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Home > Institutional Investor > Liberty Wealth Management Llc > Profile

Instuitional Investor - Liberty Wealth Management Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Liberty Wealth Management Llc
Portfolio Value	$774,693,964

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Dimensional Etf Trust		803,724	$37,604,217	4.85%
2.	Ishares Trust	IEF	259,780	$32,007,931	4.13%
3.	Dimensional Etf Trust		804,494	$31,849,932	4.11%
4.	Apple Inc.	AAPL	116,951	$31,794,255	4.1%
5.	Ishares Trust	VLUE	159,312	$31,621,955	4.08%