Libra Wealth LLC Top Holdings and 13F Report (2024) → The Gold Grab of the Century (From Colonial Metals) (Ad) About Libra Wealth LLCInvestment ActivityLibra Wealth LLC has $201.25 million in total holdings as of December 31, 2023.Libra Wealth LLC owns shares of 52 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 2.71% of the portfolio was purchased this quarter.About 1.22% of the portfolio was sold this quarter.This quarter, Libra Wealth LLC has purchased 50 new stocks and bought additional shares in 11 stocks.Libra Wealth LLC sold shares of 14 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $41,793,094Vanguard Intermediate-Term Treasury Index ETF $39,977,909Dimensional U.S. Targeted Value ETF $15,372,031Vanguard FTSE Developed Markets Index Fund ETF Shares $14,544,099Schwab International Equity ETF $12,514,693 Largest New Holdings this Quarter Block $274,902 HoldingAmerican Express $243,542 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Treasury Index ETF 14,783 shares (about $876.93K)Avantis U.S. Small Cap Value ETF 8,522 shares (about $765.28K)Avantis International Small Cap Value ETF 12,193 shares (about $761.94K)Avantis Emerging Markets Equity ETF 12,107 shares (about $682.71K)Vanguard FTSE Developed Markets Index Fund ETF Shares 10,431 shares (about $499.64K) Largest Sales this Quarter Schwab US Broad Market ETF 9,441 shares (about $525.58K)Dimensional U.S. Targeted Value ETF 8,528 shares (about $446.27K)Amazon.com 2,920 shares (about $443.66K)Vanguard Small-Cap ETF 1,555 shares (about $331.73K)Vanguard S&P 500 ETF 387 shares (about $169.04K) 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$41,793,094$445,973 ▲1.1%176,17920.8%ETFVGITVanguard Intermediate-Term Treasury Index ETF$39,977,909$876,928 ▲2.2%673,93619.9%ETFDFATDimensional U.S. Targeted Value ETF$15,372,031$446,270 ▼-2.8%293,7527.6%ETFVEAVanguard FTSE Developed Markets Index Fund ETF Shares$14,544,099$499,644 ▲3.6%303,6357.2%ETFSCHFSchwab International Equity ETF$12,514,693$138,822 ▼-1.1%338,6016.2%ETFSCHBSchwab US Broad Market ETF$11,726,997$525,580 ▼-4.3%210,6525.8%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$6,256,218$494,068 ▲8.6%125,8293.1%ETFESGVVanguard ESG US Stock ETF$5,204,141$9,952 ▼-0.2%61,1822.6%ETFAVUVAvantis U.S. Small Cap Value ETF$5,088,607$765,276 ▲17.7%56,6662.5%ETFAAPLApple$5,088,1830.0%26,4282.5%Computer and TechnologyAVEMAvantis Emerging Markets Equity ETF$4,982,846$682,714 ▲15.9%88,3642.5%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$4,075,032$84,921 ▼-2.0%38,7252.0%ETFMSFTMicrosoft$3,618,178$51,892 ▼-1.4%9,6221.8%Computer and TechnologySPTISPDR Portfolio Intermediate Term Treasury ETF$3,300,851$136,345 ▼-4.0%115,5761.6%ETFAVDVAvantis International Small Cap Value ETF$3,204,175$761,941 ▲31.2%51,2751.6%ETFSPYSPDR S&P 500 ETF Trust$2,725,4280.0%5,7341.4%FinanceNFLXNetflix$2,304,8900.0%4,7341.1%Consumer DiscretionaryVSGXVanguard ESG International Stock ETF$2,112,194$116,033 ▲5.8%38,2091.0%ETFVOOVanguard S&P 500 ETF$1,458,475$169,042 ▼-10.4%3,3390.7%ETFTSLATesla$1,078,6520.0%4,3410.5%Auto/Tires/TrucksVBVanguard Small-Cap ETF$872,947$331,728 ▼-27.5%4,0920.4%ETFVUGVanguard Growth ETF$863,936$22,072 ▼-2.5%2,7790.4%ETFESGUiShares ESG Aware MSCI USA ETF$851,9500.0%8,1200.4%ManufacturingIWMiShares Russell 2000 ETF$778,5540.0%3,8790.4%FinanceVOVanguard Mid-Cap ETF$753,056$86,077 ▲12.9%3,2370.4%ETFAMZNAmazon.com$695,885$443,665 ▼-38.9%4,5800.3%Retail/WholesaleLCLendingClub$639,1820.0%73,1330.3%FinanceVBRVanguard Small-Cap Value ETF$609,1980.0%3,3850.3%ETFSUBiShares Short-Term National Muni Bond ETF$600,8460.0%5,6990.3%ETFHDHome Depot$588,0950.0%1,6970.3%Retail/WholesaleVNQVanguard Real Estate ETF$566,622$21,912 ▲4.0%6,4130.3%ETFVYMVanguard High Dividend Yield Index Fund ETF Shares$501,8880.0%4,4960.2%ETFIBMInternational Business Machines$489,3420.0%2,9920.2%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$476,950$180,454 ▲60.9%2,7990.2%ETFQQQInvesco QQQ$445,5580.0%1,0880.2%FinanceABBVAbbVie$437,170$30,994 ▼-6.6%2,8210.2%MedicalGOOGLAlphabet$433,0390.0%3,1000.2%Computer and TechnologyVTVVanguard Value ETF$396,026$65,332 ▼-14.2%2,6490.2%ETFVXUSVanguard Total International Stock ETF$395,4610.0%6,8230.2%ETFBNDXVanguard Total International Bond ETF$357,2050.0%7,2360.2%ETFESGDiShares ESG Aware MSCI EAFE ETF$318,0230.0%4,2100.2%ManufacturingGOOGAlphabet$290,3160.0%2,0600.1%Computer and TechnologyNVDANVIDIA$275,3420.0%5560.1%Computer and TechnologySQBlock$274,902$274,902 ▲New Holding3,5540.1%Business ServicesMDYSPDR S&P MidCap 400 ETF Trust$261,3010.0%5150.1%ETFAMATApplied Materials$259,3120.0%1,6000.1%Computer and TechnologyCOSTCostco Wholesale$257,4310.0%3900.1%Consumer DefensiveAXPAmerican Express$243,542$243,542 ▲New Holding1,3000.1%FinanceXLKTechnology Select Sector SPDR Fund$242,3320.0%1,2590.1%ETFESGEiShares ESG Aware MSCI EM ETF$230,415$5,514 ▼-2.3%7,1870.1%ManufacturingDEDeere & Company$221,9280.0%5550.1%Industrial ProductsCSCOCisco Systems$200,3620.0%3,9660.1%Computer and TechnologyShowing 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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