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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 2020-04-27)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
APPLE INC COM    (COM) AAPL 11,308,000 44,470 9.87%
ISHARES CORE S&P 500 ETF    (CORE S&P500 ETF) IVV 9,876,000 37,992 8.62%
ISHARES TR US TREAS BD ETF    (US TREAS BD ETF) GOVT 4,819,000 170,227 4.20%
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF    (TOTAL STK MKT) VTI 4,653,000 36,092 4.06%
ISHARES TRUST CORE MSCI EAFE ETF    (CORE MSCI EAFE) IEFA 4,407,000 87,988 3.84%
ISHARES TR ESG MSCI USA ETF    (ESG MSCI USA ETF) 2,947,000 50,998 2.57%
VANGUARD INDEX FUNDS S&P 500 ETF    (S&P 500 ETF SHS) VOO 2,726,000 11,509 2.38%
ISHARES CORE S&P TOTAL US STOCK MARKET ETF    (CORE S&P TTL STK) ISI 2,700,000 47,215 2.35%
ISHARES EDGE MSCI USA QUALITY FACTOR ETF    (USA QUALITY FCTR) QUAL 2,592,000 31,827 2.26%
CHEVRON CORP NEW COM    (COM) CVX 2,527,000 34,876 2.20%
MICROSOFT CORP    (COM) MSFT 2,468,000 15,651 2.15%
ISHARES TR INTRM TR CRP ETF    (INTRM TR CRP ETF) CIU 1,912,000 34,389 1.67%
ISHARES INC ESG MSCI EM ETF    (ESG MSCI EM ETF) 1,720,000 62,382 1.50%
ISHARES EDGE MSCI MIN VOL USA ETF    (MSCI MIN VOL ETF) USMV 1,638,000 30,120 1.43%
ISHARES US ETF TR SHT MAT BD ETF    (SHT MAT BD ETF) NEAR 1,603,000 32,641 1.40%
VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US    (ALLWRLD EX US) VEU 1,537,000 37,457 1.34%
ISHARES TR 20 YR TR BD ETF    (20 YR TR BD ETF) TLT 1,520,000 9,159 1.32%
ISHARES GLOBAL TECH ETF    (GLOBAL TECH ETF) IXN 1,431,000 7,821 1.25%
ISHARES TR MBS ETF    (MBS ETF) MBB 1,358,000 12,149 1.18%
ISHARES MSCI EAFE ETF    (MSCI EAFE ETF) EFA 1,176,000 22,001 1.02%
ISHARES TRUST 0-5YR HIGH YIELD CORP BD    (0-5YR HI YL CP) SHYG 1,115,000 26,920 0.97%
VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF    (INF TECH ETF) VGT 1,107,000 5,222 0.96%
ISHARES INC CORE MSCI EMERGING MKTS ETF    (CORE MSCI EMKT) IEMG 1,021,000 25,144 0.89%
VANGUARD INDEX FDS VANGUARD SMALL CAP VIPERS FORMERLY VANGUARD INDEX TR    (SMALL CP ETF) VB 864,000 7,485 0.75%
BERKSHIRE HATHAWAY INC COM    (CL B NEW) BRK/B 847,000 4,630 0.73%
ISHARES EDGE MSCI USA SIZE FACTOR ETF    (USA SIZE FACTOR) SIZE 839,000 11,698 0.73%
VANGUARD INDEX FDS VANGUARD LARGE CAP VIPERS FORMERLY VANGUARD INDEX TR    (LARGE CAP ETF) VV 817,000 6,898 0.71%
ISHARES GOLD TRUST    (ISHARES) IAU 782,000 51,897 0.68%
AT&T INC COM    (COM) T 771,000 26,471 0.67%
CLOROX CO COM    (COM) CLX 725,000 4,384 0.63%
AMAZON.COM INC    (COM) AMZN 723,000 371 0.63%
VANGUARD FTSE DEVELOPED MARKET ETF    (FTSE DEV MKT ETF) VEA 672,000 20,143 0.58%
CISCO SYS INC COM    (COM) CSCO 654,000 16,629 0.57%
TESLA INC COM    (COM) TSLA 601,000 1,147 0.52%
