Libra Wealth LLC
- SEC CIK
- 0001925385
- 最新申報
- 2026/8/6
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/1/31 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 47
- 較 2022 年第 3 季 +2
- 總值
- $1.24 億
- 較 2022 年第 3 季 −$3,134 萬 (−20.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 175,092 | $3,348 萬 | 27.0% | +3,789+2.2% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 344,294 | $1,513 萬 | 12.2% | +20,788+6.4% | 加碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 270,444 | $1,331 萬 | 10.7% | +2,264+0.8% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 274,899 | $1,154 萬 | 9.3% | +23,152+9.2% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 180,120 | $807.1 萬 | 6.5% | −15,803−8.1% | 減碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 59,893 | $394.5 萬 | 3.2% | +201+0.3% | 加碼 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 124,095 | $350.4 萬 | 2.8% | −353−0.3% | 減碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 69,120 | $348.7 萬 | 2.8% | +1,259+1.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 26,388 | $342.9 萬 | 2.8% | +2,910+12.4% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 40,029 | $339.4 萬 | 2.7% | −136−0.3% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 9,760 | $234.1 萬 | 1.9% | +7,725+379.6% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,734 | $219.3 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 37,743 | $185.7 萬 | 1.5% | 00.0% | 不變 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 30,959 | $171.4 萬 | 1.4% | +667+2.2% | 加碼 | – |
| NFLXNetflix Inc | Stock | 4,734 | $139.6 萬 | 1.1% | −1,067−18.4% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 16,948 | $131.4 萬 | 1.1% | −85,454−83.4% | 減碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 17,562 | $130.9 萬 | 1.1% | −221−1.2% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 3,339 | $117.3 萬 | 0.9% | 00.0% | 不變 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 13,019 | $110.3 萬 | 0.9% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,196 | $77.0 萬 | 0.6% | −129−3.0% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,879 | $67.6 萬 | 0.5% | 00.0% | 不變 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 6,177 | $64.4 萬 | 0.5% | 00.0% | 不變 | – |
| HAPNHappen, Inc. | COM NEW | 73,133 | $64.4 萬 | 0.5% | +73,133 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 7,500 | $63.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,871 | $61.2 萬 | 0.5% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,867 | $58.4 萬 | 0.5% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,385 | $53.8 萬 | 0.4% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 1,697 | $53.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 6,165 | $50.8 萬 | 0.4% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 3,021 | $48.8 萬 | 0.4% | −114−3.6% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,496 | $48.7 萬 | 0.4% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 2,992 | $42.2 萬 | 0.3% | −170−5.4% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 3,000 | $37.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 6,823 | $35.3 萬 | 0.3% | −1,179−14.7% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 7,236 | $34.3 萬 | 0.3% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,088 | $29.0 萬 | 0.2% | −360−24.9% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 3,100 | $27.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 3,820 | $25.1 萬 | 0.2% | +169+4.6% | 加碼 | – |
| DEDeere & Co | Stock | 555 | $23.8 萬 | 0.2% | −45−7.5% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,508 | $22.9 萬 | 0.2% | 00.0% | 不變 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 515 | $22.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| XYZBlock, Inc. | CL A | 3,554 | $22.3 萬 | 0.2% | +3,554 | 新進 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 362,992 | – | – | +18,394+5.3% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,792 | – | – | +853+44.0% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 454,393 | – | – | +2,545+0.6% | 加碼 | – |
| SPDR Series Trust78468R887 | ST STR R2K LOWV | 1,463 | – | – | +1,463 | 新進 | – |
| iShares Tr46434V266 | INTERNATIONAL SL | 9,076 | – | – | +9,076 | 新進 | – |
2022 年第 3 季之後清倉（2 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。