The Analysis of LIBRA WEALTH LLC's Holdings
Currently, LIBRA WEALTH LLC holds 67 types of securities in its portfolio with a total value $357.4M. In the most recent quarter, they have increased their positions in HOOD (+44.8K shares, valued at $5.1M), VGIT (+75.2K shares, valued at $4.5M), NFLX (+47.5K shares, valued at $4.5M); decreased their positions in SCHB (-17.7K shares, valued at $464.3K), ESGV (-3.4K shares, valued at $414.8K), AAPL (-816 shares, valued at $221.8K); initiated new positions in HOOD (+44.8K shares, valued at $5.1M), CDNS (+1.7K shares, valued at $520.4K), BSV (+2.6K shares, valued at $205.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS211.3K shares5.27%2025-12-312026-01-28
VGIT VANGUARD SCOTTSDALE FDS1.1M shares7.67%2025-12-312026-01-28 VEA VANGUARD TAX-MANAGED FDS426.2K shares7.22%2025-12-312026-01-28 SCHB SCHWAB STRATEGIC TR735.5K shares-2.35%2025-12-312026-01-28 SCHF SCHWAB STRATEGIC TR788.3K shares-1.00%2025-12-312026-01-28 DFAT DIMENSIONAL ETF TRUST299.2K shares-0.37%2025-12-312026-01-28 AVUV AMERICAN CENTY ETF TR160.7K shares19.64%2025-12-312026-01-28 AVEM AMERICAN CENTY ETF TR190.3K shares12.47%2025-12-312026-01-28 AVDV AMERICAN CENTY ETF TR142.3K shares11.79%2025-12-312026-01-28 NVDA NVIDIA CORPORATION57.7K shares1.55%2025-12-312026-01-28 ESGV VANGUARD WORLD FD53.1K shares-6.06%2025-12-312026-01-28 AAPL APPLE INC23.1K shares-3.41%2025-12-312026-01-28 ITOT ISHARES TR41.6K shares-0.08%2025-12-312026-01-28 FBTC FIDELITY WISE ORIGIN BITCOIN77.5K shares53.61%2025-12-312026-01-28 MSFT MICROSOFT CORP11.1K shares0.51%2025-12-312026-01-28 SCHR SCHWAB STRATEGIC TR202.0K shares-0.10%2025-12-312026-01-28 HOOD ROBINHOOD MKTS INC44.8K sharesnew addition2025-12-312026-01-28 NFLX NETFLIX INC52.8K shares900.00%2025-12-312026-01-28 SPY SPDR S&P 500 ETF TR6.7K shares0.00%2025-12-312026-01-28 SPTI SPDR SERIES TRUST104.3K shares0.00%2025-12-312026-01-28 ALPHABET INC ALPHABET INC7.8K shares14.58%2025-12-312026-01-28 TSLA TESLA INC5.1K shares0.00%2025-12-312026-01-28 QCOM QUALCOMM INC10.2K shares0.00%2025-12-312026-01-28 VUG VANGUARD INDEX FDS3.0K shares8.11%2025-12-312026-01-28 VSGX VANGUARD WORLD FD18.6K shares-6.19%2025-12-312026-01-28 VTV VANGUARD INDEX FDS5.5K shares2.22%2025-12-312026-01-28 AMZN AMAZON COM INC4.6K shares-0.89%2025-12-312026-01-28 VB VANGUARD INDEX FDS3.9K shares0.00%2025-12-312026-01-28 ALPHABET INC ALPHABET INC3.1K shares0.00%2025-12-312026-01-28 IWM ISHARES TR3.8K shares0.00%2025-12-312026-01-28 IBM INTERNATIONAL BUSINESS MACHS2.8K shares0.00%2025-12-312026-01-28 VO VANGUARD INDEX FDS2.7K shares4.69%2025-12-312026-01-28 VBR VANGUARD INDEX FDS3.6K shares0.00%2025-12-312026-01-28 IUSG ISHARES TR4.1K shares0.00%2025-12-312026-01-28 VYM VANGUARD WHITEHALL FDS4.5K shares0.00%2025-12-312026-01-28 VIG VANGUARD SPECIALIZED FUNDS2.8K shares0.00%2025-12-312026-01-28 VEU VANGUARD INTL EQUITY INDEX F8.3K shares0.00%2025-12-312026-01-28 SUB ISHARES TR5.7K shares0.00%2025-12-312026-01-28 HD HOME DEPOT INC1.7K shares0.00%2025-12-312026-01-28 ESGD ISHARES TR6.1K shares0.00%2025-12-312026-01-28 XLK SELECT SECTOR SPDR TR4.0K shares100.00%2025-12-312026-01-28 VNQ VANGUARD INDEX FDS6.2K shares0.00%2025-12-312026-01-28 ABBV ABBVIE INC2.4K shares-4.25%2025-12-312026-01-28 ESGU ISHARES TR3.5K shares0.00%2025-12-312026-01-28 CDNS CADENCE DESIGN SYSTEM INC1.7K sharesnew addition2025-12-312026-01-28 AXP AMERICAN EXPRESS CO1.3K shares0.00%2025-12-312026-01-28 AMAT APPLIED MATLS INC1.6K shares0.00%2025-12-312026-01-28 VXUS VANGUARD STAR FDS5.4K shares0.00%2025-12-312026-01-28 ADI ANALOG DEVICES INC1.5K shares-10.93%2025-12-312026-01-28 VWO VANGUARD INTL EQUITY INDEX F7.3K shares0.00%2025-12-312026-01-28 INTU INTUIT552 shares0.00%2025-12-312026-01-28 BNDX VANGUARD CHARLOTTE FDS7.2K shares0.00%2025-12-312026-01-28 CSCO CISCO SYS INC4.1K shares0.00%2025-12-312026-01-28 MDY SPDR S&P MIDCAP 400 ETF TR515 shares0.00%2025-12-312026-01-28 IXUS ISHARES TR3.5K shares0.00%2025-12-312026-01-28 META META PLATFORMS INC446 shares-27.00%2025-12-312026-01-28 COST COSTCO WHSL CORP NEW307 shares-11.53%2025-12-312026-01-28 DE DEERE & CO555 shares0.00%2025-12-312026-01-28 CRM SALESFORCE INC908 shares-22.19%2025-12-312026-01-28 VYMI VANGUARD WHITEHALL FDS2.5K shares0.00%2025-12-312026-01-28 BSV VANGUARD BD INDEX FDS2.6K sharesnew addition2025-12-312026-01-28 IWB ISHARES TR538 sharesnew addition2025-12-312026-01-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available