ALPHABET INC CAP STK CL C    (CAP STK CL C) GOOG 593,000 510 0.51%
VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS    (GROWTH ETF) VUG 587,000 3,746 0.51%
DISNEY WALT CO    (COM DISNEY) DIS 552,000 5,719 0.48%
MSCI INC COM    (COM) MXB 544,000 1,883 0.47%
VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR    (VALUE ETF) VTV 523,000 5,877 0.45%
FACEBOOK INC-CLASS A    (CL A) FB 519,000 3,111 0.45%
PROCTER & GAMBLE CO COM    (COM) PG 515,000 4,678 0.44%
AUTOMATIC DATA PROCESSING INC COM    (COM) ADP 504,000 3,687 0.44%
ALLERGAN PLC COM    (SHS) AGN 495,000 2,797 0.43%
VANGUARD SECTOR INDEX FDS VANGUARD FINLS VIPERS    (FINANCIALS ETF) VFH 490,000 9,657 0.42%
ORACLE CORP COM    (COM) ORCL 490,000 10,146 0.42%
ISHARES EDGE MSCI MIN VOL EAFE ETF    (MIN VOL EAFE ETF) EFAV 429,000 6,911 0.37%
VERIZON COMMUNICATIONS    (COM) VZ 422,000 7,849 0.36%
ISHARES TR NASDAQ BIOTECH    (NASDAQ BIOTECH) IBB 422,000 3,913 0.36%
SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT    (TR UNIT) SPY 410,000 1,592 0.35%
VANGUARD SECTOR INDEX FDS VANGUARD HEALTH CARE VIPERS    (HEALTH CAR ETF) VHT 381,000 2,292 0.33%
INTERNATIONAL BUS MACH CORP COM    (COM) IBM 367,000 3,309 0.32%
WISDOMTREE CONTINUOUS COMMODIT SHS BEN INT    (SHS BEN INT) 358,000 24,785 0.31%
BK OF AMERICA CORP COM    (COM) BAC 353,000 16,617 0.30%
PUBLIC SVC ENTERPRISE GRP INC COM    (COM) PEG 350,000 7,797 0.30%
VANGUARD CHARLOTTE TOTAL INTL BD INDEX FD ETF    (INTL BD IDX ETF) BNDX 333,000 5,922 0.29%
XILINX INC    (COM) XLNX 332,000 4,264 0.29%
AMGEN INC    (COM) AMGN 326,000 1,607 0.28%
NIKE INC CLASS B COM NPV    (CL B) NKE 320,000 3,870 0.27%
ALPHABET INC CAP STK CL A    (CAP STK CL A) GOOGL 320,000 275 0.27%
HOME DEPOT INC COM    (COM) HD 311,000 1,664 0.27%
ESSEX PROPERTY TRUST INC COM    (COM) ESS 300,000 1,361 0.26%
MAXIM INTEGRATED PRODUCTS COM    (COM) MXIM 295,000 6,069 0.25%
INVESCO QQQ TR UNIT SER 1    (UNIT SER 1) 292,000 1,536 0.25%
JOHNSON &JOHNSON COM    (COM) JNJ 285,000 2,174 0.24%
PFIZER INC    (COM) PFE 276,000 8,443 0.24%
MERCK & CO INC NEW COM    (COM) MRK 266,000 3,458 0.23%
UNITEDHEALTH GROUP    (COM) UNH 259,000 1,040 0.22%
JPMORGAN CHASE & CO COM    (COM) JPM 252,000 2,802 0.22%
PULTE GROUP INC COM    (COM) PHM 251,000 11,250 0.21%
NEKTAR THERAPEUTICS    (COM) NKTR 250,000 14,000 0.21%
BRISTOL-MYERS SQUIBB CO COM    (COM) BMY 249,000 4,466 0.21%
ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF    (IBOXX INV CP ETF) LQD 246,000 1,996 0.21%
VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF    (FTSE EMR MKT ETF) VWO 246,000 7,337 0.21%
COCA COLA CO    (COM) KO 245,000 5,545 0.21%
FIRST TR STOXX EUROPEAN SELECT COMMON SHS    (COMMON SHS) FDD 239,000 24,879 0.20%
