Asset Manager
← All Institutions
LIBERTY WEALTH MANAGEMENT LLC
Market Value
$789M
Holdings
256
-17
New Purchases
0
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
36.6%
Turnover
0.0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 60 | $195M | 24.7% |
| Large Cap | 137 | $473M | 59.9% |
| Mid Cap | 37 | $91M | 11.6% |
| Small Cap | 18 | $27M | 3.4% |
| Micro Cap | 4 | $3M | 0.4% |
Portfolio Analytics
Avg Market Cap
$271.6B
Median Market Cap
$58.2B
Avg P/E
34.1
Median P/E
23.5
Avg Dividend Yield
0.02%
Avg Beta
0.88
# Stocks
111
# ETFs / Funds
145
Top Holdings (256 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DFAU | 4.12% | 719,165 | $32M | $45.15 | — | — | — | |
| 2 | DFAC | 3.98% | 806,981 | $31M | $38.87 | — | — | — | |
| 3 | IVW | 3.82% | 266,207 | $30M | $113.13 | — | — | — | |
| 4 | DYNF | 3.66% | 496,452 | $29M | $58.19 | — | — | — | |
| 5 | IVV | 3.65% | 44,109 | $29M | $653.32 | — | — | — | |
| 6 | DFCF | 3.65% | 681,228 | $29M | $42.24 | — | — | — | |
| 7 | AAPL | 3.60% | 111,781 | $28M | $253.83 | — | — | — | |
| 8 | IVE | 3.45% | 128,765 | $27M | $211.35 | — | — | — | |
| 9 | QUAL | 3.40% | 139,989 | $27M | $191.83 | — | — | — | |
| 10 | DUHP | 3.27% | 701,173 | $26M | $36.77 | — | — | — | |
| 11 | DFGX | 2.58% | 387,348 | $20M | $52.47 | — | — | — | |
| 12 | IEMG | 2.36% | 266,950 | $19M | $69.76 | — | — | — | |
| 13 | NVDA | 2.25% | 101,654 | $18M | $174.50 | — | — | — | |
| 14 | IUSB | 2.01% | 342,830 | $16M | $46.19 | — | — | — | |
| 15 | DFIC | 1.98% | 439,135 | $16M | $35.53 | — | — | — | |
| 16 | VTI | 1.88% | 46,256 | $15M | $320.82 | — | — | — | |
| 17 | DFSD | 1.88% | 309,664 | $15M | $47.90 | — | — | — | |
| 18 | DFAI | 1.82% | 368,908 | $14M | $38.97 | — | — | — | |
| 19 | DFLV | 1.73% | 382,353 | $14M | $35.72 | — | — | — | |
| 20 | EFV | 1.54% | 162,787 | $12M | $74.54 | — | — | — | |
| 21 | MTUM | 1.17% | 38,474 | $9M | $239.99 | — | — | — | |
| 22 | TLH | 1.12% | 87,815 | $9M | $100.73 | — | — | — | |
| 23 | VEU | 1.09% | 114,712 | $9M | $75.10 | — | — | — | |
| 24 | DFAT | 1.06% | 134,174 | $8M | $62.45 | — | — | — | |
| 25 | THRO | 1.05% | 228,895 | $8M | $36.22 | — | — | — | |
| 26 | DIHP | 1.02% | 248,733 | $8M | $32.22 | — | — | — | |
| 27 | OEF | 0.99% | 24,656 | $8M | $318.07 | — | — | — | |
| 28 | DFEM | 0.94% | 214,986 | $7M | $34.55 | — | — | — | |
| 29 | MSFT | 0.91% | 19,425 | $7M | $370.37 | — | — | — | |
| 30 | BAI | 0.85% | 202,464 | $7M | $32.95 | — | — | — | |
| 31 | EFG | 0.82% | 57,920 | $6M | $111.37 | — | — | — | |
| 32 | QQQ | 0.73% | 9,917 | $6M | $577.18 | — | — | — | |
| 33 | DISV | 0.71% | 142,121 | $6M | $39.44 | — | — | — | |
| 34 | AMZN | 0.71% | 26,892 | $6M | $208.42 | — | — | — | |
| 35 | ENPH | 0.70% | 146,338 | $6M | $37.81 | — | — | — | |
| 36 | MBB | 0.70% | 58,020 | $6M | $94.95 | — | — | — | |
| 37 | AMAT | 0.69% | 15,869 | $5M | $341.83 | — | — | — | |
| 38 | IYW | 0.66% | 28,877 | $5M | $181.65 | — | — | — | |
| 39 | TSLA | 0.66% | 14,101 | $5M | $371.76 | — | — | — | |
| 40 | PIMIX | 0.64% | 470,399 | $5M | $10.78 | — | — | — | |
| 41 | IEFA | 0.64% | 55,442 | $5M | $90.69 | — | — | — | |
| 42 | GOVT | 0.63% | 217,888 | $5M | $22.91 | — | — | — | |
| 43 | VOO | 0.62% | 8,226 | $5M | $597.58 | — | — | — | |
| 44 | BLV | 0.61% | 70,416 | $5M | $68.78 | — | — | — | |
