Libra Wealth LLC Top Holdings and 13F Report (2024)

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About Libra Wealth LLC

Investment Activity

Libra Wealth LLC has $228.21 million in total holdings as of March 31, 2024.
Libra Wealth LLC owns shares of 55 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
Approximately 8.56% of the portfolio was purchased this quarter.
About 1.11% of the portfolio was sold this quarter.
This quarter, Libra Wealth LLC has purchased 52 new stocks and bought additional shares in 15 stocks.
Libra Wealth LLC sold shares of 16 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Vanguard Total Stock Market ETF: $46,201,785
Vanguard Intermediate-Term Treasury Index ETF: $41,522,849
Vanguard FTSE Developed Markets ETF: $15,918,489
Dimensional U.S. Targeted Value ETF: $15,836,070
Schwab International Equity ETF: $12,688,953

Largest New Holdings this Quarter

Samsara: $8,146,693 Holding
FIDELITY WISE ORIGIN BITCOIN: $390,419 Holding
iShares 0-3 Month Treasury Bond ETF: $251,976 Holding
WisdomTree Total U.S. Dividend Fund: $202,754 Holding

Largest Purchases this Quarter

Samsara: 215,578 shares (about $8.15M)
NVIDIA: 5,008 shares (about $4.53M)
Vanguard Intermediate-Term Treasury Index ETF: 35,250 shares (about $2.06M)
Avantis U.S. Small Cap Value ETF: 8,666 shares (about $812.09K)
Vanguard FTSE Developed Markets ETF: 13,656 shares (about $685.12K)