INTEL CORP COM    (COM) INTC 237,000 4,378 0.20%
DOMINION ENERGY INC COM    (COM) D 235,000 3,249 0.20%
UNITED PARCEL SVC INC CL B    (CL B) UPS 234,000 2,395 0.20%
ALLSTATE CORP COM    (COM) ALL 227,000 2,479 0.19%
VANGUARD BD INDEX FD INC SHORT TRM BOND    (SHORT TRM BOND) BSV 222,000 2,704 0.19%
BP PLC SPONSORED ADR    (SPONSORED ADR) BP 221,000 9,047 0.19%
ABM INDS INC COM    (COM) ABM 219,000 9,000 0.19%
VANGUARD BD INDEX FUND INC TOTAL BND MRKT    (TOTAL BND MRKT) BND 213,000 2,496 0.18%
AMERICAN EXPRESS CO COM    (COM) AXP 209,000 2,438 0.18%
ISHARES TR JP MOR EM MK ETF    (JPMORGAN USD EMG) EMB 206,000 2,119 0.17%
SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1    (UT SER 1) DIA 205,000 936 0.17%
STARBUCKS CORP COM    (COM) SBUX 202,000 3,079 0.17%
WISDOMTREE TRUST JAPAN HEDGE EQT    (JAPN HEDGE EQT) DXJ 198,000 4,707 0.17%
ISHARES RUSSELL 1000 GROWTH ETF    (RUS 1000 GRW ETF) IWF 198,000 1,316 0.17%
COMCAST CORP NEW CL A    (CL A) CMCSA 195,000 5,680 0.17%
ISHARES TRUST ISHARES CORE HIGH DIVIDEND    (CORE HIGH DV ETF) HDV 195,000 2,724 0.17%
EXTRA SPACE STORAGE INC    (COM) EXR 194,000 2,029 0.16%
BIOGEN INC COM    (COM) BIIB 193,000 609 0.16%
BANK OF NEW YORK MELLON CORP COM    (COM) BK 189,000 5,625 0.16%
ABBVIE INC COM    (COM) ABBV 183,000 2,398 0.15%
ISHARES TR PFD AND INCM SEC    (PFD AND INCM SEC) PFF 178,000 5,605 0.15%
ISHARES RUSSELL 1000 VALUE ETF    (RUS 1000 VAL ETF) IWD 178,000 1,795 0.15%
VISA INC COM CL A    (COM CL A) V 170,000 1,055 0.14%
VANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETF    (TT WRLD ST ETF) 169,000 2,688 0.14%
SPDR SERIES TR NUVEEN BRC MUNIC    (NUVEEN BRC MUNIC) 162,000 3,246 0.14%
BOEING CO COM    (COM) BA 158,000 1,057 0.13%
SPDR S&P GLOBAL INFRASTRUCTURE ETF    (S&P GBLINF ETF) GII 157,000 4,028 0.13%
ELI LILLY AND CO COM    (COM) LLY 157,000 1,135 0.13%
COSTCO WHOLESALE CORP COM    (COM) COST 155,000 542 0.13%
UNITED TECHNOLOGIES CORP COM    (COM) UTX 148,000 1,570 0.12%
PEPSICO INC    (COM) PEP 144,000 1,201 0.12%
VANGUARD STAR FD VANGUARD TOTAL INTL STOCK INDEX FD ETF SHS    (VG TL INTL STK F) VXUS 142,000 3,378 0.12%
ISHARES CORE U.S. AGGREGATE BOND ETF    (CORE US AGGBD ET) AGG 141,000 1,225 0.12%
DUKE ENERGY CORP    (COM NEW) DUK 138,000 1,703 0.12%
TARGET CORP COM    (COM) TGT 137,000 1,477 0.11%
NOVARTIS A G SPONSORED ADR    (SPONSORED ADR) NVS 135,000 1,640 0.11%
PHILLIPS 66 COM    (COM) PSX 134,000 2,491 0.11%
UNION PACIFIC CORP COM    (COM) UNP 133,000 945 0.11%
LOWES COMPANIES INC COM    (COM) LOW 133,000 1,550 0.11%
SEMPRA ENERGY    (COM) SRE 131,000 1,155 0.11%
VANGUARD SCOTTSDALE FDS VANGUARD MTG-BACKED SECS IDX FD ETF    (MORTG-BACK SEC) VMBS 130,000 2,382 0.11%
