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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

LIBERTY WEALTH MANAGEMENT LLC INSTITUTION : LIBERTY WEALTH MANAGEMENT LLC
LIBERTY WEALTH MANAGEMENT LLC Portfolio (reported on 2019-10-30)
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
APPLE INC COM    (COM) AAPL 9,902,000 44,209 9.36%
ISHARES CORE S&P 500 ETF    (CORE S&P500 ETF) IVV 5,678,000 19,021 5.37%
FRANKLIN TEMPLETON ETF TR LIBERTYQ EMERG    (LIBERTYQ EMERG) 4,603,000 159,085 4.35%
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF    (TOTAL STK MKT) VTI 4,450,000 29,472 4.21%
CHEVRON CORP NEW COM    (COM) CVX 4,019,000 33,884 3.80%
VANGUARD INDEX FUNDS S&P 500 ETF    (S&P 500 ETF SHS) VOO 2,962,000 10,864 2.80%
ISHARES TR US TREAS BD ETF    (US TREAS BD ETF) GOVT 2,403,000 91,300 2.27%
MICROSOFT CORP    (COM) MSFT 2,265,000 16,288 2.14%
ISHARES TRUST CORE MSCI EAFE ETF    (CORE MSCI EAFE) IEFA 1,986,000 32,527 1.87%
ISHARES TR INTRM TR CRP ETF    (INTRM TR CRP ETF) CIU 1,908,000 32,948 1.80%
ISHARES MSCI EAFE ETF    (MSCI EAFE ETF) EFA 1,650,000 25,308 1.56%
ISHARES CORE S&P TOTAL US STOCK MARKET ETF    (CORE S&P TTL STK) ISI 1,553,000 23,153 1.46%
ISHARES US ETF TR SHT MAT BD ETF    (SHT MAT BD ETF) NEAR 1,494,000 29,687 1.41%
ISHARES EDGE MSCI MIN VOL USA ETF    (MSCI MIN VOL ETF) USMV 1,304,000 20,340 1.23%
VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF    (INF TECH ETF) VGT 1,205,000 5,589 1.14%
ISHARES INC CORE MSCI EMERGING MKTS ETF    (CORE MSCI EMKT) IEMG 1,146,000 23,386 1.08%
ISHARES TR MBS ETF    (MBS ETF) MBB 1,103,000 10,183 1.04%
ISHARES TR 20 YR TR BD ETF    (20 YR TR BD ETF) TLT 1,023,000 7,152 0.96%
VANGUARD INDEX FDS VANGUARD SMALL CAP VIPERS FORMERLY VANGUARD INDEX TR    (SMALL CP ETF) VB 993,000 6,454 0.93%
AT&T INC COM    (COM) T 981,000 25,923 0.92%
VANGUARD INDEX FDS VANGUARD LARGE CAP VIPERS FORMERLY VANGUARD INDEX TR    (LARGE CAP ETF) VV 972,000 7,128 0.91%
BERKSHIRE HATHAWAY INC COM    (CL B NEW) BRK/B 947,000 4,554 0.89%
VANGUARD FTSE DEVELOPED MARKET ETF    (FTSE DEV MKT ETF) VEA 933,000 22,704 0.88%
VANGUARD INTL EQUITY INDEX FD INC FTSE ALL-WORLD EX-US INDEX FD ETF SHS    (ALLWRLD EX US) VEU 869,000 17,423 0.82%
ISHARES GLOBAL TECH ETF    (GLOBAL TECH ETF) IXN 802,000 4,337 0.75%
ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF    (IBOXX INV CP ETF) LQD 793,000 6,217 0.75%
VANGUARD SECTOR INDEX FDS VANGUARD FINLS VIPERS    (FINANCIALS ETF) VFH 766,000 10,940 0.72%
VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS    (GROWTH ETF) VUG 761,000 4,574 0.72%
VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR    (VALUE ETF) VTV 755,000 6,765 0.71%
CLOROX CO COM    (COM) CLX 698,000 4,599 0.66%
