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LIBERTY WEALTH MANAGEMENT LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

LIBERTY WEALTH MANAGEMENT LLC

报告期 2026-03-31 · CIK 0001769302

持仓数

268

前50大市值合计

$629.8M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

DFAU DIMENSIONAL ETF TRUST

ETF

$32.5M

719,165

5.2%

DFAC DIMENSIONAL ETF TRUST

ETF

$31.4M

806,981

5.0%

IVW ISHARES TR

ETF

$30.1M

266,207

4.8%

DYNF BLACKROCK ETF TRUST

ETF

$28.9M

496,452

4.6%

IVV ISHARES CORE S&P 500

CORE S&P500 ETF

$28.8M

44,109

4.6%

DFCF DIMENSIONAL CORE FIXED

CORE FIXED INCOM

$28.8M

681,228

4.6%

AAPL APPLE INC

COM

$28.4M

111,781

4.5%

IVE ISHARES TR

ETF

$27.2M

128,765

4.3%

QUAL ISHARES TR

ETF

$26.9M

139,989

4.3%

DUHP DIMENSIONAL ETF TRUST

ETF

$25.8M

701,173

4.1%

DFGX DIMENSIONAL

DIMENSIONAL INTE

$20.3M

387,348

3.2%

IEMG ISHARES CORE MSCI

CORE MSCI EMKT

$18.6M

266,950

3.0%

NVDA NVIDIA CORPORATION

COM

$17.7M

101,654

2.8%

IUSB ISHARES CORE UNIVERSAL

CORE UNIVRSL USD

$15.8M

342,830

2.5%

DFIC DIMENSIONAL ETF TRUST

ETF

$15.6M

439,135

2.5%

VTI VANGUARD INDEX FDS

ETF

$14.8M

46,256

2.4%

DFSD DIMENSIONAL ETF TRUST

ETF

$14.8M

309,664

2.4%

DFAI DIMENSIONAL ETF TRUST

ETF

$14.4M

368,908

2.3%

DFLV DIMENSIONAL ETF TRUST

ETF

$13.7M

382,353

2.2%

EFV ISHARES MSCI EAFE VALUE

EAFE VALUE ETF

$12.1M

162,787

1.9%

MTUM ISHARES TR

ETF

$9.2M

38,474

1.5%

TLH ISHARES 10-20 YEAR

10-20 YR TRS ETF

$8.8M

87,815

1.4%

VEU VANGUARD FTSE ALL-WORLD

ALLWRLD EX US

$8.6M

114,712

1.4%

DFAT DIMENSIONAL ETF TRUST

ETF

$8.4M

134,174

1.3%

THRO BLACKROCK ETF TRUST

ETF

$8.3M

228,895

1.3%

DIHP DIMENSIONAL ETF TRUST

ETF

$8.0M

248,733

1.3%

OEF ISHARES TR

ETF

$7.8M

24,656

1.2%

DFEM DIMENSIONAL EMERGING

EMERGING MKTS CO

$7.4M

214,986

1.2%

MSFT MICROSOFT CORP

COM

$7.2M

19,425

1.1%

BAI BLACKROCK ETF TRUST

ETF

$6.7M

202,464

1.1%

EFG ISHARES MSCI EAFE GROWTH

EAFE GRWTH ETF

$6.5M

57,920

1.0%

QQQ INVESCO QQQ TR

ETF

$5.7M

9,917

0.9%

DISV DIMENSIONAL ETF TRUST

ETF

$5.6M

142,121

0.9%

AMZN AMAZON COM INC

COM

$5.6M

26,892

0.9%

ENPH ENPHASE ENERGY INC

COM

$5.5M

146,338

0.9%

MBB ISHARES TR

ETF

$5.5M

58,020

0.9%

AMAT APPLIED MATLS INC

COM

$5.4M

15,869

0.9%

IYW ISHARES TR

ETF

$5.2M

28,877

0.8%

TSLA TESLA INC

COM

$5.2M

14,101

0.8%

PIMIX PIMCO INCOME INSTL

BOND FUNDS

$5.1M

470,399

0.8%

IEFA ISHARES CORE MSCI EAFE

CORE MSCI EAFE

$5.0M

55,442

0.8%

GOVT ISHARES TR

ETF

$5.0M

217,888

0.8%

VOO VANGUARD INDEX FDS

ETF

$4.9M

8,226

0.8%

BLV VANGUARD BD INDEX FDS

ETF

$4.8M

70,416

0.8%

SPY STATE STR SPDR S&P 500 ETF T

ETF

$4.7M

7,179

0.7%

EMXC ISHARES INC

ETF

$4.6M

58,842

0.7%

VGLT VANGUARD SCOTTSDALE FDS

ETF

$4.6M

83,549

0.7%

ISRG INTUITIVE SURGICAL INC

COM

$4.6M

9,992

0.7%

PIPNX PIMCO INCOME I-3

NTF BOND FUNDS

$4.6M

425,442

0.7%

CVX CHEVRON CORPORATION

COM

$4.4M

21,267

0.7%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

29%前 6 大占比

DFAU5.2%DFAC5.0%IVW4.8%DYNF4.6%IVV4.6%DFCF4.6%