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Liberty Wealth Management LLC

SEC CIK
0001769302
最新申報
2026/8/5

2021 年第 4 季持倉

持倉截至 2021/12/31,2022/2/15 申報。只含多頭部位,變化是跟 2021 年第 3 季比股數。

機構總覽
持股檔數
167
較 2021 年第 3 季 −1,060
總值
$2.64 億
較 2021 年第 3 季 −$1,672 萬 (−6.0%)
申報日
2022/2/15
SEC
Liberty Wealth Management LLC 在 2021 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
iShares Core S&P 500 ETF464287200ETF–$2,999 萬11.4%–––
iShares Tr46435G425ESG AWR MSCI USA–$2,057 萬7.8%–––
AAPLApple Inc.Stock88,059$1,571 萬6.0%+1,530+1.8%加碼歷史
iShares Tr464288885EAFE GRWTH ETF–$1,259 萬4.8%–––
iShares Tr464288877EAFE VALUE ETF–$1,251 萬4.7%–––
Vanguard Morningstar Total Stock Market ETF922908769ETF–$976.9 萬3.7%–––
iShares Tr46434V613CORE UNIVRSL USD–$800.8 萬3.0%–––
iShares Tr46432F388MSCI USA VALUE–$691.6 萬2.6%–––
iShares U.S. Treasury Bond ETF46429B267ETF–$663.7 萬2.5%–––
Vanguard Ftse All-World Ex-US Index Fund922042775ETF93,597$610.1 萬2.3%−648−0.7%減碼–
MSFTMicrosoft CorpStock15,343$516.0 萬2.0%−78−0.5%減碼歷史
TSLATesla, Inc.Stock4,487$474.2 萬1.8%−97−2.1%減碼歷史
iShares Tips Bond ETF464287176ETF–$424.1 萬1.6%–––
Vanguard S&P 500 ETF922908363ETF1,213$404.6 萬1.5%−7,153−85.5%減碼–
iShares Tr46435G474FALN ANGLS USD–$400.3 萬1.5%–––
iShares Tr464287333GLOBAL FINLS ETF–$391.2 萬1.5%–––
CVXChevron CorpStock29,338$345.4 萬1.3%−3,341−10.2%減碼歷史
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF–$341.7 萬1.3%–––
iShares Tr464287796U.S. ENERGY ETF–$335.9 萬1.3%–––
iShares Core S&P Small Cap ETF464287804ETF–$330.6 萬1.3%–––
iShares Tr464287291GLOBAL TECH ETF–$311.3 萬1.2%–––
iShares Inc46434G863ESG AWR MSCI EM–$310.7 萬1.2%–––
SPDR Ser Tr78464A813S&P 600 SML CAP–$273.5 萬1.0%–––
AMZNAmazon Com IncStock789$264.7 萬1.0%+38+5.1%加碼歷史
IAUiShares Gold TrustETF–$258.3 萬1.0%––歷史
iShares Tr464288646ISHS 1-5YR INVS–$253.5 萬1.0%–––
Vanguard Morningstar Growth ETF922908736ETF25$250.2 萬0.9%−7,790−99.7%減碼–
Vanguard Morningstar Value ETF922908744ETF50$247.0 萬0.9%−17,308−99.7%減碼–
Vanguard Ftse Developed Markets ETF921943858ETF1,836$232.4 萬0.9%−44,161−96.0%減碼–
iShares Tr46428743220 YR TR BD ETF–$230.1 萬0.9%–––
Vanguard Morningstar Small-Cap ETF922908751ETF–$227.6 萬0.9%–––
Vanguard Information Technology ETF92204A702ETF–$204.3 萬0.8%–––
ORCLOracle CorpStock22,549$196.6 萬0.7%+60.0%加碼歷史
iShares Tr464288588MBS ETF–$177.6 萬0.7%–––
iShares Tr46428951110+ YR INVST GRD–$173.4 萬0.7%–––
SSentinelOne, Inc.CL A33,780$170.5 萬0.6%+33,780新進歷史
BRK.BBerkshire Hathaway IncStock–$160.2 萬0.6%––歷史
Vanguard Morningstar Small-Cap Value ETF922908611ETF5$159.5 萬0.6%−3,635−99.9%減碼–
iShares MSCI USA Min Vol Factor ETF46429B697ETF1,387$158.2 萬0.6%−7,219−83.9%減碼–
DISWalt Disney CoStock9,688$150.0 萬0.6%+33+0.3%加碼歷史
GOOGAlphabet Inc.Stock514$148.8 萬0.6%−4−0.8%減碼歷史
ABBVAbbVie Inc.Stock9,718$132.3 萬0.5%−369−3.7%減碼歷史
METAMeta Platforms, Inc.Stock3,757$126.3 萬0.5%−47−1.2%減碼歷史
MSCIMSCI Inc.Stock1,926$118.0 萬0.4%−25−1.3%減碼歷史
INTUIntuit Inc.Stock1,706$109.7 萬0.4%+1+0.1%加碼歷史
Vanguard Real Estate ETF922908553ETF–$109.6 萬0.4%–––
Dimensional U.S. Core Equity 2 ETF25434V708ETF–$96.7 萬0.4%–––
