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$52,327,431$139,881 ▲0.3%184,79820.9%ETFVGITVanguard Intermediate-Term Treasury Index ETF$47,600,845$1,946,067 ▲4.3%787,83319.0%ETFVEAVanguard FTSE Developed Markets ETF$19,072,885$544,419 ▲2.9%361,1607.6%ETFDFATDimensional U.S. Targeted Value ETF$15,183,028$314,476 ▼-2.0%272,9296.1%ETFSCHBSchwab US Broad Market ETF$13,477,019$70,378 ▼-0.5%202,6015.4%ETFSCHFSchwab International Equity ETF$13,288,586$31,621 ▼-0.2%323,1665.3%ETFAVEMAvantis Emerging Markets Equity ETF$8,259,821$488,505 ▲6.3%127,8613.3%ETFAVUVAvantis U.S. Small Cap Value ETF$7,844,584$803,773 ▲11.4%81,7573.1%ETFNVDANVIDIA$6,796,176$82,944 ▼-1.2%55,9632.7%Computer and TechnologyAAPLApple$6,479,829$233 ▲0.0%27,8102.6%Computer and TechnologyESGVVanguard ESG US Stock ETF$6,300,877$114,356 ▲1.8%61,9862.5%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$6,291,9580.0%124,3472.5%ETFAVDVAvantis International Small Cap Value ETF$5,124,070$501,262 ▲10.8%72,5072.0%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$4,417,302$75,372 ▼-1.7%35,1641.8%ETFMSFTMicrosoft$4,370,036$104,130 ▼-2.3%10,1561.7%Computer and TechnologyNFLXNetflix$4,085,395$305,695 ▲8.1%5,7601.6%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$3,272,1530.0%5,7031.3%FinanceSPTISPDR Portfolio Intermediate Term Treasury ETF$3,213,920$523 ▼0.0%110,5961.3%ETFVOOVanguard S&P 500 ETF$1,503,332$13,192 ▲0.9%2,8490.6%ETFVSGXVanguard ESG International Stock ETF$1,327,201$75,657 ▲6.0%21,5770.5%ETFAMZNAmazon.com$1,304,310$79,563 ▲6.5%7,0000.5%Retail/WholesaleTSLATesla$1,291,9290.0%4,9380.5%Auto/Tires/TrucksFIDELITY WISE ORIGIN BITCOIN$1,137,174$682,782 ▲150.3%20,4790.5%SHSGOOGAlphabet$1,035,755$523,980 ▲102.4%6,1950.4%Computer and TechnologyVUGVanguard Growth ETF$934,8700.0%2,4350.4%ETFVBVanguard Small-Cap ETF$898,3140.0%3,7870.4%ETFLCLendingClub$835,9100.0%73,1330.3%FinanceIWMiShares Russell 2000 ETF$833,8600.0%3,7750.3%FinanceVOVanguard Mid-Cap ETF$693,3450.0%2,6280.3%ETFHDHome Depot$687,6240.0%1,6970.3%Retail/WholesaleVBRVanguard Small-Cap Value ETF$683,857$4,216 ▲0.6%3,4060.3%ETFIBMInternational Business Machines$661,4710.0%2,9920.3%Computer and TechnologySUBiShares Short-Term National Muni Bond ETF$605,1770.0%5,6990.2%ETFVNQVanguard Real Estate ETF$600,5940.0%6,1650.2%ETFVYMVanguard High Dividend Yield ETF$576,3870.0%4,4960.2%ETFVIGVanguard Dividend Appreciation ETF$554,3700.0%2,7990.2%ETFQQQInvesco QQQ$531,0200.0%1,0880.2%FinanceGOOGLAlphabet$514,1350.0%3,1000.2%Computer and TechnologyABBVAbbVie$495,8720.0%2,5110.2%MedicalINTUIntuit$475,065$475,065 ▲New Holding7650.2%Computer and TechnologyVTVVanguard Value ETF$426,300$873 ▼-0.2%2,4420.2%ETFBNDXVanguard Total International Bond ETF$363,8260.0%7,2360.1%ETFAXPAmerican Express$352,5600.0%1,3000.1%FinanceCOSTCostco Wholesale$345,7430.0%3900.1%Retail/WholesaleVXUSVanguard Total International Stock ETF$331,3390.0%5,1180.1%ETFAMATApplied Materials$323,2800.0%1,6000.1%Computer and TechnologyAVGEAvantis All Equity Markets ETF$312,722$665 ▲0.2%4,2330.1%ETFESGDiShares ESG Aware MSCI EAFE ETF$308,7360.0%3,6680.1%ManufacturingMDYSPDR S&P MidCap 400 ETF Trust$293,3750.0%5150.1%ETFBRK.BBerkshire Hathaway$241,1760.0%5240.1%FinanceSQBlock$238,5800.0%3,5540.1%Business ServicesDEDeere & Company$231,6180.0%5550.1%Industrial ProductsXLKTechnology Select Sector SPDR Fund$225,7600.0%1,0000.1%ETFVZVerizon Communications$218,357$218,357 ▲New Holding4,8620.1%Computer and TechnologyPIImpinj$216,520$216,520 ▲New Holding1,0000.1%Computer and TechnologyCSCOCisco Systems$211,071$211,071 ▲New Holding3,9660.1%Computer and TechnologyCHPTChargePoint$68,500$68,500 ▲New Holding50,0000.0%Auto/Tires/TrucksJPMJPMorgan Chase & Co.$0$204,652 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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