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Home > Institutional Investor > Liberty Wealth Management Llc > Profile

Instuitional Investor - Liberty Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Liberty Wealth Management Llc
Portfolio Value $269,802
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 125,402 $59,895 15.16%
2.
Apple Inc.
 AAPL 102,414 $19,697 4.98%
3.
Ishares Msci Usa Qlty Fact Etf
 123,522 $18,167 4.6%
4.
Enphase Energy Inc.
 ENPH 115,267 $15,231 3.85%
5.
Dimensional Etf Trust
 491,802 $12,561 3.18%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)