Vanguard Health Care ETF92204A504ETF–$96.3 萬0.4%–––
Vanguard Financials ETF92204A405ETF–$94.5 萬0.4%–––
PGProcter & Gamble CoStock5,762$94.3 萬0.4%−191−3.2%減碼歷史
BACBank of America CorpStock20,020$89.0 萬0.3%−2,685−11.8%減碼歷史
UPSUnited Parcel Service IncStock–$85.1 萬0.3%––歷史
Vanguard Morningstar Large-Cap ETF922908637ETF–$81.4 萬0.3%–––
XLNXXilinx IncCOM3,711$78.7 萬0.3%−19−0.5%減碼歷史
ADPAutomatic Data Processing IncStock3,060$75.4 萬0.3%−409−11.8%減碼歷史
Invesco QQQ Trust Series I46090E103ETF995$75.2 萬0.3%−436−30.5%減碼–
ADIAnalog Devices IncStock4,272$75.1 萬0.3%+13+0.3%加碼歷史
Vanguard Ftse Emerging Markets ETF922042858ETF379$74.8 萬0.3%−14,967−97.5%減碼–
CLXClorox CoStock4,238$73.8 萬0.3%+58+1.4%加碼歷史
Vanguard Total International Bond ETF92203J407ETF–$72.7 萬0.3%–––
GOOGLAlphabet Inc.Stock231$66.9 萬0.3%−45−16.3%減碼歷史
VVisa Inc.Stock–$66.2 萬0.3%––歷史
NVDANVIDIA CorpStock2,219$65.2 萬0.2%−624−21.9%減碼歷史
SBUXStarbucks CorpStock5,472$64.1 萬0.2%−769−12.3%減碼歷史
NKENIKE, Inc.Stock–$64.0 萬0.2%––歷史
AMGNAmgen IncStock1,830$63.5 萬0.2%−230−11.2%減碼歷史
COSTCostco Wholesale CorpStock1,062$60.3 萬0.2%+364+52.1%加碼歷史
Vanguard Total Bond Market ETF921937835ETF3,185$59.2 萬0.2%−9,319−74.5%減碼–
WFCWells Fargo & CompanyStock12,286$58.9 萬0.2%−103−0.8%減碼歷史
iShares MSCI Eafe ETF464287465ETF–$58.9 萬0.2%–––
SPYSPDR S&P 500 ETF TrustETF–$57.2 萬0.2%––歷史
IBMInternational Business Machines CorpStock4,265$57.0 萬0.2%+142+3.4%加碼歷史
iShares Tr464287556ISHARES BIOTECH–$55.3 萬0.2%–––
JPMJPMorgan Chase & CoStock3,298$52.2 萬0.2%+53+1.6%加碼歷史
iShares Russell 1000 Growth ETF464287614ETF–$51.5 萬0.2%–––
Vanguard Short-Term Bond ETF921937827ETF–$51.5 萬0.2%–––
TAT&T Inc.Stock20,637$50.7 萬0.2%−1,750−7.8%減碼歷史
CSCOCisco Systems, Inc.Stock7,839$49.6 萬0.2%−1,857−19.2%減碼歷史
INTCIntel CorpStock9,568$49.2 萬0.2%+330+3.6%加碼歷史
PEPPepsiCo IncStock2,807$48.7 萬0.2%−707−20.1%減碼歷史
VZVerizon Communications IncStock8,797$45.7 萬0.2%−2,061−19.0%減碼歷史
MRKMerck & Co., Inc.Stock5,865$44.9 萬0.2%−1,774−23.2%減碼歷史
ABTAbbott LaboratoriesStock3,180$44.7 萬0.2%−267−7.7%減碼歷史
iShares Tr46428865310-20 YR TRS ETF–$44.3 萬0.2%–––
iShares MSCI USA Momentum Factor ETF46432F396ETF–$42.8 萬0.2%–––
PEGPublic Service Enterprise Group IncCOM6,349$42.3 萬0.2%−413−6.1%減碼歷史
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF5,756$41.7 萬0.2%+3,759+188.2%加碼–
PFEPfizer IncStock7,047$41.6 萬0.2%−2,932−29.4%減碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF–$39.8 萬0.2%–––
iShares S&P 500 Growth ETF464287309ETF–$39.3 萬0.1%–––
KOCoca Cola CoStock6,571$38.9 萬0.1%−747−10.2%減碼歷史
iShares U.S. Medical Devices ETF464288810ETF–$37.9 萬0.1%–––
UNHUnitedHealth Group IncStock744$37.3 萬0.1%−389−34.3%減碼歷史
ABMAbm Industries IncCOM9,000$36.7 萬0.1%00.0%不變歷史
JNJJohnson & JohnsonStock2,116$36.2 萬0.1%−218−9.3%減碼歷史
LOWLowes Companies IncStock1,401$36.2 萬0.1%−485−25.7%減碼歷史
iShares Tr464288281JPMORGAN USD EMG310$35.8 萬0.1%−3,394−91.6%減碼–
EXRExtra Space Storage Inc.COM1,513$34.3 萬0.1%−605−28.6%減碼歷史
Vanguard World FD921910816MEGA GRWTH IND1,281$33.4 萬0.1%−277−17.8%減碼–
Vanguard Dividend Appreciation ETF921908844ETF–$32.6 萬0.1%–––