CISCO SYS INC COM    (COM) CSCO 680,000 13,754 0.64%
ISHARES GOLD TRUST    (ISHARES) IAU 648,000 45,932 0.61%
AUTOMATIC DATA PROCESSING INC COM    (COM) ADP 634,000 3,926 0.59%
DISNEY WALT CO    (COM DISNEY) DIS 624,000 4,789 0.59%
ALPHABET INC CAP STK CL C    (CAP STK CL C) GOOG 578,000 474 0.54%
FACEBOOK INC-CLASS A    (CL A) FB 561,000 3,152 0.53%
WISDOMTREE CONTINUOUS COMMODIT SHS BEN INT    (SHS BEN INT) 557,000 31,728 0.52%
PROCTER & GAMBLE CO COM    (COM) PG 556,000 4,467 0.52%
AMAZON.COM INC    (COM) AMZN 524,000 302 0.49%
ISHARES EDGE MSCI MIN VOL EAFE ETF    (MIN VOL EAFE ETF) EFAV 503,000 6,866 0.47%
ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF    (USA MOMENTUM FCT) 503,000 4,219 0.47%
VANGUARD SECTOR INDEX FDS VANGUARD HEALTH CARE VIPERS    (HEALTH CAR ETF) VHT 491,000 2,929 0.46%
PUBLIC SVC ENTERPRISE GRP INC COM    (COM) PEG 484,000 7,797 0.45%
INVESCO QQQ TR UNIT SER 1    (UNIT SER 1) 459,000 2,431 0.43%
ESSEX PROPERTY TRUST INC COM    (COM) ESS 445,000 1,361 0.42%
SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT    (TR UNIT) SPY 444,000 1,496 0.42%
XILINX INC    (COM) XLNX 426,000 4,447 0.40%
BANK OF AMERICA CORP    (COM) BAC 426,000 14,620 0.40%
PULTE GROUP INC COM    (COM) PHM 423,000 11,560 0.40%
MSCI INC COM    (COM) MXB 410,000 1,883 0.38%
ISHARES TR NASDAQ BIOTECH    (NASDAQ BIOTECH) IBB 386,000 3,875 0.36%
BOEING CO COM    (COM) BA 384,000 1,008 0.36%
ORACLE CORP COM    (COM) ORCL 377,000 6,859 0.35%
ISHARES CORE S&P MID-CAP ETF    (CORE S&P MCP ETF) IJH 367,000 1,900 0.34%
NIKE INC CLASS B COM NPV    (CL B) NKE 363,000 3,860 0.34%
HOME DEPOT INC COM    (COM) HD 362,000 1,560 0.34%
ALPHABET INC CAP STK CL A    (CAP STK CL A) GOOGL 360,000 295 0.34%
SPDR S&P GLOBAL INFRASTRUCTURE ETF    (S&P GBLINF ETF) GII 359,000 6,729 0.33%
MAXIM INTEGRATED PRODUCTS COM    (COM) MXIM 348,000 6,014 0.32%
NOVARTIS A G SPONSORED ADR    (SPONSORED ADR) NVS 334,000 3,847 0.31%
VANGUARD CHARLOTTE TOTAL INTL BD INDEX FD ETF    (INTL BD IDX ETF) BNDX 331,000 5,627 0.31%
BP PLC SPONSORED ADR    (SPONSORED ADR) BP 330,000 8,673 0.31%
ABM INDS INC COM    (COM) ABM 327,000 9,000 0.30%
VERIZON COMMUNICATIONS    (COM) VZ 321,000 5,313 0.30%
VANGUARD INTL EQUITY INDEX FUND INC FTSE EMERGING MARKETS ETF    (FTSE EMR MKT ETF) VWO 321,000 7,980 0.30%
JPMORGAN CHASE & CO COM    (COM) JPM 318,000 2,704 0.30%
FIRST TR STOXX EUROPEAN SELECT DIVID INDEX FD COMMON SHS    (COMMON SHS) FDD 316,000 24,821 0.29%
PFIZER INC    (COM) PFE 304,000 8,470 0.28%
TESLA INC COM    (COM) TSLA 299,000 1,243 0.28%
UNITED PARCEL SVC INC CL B    (CL B) UPS 291,000 2,426 0.27%
AMERICAN EXPRESS CO COM    (COM) AXP 291,000 2,463 0.27%
PHILLIPS 66 COM    (COM) PSX 287,000 2,798 0.27%
