Libra Wealth LLC
- SEC CIK
- 0001925385
- 最新申報
- 2026/8/6
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/2 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 49
- 較 2022 年第 4 季 +2
- 總值
- $1.72 億
- 較 2022 年第 4 季 +$4,846 萬 (+39.1%)
| 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 | 176,986 | $3,612 萬 | 20.9% | +1,894+1.1% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 444,884 | $2,799 萬 | 16.2% | −9,509−2.1% | 減碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 338,431 | $1,506 萬 | 8.7% | −5,863−1.7% | 減碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 271,717 | $1,370 萬 | 7.9% | +1,273+0.5% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 269,996 | $1,220 萬 | 7.1% | −4,903−1.8% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 328,005 | $1,205 萬 | 7.0% | −34,987−9.6% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 175,010 | $912.7 萬 | 5.3% | −5,110−2.8% | 減碼 | – |
| AAPLApple Inc. | Stock | 26,388 | $435.1 萬 | 2.5% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 59,911 | $429.6 萬 | 2.5% | +180.0% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 69,266 | $366.3 萬 | 2.1% | +146+0.2% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 39,899 | $361.3 萬 | 2.1% | −130−0.3% | 減碼 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 124,095 | $359.1 萬 | 2.1% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 9,760 | $281.4 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,734 | $234.7 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 37,122 | $194.4 萬 | 1.1% | −621−1.6% | 減碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 31,057 | $181.6 萬 | 1.1% | +98+0.3% | 加碼 | – |
| NFLXNetflix Inc | Stock | 4,734 | $163.6 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 17,373 | $128.7 萬 | 0.7% | −189−1.1% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 3,339 | $125.6 萬 | 0.7% | 00.0% | 不變 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 12,492 | $113.0 萬 | 0.7% | −527−4.0% | 減碼 | – |
| TSLATesla, Inc. | Stock | 1,660 | $92.4 萬 | 0.5% | −1,340−44.7% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,196 | $79.5 萬 | 0.5% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 7,500 | $77.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,871 | $71.6 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,879 | $69.2 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 5,891 | $61.7 萬 | 0.4% | −286−4.6% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,867 | $60.5 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,385 | $53.7 萬 | 0.3% | 00.0% | 不變 | – |
| HAPNHappen, Inc. | COM NEW | 73,133 | $52.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 6,165 | $51.2 萬 | 0.3% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 1,697 | $50.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,021 | $48.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,496 | $47.4 萬 | 0.3% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 2,992 | $39.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 6,823 | $37.7 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 7,236 | $35.4 萬 | 0.2% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,088 | $34.9 萬 | 0.2% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 3,100 | $32.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 3,861 | $27.7 萬 | 0.2% | +41+1.1% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,939 | $26.8 萬 | 0.2% | −853−30.6% | 減碼 | – |
| XYZBlock, Inc. | CL A | 3,554 | $24.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 515 | $23.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,508 | $23.2 萬 | 0.1% | 00.0% | 不變 | – |
| DEDeere & Co | Stock | 555 | $22.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 1,300 | $21.4 萬 | 0.1% | +1,300 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,060 | $21.4 萬 | 0.1% | +2,060 | 新進 | 歷史 |
| BIOBio-Rad Laboratories, Inc. | CL A | 445 | $21.3 萬 | 0.1% | +445 | 新進 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 3,966 | $20.7 萬 | 0.1% | +3,966 | 新進 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 2,012 | $20.2 萬 | 0.1% | +2,012 | 新進 | – |
2022 年第 4 季之後清倉（3 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 16,948 | $131.4 萬 | 1.1% | – |
| SPDR Series Trust78468R887 | ST STR R2K LOWV | 1,463 | – | – | – |
| iShares Tr46434V266 | INTERNATIONAL SL | 9,076 | – | – | – |