Libra Wealth LLC
- SEC CIK
- 0001925385
- 最新申報
- 2026/8/6
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/10/23 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 57
- 較 2024 年第 2 季 +4
- 總值
- $2.50 億
- 較 2024 年第 2 季 +$1,931 萬 (+8.4%)
| 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 | 184,798 | $5,233 萬 | 20.9% | +494+0.3% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 787,833 | $4,760 萬 | 19.0% | +32,209+4.3% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 361,160 | $1,907 萬 | 7.6% | +10,309+2.9% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 272,929 | $1,518 萬 | 6.1% | −5,653−2.0% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 202,601 | $1,348 萬 | 5.4% | −1,058−0.5% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 323,166 | $1,329 萬 | 5.3% | −769−0.2% | 減碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 127,861 | $826.0 萬 | 3.3% | +7,562+6.3% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 81,757 | $784.5 萬 | 3.1% | +8,377+11.4% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 55,963 | $679.6 萬 | 2.7% | −683−1.2% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 27,810 | $648.0 萬 | 2.6% | +10.0% | 加碼 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 61,986 | $630.1 萬 | 2.5% | +1,125+1.8% | 加碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 124,347 | $629.2 萬 | 2.5% | 00.0% | 不變 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 72,507 | $512.4 萬 | 2.0% | +7,093+10.8% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 35,164 | $441.7 萬 | 1.8% | −600−1.7% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 10,156 | $437.0 萬 | 1.7% | −242−2.3% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 5,760 | $408.5 萬 | 1.6% | +431+8.1% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,703 | $327.2 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A672 | ST INTER ETF | 110,596 | $321.4 萬 | 1.3% | −180.0% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,849 | $150.3 萬 | 0.6% | +25+0.9% | 加碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 21,577 | $132.7 萬 | 0.5% | +1,230+6.0% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 7,000 | $130.4 萬 | 0.5% | +427+6.5% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 4,938 | $129.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 20,479 | $113.7 萬 | 0.5% | +12,296+150.3% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 6,195 | $103.6 萬 | 0.4% | +3,134+102.4% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,435 | $93.5 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,787 | $89.8 萬 | 0.4% | 00.0% | 不變 | – |
| HAPNHappen, Inc. | COM NEW | 73,133 | $83.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 3,775 | $83.4 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,628 | $69.3 萬 | 0.3% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 1,697 | $68.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,406 | $68.4 萬 | 0.3% | +21+0.6% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 2,992 | $66.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 5,699 | $60.5 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Real Estate ETF922908553 | ETF | 6,165 | $60.1 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,496 | $57.6 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,799 | $55.4 萬 | 0.2% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,088 | $53.1 萬 | 0.2% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 3,100 | $51.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,511 | $49.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| INTUIntuit Inc. | Stock | 765 | $47.5 萬 | 0.2% | +765 | 新進 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,442 | $42.6 萬 | 0.2% | −5−0.2% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 7,236 | $36.4 萬 | 0.1% | 00.0% | 不變 | – |
| AXPAmerican Express Co | Stock | 1,300 | $35.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 390 | $34.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 5,118 | $33.1 萬 | 0.1% | 00.0% | 不變 | – |
| AMATApplied Materials Inc | Stock | 1,600 | $32.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072232 | AVANTIS ALL EQT | 4,233 | $31.3 萬 | 0.1% | +9+0.2% | 加碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 3,668 | $30.9 萬 | 0.1% | 00.0% | 不變 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 515 | $29.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 524 | $24.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XYZBlock, Inc. | CL A | 3,554 | $23.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 555 | $23.2 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 | – |
| VZVerizon Communications Inc | Stock | 4,862 | $21.8 萬 | 0.1% | +4,862 | 新進 | 歷史 |
| PIImpinj Inc | COM | 1,000 | $21.7 萬 | 0.1% | +1,000 | 新進 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 3,966 | $21.1 萬 | 0.1% | +3,966 | 新進 | 歷史 |
| CHPTChargePoint Holdings, Inc. | COM CL A | 50,000 | $6.85 萬 | <0.1% | +50,000 | 新進 | 歷史 |
2024 年第 2 季之後清倉（1 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。