LIBERTY WEALTH MANAGEMENT LLC
269 holdingsFiling period: 2026-06-30Current AUM: $805.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | 719.2K | $32.5M | $32.8M | 4.08% | -- | 2026-06-30 |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 807.0K | $31.4M | $31.6M | 3.93% | -- | 2026-06-30 |
| 3 | IVW | ISHARES TR | 266.2K | $30.1M | $30.1M | 3.74% | -- | 2026-06-30 |
| 4 | DYNF | BLACKROCK ETF TRUST | 496.5K | $28.9M | $29.2M | 3.63% | -- | 2026-06-30 |
| 5 | IVV | ISHARES CORE S&P 500 | 44.1K | $28.8M | $29.2M | 3.63% | -- | 2026-06-30 |
| 6 | DFCF | DIMENSIONAL CORE FIXED | 681.2K | $28.8M | $27.9M | 3.46% | -- | 2026-06-30 |
| 7 | AAPL | APPLE INC | 111.8K | $28.4M | $32.5M | 4.04% | -- | 2026-06-30 |
| 8 | IVE | ISHARES TR | 128.8K | $27.2M | $28.0M | 3.47% | -- | 2026-06-30 |
| 9 | QUAL | ISHARES TR | 140.0K | $26.9M | $26.8M | 3.32% | -- | 2026-06-30 |
| 10 | DUHP | DIMENSIONAL ETF TRUST | 701.2K | $25.8M | $25.6M | 3.18% | -- | 2026-06-30 |
| 11 | DFGX | DIMENSIONAL | 387.3K | $20.3M | $19.4M | 2.41% | -- | 2026-06-30 |
| 12 | IEMG | ISHARES CORE MSCI | 266.9K | $18.6M | $18.0M | 2.24% | -- | 2026-06-30 |
| 13 | NVDA | NVIDIA CORPORATION | 101.7K | $17.7M | $18.8M | 2.34% | -- | 2026-06-30 |
| 14 | IUSB | ISHARES CORE UNIVERSAL | 342.8K | $15.8M | $15.3M | 1.91% | -- | 2026-06-30 |
| 15 | DFIC | DIMENSIONAL ETF TRUST | 439.1K | $15.6M | $16.1M | 2.00% | -- | 2026-06-30 |
| 16 | VTI | VANGUARD INDEX FDS | 46.3K | $14.8M | $15.0M | 1.86% | -- | 2026-06-30 |
| 17 | DFSD | DIMENSIONAL ETF TRUST | 309.7K | $14.8M | $14.6M | 1.81% | -- | 2026-06-30 |
| 18 | DFAI | DIMENSIONAL ETF TRUST | 368.9K | $14.4M | $14.7M | 1.83% | -- | 2026-06-30 |
| 19 | DFLV | DIMENSIONAL ETF TRUST | 382.4K | $13.7M | $14.4M | 1.78% | -- | 2026-06-30 |
| 20 | EFV | ISHARES MSCI EAFE VALUE | 162.8K | $12.1M | $12.9M | 1.61% | -- | 2026-06-30 |
| 21 | MTUM | ISHARES TR | 38.5K | $9.2M | $8.1M | 1.00% | -- | 2026-06-30 |
| 22 | TLH | ISHARES 10-20 YEAR | 87.8K | $8.8M | $8.4M | 1.04% | -- | 2026-06-30 |
| 23 | VEU | VANGUARD FTSE ALL-WORLD | 114.7K | $8.6M | $8.6M | 1.07% | -- | 2026-06-30 |
| 24 | DFAT | DIMENSIONAL ETF TRUST | 134.2K | $8.4M | $8.4M | 1.04% | -- | 2026-06-30 |
| 25 | THRO | BLACKROCK ETF TRUST | 228.9K | $8.3M | $8.4M | 1.04% | -- | 2026-06-30 |
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