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Home > Institutional Investor > Libra Wealth Llc > Profile

Instuitional Investor - Libra Wealth Llc

Fund Profile
Filing Period:
Fund Name: Libra Wealth Llc
Portfolio Value $357,445,974
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 211,271 $70,832,759 19.82%
2.
Vanguard Scottsdale Funds
 1,054,707 $63,208,591 17.68%
3.
Vanguard Tax-Managed Fds
 426,184 $26,623,743 7.45%
4.
Schwab Strategic Trust
 FNDF 735,499 $19,292,139 5.4%
5.
Schwab Strategic Trust
 FNDF 788,292 $18,950,540 5.3%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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