VANGUARD SCOTTSDALE FDS INTERMEDIATE TERM CORPORATE BOND INDEX    (INT-TERM CORP) VCIT 127,000 1,456 0.11%
AVISTA CORP    (COM) AVA 126,000 2,961 0.11%
EXXON MOBIL CORP    (COM) XOM 125,000 3,291 0.10%
HERSHEY COMPANY COM    (COM) HSY 125,000 942 0.10%
DIAGEO ADR    (SPON ADR NEW) DEO 125,000 982 0.10%
VANGUARD BD INDEX FD INC INTERMED TERM    (INTERMED TERM) BIV 123,000 1,381 0.10%
ISHARES CORE S&P MID-CAP ETF    (CORE S&P MCP ETF) IJH 120,000 835 0.10%
SELECT SECTOR SPDR TRUST AMEX FINANCIAL SELECT INDEX USD DIS    (SBI INT-FINL) XLF 119,000 5,701 0.10%
VANGUARD BD INDEX FD INC LONG TERM BOND    (LONG TERM BOND) BLV 115,000 1,076 0.10%
INTUIT COM    (COM) INTU 115,000 500 0.10%
SECTOR SPDR TR SHS BEN INT UTILITIES    (SBI INT-UTILS) XLU 113,000 2,031 0.09%
VANGUARD SPECIALIZED FUNDS DIV APP ETF    (DIV APP ETF) VIG 109,000 1,053 0.09%
NVIDIA CORP    (COM) NVDA 108,000 411 0.09%
ISHARES S&P MID CAP 400 GROWTH ETF    (S&P MC 400GR ETF) IJK 108,000 603 0.09%
MEDTRONIC PLC    (SHS) MDT 108,000 1,192 0.09%
PACER FDS TR TRENDP 100 ETF    (TRENDP 100 ETF) 108,000 3,113 0.09%
US BANCORP DEL COM NEW    (COM NEW) USB 107,000 3,119 0.09%
TEXAS INSTRUMENTS INC COM    (COM) TXN 107,000 1,074 0.09%
ZOETIS INC COM    (CL A) ZTS 105,000 896 0.09%
VANGUARD WORLD FD MEGA CAP GROWTH ETF    (MEGA GRWTH IND) MGK 105,000 825 0.09%
KROGER CO COM    (COM) KR 104,000 3,455 0.09%
SPDR GOLD TR GOLD SHS    (GOLD SHS) GLD 104,000 705 0.09%
WELLTOWER INC COM    (COM) HCN 103,000 2,253 0.08%
GILEAD SCIENCES INC COM    (COM) GILD 102,000 1,367 0.08%
MCDONALDS CORP    (COM) MCD 101,000 609 0.08%
SONY CORP SPON ADR    (SPONSORED ADR) SNE 100,000 1,694 0.08%
VERTEX PHARMACEUTICALS    (COM) VRTX 99,000 417 0.08%
WALMART INC COM    (COM) WMT 98,000 860 0.08%
PACER FDS TR TRENDPILOT US LARGE CAP ETF    (TRENDP US LAR CP) 96,000 3,538 0.08%
VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS    (HIGH DIV YLD) VYM 95,000 1,341 0.08%
VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS    (SHRT TRM CORP BD) VCSH 93,000 1,171 0.08%
3M COMPANY    (COM) MMM 90,000 662 0.07%
VMWARE INC CL A COM    (CL A COM) VMW 90,000 741 0.07%
GLAXOSMITHKLINE ADR    (SPONSORED ADR) GSK 89,000 2,341 0.07%
PHILIP MORRIS INTERNATIONAL INC COM NPV    (COM) PM 89,000 1,220 0.07%
VANGUARD REAL ESTATE ETF    (REAL ESTATE ETF) VNQ 88,000 1,254 0.07%
GENERAL ELECTRIC CO COM    (COM) GE 87,000 10,978 0.07%
LOCKHEED MARTIN CORP COM    (COM) LMT 86,000 254 0.07%
GLOBAL PMTS INC COM    (COM) GPN 86,000 594 0.07%
VANGUARD SECTOR INDEX FDS VANGUARD ENERGY VIPERS    (ENERGY ETF) VDE 86,000 2,247 0.07%
ISHARES TR FLTG RATE NT ETF    (FLTG RATE NT ETF) FLOT 85,000 1,737 0.07%
CONOCOPHILLIPS COM    (COM) COP 85,000 2,768 0.07%