WISDOMTREE TRUST JAPAN HEDGE EQT    (JAPN HEDGE EQT) DXJ 282,000 5,594 0.26%
ALLSTATE CORP COM    (COM) ALL 273,000 2,509 0.25%
EXXON MOBIL CORP    (COM) XOM 273,000 3,862 0.25%
COCA COLA CO    (COM) KO 267,000 4,910 0.25%
VANGUARD BD INDEX FD INC SHORT TERM BD ETF    (SHORT TRM BOND) BSV 265,000 3,286 0.25%
STARBUCKS CORP COM    (COM) SBUX 264,000 2,989 0.24%
SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1    (UT SER 1) DIA 256,000 950 0.24%
ISHARES TRUST ISHARES CORE HIGH DIVIDEND    (CORE HIGH DV ETF) HDV 255,000 2,705 0.24%
BANK OF NEW YORK MELLON CORP COM    (COM) BK 254,000 5,624 0.24%
COMCAST CORP NEW CL A    (CL A) CMCSA 252,000 5,547 0.23%
ISHARES TR JP MOR EM MK ETF    (JPMORGAN USD EMG) EMB 243,000 2,114 0.22%
ISHARES CORE S&P SMALL-CAP    (CORE S&P SCP ETF) IJR 240,000 3,092 0.22%
MERCK & CO INC NEW COM    (COM) MRK 230,000 2,736 0.21%
ISHARES RUSSELL 1000 VALUE ETF    (RUS 1000 VAL ETF) IWD 230,000 1,793 0.21%
UNITED TECHNOLOGIES CORP COM    (COM) UTX 228,000 1,673 0.21%
INTEL CORP COM    (COM) INTC 226,000 4,376 0.21%
UNITEDHEALTH GROUP    (COM) UNH 220,000 1,014 0.20%
JOHNSON &JOHNSON COM    (COM) JNJ 213,000 1,647 0.20%
ISHARES RUSSELL 1000 GROWTH ETF    (RUS 1000 GRW ETF) IWF 210,000 1,316 0.19%
ISHARES TR PFD AND INCM SEC    (PFD AND INCM SEC) PFF 209,000 5,565 0.19%
DOMINION ENERGY INC COM    (COM) D 206,000 2,540 0.19%
TARGET CORP COM    (COM) TGT 201,000 1,876 0.19%
VANGUARD SECTOR INDEX FDS VANGUARD ENERGY VIPERS    (ENERGY ETF) VDE 200,000 2,563 0.18%
VANGUARD INTL EQUITY INDEX FUND INC TOTAL WORLD STK INDEX FUND ETF SHS    (TT WRLD ST ETF) 199,000 2,666 0.18%
EXTRA SPACE STORAGE INC    (COM) EXR 199,000 1,700 0.18%
WELLTOWER INC COM    (COM) HCN 198,000 2,234 0.18%
LOWES COMPANIES INC COM    (COM) LOW 198,000 1,804 0.18%
VISA INC COM CL A    (COM CL A) V 184,000 1,071 0.17%
VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS    (HIGH DIV YLD) VYM 180,000 2,029 0.17%
BRISTOL-MYERS SQUIBB CO COM    (COM) BMY 179,000 3,523 0.16%
SCHWAB STRATEGIC TR US BROAD MKT ETF    (US BRD MKT ETF) SCHB 178,000 2,505 0.16%
SELECT SECTOR SPDR TRUST AMEX FINANCIAL SELECT INDEX USD DIS    (SBI INT-FINL) XLF 173,000 6,181 0.16%
US BANCORP DEL COM NEW    (COM NEW) USB 173,000 3,118 0.16%
SPDR SER TR NUVEEN BRC MUNIC    (NUVEEN BRC MUNIC) 167,000 3,287 0.15%
SECTOR SPDR TR SHS BEN INT UTILITIES    (SBI INT-UTILS) XLU 167,000 2,573 0.15%
COSTCO WHOLESALE CORP COM    (COM) COST 160,000 556 0.15%
AVISTA CORP    (COM) AVA 153,000 3,161 0.14%
PEPSICO INC    (COM) PEP 152,000 1,112 0.14%
UNION PACIFIC CORP COM    (COM) UNP 151,000 933 0.14%
VANGUARD BD INDEX FUND INC TOTAL BOND MARKET ETF    (TOTAL BND MRKT) BND 146,000 1,725 0.13%
MCDONALDS CORP    (COM) MCD 145,000 676 0.13%
