Liberty Wealth Management Llc

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Berkshire Hathaway Inc
BRK.B
$2.3M0.385,477-1.14%-$26,490.600.62
Enphase Energy, Inc.
ENPH
$13.95M0.09115,2670%+$03.72
Waste Management, Inc.
WM
$3.62M<0.0117,001New+$3.62M0.97
Applied Materials, Inc.
AMAT
$4.5M<0.0121,802+1.98%+$87,230.901.2
Chevron Corporation
CVX
$3.27M<0.0120,748-3.99%-$135,980.630.87
Cisco Systems, Inc.
CSCO
$2.15M<0.0143,009+230.03%+$1.5M0.57
Visa Inc.
V
$5.33M<0.0119,088New+$5.33M1.42
Tesla, Inc.
TSLA
$3.18M<0.0118,066-1%-$31,995.570.85
Apple Inc.
AAPL
$18.26M<0.01106,479+3.97%+$697,065.484.87
Oracle Corporation
ORCL
$2.88M<0.0122,966+0.26%+$7,411.610.77
iShares U.S. Infrastructure ETF
IFRA
$2.86M<0.0166,040+1.82%+$51,232.280.76
Vanguard Developed Markets Index Fund
VEA
$1.5M<0.0129,738+284.21%+$1.11M0.4
NVIDIA Corporation
NVDA
$7.51M<0.018,308-2.06%-$158,169.842
iShares Core MSCI EAFE ETF
IEFA
$9.38M<0.01126,311+2.37%+$217,394.962.5
Vanguard Small Cap Value Index Fund
VBR
$1.3M<0.016,765+195.93%+$859,385.370.35
Microsoft Corporation
MSFT
$7.47M<0.0117,752+1.21%+$89,209.101.99
Vanguard Growth Index Fund
VUG
$1.88M<0.015,421+40.4%+$541,007.190.5
iShares Currency Hedged MSCI EAFE ETF
HEFA
$1.53M<0.0144,190New+$1.53M0.41
Vanguard Small Cap Index Fund
VB
$2.1M<0.019,157+1,990.64%+$2M0.56
Meta Platforms, Inc.
META
$2.05M<0.014,217-6.56%-$143,753.380.55
Vanguard Value Index Fund
VTV
$2.94M<0.0117,954-37.81%-$1.78M0.78
iShares U.S. Treasury Bond ETF
GOVT
$1.94M<0.0185,121-19.76%-$477,500.480.52
Vanguard Long-Term Bond Fund
BLV
$3.48M<0.0148,830+271,177.78%+$3.47M0.93
iShares MBS ETF
MBB
$5.37M<0.0158,200-22.24%-$1.53M1.43
Vanguard Total Stock Market Index Fund
VTI
$11.41M<0.0143,821+1,792.1%+$10.81M3.04
Alphabet Inc.
GOOG
$1.67M<0.0110,993-0.87%-$14,618.760.45
iShares MSCI USA Min Vol Factor ETF
USMV
$1.39M<0.0116,715-57.6%-$1.89M0.37
Blackrock Etf Trust II - Flexible Income ETF
BINC
$1.48M<0.0128,268New+$1.48M0.39
iShares U.S. Technology ETF
IYW
$7.95M<0.0158,921+0.97%+$76,763.482.12
Vanguard 500 Index Fund
VOO
$4.35M<0.019,043+208%+$2.94M1.16
Amazon.com, Inc.
AMZN
$3.59M<0.0119,899+1.96%+$68,936.230.96
iShares Global Energy ETF
IXC
$2.29M<0.0153,312+20.59%+$390,461.320.61
Vanguard Health Care Index Fund
VHT
$2.08M<0.017,694+965.65%+$1.89M0.56
iShares MSCI Emerging Markets ex China ETF
EMXC
$4.21M<0.0173,317+37.52%+$1.15M1.12
iShares 20+ Year Treasury Bond ETF
TLT
$6.65M<0.0170,161+7.6%+$470,141.161.78
iShares S&P 500 Growth ETF
IVW
$5.54M<0.0165,816-13%-$827,786.621.48
Vanguard Information Technology Index Fund
VGT
$2.35M<0.014,475+7,891.07%+$2.32M0.63
iShares J.P. Morgan USD Emerging Markets Bond ETF
EMB
$1.97M<0.0121,986+31.73%+$474,775.580.53
T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
TCAF
$2.85M<0.0194,237+29.38%+$646,910.470.76
iShares Core S&P 500 ETF
IVV
$60.5M<0.01115,072-8.24%-$5.43M16.15
Vanguard Long-Term Treasury Index Fund
VGLT
$3.3M<0.0156,642+19,985.82%+$3.28M0.88
iShares MSCI EAFE Value ETF
EFV
$4.24M<0.0178,094-45.6%-$3.56M1.13
iShares MSCI USA Quality Factor ETF
QUAL
$15.24M<0.0192,889-24.8%-$5.03M4.07
iShares S&P 500 Value ETF
IVE
$10.7M<0.0157,341+2,214.94%+$10.24M2.86
Vanguard Financials Index Fund
VFH
$1.29M<0.0112,620+34,955.56%+$1.29M0.35
iShares MSCI EAFE Growth ETF
EFG
$3.73M<0.0135,948New+$3.73M1
iShares Core Total USD Bond Market ETF
IUSB
$14.81M<0.01325,904+25.09%+$2.97M3.95
Vanguard FTSE All-World ex-US Index Fund
VEU
$5.86M<0.0199,934+11,629.34%+$5.81M1.56
Dimensional US High Profitability ETF
DUHP
$25.48M<0.01805,903-2.49%-$650,482.166.8
iShares S&P 100 ETF
OEF
$1.33M<0.015,387-80.02%-$5.34M0.36