Libra Wealth LLC
- SEC CIK
- 0001925385
- 最新申報
- 2026/8/6
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/29 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 52
- 較 2023 年第 3 季 +2
- 總值
- $2.01 億
- 較 2023 年第 3 季 +$2,059 萬 (+11.4%)
| 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 | 176,179 | $4,179 萬 | 20.8% | +1,880+1.1% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 673,936 | $3,998 萬 | 19.9% | +14,783+2.2% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 293,752 | $1,537 萬 | 7.6% | −8,528−2.8% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 303,635 | $1,454 萬 | 7.2% | +10,431+3.6% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 338,601 | $1,251 萬 | 6.2% | −3,756−1.1% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 210,652 | $1,173 萬 | 5.8% | −9,441−4.3% | 減碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 125,829 | $625.6 萬 | 3.1% | +9,937+8.6% | 加碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 61,182 | $520.4 萬 | 2.6% | −117−0.2% | 減碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 56,666 | $508.9 萬 | 2.5% | +8,522+17.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 26,428 | $508.8 萬 | 2.5% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 88,364 | $498.3 萬 | 2.5% | +12,107+15.9% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 38,725 | $407.5 萬 | 2.0% | −807−2.0% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 9,622 | $361.8 萬 | 1.8% | −138−1.4% | 減碼 | 歷史 |
| SPDR Series Trust78464A672 | ST INTER ETF | 115,576 | $330.1 萬 | 1.6% | −4,774−4.0% | 減碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 51,275 | $320.4 萬 | 1.6% | +12,193+31.2% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,734 | $272.5 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 4,734 | $230.5 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 38,209 | $211.2 萬 | 1.0% | +2,099+5.8% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 3,339 | $145.8 萬 | 0.7% | −387−10.4% | 減碼 | – |
| TSLATesla, Inc. | Stock | 4,341 | $107.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,092 | $87.3 萬 | 0.4% | −1,555−27.5% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,779 | $86.4 萬 | 0.4% | −71−2.5% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 8,120 | $85.2 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,879 | $77.9 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,237 | $75.3 萬 | 0.4% | +370+12.9% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 4,580 | $69.6 萬 | 0.3% | −2,920−38.9% | 減碼 | 歷史 |
| HAPNHappen, Inc. | COM NEW | 73,133 | $63.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,385 | $60.9 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 5,699 | $60.1 萬 | 0.3% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 1,697 | $58.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 6,413 | $56.7 萬 | 0.3% | +248+4.0% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,496 | $50.2 萬 | 0.2% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 2,992 | $48.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,799 | $47.7 萬 | 0.2% | +1,059+60.9% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,088 | $44.6 萬 | 0.2% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 2,821 | $43.7 萬 | 0.2% | −200−6.6% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,100 | $43.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,649 | $39.6 萬 | 0.2% | −437−14.2% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 6,823 | $39.5 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 7,236 | $35.7 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 4,210 | $31.8 萬 | 0.2% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 2,060 | $29.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 556 | $27.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XYZBlock, Inc. | CL A | 3,554 | $27.5 萬 | 0.1% | +3,554 | 新進 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 515 | $26.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,600 | $25.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 390 | $25.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 1,300 | $24.4 萬 | 0.1% | +1,300 | 新進 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,259 | $24.2 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 7,187 | $23.0 萬 | 0.1% | −172−2.3% | 減碼 | – |
| DEDeere & Co | Stock | 555 | $22.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 3,966 | $20.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |