Portfolio (Quarterly)
Guide ↗
LIBERTY WEALTH MANAGEMENT LLC
· CIK 0001769302| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES 0-3 MONTH | — | 14,437 | $1.4M | 0.19% | SOLD |
| 2 | SCHG | SCHWAB STRATEGIC TR | — | 19,821 | $646K | 0.08% | SOLD |
| 3 | SCHX | SCHWAB STRATEGIC TR | — | 18,271 | $491K | 0.06% | SOLD |
| 4 | SCHD | SCHWAB STRATEGIC TR | — | 14,119 | $387K | 0.05% | SOLD |
| 5 | A | AGILENT TECHNOLOGIES INC | Healthcare | 2,437 | $332K | 0.04% | SOLD |
| 6 | GDX | VANECK ETF TRUST | — | 3,786 | $325K | 0.04% | SOLD |
| 7 | EUFN | ISHARES TR | — | 8,454 | $314K | 0.04% | SOLD |
| 8 | IDV | ISHARES INTERNATIONAL | — | 7,524 | $297K | 0.04% | SOLD |
| 9 | ITA | ISHARES TR | — | 1,291 | $277K | 0.04% | SOLD |
| 10 | VYMI | VANGUARD INTERNATNL HGH | — | 3,058 | $275K | 0.04% | SOLD |
| 11 | HYDB | ISHARES TR | — | 5,351 | $253K | 0.03% | SOLD |
| 12 | BLK | BLACKROCK INC | Financial Services | 218 | $234K | 0.03% | SOLD |
| 13 | AKRE | PROFESIONALLY MANAGED PORTFO | — | 3,475 | $228K | 0.03% | SOLD |
| 14 | ARTY | ISHARES FUTURE AI AND | — | 4,657 | $224K | 0.03% | SOLD |
| 15 | VCIT | VANGUARD SCOTTSDALE FDS | — | 2,522 | $211K | 0.03% | SOLD |
| 16 | BX | BLACKSTONE INC | Financial Services | 1,301 | $201K | 0.03% | SOLD |
| 17 | — | EAST WEST MINERALS LTD F | — | 37,000 | $6K | 0.00% | SOLD |
| 18 | — | EN POINT TECHNOLOGIES INC | — | 30,000 | — | — | SOLD |
Sector Allocation
Technology
42.8%
Financial Services
15.6%
Healthcare
7.8%
Consumer Cyclical
7.6%
Industrials
7.4%
Communication Services
6.8%
Energy
6.8%
Consumer Defensive
2.7%
Utilities
1.4%
Real Estate
0.8%