Libra Wealth LLC
- SEC CIK
- 0001925385
- 最新申報
- 2026/8/6
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/10/30 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 50
- 較 2023 年第 2 季 −2
- 總值
- $1.81 億
- 較 2023 年第 2 季 −$250.5 萬 (−1.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 659,153 | $3,767 萬 | 20.9% | +151,137+29.8% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 174,299 | $3,702 萬 | 20.5% | +1,442+0.8% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 302,280 | $1,381 萬 | 7.6% | −778−0.3% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 293,204 | $1,282 萬 | 7.1% | +16,457+5.9% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 342,357 | $1,163 萬 | 6.4% | −1,440−0.4% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 220,093 | $1,097 萬 | 6.1% | −4,505−2.0% | 減碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 115,892 | $555.6 萬 | 3.1% | −130,736−53.0% | 減碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 61,299 | $461.1 萬 | 2.6% | +357+0.6% | 加碼 | – |
| AAPLApple Inc. | Stock | 26,428 | $452.5 萬 | 2.5% | +40+0.2% | 加碼 | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 76,257 | $402.6 萬 | 2.2% | +4,870+6.8% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 48,144 | $375.3 萬 | 2.1% | +6,313+15.1% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 39,532 | $372.4 萬 | 2.1% | 00.0% | 不變 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 120,350 | $331.3 萬 | 1.8% | −3,745−3.0% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 9,760 | $308.2 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,734 | $245.1 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 39,082 | $226.1 萬 | 1.3% | +5,082+14.9% | 加碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 36,110 | $182.1 萬 | 1.0% | +1,373+4.0% | 加碼 | – |
| NFLXNetflix Inc | Stock | 4,734 | $178.8 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,726 | $146.3 萬 | 0.8% | +387+11.6% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,647 | $108.9 萬 | 0.6% | +1,555+38.0% | 加碼 | – |
| TSLATesla, Inc. | Stock | 4,341 | $108.6 萬 | 0.6% | −112−2.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 7,500 | $95.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,850 | $77.6 萬 | 0.4% | −21−0.7% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 8,120 | $76.3 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,879 | $68.6 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,867 | $59.7 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 5,699 | $58.6 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,385 | $54.0 萬 | 0.3% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 1,697 | $51.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 6,165 | $46.6 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,496 | $46.5 萬 | 0.3% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 3,021 | $45.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HAPNHappen, Inc. | COM NEW | 73,133 | $44.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,086 | $42.6 萬 | 0.2% | +1,290+71.8% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 2,992 | $42.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,100 | $40.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,088 | $39.0 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 6,823 | $36.5 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 7,236 | $34.6 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 4,210 | $29.1 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,740 | $27.2 萬 | 0.2% | +232+15.4% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 2,060 | $27.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 556 | $24.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 515 | $23.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 7,359 | $22.3 萬 | 0.1% | −605−7.6% | 減碼 | – |
| AMATApplied Materials Inc | Stock | 1,600 | $22.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 390 | $22.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 3,966 | $21.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 555 | $20.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,259 | $20.6 萬 | 0.1% | 00.0% | 不變 | – |
2023 年第 2 季之後清倉（2 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。