LIBRA WEALTH LLC
66 holdingsFiling period: 2026-03-31Current AUM: $387.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 219.3K | $70.3M | $80.7M | 20.81% | +8.0K | 2026-03-31 |
| 2 | VGIT | VANGUARD SCOTTSDALE FDS | 1.09M | $64.7M | $63.4M | 16.34% | +31.4K | 2026-03-31 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 440.9K | $28.3M | $31.1M | 8.03% | +14.7K | 2026-03-31 |
| 4 | AVUV | AMERICAN CENTY ETF TR | 174.0K | $19.2M | $21.8M | 5.62% | +13.3K | 2026-03-31 |
| 5 | SCHF | SCHWAB STRATEGIC TR | 745.2K | $18.4M | $20.4M | 5.27% | -43,090 | 2026-03-31 |
| 6 | SCHB | SCHWAB STRATEGIC TR | 711.9K | $17.9M | $20.5M | 5.29% | -23,580 | 2026-03-31 |
| 7 | DFAT | DIMENSIONAL ETF TRUST | 280.1K | $17.5M | $19.8M | 5.11% | -19,099 | 2026-03-31 |
| 8 | AVEM | AMERICAN CENTY ETF TR | 191.8K | $15.5M | $17.2M | 4.43% | +1.5K | 2026-03-31 |
| 9 | AVDV | AMERICAN CENTY ETF TR | 148.9K | $14.9M | $15.6M | 4.02% | +6.6K | 2026-03-31 |
| 10 | NVDA | NVIDIA CORPORATION | 57.7K | $10.1M | $11.6M | 2.98% | -- | 2026-03-31 |
| 11 | ESGV | VANGUARD WORLD FD | 53.5K | $6.0M | $7.1M | 1.82% | +392 | 2026-03-31 |
| 12 | ITOT | ISHARES TR | 41.1K | $5.8M | $6.7M | 1.73% | -485 | 2026-03-31 |
| 13 | AAPL | APPLE INC | 22.9K | $5.8M | $7.1M | 1.82% | -263 | 2026-03-31 |
| 14 | FBTC | FIDELITY WISE ORIGIN BITCOIN | 93.7K | $5.5M | $5.1M | 1.32% | +16.2K | 2026-03-31 |
| 15 | NFLX | NETFLIX INC. | 52.8K | $5.1M | $3.8M | 0.97% | -- | 2026-03-31 |
| 16 | SCHR | SCHWAB STRATEGIC TR | 202.0K | $5.0M | $4.9M | 1.27% | -- | 2026-03-31 |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | 6.7K | $4.3M | $5.0M | 1.29% | -- | 2026-03-31 |
| 18 | MSFT | MICROSOFT CORP | 11.0K | $4.1M | $5.1M | 1.32% | -21 | 2026-03-31 |
| 19 | HOOD | ROBINHOOD MKTS INC | 44.8K | $3.1M | $3.9M | 1.00% | -- | 2026-03-31 |
| 20 | SPTI | SPDR SERIES TRUST | 104.3K | $3.0M | $2.9M | 0.75% | -- | 2026-03-31 |
| 21 | GOOG | ALPHABET INC | 7.8K | $2.2M | $2.8M | 0.71% | -- | 2026-03-31 |
| 22 | TSLA | TESLA INC | 5.1K | $1.9M | $1.6M | 0.41% | -- | 2026-03-31 |
| 23 | VOO | VANGUARD INDEX FDS | 3.0K | $1.8M | $2.1M | 0.53% | -55 | 2026-03-31 |
| 24 | VSGX | VANGUARD WORLD FD | 18.5K | $1.3M | $1.5M | 0.38% | -95 | 2026-03-31 |
| 25 | QCOM | QUALCOMM INC | 10.2K | $1.3M | $1.5M | 0.39% | -- | 2026-03-31 |
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