LIBRA WEALTH LLC
70 holdingsFiling period: 2026-06-30Current AUM: $398.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 220.8K | $81.7M | $83.1M | 20.86% | +1.5K | 2026-06-30 |
| 2 | VGIT | VANGUARD SCOTTSDALE FDS | 1.09M | $64.4M | $62.6M | 15.72% | +6.1K | 2026-06-30 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 437.8K | $31.2M | $31.8M | 7.99% | -3,086 | 2026-06-30 |
| 4 | AVUV | AMERICAN CENTY ETF TR | 173.1K | $21.6M | $21.6M | 5.41% | -907 | 2026-06-30 |
| 5 | SCHB | SCHWAB STRATEGIC TR | 695.0K | $20.1M | $20.5M | 5.14% | -16,937 | 2026-06-30 |
| 6 | SCHF | SCHWAB STRATEGIC TR | 720.5K | $20.0M | $20.3M | 5.10% | -24,696 | 2026-06-30 |
| 7 | DFAT | DIMENSIONAL ETF TRUST | 276.1K | $19.3M | $19.4M | 4.88% | -3,959 | 2026-06-30 |
| 8 | AVEM | AMERICAN CENTY ETF TR | 185.7K | $17.9M | $17.7M | 4.45% | -6,062 | 2026-06-30 |
| 9 | AVDV | AMERICAN CENTY ETF TR | 147.0K | $15.2M | $16.4M | 4.12% | -1,889 | 2026-06-30 |
| 10 | NVDA | NVIDIA CORPORATION | 58.0K | $11.6M | $12.7M | 3.18% | +322 | 2026-06-30 |
| 11 | ESGV | VANGUARD WORLD FD | 53.5K | $7.1M | $7.2M | 1.82% | -42 | 2026-06-30 |
| 12 | AAPL | APPLE INC | 23.9K | $6.9M | $8.0M | 2.00% | +1.1K | 2026-06-30 |
| 13 | ITOT | ISHARES TR | 40.7K | $6.7M | $6.8M | 1.71% | -412 | 2026-06-30 |
| 14 | FBTC | FIDELITY WISE ORIGIN BITCOIN | 105.4K | $5.4M | $7.1M | 1.78% | +11.7K | 2026-06-30 |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | 6.7K | $5.0M | $5.1M | 1.28% | -- | 2026-06-30 |
| 16 | SCHR | SCHWAB STRATEGIC TR | 193.7K | $4.8M | $4.6M | 1.17% | -8,369 | 2026-06-30 |
| 17 | HOOD | ROBINHOOD MKTS INC | 44.9K | $4.5M | $5.0M | 1.27% | +59 | 2026-06-30 |
| 18 | MSFT | MICROSOFT CORP | 11.5K | $4.3M | $5.7M | 1.43% | +473 | 2026-06-30 |
| 19 | NFLX | NETFLIX INC. | 52.9K | $3.8M | $4.1M | 1.03% | +136 | 2026-06-30 |
| 20 | SPTI | SPDR SERIES TRUST | 104.3K | $3.0M | $2.9M | 0.72% | -- | 2026-06-30 |
| 21 | GOOG | ALPHABET INC | 8.3K | $2.9M | $2.8M | 0.70% | +561 | 2026-06-30 |
| 22 | TSLA | TESLA INC | 5.3K | $2.2M | $1.9M | 0.49% | +258 | 2026-06-30 |
| 23 | QCOM | QUALCOMM INC | 10.2K | $1.9M | $1.9M | 0.47% | +44 | 2026-06-30 |
| 24 | VOO | VANGUARD INDEX FDS | 2.7K | $1.9M | $1.9M | 0.48% | -270 | 2026-06-30 |
| 25 | VUG | VANGUARD INDEX FDS | 17.8K | $1.5M | $1.6M | 0.39% | +14.8K | 2026-06-30 |
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