Libra Wealth LLC
- SEC CIK
- 0001925385
- 最新申報
- 2026/8/6
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/13 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 53
- 較 2024 年第 1 季 −2
- 總值
- $2.31 億
- 較 2024 年第 1 季 +$277.9 萬 (+1.2%)
| 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 | 184,304 | $4,930 萬 | 21.3% | +6,536+3.7% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 755,624 | $4,400 萬 | 19.0% | +46,438+6.5% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 350,851 | $1,734 萬 | 7.5% | +33,560+10.6% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 278,582 | $1,445 萬 | 6.3% | −12,362−4.2% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 203,659 | $1,280 萬 | 5.5% | −1,163−0.6% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 323,935 | $1,245 萬 | 5.4% | −1,256−0.4% | 減碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 120,299 | $734.9 萬 | 3.2% | +23,014+23.7% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 56,646 | $699.8 萬 | 3.0% | +1,006+1.8% | 加碼依 10 比 1 拆股換算 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 73,380 | $658.4 萬 | 2.9% | +8,048+12.3% | 加碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 124,347 | $606.4 萬 | 2.6% | −1,088−0.9% | 減碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 60,861 | $588.0 萬 | 2.5% | −2,536−4.0% | 減碼 | – |
| AAPLApple Inc. | Stock | 27,809 | $585.7 萬 | 2.5% | +1,001+3.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 10,398 | $464.8 萬 | 2.0% | +1,001+10.7% | 加碼 | 歷史 |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 65,414 | $424.9 萬 | 1.8% | +6,627+11.3% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 35,764 | $424.8 萬 | 1.8% | −167−0.5% | 減碼 | – |
| NFLXNetflix Inc | Stock | 5,329 | $359.6 萬 | 1.6% | +595+12.6% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,703 | $310.4 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A672 | ST INTER ETF | 110,614 | $309.9 萬 | 1.3% | −467−0.4% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,824 | $141.2 萬 | 0.6% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 6,573 | $127.0 萬 | 0.5% | +1,000+17.9% | 加碼 | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 20,347 | $116.5 萬 | 0.5% | −20,354−50.0% | 減碼 | – |
| TSLATesla, Inc. | Stock | 4,938 | $97.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,435 | $91.1 萬 | 0.4% | −99−3.9% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,787 | $82.6 萬 | 0.4% | −1,614−29.9% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,775 | $76.6 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,628 | $63.6 萬 | 0.3% | −45−1.7% | 減碼 | – |
| HAPNHappen, Inc. | COM NEW | 73,133 | $61.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,385 | $61.8 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 5,699 | $59.6 萬 | 0.3% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 1,697 | $58.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,100 | $56.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,061 | $56.1 萬 | 0.2% | +1,001+48.6% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,496 | $53.3 萬 | 0.2% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,088 | $52.1 萬 | 0.2% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 2,992 | $51.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 6,165 | $51.6 萬 | 0.2% | −257−4.0% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,799 | $51.1 萬 | 0.2% | −232−7.7% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 2,511 | $43.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 8,183 | $42.9 萬 | 0.2% | +1,892+30.1% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,447 | $39.3 萬 | 0.2% | −117−4.6% | 減碼 | – |
| AMATApplied Materials Inc | Stock | 1,600 | $37.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 7,236 | $35.2 萬 | 0.2% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 390 | $33.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 5,118 | $30.9 萬 | 0.1% | 00.0% | 不變 | – |
| AXPAmerican Express Co | Stock | 1,300 | $30.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072232 | AVANTIS ALL EQT | 4,224 | $29.3 萬 | 0.1% | +4,224 | 新進 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 3,668 | $28.9 萬 | 0.1% | −542−12.9% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 515 | $27.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XYZBlock, Inc. | CL A | 3,554 | $22.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,000 | $22.6 萬 | 0.1% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 524 | $21.3 萬 | 0.1% | +524 | 新進 | 歷史 |
| DEDeere & Co | Stock | 555 | $20.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,012 | $20.5 萬 | 0.1% | +1,012 | 新進 | 歷史 |
2024 年第 1 季之後清倉（5 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| IOTSamsara Inc. | Stock | 215,578 | $814.7 萬 | 3.6% | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 8,120 | $93.3 萬 | 0.4% | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 2,502 | $25.2 萬 | 0.1% | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 7,187 | $23.2 萬 | 0.1% | – |
| WisdomTree Tr97717W109 | US TOTAL DIVIDND | 2,867 | $20.3 萬 | 0.1% | – |