HERSHEY COMPANY COM    (COM) HSY 145,000 935 0.13%
CONOCOPHILLIPS COM    (COM) COP 144,000 2,529 0.13%
VANGUARD STAR FD VANGUARD TOTAL INTL STOCK INDEX FD ETF SHS    (VG TL INTL STK F) VXUS 141,000 2,732 0.13%
TEXAS INSTRUMENTS INC COM    (COM) TXN 140,000 1,086 0.13%
LOCKHEED MARTIN CORP COM    (COM) LMT 139,000 355 0.13%
DUKE ENERGY CORP    (COM NEW) DUK 138,000 1,438 0.13%
ISHARES S&P MID CAP 400 GROWTH ETF    (S&P MC 400GR ETF) IJK 135,000 602 0.12%
INGERSOLL-RAND PLC    (SHS) IR 133,000 1,082 0.12%
VANGUARD SCOTTSDALE FDS VANGUARD MTF-BACKED SECS IDX FD ETF    (MORTG-BACK SEC) VMBS 132,000 2,471 0.12%
INTUIT COM    (COM) INTU 132,000 500 0.12%
LTC PPTYS INC    (COM) LTC 130,000 2,539 0.12%
SCHWAB STRATEGIC TR US AGGREGATE BD ETF    (US AGGREGATE B) SCHZ 129,000 2,399 0.12%
MEDTRONIC PLC    (SHS) MDT 129,000 1,187 0.12%
FEDEX CORP COM    (COM) FDX 128,000 877 0.12%
ISHARES TR FLTG RATE NT ETF    (FLTG RATE NT ETF) FLOT 122,000 2,397 0.11%
WALMART INC COM    (COM) WMT 120,000 1,013 0.11%
VANGUARD BD INDEX FD INC INTERMEDIATE TERM BD ETF    (INTERMED TERM) BIV 120,000 1,368 0.11%
INTERNATIONAL BUS MACH CORP COM    (COM) IBM 118,000 809 0.11%
VANGUARD REAL ESTATE ETF    (REAL ESTATE ETF) VNQ 117,000 1,255 0.11%
VANGUARD BD INDEX FD INC LONG TERM BD ETF    (LONG TERM BOND) BLV 115,000 1,121 0.10%
ZOETIS INC COM    (CL A) ZTS 112,000 902 0.10%
ALLIANZGI CONV INCOME FD COM    (COM) NCV 111,000 19,592 0.10%
VANGUARD WORLD FD MEGA CAP GROWTH ETF    (MEGA GRWTH IND) MGK 109,000 818 0.10%
GLAXOSMITHKLINE ADR    (SPONSORED ADR) GSK 109,000 2,550 0.10%
3M COMPANY    (COM) MMM 109,000 664 0.10%
DIAGEO ADR    (SPON ADR NEW) DEO 107,000 651 0.10%
ABBVIE INC COM    (COM) ABBV 107,000 1,408 0.10%
ESTEE LAUDER COMPANIES INC COM    (CL A) EL 107,000 536 0.10%
SONY CORP SPON ADR    (SPONSORED ADR) SNE 106,000 1,798 0.10%
AMGEN INC    (COM) AMGN 104,000 536 0.09%
VANGUARD GROUP DIV APP ETF    (DIV APP ETF) VIG 104,000 872 0.09%
HONEYWELL INTERNATIONAL INC COM    (COM) HON 103,000 608 0.09%
VMWARE INC CL A COM    (CL A COM) VMW 102,000 680 0.09%
VANGUARD SCOTTSDALE FDS INTERMEDIATE TERM CORPORATE BOND INDEX    (INT-TERM CORP) VCIT 102,000 1,115 0.09%
MASTERCARD INC CL A    (CL A) MA 102,000 374 0.09%
ACCENTURE PLC CLS A    (SHS CLASS A) ACN 101,000 527 0.09%
SELECT SECTOR SPDR TR HEALTH CARE FORMERLY CONSUMER SVCS TO 06/24/2002    (SBI HEALTHCARE) XLV 100,000 1,104 0.09%
GENERAL ELECTRIC CO COM    (COM) GE 99,000 11,064 0.09%
DELL TECHNOLOGIES INC CL C    (CL C) 97,000 1,871 0.09%
ROYAL DUTCH SHELL ADR    (SPONS ADR A) RDS.A 95,000 1,564 0.08%
SPDR GOLD TR GOLD SHS    (GOLD SHS) GLD 94,000 679 0.08%
TJX COS INC NEW COM    (COM) TJX 93,000 1,665 0.08%
ISHARES S&P 500 VALUE ETF    (S&P 500 VAL ETF) IVE 93,000 778 0.08%