PROLOGIS INC COM    (COM) PLD 85,000 1,053 0.07%
CROWN CASTLE INTL CORP NEW COM    (COM) CCI 83,000 573 0.07%
HORMEL FOODS CORP COM    (COM) HRL 83,000 1,783 0.07%
ALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS    (SPONSORED ADS) BABA 81,000 415 0.07%
HONEYWELL INTERNATIONAL INC COM    (COM) HON 80,000 596 0.06%
ACCENTURE PLC CLS A    (SHS CLASS A) ACN 79,000 482 0.06%
ABBOTT LABORATORIES    (COM) ABT 79,000 1,001 0.06%
ALLIANZGI CONV INCOME FD COM    (COM) NCV 77,000 20,530 0.06%
FIRST TR EXCHANGE TRADED FD III FIRST TR PFD SECS & INCOME ETF    (PFD SECS INC ETF) FPE 76,000 4,648 0.06%
GARMIN LTD COM    (SHS) GRMN 76,000 1,019 0.06%
AMERICAN TOWER CORP COM    (COM) AMT 74,000 341 0.06%
DELL TECHNOLOGIES INC CL C    (CL C) 74,000 1,871 0.06%
MONDELEZ INTL INC COM NPV    (CL A) MDLZ 74,000 1,481 0.06%
SPDR SERIES TR S&P DIVID ETF    (S&P DIVID ETF) SDY 73,000 913 0.06%
WEC ENERGY GROUP INC COM    (COM) 73,000 824 0.06%
FIRST TR EXCHANGE TRADED FD IV FIRST TR ENHANCED SHORT SHORT MATURITY ETF    (FIRST TR ENH NEW) FTSM 73,000 1,230 0.06%
FIRST TR EXCHANGE TRADED FD IV LOW DURATION OPPORTUNITIES ETF    (FST LOW OPPT EFT) LMBS 73,000 1,427 0.06%
SHERWIN WILLIAMS CO    (COM) SHW 72,000 157 0.06%
NORTHRUP GRUMMAN CORP COM    (COM) NOC 72,000 240 0.06%
TJX COS INC NEW COM    (COM) TJX 72,000 1,512 0.06%
NEXTERA ENERGY INC COM    (COM) NEE 72,000 300 0.06%
QUALCOMM INC    (COM) QCOM 71,000 1,050 0.06%
CENTURYLINK INC COM    (COM) CTL 70,000 7,384 0.06%
FACTSET RESH SYS INC COM    (COM) FDS 69,000 265 0.06%
NORFOLK SOUTHERN CORP COM    (COM) NSC 67,000 458 0.05%
LTC PPTYS INC    (COM) LTC 66,000 2,142 0.05%
KIMBERLY CLARK CORP COM    (COM) KMB 66,000 518 0.05%
FIDELITY MSCI REAL ESTATE INDEX ETF    (MSCI RL EST ETF) 65,000 3,145 0.05%
MASTERCARD INC CL A    (CL A) MA 65,000 269 0.05%
NETFLIX COM INC    (COM) NFLX 63,000 169 0.05%
AMERICAN ELEC PWR CO INC COM    (COM) AEP 63,000 790 0.05%
ALTRIA GROUP INC    (COM) MO 62,000 1,599 0.05%
CHIPOTLE MEXICAN GRILL INC COM    (COM) CMG 61,000 93 0.05%
TRANE TECHNOLOGIES PLC COM    (SHS) 61,000 738 0.05%
ISHARES TIPS BOND ETF    (TIPS BD ETF) TIP 59,000 497 0.05%
INVESCO EXCHNG TRADED FD TR II TAXABLE MUN BD    (TAXABLE MUN BD) 59,000 1,913 0.05%
DTE ENERGY HOLDING CO    (COM) DTE 59,000 623 0.05%
SANOFI SPONSORED ADR    (SPONSORED ADR) SNY 59,000 1,358 0.05%
CANADIAN NATL RY CO COM    (COM) CNI 58,000 751 0.05%
TORO CO COM    (COM) TTC 58,000 889 0.05%
ESTEE LAUDER COMPANIES INC COM    (CL A) EL 58,000 363 0.05%
AKAMAI TECHNOLOGIES COM    (COM) AKAM 58,000 638 0.05%
1 2 3 4 5 Next >Full Portfolio View
Total Value As 2020-03-31: 114,476,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
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