Libra Wealth LLC
- SEC CIK
- 0001925385
- 最新申報
- 2026/8/6
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/22 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 53
- 較 2024 年第 3 季 −4
- 總值
- $2.57 億
- 較 2024 年第 3 季 +$688.9 萬 (+2.8%)
| 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 | 190,748 | $5,528 萬 | 21.5% | +5,950+3.2% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 832,164 | $4,827 萬 | 18.8% | +44,331+5.6% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 398,966 | $1,908 萬 | 7.4% | +37,806+10.5% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 264,900 | $1,474 萬 | 5.7% | −8,029−2.9% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 595,286 | $1,351 萬 | 5.3% | −12,517−2.1% | 減碼依 3 比 1 拆股換算 | – |
| Schwab International Equity ETF808524805 | ETF | 640,204 | $1,184 萬 | 4.6% | −6,128−0.9% | 減碼依 2 比 1 拆股換算 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 95,642 | $923.2 萬 | 3.6% | +13,885+17.0% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 145,775 | $857.0 萬 | 3.3% | +17,914+14.0% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 55,963 | $751.5 萬 | 2.9% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 26,502 | $663.7 萬 | 2.6% | −1,308−4.7% | 減碼 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 59,634 | $625.5 萬 | 2.4% | −2,352−3.8% | 減碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 248,494 | $603.6 萬 | 2.3% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 91,584 | $596.0 萬 | 2.3% | +19,077+26.3% | 加碼 | – |
| NFLXNetflix Inc | Stock | 5,737 | $511.4 萬 | 2.0% | −23−0.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 9,991 | $421.1 萬 | 1.6% | −165−1.6% | 減碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 32,348 | $416.1 萬 | 1.6% | −2,816−8.0% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,703 | $334.2 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A672 | ST INTER ETF | 110,346 | $307.6 萬 | 1.2% | −250−0.2% | 減碼 | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 36,579 | $298.4 萬 | 1.2% | +16,100+78.6% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 4,953 | $200.0 萬 | 0.8% | +15+0.3% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,849 | $153.5 萬 | 0.6% | 00.0% | 不變 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 23,718 | $134.5 萬 | 0.5% | +2,141+9.9% | 加碼 | – |
| HAPNHappen, Inc. | COM NEW | 73,133 | $118.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 5,295 | $116.2 萬 | 0.5% | −1,705−24.4% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,435 | $99.9 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,787 | $91.0 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,775 | $83.4 萬 | 0.3% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 3,732 | $82.0 萬 | 0.3% | +740+24.7% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,974 | $75.7 萬 | 0.3% | −2,221−35.9% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,557 | $67.5 萬 | 0.3% | −71−2.7% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,406 | $67.5 萬 | 0.3% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 1,697 | $66.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 5,699 | $60.1 萬 | 0.2% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 3,100 | $58.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,496 | $57.4 萬 | 0.2% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,088 | $55.6 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Real Estate ETF922908553 | ETF | 6,165 | $54.9 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,799 | $54.8 萬 | 0.2% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 2,411 | $42.8 萬 | 0.2% | −100−4.0% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,442 | $41.3 萬 | 0.2% | 00.0% | 不變 | – |
| AXPAmerican Express Co | Stock | 1,245 | $37.0 萬 | 0.1% | −55−4.2% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 388 | $35.6 萬 | 0.1% | −2−0.5% | 減碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 7,236 | $35.5 萬 | 0.1% | 00.0% | 不變 | – |
| INTUIntuit Inc. | Stock | 547 | $34.4 萬 | 0.1% | −218−28.5% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 5,118 | $30.2 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 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 3,668 | $27.9 萬 | 0.1% | 00.0% | 不變 | – |
| AMATApplied Materials Inc | Stock | 1,600 | $26.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 524 | $23.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 555 | $23.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 3,966 | $23.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,000 | $23.3 萬 | 0.1% | 00.0% | 不變 | – |
| CHPTChargePoint Holdings, Inc. | COM CL A | 50,000 | $5.35 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2024 年第 3 季之後清倉（4 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。