ABBOTT LABORATORIES    (COM) ABT 93,000 1,112 0.08%
GILEAD SCIENCES INC COM    (COM) GILD 92,000 1,447 0.08%
SPDR SER TR S&P DIVID ETF    (S&P DIVID ETF) SDY 92,000 898 0.08%
SHERWIN WILLIAMS CO    (COM) SHW 91,000 165 0.08%
CENTURYLINK INC COM    (COM) CTL 91,000 7,329 0.08%
VANGUARD INDEX FDS VANGUARD MID CAP VIPERS FORMERLY VANGUARD INDEX TR    (MID CAP ETF) VO 88,000 524 0.08%
CROWN CASTLE INTL CORP NEW COM    (COM) CCI 83,000 597 0.07%
NORFOLK SOUTHERN CORP COM    (COM) NSC 82,000 456 0.07%
ALTABA INC COM    (COM) AABA 82,000 4,200 0.07%
DTE ENERGY HOLDING CO    (COM) DTE 82,000 616 0.07%
PHILIP MORRIS INTERNATIONAL INC COM NPV    (COM) PM 81,000 1,069 0.07%
CARNIVAL CORP PAIRED CTF    (UNIT 99/99/9999) CCL 81,000 1,863 0.07%
NEW JERSEY RES COM    (COM) NJR 81,000 1,788 0.07%
HORMEL FOODS CORP COM    (COM) HRL 80,000 1,821 0.07%
QUALCOMM INC    (COM) QCOM 80,000 1,053 0.07%
SMUCKER J M CO COM NEW    (COM NEW) SJM 79,000 717 0.07%
WEC ENERGY GROUP INC COM    (COM) 78,000 824 0.07%
NATIONAL HEALTH INVS INC    (COM) NHI 76,000 924 0.07%
EMERSON ELECTRIC CO    (COM) EMR 75,000 1,121 0.07%
CRONOS GROUP INC COM    (COM) 74,000 8,137 0.07%
AMERICAN ELEC PWR CO INC COM    (COM) AEP 74,000 790 0.07%
KIMBERLY CLARK CORP COM    (COM) KMB 72,000 507 0.06%
ALTRIA GROUP INC    (COM) MO 71,000 1,732 0.06%
AKAMAI TECHNOLOGIES COM    (COM) AKAM 70,000 765 0.06%
VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS    (SHRT TRM CORP BD) VCSH 70,000 860 0.06%
DIGITAL RLTY TR INC COM    (COM) DLR 70,000 543 0.06%
LMP CAP &INCOME FD INC COM    (COM) SCD 69,000 4,887 0.06%
CHIPOTLE MEXICAN GRILL INC COM    (COM) CMG 68,000 81 0.06%
ISHARES INTL AGGREGATE BOND    (CORE INTL AGGR) 68,000 1,218 0.06%
NEXTERA ENERGY INC COM    (COM) NEE 67,000 288 0.06%
CANADIAN NATL RY CO COM    (COM) CNI 67,000 748 0.06%
ISHARES S&P 500 GROWTH ETF    (S&P 500 GRWT ETF) IVW 66,000 366 0.06%
VERTEX PHARMACEUTICALS    (COM) VRTX 66,000 387 0.06%
TORO CO COM    (COM) TTC 66,000 896 0.06%
MONDELEZ INTL INC COM NPV    (CL A) MDLZ 66,000 1,185 0.06%
FACTSET RESH SYS INC COM    (COM) FDS 65,000 268 0.06%
VENTAS INC    (COM) VTR 65,000 888 0.06%
BCE INC COM    (COM NEW) BCE 64,000 1,324 0.06%
KEYCORP NEW COM    (COM) KEY 64,000 3,569 0.06%
VALERO ENERGY CORP    (COM) VLO 64,000 754 0.06%
REAVES UTIL INCOME FD COM SH BEN INT    (COM SH BEN INT) UTG 64,000 1,750 0.06%
GOLDMAN SACHS GROUP INC COM    (COM) GS 63,000 302 0.05%
WALGREENS BOOTS ALLIANCE INC COM    (COM) WBA 62,000 1,125 0.05%
CDW CORP COM    (COM) CDW 62,000 502 0.05%
1 2 3 4 5 Next >Full Portfolio View
Total Value As 2019-09-30: 105,691,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
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