13F HOLDINGS REPORT
LIBRA WEALTH LLC
Quarter ended Q4 2024 · Filed January 22, 2025 · Accession 0001951757-25-000101
Total Value
$257.2M
Positions
53
Other Managers
0
Confidential Omitted
No
Holdings (53)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 190,748 | $55.3M | 21.49% |
| 2 | VANGUARD SCOTTSDALE FDS | 92206C706 | 832,164 | $48.3M | 18.77% |
| 3 | VANGUARD TAX-MANAGED FDS | 921943858 | 398,966 | $19.1M | 7.42% |
| 4 | DIMENSIONAL ETF TRUST | 25434V609 | 264,900 | $14.7M | 5.73% |
| 5 | SCHWAB STRATEGIC TR | 808524102 | 595,286 | $13.5M | 5.25% |
| 6 | SCHWAB STRATEGIC TR | 808524805 | 640,204 | $11.8M | 4.61% |
| 7 | AMERICAN CENTY ETF TR | 025072877 | 95,642 | $9.2M | 3.59% |
| 8 | AMERICAN CENTY ETF TR | 025072604 | 145,775 | $8.6M | 3.33% |
| 9 | NVIDIA CORPORATION | NVDA | 55,963 | $7.5M | 2.92% |
| 10 | APPLE INC | AAPL | 26,502 | $6.6M | 2.58% |
| 11 | VANGUARD WORLD FD | 921910733 | 59,634 | $6.3M | 2.43% |
| 12 | SCHWAB STRATEGIC TR | 808524854 | 248,494 | $6.0M | 2.35% |
| 13 | AMERICAN CENTY ETF TR | 025072802 | 91,584 | $6.0M | 2.32% |
| 14 | NETFLIX INC | NFLX | 5,737 | $5.1M | 1.99% |
| 15 | MICROSOFT CORP | MSFT | 9,991 | $4.2M | 1.64% |
| 16 | ISHARES TR | 464287150 | 32,348 | $4.2M | 1.62% |
| 17 | SPDR S&P 500 ETF TR | SPY | 5,703 | $3.3M | 1.30% |
| 18 | SPDR SER TR | 78464A672 | 110,346 | $3.1M | 1.20% |
| 19 | FIDELITY WISE ORIGIN BITCOIN | FBTC | 36,579 | $3.0M | 1.16% |
| 20 | TESLA INC | TSLA | 4,953 | $2.0M | 0.78% |
| 21 | VANGUARD INDEX FDS | 922908363 | 2,849 | $1.5M | 0.60% |
| 22 | VANGUARD WORLD FD | 921910725 | 23,718 | $1.3M | 0.52% |
| 23 | LENDINGCLUB CORP | LC | 73,133 | $1.2M | 0.46% |
| 24 | AMAZON COM INC | AMZN | 5,295 | $1.2M | 0.45% |
| 25 | VANGUARD INDEX FDS | 922908736 | 2,435 | $999,421 | 0.39% |
| 26 | VANGUARD INDEX FDS | 922908751 | 3,787 | $909,940 | 0.35% |
| 27 | ISHARES TR | 464287655 | 3,775 | $834,124 | 0.32% |
| 28 | INTERNATIONAL BUSINESS MACHS | INTR | 3,732 | $820,406 | 0.32% |
| 29 | ALPHABET INC | GOOG | 3,974 | $756,835 | 0.29% |
| 30 | VANGUARD INDEX FDS | 922908629 | 2,557 | $675,380 | 0.26% |
| 31 | VANGUARD INDEX FDS | 922908611 | 3,406 | $675,001 | 0.26% |
| 32 | HOME DEPOT INC | HD | 1,697 | $660,116 | 0.26% |
| 33 | ISHARES TR | 464288158 | 5,699 | $601,131 | 0.23% |
| 34 | ALPHABET INC | GOOG | 3,100 | $586,830 | 0.23% |
| 35 | VANGUARD WHITEHALL FDS | 921946406 | 4,496 | $573,645 | 0.22% |
| 36 | INVESCO QQQ TR | IVZ | 1,088 | $556,218 | 0.22% |
| 37 | VANGUARD INDEX FDS | 922908553 | 6,165 | $549,178 | 0.21% |
| 38 | VANGUARD SPECIALIZED FUNDS | 921908844 | 2,799 | $548,128 | 0.21% |
| 39 | ABBVIE INC | ABBV | 2,411 | $428,435 | 0.17% |
| 40 | VANGUARD INDEX FDS | 922908744 | 2,442 | $413,431 | 0.16% |
| 41 | AMERICAN EXPRESS CO | AXP | 1,245 | $369,504 | 0.14% |
| 42 | COSTCO WHSL CORP NEW | 22160K105 | 388 | $355,513 | 0.14% |
| 43 | VANGUARD CHARLOTTE FDS | 92203J407 | 7,236 | $354,926 | 0.14% |
| 44 | INTUIT | INTU | 547 | $343,790 | 0.13% |
| 45 | VANGUARD STAR FDS | 921909768 | 5,118 | $301,604 | 0.12% |
| 46 | SPDR S&P MIDCAP 400 ETF TR | MDY | 515 | $293,334 | 0.11% |
| 47 | ISHARES TR | 46435G516 | 3,668 | $279,282 | 0.11% |
| 48 | APPLIED MATLS INC | 038222105 | 1,600 | $260,208 | 0.10% |
| 49 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 524 | $237,519 | 0.09% |
| 50 | DEERE & CO | DE | 555 | $235,154 | 0.09% |
| 51 | CISCO SYS INC | CSCO | 3,966 | $234,787 | 0.09% |
| 52 | SELECT SECTOR SPDR TR | 81369Y803 | 1,000 | $232,520 | 0.09% |
| 53 | CHARGEPOINT HOLDINGS INC | CHPT | 50,000 | $53,500 | 0.02% |