LIBERTY WEALTH MANAGEMENT LLC
269 holdingsFiling period: 2026-03-31Current AUM: $887.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | 719.2K | $32.5M | $37.3M | 4.20% | -84,559 | 2026-03-31 |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 807.0K | $31.4M | $35.9M | 4.05% | +2.5K | 2026-03-31 |
| 3 | IVW | ISHARES TR | 266.2K | $30.1M | $36.0M | 4.06% | +6.4K | 2026-03-31 |
| 4 | DYNF | BLACKROCK ETF TRUST | 496.5K | $28.9M | $33.5M | 3.78% | +17.7K | 2026-03-31 |
| 5 | IVV | ISHARES CORE S&P 500 | 44.1K | $28.8M | $33.1M | 3.73% | +3.8K | 2026-03-31 |
| 6 | DFCF | DIMENSIONAL CORE FIXED | 681.2K | $28.8M | $28.3M | 3.19% | +18.0K | 2026-03-31 |
| 7 | AAPL | APPLE INC | 111.8K | $28.4M | $34.5M | 3.89% | -5,170 | 2026-03-31 |
| 8 | IVE | ISHARES TR | 128.8K | $27.2M | $29.9M | 3.37% | +20.4K | 2026-03-31 |
| 9 | QUAL | ISHARES TR | 140.0K | $26.9M | $30.7M | 3.46% | -19,323 | 2026-03-31 |
| 10 | DUHP | DIMENSIONAL ETF TRUST | 701.2K | $25.8M | $28.9M | 3.25% | +3.6K | 2026-03-31 |
| 11 | DFGX | DIMENSIONAL | 387.3K | $20.3M | $20.2M | 2.28% | +20.3K | 2026-03-31 |
| 12 | IEMG | ISHARES CORE MSCI | 266.9K | $18.6M | $20.7M | 2.34% | +63.0K | 2026-03-31 |
| 13 | NVDA | NVIDIA CORPORATION | 101.7K | $17.7M | $20.4M | 2.30% | +4.6K | 2026-03-31 |
| 14 | IUSB | ISHARES CORE UNIVERSAL | 342.8K | $15.8M | $15.6M | 1.76% | +13.6K | 2026-03-31 |
| 15 | DFIC | DIMENSIONAL ETF TRUST | 439.1K | $15.6M | $16.7M | 1.89% | -8,979 | 2026-03-31 |
| 16 | VTI | VANGUARD INDEX FDS | 46.3K | $14.8M | $17.0M | 1.92% | +506 | 2026-03-31 |
| 17 | DFSD | DIMENSIONAL ETF TRUST | 309.7K | $14.8M | $14.7M | 1.65% | +14.7K | 2026-03-31 |
| 18 | DFAI | DIMENSIONAL ETF TRUST | 368.9K | $14.4M | $15.5M | 1.75% | -25,799 | 2026-03-31 |
| 19 | DFLV | DIMENSIONAL ETF TRUST | 382.4K | $13.7M | $15.6M | 1.75% | -4,457 | 2026-03-31 |
| 20 | EFV | ISHARES MSCI EAFE VALUE | 162.8K | $12.1M | $13.2M | 1.49% | +27.9K | 2026-03-31 |
| 21 | MTUM | ISHARES TR | 38.5K | $9.2M | $11.5M | 1.30% | +8.3K | 2026-03-31 |
| 22 | TLH | ISHARES 10-20 YEAR | 87.8K | $8.8M | $8.5M | 0.96% | +11.3K | 2026-03-31 |
| 23 | VEU | VANGUARD FTSE ALL-WORLD | 114.7K | $8.6M | $9.5M | 1.07% | -1,462 | 2026-03-31 |
| 24 | DFAT | DIMENSIONAL ETF TRUST | 134.2K | $8.4M | $9.5M | 1.07% | -2,783 | 2026-03-31 |
| 25 | THRO | BLACKROCK ETF TRUST | 228.9K | $8.3M | $9.8M | 1.10% | +105.3K | 2026-03-31 |
← Scroll →
Page 1 of 11