LW

Libra Wealth Portfolio holdings

AUM $355M
1-Year Est. Return 17.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$357M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$5.83M
2
+$4.52M
3
+$3.52M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$2.64M
5
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$2.36M

Top Sells

1
+$1.11M
2
+$461K
3
+$417K
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$411K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$249K

Sector Composition

1 Technology 7.72%
2 Communication Services 2.42%
3 Financials 1.65%
4 Consumer Discretionary 1.1%
5 Healthcare 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTI icon
1
Vanguard Total Stock Market ETF
VTI
$648B
$70.8M 19.82%
211,271
+10,582
VGIT icon
2
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.2B
$63.2M 17.68%
1,054,707
+75,150
VEA icon
3
Vanguard FTSE Developed Markets ETF
VEA
$227B
$26.6M 7.45%
426,184
+28,680
SCHB icon
4
Schwab US Broad Market ETF
SCHB
$42.7B
$19.3M 5.4%
735,499
-17,700
SCHF icon
5
Schwab International Equity ETF
SCHF
$65B
$19M 5.3%
788,292
-7,990
DFAT icon
6
Dimensional US Targeted Value ETF
DFAT
$13.7B
$17.8M 4.98%
299,176
-1,115
AVUV icon
7
Avantis US Small Cap Value ETF
AVUV
$26.1B
$16.4M 4.59%
160,720
+26,379
AVEM icon
8
Avantis Emerging Markets Equity ETF
AVEM
$24.9B
$14.7M 4.1%
190,269
+21,093
AVDV icon
9
Avantis International Small Cap Value ETF
AVDV
$19.6B
$13.4M 3.74%
142,285
+15,009
NVDA icon
10
NVIDIA
NVDA
$5.7T
$10.8M 3.01%
57,656
+882
ESGV icon
11
Vanguard ESG US Stock ETF
ESGV
$13B
$6.43M 1.8%
53,132
-3,429
AAPL icon
12
Apple
AAPL
$4.39T
$6.28M 1.76%
23,116
-816
ITOT icon
13
iShares Core S&P Total US Stock Market ETF
ITOT
$92B
$6.18M 1.73%
41,554
-34
FBTC icon
14
Fidelity Wise Origin Bitcoin Fund
FBTC
$15.1B
$5.91M 1.65%
77,488
+27,045
MSFT icon
15
Microsoft
MSFT
$3.04T
$5.35M 1.5%
11,068
+56
SCHR icon
16
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.8B
$5.07M 1.42%
202,043
-200
HOOD icon
17
Robinhood
HOOD
$73B
$5.07M 1.42%
+44,791
NFLX icon
18
Netflix
NFLX
$368B
$4.95M 1.38%
52,750
SPY icon
19
State Street SPDR S&P 500 ETF Trust
SPY
$769B
$4.55M 1.27%
6,678
SPTI icon
20
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.98B
$3.01M 0.84%
104,269
GOOG icon
21
Alphabet (Google) Class C
GOOG
$4.81T
$2.43M 0.68%
7,758
+987
TSLA icon
22
Tesla
TSLA
$1.67T
$2.28M 0.64%
5,060
VOO icon
23
Vanguard S&P 500 ETF
VOO
$966B
$1.92M 0.54%
3,067
+197
QCOM icon
24
Qualcomm
QCOM
$213B
$1.74M 0.49%
10,170
VUG icon
25
Vanguard Growth ETF
VUG
$228B
$1.44M 0.4%
17,766
+1,332
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