| 45 | SPY | 0.59% | 7,179 | $5M | $650.30 | — | — | — | |
| 46 | EMXC | 0.59% | 58,842 | $5M | $78.76 | — | — | — | |
| 47 | VGLT | 0.59% | 83,549 | $5M | $55.36 | — | — | — | |
| 48 | ISRG | 0.58% | 9,992 | $5M | $460.98 | — | — | — | |
| 49 | CVX | 0.56% | 21,267 | $4M | $206.90 | — | — | — | |
| 50 | IAU | 0.55% | 49,100 | $4M | $88.16 | — | — | — | |
| 51 | GOOG | 0.53% | 14,490 | $4M | $287.01 | — | — | — | |
| 52 | TCAF | 0.50% | 111,420 | $4M | $35.59 | — | — | — | |
| 53 | ORCL | 0.48% | 25,810 | $4M | $147.11 | — | — | — | |
| 54 | WM | 0.48% | 16,370 | $4M | $229.79 | — | — | — | |
| 55 | GOOGL | 0.45% | 12,281 | $4M | $287.77 | — | — | — | |
| 56 | IAGG | 0.44% | 69,506 | $3M | $50.04 | — | — | — | |
| 57 | CSCO | 0.44% | 44,357 | $3M | $77.60 | — | — | — | |
| 58 | VGT | 0.41% | 4,589 | $3M | $697.69 | — | — | — | |
| 59 | GLD | 0.40% | 7,302 | $3M | $430.32 | — | — | — | |
| 60 | IDEF | 0.37% | 89,625 | $3M | $32.72 | — | — | — | |
| 61 | VTV | 0.37% | 14,893 | $3M | $196.51 | — | — | — | |
| 62 | BLCR | 0.36% | 68,516 | $3M | $41.06 | — | — | — | |
| 63 | BINC | 0.34% | 51,750 | $3M | $51.93 | — | — | — | |
| 64 | BRK-B | 0.33% | 5,457 | $3M | $479.18 | — | — | — | |
| 65 | META | 0.33% | 4,537 | $3M | $572.70 | — | — | — | |
| 66 | AVGO | 0.31% | 7,874 | $2M | $309.88 | — | — | — | |
| 67 | VUG | 0.28% | 5,020 | $2M | $436.82 | — | — | — | |
| 68 | UPS | 0.27% | 20,932 | $2M | $103.28 | — | — | — | |
| 69 | VBR | 0.27% | 9,752 | $2M | $217.35 | — | — | — | |
| 70 | HCA | 0.23% | 3,829 | $2M | $473.20 | — | — | — | |
| 71 | VEA | 0.23% | 27,863 | $2M | $64.08 | — | — | — | |
| 72 | EMB | 0.22% | 18,399 | $2M | $93.93 | — | — | — | |
| 73 | AIRR | 0.21% | 15,017 | $2M | $110.11 | — | — | — | |
| 74 | ABBV | 0.19% | 6,939 | $2M | $217.45 | — | — | — | |
| 75 | VHT | 0.19% | 5,242 | $1M | $279.91 | — | — | — | |
| 76 | JPM | 0.19% | 4,963 | $1M | $294.18 | — | — | — | |
| 77 | MGK | 0.18% | 3,881 | $1M | $367.48 | — | — | — | |
| 78 | LLY | 0.18% | 1,524 | $1M | $919.73 | — | — | — | |
| 79 | IFRA | 0.18% | 24,380 | $1M | $56.87 | — | — | — | |
| 80 | HEFA | 0.17% | 31,518 | $1M | $42.53 | — | — | — | |
| 81 | FTEC | 0.16% | 6,247 | $1M | $208.04 | — | — | — | |
| 82 | IBM | 0.16% | 5,095 | $1M | $242.39 | — | — | — | |
| 83 | VB | 0.16% | 4,642 | $1M | $265.80 | — | — | — | |
| 84 | PLTR | 0.16% | 8,402 | $1M | $146.27 | — | — | — | |
| 85 | BAC | 0.15% | 25,061 | $1M | $48.76 | — | — | — | |
| 86 | AMD | 0.15% | 5,817 | $1M | $203.56 | — | — | — | |
| 87 | IYE | 0.14% | 17,773 | $1M | $64.20 | — | — | — | |
| 88 | IYH | 0.14% | 18,161 | $1M | $61.64 | — | — | — | |
| 89 | IYK | 0.14% | 15,766 | $1M | $69.39 | — | — | — | |
| 90 | V | 0.14% | 3,595 | $1M | $302.30 | — | — | — | |
| 91 | XONA.DE | 0.14% | 6,398 | $1M | $169.66 | — | — | — | |
| 92 | PG | 0.13% | 7,259 | $1M | $144.45 | — | — | — | |
| 93 | VV | 0.13% | 3,427 | $1M | $298.89 | — | — | — | |
| 94 | AMGN | 0.13% | 2,906 | $1M | $349.51 | — | — | — | |
| 95 | IYF | 0.13% | 8,625 | $1M | $117.66 | — | — | — | |
| 96 | SPYM | 0.13% | 13,168 | $1M | $76.54 | — | — | — | |
| 97 | DBEF | 0.12% | 19,560 | $966K | $49.40 | — | — | — | |
| 98 | LMT | 0.12% | 1,547 | $935K | $604.17 | — | — | — | |
| 99 | COST | 0.12% | 927 | $924K | $996.88 | — | — | — | |
| 100 | TLT | 0.12% | 10,514 | $911K | $86.69 | — | — | — |