Libra Wealth LLC
- SEC CIK
- 0001925385
- 最新申報
- 2026/8/6
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/10 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 52
- 較 2023 年第 1 季 +3
- 總值
- $1.83 億
- 較 2023 年第 1 季 +$1,069 萬 (+6.2%)
| 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 | 172,857 | $3,808 萬 | 20.8% | −4,129−2.3% | 減碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 508,016 | $2,980 萬 | 16.3% | +63,132+14.2% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 303,058 | $1,406 萬 | 7.7% | −35,373−10.5% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 276,747 | $1,278 萬 | 7.0% | +6,751+2.5% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 343,797 | $1,226 萬 | 6.7% | +15,792+4.8% | 加碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 246,628 | $1,215 萬 | 6.6% | −25,089−9.2% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 224,598 | $1,161 萬 | 6.3% | +49,588+28.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 26,388 | $511.8 萬 | 2.8% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 60,942 | $477.5 萬 | 2.6% | +1,031+1.7% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 39,532 | $386.8 萬 | 2.1% | −367−0.9% | 減碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 71,387 | $384.1 萬 | 2.1% | +2,121+3.1% | 加碼 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 124,095 | $351.1 萬 | 1.9% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 9,760 | $332.4 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 41,831 | $324.7 萬 | 1.8% | +24,458+140.8% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,734 | $254.2 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 4,734 | $208.5 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 34,000 | $195.7 萬 | 1.1% | +2,943+9.5% | 加碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 34,737 | $184.5 萬 | 1.0% | −2,385−6.4% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 3,339 | $136.0 萬 | 0.7% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 4,453 | $116.6 萬 | 0.6% | +2,793+168.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 7,500 | $97.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,092 | $81.4 萬 | 0.4% | −104−2.5% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,871 | $81.2 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 8,120 | $79.1 萬 | 0.4% | −4,372−35.0% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,879 | $72.6 萬 | 0.4% | 00.0% | 不變 | – |
| HAPNHappen, Inc. | COM NEW | 73,133 | $71.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,867 | $63.1 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 5,699 | $59.3 萬 | 0.3% | −192−3.3% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,385 | $56.0 萬 | 0.3% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 1,697 | $52.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 6,165 | $51.5 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,496 | $47.7 萬 | 0.3% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 3,021 | $40.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,088 | $40.2 萬 | 0.2% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 2,992 | $40.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 6,823 | $38.3 萬 | 0.2% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 3,100 | $37.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 7,236 | $35.4 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 4,210 | $30.7 萬 | 0.2% | +349+9.0% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,796 | $25.5 萬 | 0.1% | −143−7.4% | 減碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 7,964 | $25.2 萬 | 0.1% | +7,964 | 新進 | – |
| GOOGAlphabet Inc. | Stock | 2,060 | $24.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 515 | $24.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,508 | $24.5 萬 | 0.1% | 00.0% | 不變 | – |
| XYZBlock, Inc. | CL A | 3,554 | $23.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 556 | $23.5 萬 | 0.1% | +556 | 新進 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,600 | $23.1 萬 | 0.1% | +1,600 | 新進 | 歷史 |
| AXPAmerican Express Co | Stock | 1,300 | $22.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 555 | $22.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,259 | $21.9 萬 | 0.1% | +1,259 | 新進 | – |
| COSTCostco Wholesale Corp | Stock | 390 | $21.0 萬 | 0.1% | +390 | 新進 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 3,966 | $20.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2023 年第 1 季之後清倉（2 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。