Largest Sales this Quarter

Schwab International Equity ETF: 13,410 shares (about $523.26K)
Schwab US Broad Market ETF: 5,830 shares (about $355.92K)
iShares Core S&P Total U.S. Stock Market ETF: 2,794 shares (about $322.15K)
Vanguard S&P 500 ETF: 515 shares (about $247.56K)
Dimensional U.S. Targeted Value ETF: 2,808 shares (about $152.84K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VTI Vanguard Total Stock Market ETF	$46,201,785	$412,980 ▲	0.9%	177,768	20.2%	ETF
VGIT Vanguard Intermediate-Term Treasury Index ETF	$41,522,849	$2,063,888 ▲	5.2%	709,186	18.2%	ETF
VEA Vanguard FTSE Developed Markets ETF	$15,918,489	$685,121 ▲	4.5%	317,291	7.0%	ETF
DFAT Dimensional U.S. Targeted Value ETF	$15,836,070	$152,839 ▼	-1.0%	290,944	6.9%	ETF
SCHF Schwab International Equity ETF	$12,688,953	$523,258 ▼	-4.0%	325,191	5.6%	ETF
SCHB Schwab US Broad Market ETF	$12,504,383	$355,921 ▼	-2.8%	204,822	5.5%	ETF
IOT Samsara	$8,146,693	$8,146,693 ▲	New Holding	215,578	3.6%	Computer and Technology
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$6,152,587	$19,326 ▼	-0.3%	125,435	2.7%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$6,122,262	$812,091 ▲	15.3%	65,332	2.7%	ETF
ESGV Vanguard ESG US Stock ETF	$5,907,966	$206,416 ▲	3.6%	63,397	2.6%	ETF
AVEM Avantis Emerging Markets Equity ETF	$5,638,639	$517,061 ▲	10.1%	97,285	2.5%	ETF
NVDA NVIDIA	$5,027,607	$4,525,208 ▲	900.7%	5,564	2.2%	Computer and Technology
AAPL Apple	$4,597,036	$65,162 ▲	1.4%	26,808	2.0%	Computer and Technology
ITOT iShares Core S&P Total U.S. Stock Market ETF	$4,142,844	$322,148 ▼	-7.2%	35,931	1.8%	ETF
MSFT Microsoft	$3,953,417	$94,660 ▼	-2.3%	9,397	1.7%	Computer and Technology
AVDV Avantis International Small Cap Value ETF	$3,871,712	$494,740 ▲	14.7%	58,787	1.7%	ETF
SPTI SPDR Portfolio Intermediate Term Treasury ETF	$3,130,263	$126,669 ▼	-3.9%	111,081	1.4%	ETF
SPY SPDR S&P 500 ETF Trust	$2,983,068	$16,215 ▼	-0.5%	5,703	1.3%	Finance
NFLX Netflix	$2,875,100		0.0%	4,734	1.3%	Consumer Discretionary
VSGX Vanguard ESG International Stock ETF	$2,339,086	$143,215 ▲	6.5%	40,701	1.0%	ETF
VOO Vanguard S&P 500 ETF	$1,357,497	$247,561 ▼	-15.4%	2,824	0.6%	ETF
VB Vanguard Small-Cap ETF	$1,234,722	$299,250 ▲	32.0%	5,401	0.5%	ETF
AMZN Amazon.com	$1,005,258	$179,117 ▲	21.7%	5,573	0.4%	Retail/Wholesale
ESGU iShares ESG Aware MSCI USA ETF	$933,475		0.0%	8,120	0.4%	Manufacturing
VUG Vanguard Growth ETF	$872,203	$84,329 ▼	-8.8%	2,534	0.4%	ETF
TSLA Tesla	$868,051	$104,947 ▲	13.8%	4,938	0.4%	Auto/Tires/Trucks
IWM iShares Russell 2000 ETF	$793,883	$21,871 ▼	-2.7%	3,775	0.3%	Finance
VO Vanguard Mid-Cap ETF	$667,876	$140,921 ▼	-17.4%	2,673	0.3%	ETF
HD Home Depot	$650,969		0.0%	1,697	0.3%	Retail/Wholesale
VBR Vanguard Small-Cap Value ETF	$649,514		0.0%	3,385	0.3%	ETF
LC LendingClub	$642,839		0.0%	73,133	0.3%	Finance
SUB iShares Short-Term National Muni Bond ETF	$596,856		0.0%	5,699	0.3%	ETF
IBM International Business Machines	$571,352		0.0%	2,992	0.3%	Computer and Technology
VNQ Vanguard Real Estate ETF	$555,358	$778 ▲	0.1%	6,422	0.2%	ETF
VIG Vanguard Dividend Appreciation ETF	$548,980	$42,020 ▲	8.3%	3,031	0.2%	ETF
VYM Vanguard High Dividend Yield ETF	$543,971		0.0%	4,496	0.2%	ETF
QQQ Invesco QQQ	$483,083		0.0%	1,088	0.2%	Finance
GOOGL Alphabet	$467,883		0.0%	3,100	0.2%	Computer and Technology
ABBV AbbVie	$457,253	$56,451 ▼	-11.0%	2,511	0.2%	Medical
VTV Vanguard Value ETF	$417,573	$13,843 ▼	-3.2%	2,564	0.2%	ETF
FIDELITY WISE ORIGIN BITCOIN	$390,419	$390,419 ▲	New Holding	6,291	0.2%	SHS
BNDX Vanguard Total International Bond ETF	$355,939		0.0%	7,236	0.2%	ETF
ESGD iShares ESG Aware MSCI EAFE ETF	$336,421		0.0%	4,210	0.1%	Manufacturing
AMAT Applied Materials	$329,968		0.0%	1,600	0.1%	Computer and Technology
GOOG Alphabet	$313,656		0.0%	2,060	0.1%	Computer and Technology
VXUS Vanguard Total International Stock ETF	$308,615	$102,811 ▼	-25.0%	5,118	0.1%	ETF
SQ Block	$300,597		0.0%	3,554	0.1%	Business Services
AXP American Express	$295,997		0.0%	1,300	0.1%	Finance
MDY SPDR S&P MidCap 400 ETF Trust	$286,546		0.0%	515	0.1%	ETF
COST Costco Wholesale	$285,726		0.0%	390	0.1%	Retail/Wholesale
SGOV iShares 0-3 Month Treasury Bond ETF	$251,976	$251,976 ▲	New Holding	2,502	0.1%	ETF
ESGE iShares ESG Aware MSCI EM ETF	$231,637		0.0%	7,187	0.1%	Manufacturing
DE Deere & Company	$227,961		0.0%	555	0.1%	Industrial Products
XLK Technology Select Sector SPDR Fund	$208,270	$53,942 ▼	-20.6%	1,000	0.1%	ETF
DTD WisdomTree Total U.S. Dividend Fund	$202,754	$202,754 ▲	New Holding	2,867	0.1%	Finance
CSCO Cisco Systems	$0	$200,362 ▼	-100.0%	0	0.0%	Computer and Technology

More Institutional Buying and Selling Information

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Libra Wealth LLC Top Holdings and 13F Report (2024)

About Libra Wealth LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Libra Wealth LLC Top Holdings and 13F Report (2024)

About Libra Wealth LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLibra Wealth LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information