2021 年第 3 季之後清倉(1,063 檔)

2021 年第 3 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 1,063 檔。

Liberty Wealth Management LLC 在 2021 年第 3 季之後清倉的部位
證券類別2021 年第 3 季股數2021 年第 3 季市值2021 年第 3 季佔組合 %紀錄
Schwab U.S. Large-Cap ETF808524201ETF3,594$37.4 萬0.1%–
PMPhilip Morris International Inc.Stock3,334$32.4 萬0.1%歷史
WisdomTree Tr97717Y683ENHNCD CMMDTY ST14,436$31.4 萬0.1%–
Vanguard Star FDS921909768VG TL INTL STK F4,815$30.8 萬0.1%–
Invesco Exchange Traded FD T46137V266S&P500 PUR GWT1,591$30.6 萬0.1%–
ADBEAdobe Inc.Stock503$30.1 萬0.1%歷史
Vanguard BD Index FDS921937793LONG TERM BOND2,701$27.8 萬0.1%–
ACNAccenture plcStock808$27.6 萬0.1%歷史
Vanguard Mortgage-Backed Securities ETF92206C771ETF5,024$26.6 萬0.1%–
CARRCarrier Global CorpStock4,883$25.8 萬0.1%歷史
NVSNovartis AGADR3,147$25.8 萬0.1%歷史
RTXRTX CorpStock2,837$24.6 萬0.1%歷史
iShares Tr464287515EXPANDED TECH603$24.1 萬0.1%–
HBANHuntington Bancshares IncCOM15,105$23.6 萬0.1%歷史
ASMLASML Holding NVADR300$23.2 萬0.1%歷史
GILDGilead Sciences, Inc.Stock3,352$23.2 萬0.1%歷史
TXNTexas Instruments IncStock1,181$22.5 萬0.1%歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF1,906$21.9 萬0.1%–
CDWCDW CorpCOM1,162$21.6 萬0.1%歷史
PSXPhillips 66Stock3,008$21.4 萬0.1%歷史
MAMastercard IncStock604$21.2 萬0.1%歷史
CCICrown Castle Inc.REIT1,193$20.3 萬0.1%歷史
TEAMAtlassian CorpCL A504$20.2 萬0.1%歷史
BPBP PLCADR7,310$20.0 萬0.1%歷史
DELLDell Technologies Inc.Stock1,887$19.6 萬0.1%歷史
METMetlife IncStock3,128$19.6 萬0.1%歷史
DTEDte Energy CoCOM1,749$19.6 萬0.1%歷史
SHWSherwin Williams CoCOM646$19.5 萬0.1%歷史
iShares Core S&P Mid-Cap ETF464287507ETF738$19.4 萬0.1%–
BLKBlackRock, Inc.COM220$19.2 萬0.1%歷史
AMTAmerican Tower CorpREIT695$18.8 萬0.1%歷史
PIMCO Active Bond Exchange-Traded Fund72201R775ETF1,672$18.5 萬0.1%–
SPGIS&P Global Inc.Stock414$18.2 萬0.1%歷史
TMOThermo Fisher Scientific Inc.Stock307$18.2 萬0.1%歷史
UBERUber Technologies, IncStock4,035$18.0 萬0.1%歷史
LULUlululemon athletica inc.Stock419$17.9 萬0.1%歷史
CMCSAComcast CorpStock3,177$17.7 萬0.1%歷史
iShares Inc46434G822MSCI JAPAN ETF2,501$17.6 萬0.1%–
AXONAxon Enterprise, Inc.COM1,000$17.5 萬0.1%歷史
iShares Tr46435U861CORE DIVID ETF4,444$17.4 萬0.1%–
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF2,301$17.3 萬0.1%–
QCOMQualcomm IncStock1,261$17.3 萬0.1%歷史
DHIHorton D R IncCOM1,903$17.0 萬0.1%歷史
ENBEnbridge IncStock4,131$16.9 萬0.1%歷史
CNPCenterpoint Energy IncCOM6,693$16.9 萬0.1%歷史
PANWPalo Alto Networks IncStock346$16.8 萬0.1%歷史
NFLXNetflix IncStock272$16.6 萬0.1%歷史
iShares Tr464288570ESG MSCI KLD ETF1,892$16.6 萬0.1%–
