Libra Wealth LLC
- SEC CIK
- 0001925385
- 最新申報
- 2026/8/6
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/4/30 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 55
- 較 2023 年第 4 季 +3
- 總值
- $2.28 億
- 較 2023 年第 4 季 +$2,695 萬 (+13.4%)
| 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 | 177,768 | $4,620 萬 | 20.2% | +1,589+0.9% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 709,186 | $4,152 萬 | 18.2% | +35,250+5.2% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 317,291 | $1,592 萬 | 7.0% | +13,656+4.5% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 290,944 | $1,584 萬 | 6.9% | −2,808−1.0% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 325,191 | $1,269 萬 | 5.6% | −13,410−4.0% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 204,822 | $1,250 萬 | 5.5% | −5,830−2.8% | 減碼 | – |
| IOTSamsara Inc. | Stock | 215,578 | $814.7 萬 | 3.6% | +215,578 | 新進 | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 125,435 | $615.3 萬 | 2.7% | −394−0.3% | 減碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 65,332 | $612.2 萬 | 2.7% | +8,666+15.3% | 加碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 63,397 | $590.8 萬 | 2.6% | +2,215+3.6% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 97,285 | $563.9 萬 | 2.5% | +8,921+10.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 5,564 | $502.8 萬 | 2.2% | +5,008+900.7% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 26,808 | $459.7 萬 | 2.0% | +380+1.4% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 35,931 | $414.3 萬 | 1.8% | −2,794−7.2% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 9,397 | $395.3 萬 | 1.7% | −225−2.3% | 減碼 | 歷史 |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 58,787 | $387.2 萬 | 1.7% | +7,512+14.7% | 加碼 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 111,081 | $313.0 萬 | 1.4% | −4,495−3.9% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,703 | $298.3 萬 | 1.3% | −31−0.5% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 4,734 | $287.5 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 40,701 | $233.9 萬 | 1.0% | +2,492+6.5% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,824 | $135.7 萬 | 0.6% | −515−15.4% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,401 | $123.5 萬 | 0.5% | +1,309+32.0% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 5,573 | $100.5 萬 | 0.4% | +993+21.7% | 加碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 8,120 | $93.3 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,534 | $87.2 萬 | 0.4% | −245−8.8% | 減碼 | – |
| TSLATesla, Inc. | Stock | 4,938 | $86.8 萬 | 0.4% | +597+13.8% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 3,775 | $79.4 萬 | 0.3% | −104−2.7% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,673 | $66.8 萬 | 0.3% | −564−17.4% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 1,697 | $65.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,385 | $65.0 萬 | 0.3% | 00.0% | 不變 | – |
| HAPNHappen, Inc. | COM NEW | 73,133 | $64.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 5,699 | $59.7 萬 | 0.3% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 2,992 | $57.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 6,422 | $55.5 萬 | 0.2% | +9+0.1% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,031 | $54.9 萬 | 0.2% | +232+8.3% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,496 | $54.4 萬 | 0.2% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,088 | $48.3 萬 | 0.2% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 3,100 | $46.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,511 | $45.7 萬 | 0.2% | −310−11.0% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,564 | $41.8 萬 | 0.2% | −85−3.2% | 減碼 | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 6,291 | $39.0 萬 | 0.2% | +6,291 | 新進 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 7,236 | $35.6 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 4,210 | $33.6 萬 | 0.1% | 00.0% | 不變 | – |
| AMATApplied Materials Inc | Stock | 1,600 | $33.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,060 | $31.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 5,118 | $30.9 萬 | 0.1% | −1,705−25.0% | 減碼 | – |
| XYZBlock, Inc. | CL A | 3,554 | $30.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 1,300 | $29.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 515 | $28.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 390 | $28.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 2,502 | $25.2 萬 | 0.1% | +2,502 | 新進 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 7,187 | $23.2 萬 | 0.1% | 00.0% | 不變 | – |
| DEDeere & Co | Stock | 555 | $22.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,000 | $20.8 萬 | 0.1% | −259−20.6% | 減碼 | – |
| WisdomTree Tr97717W109 | US TOTAL DIVIDND | 2,867 | $20.3 萬 | 0.1% | +2,867 | 新進 | – |
2023 年第 4 季之後清倉（1 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。