Portfolio (Quarterly)
Guide ↗
LIBERTY WEALTH MANAGEMENT LLC
· CIK 0001769302| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | DFUV | DIMENSIONAL ETF TRUST | — | 10,787 | $482K | 0.07% | SOLD |
| 2 | AXON | AXON ENTERPRISE INC | Industrials | 667 | $479K | 0.07% | SOLD |
| 3 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 6,407 | $416K | 0.06% | SOLD |
| 4 | HIMS | HIMS &HERS HEALTH INC | Healthcare | 6,002 | $340K | 0.05% | SOLD |
| 5 | — | ISHARES TR | — | 11,418 | $267K | 0.04% | SOLD |
| 6 | NKE | NIKE INC | Consumer Cyclical | 3,236 | $226K | 0.03% | SOLD |
| 7 | RCL | ROYAL CARIBBEAN GROUP | Consumer Cyclical | 692 | $224K | 0.03% | SOLD |
| 8 | VMBS | VANGUARD SCOTTSDALE FDS | — | 4,709 | $221K | 0.03% | SOLD |
| 9 | SPMB | SPDR SERIES TRUST | — | 9,600 | $215K | 0.03% | SOLD |
| 10 | SONY | SONY GROUP CORP | Technology | 7,480 | $215K | 0.03% | SOLD |
| 11 | SPDW | SPDR INDEX SHS FDS | — | 4,920 | $211K | 0.03% | SOLD |
| 12 | SHYG | ISHARES TR | — | 4,845 | $210K | 0.03% | SOLD |
| 13 | SPYG | SPDR SERIES TRUST | — | 1,988 | $208K | 0.03% | SOLD |
| 14 | KR | KROGER CO | Consumer Defensive | 3,078 | $207K | 0.03% | SOLD |
| 15 | OKLO | OKLO INC | Utilities | 1,846 | $206K | 0.03% | SOLD |
| 16 | HSY | HERSHEY CO | Consumer Defensive | 1,086 | $203K | 0.03% | SOLD |
| 17 | PANW | PALO ALTO NETWORKS INC | Technology | 993 | $202K | 0.03% | SOLD |
| 18 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 585 | $202K | 0.03% | SOLD |
| 19 | ERIC | TELEFONAKTIEBOLAGET LM ERICS | Technology | 10,040 | $83K | 0.01% | SOLD |
| 20 | — | ONEPM INDUSTRIES INC | — | 16,666 | — | — | SOLD |
Sector Allocation
Technology
45.5%
Financial Services
16.1%
Consumer Cyclical
8.6%
Healthcare
8.2%
Communication Services
7.1%
Industrials
5.4%
Energy
4.7%
Consumer Defensive
2.4%
Utilities
1.2%
Real Estate
0.6%