PDOPIMCO Dynamic Income Opportunities FundCOM BEN SHS7,872$16.5 萬0.1%歷史
BCEBce IncCOM NEW3,228$16.4 萬0.1%歷史
HSYHershey CoCOM961$16.3 萬0.1%歷史
BTIBritish American Tobacco p.l.c.SPONSORED ADR5,039$16.3 萬0.1%歷史
CNICanadian National Railway CoStock1,314$16.2 萬0.1%歷史
DVNDevon Energy CorpStock4,068$16.1 萬0.1%歷史
COPConocoPhillipsStock2,308$15.7 萬0.1%歷史
CBRECbre Group, Inc.CL A1,556$15.7 萬0.1%歷史
RHIRobert Half Inc.COM1,463$15.7 萬0.1%歷史
EOGEOG Resources IncStock1,792$15.6 萬0.1%歷史
State Street Industrial Select Sector SPDR ETF81369Y704ETF1,583$15.5 萬0.1%–
WELLWelltower Inc.REIT1,854$15.3 萬0.1%歷史
MCDMcDonalds CorpStock629$15.2 萬0.1%歷史
PAYCPaycom Software, Inc.Stock304$15.1 萬0.1%歷史
SRESempraStock1,194$15.1 萬0.1%歷史
ULUnilever PLCSPON ADR NEW3,095$15.1 萬0.1%歷史
MMM3M CoStock848$14.9 萬0.1%歷史
GLDSPDR Gold TrustETF891$14.7 萬0.1%歷史
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF1,553$14.7 萬0.1%–
KRKroger CoStock3,633$14.7 萬0.1%歷史
CAJPYCanon IncSPONSORED ADR6,266$14.7 萬0.1%歷史
WSTWest Pharmaceutical Services IncCOM350$14.6 萬0.1%歷史
AXPAmerican Express CoStock860$14.5 萬0.1%歷史
BIIBBiogen Inc.COM511$14.5 萬0.1%歷史
SOSouthern CoStock2,294$14.4 萬0.1%歷史
ARK Innovation ETF00214Q104ETF1,301$14.4 萬0.1%–
PAYXPaychex IncStock1,218$14.3 萬0.1%歷史
ROPRoper Technologies IncStock304$14.2 萬0.1%歷史
DOWDow Inc.Stock2,367$14.0 萬<0.1%歷史
First Trust Dow Jones Internet Index Fund33733E302ETF591$13.9 萬<0.1%–
DGDollar General CorpCOM640$13.9 萬<0.1%歷史
AMDAdvanced Micro Devices IncStock1,336$13.8 萬<0.1%歷史
AMATApplied Materials IncStock1,002$13.8 萬<0.1%歷史
HCAHCA Healthcare, Inc.COM565$13.8 萬<0.1%歷史
RVTYRevvity, Inc.COM782$13.7 萬<0.1%歷史
TTTrane Technologies plcSHS773$13.4 萬<0.1%歷史
iShares Russell 2000 ETF464287655ETF588$13.3 萬<0.1%–
CMAComerica IncCOM1,562$13.2 萬<0.1%歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF2,058$13.1 萬<0.1%–
TXTTextron IncCOM1,798$13.1 萬<0.1%歷史
HONHoneywell International IncCOM606$13.1 萬<0.1%歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF546$12.9 萬<0.1%–
VODVodafone Group Public Ltd CoADR8,404$12.9 萬<0.1%歷史
CNHCNH Industrial N.V.SHS7,411$12.7 萬<0.1%歷史
IPGInterpublic Group of Companies, Inc.COM3,470$12.6 萬<0.1%歷史
PKGPackaging Corp of AmericaStock908$12.4 萬<0.1%歷史
ADMArcher-Daniels-Midland CoStock1,969$12.3 萬<0.1%歷史
LMTLockheed Martin CorpStock359$12.3 萬<0.1%歷史
Global X FDS37954Y715RBTCS ARTFL INTE3,361$12.3 萬<0.1%–
SYYSysco CorpStock1,551$12.2 萬<0.1%歷史
MDTMedtronic plcStock979$12.1 萬<0.1%歷史
MOAltria Group, Inc.Stock2,676$12.1 萬<0.1%歷史