Liberty Wealth Management LLC
CIK Number: 0001769302
599.93M
Market Value
208
# of Holdings
6 months
Avg. Holding Period
35.11%
Win Rate
6.34%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 540.47 | -0.19% | 59.81K | -16.62% | 35.19M | 537.49 | 5.87% |
| 2 | DFAC | Dimensional U.S... | 31.35 | -0.25% | 907.09K | -0.53% | 31.37M | 28.61 | 5.23% |
| 3 | DFAU | Dimensional US ... | 36.80 | -0.12% | 753.35K | +4.85% | 30.5M | 35.01 | 5.08% |
| 4 | AAPL | Apple Inc. | 202.30 | -0.11% | 116.71K | -1.47% | 29.23M | 187.5 | 4.87% |
| 5 | DUHP | Dimensional US ... | 31.59 | -0.27% | 782.26K | -1.13% | 26.42M | 28.29 | 4.40% |
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