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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	$710,201,299

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Dimensional Etf Trust		813,588	$37,229,786	5.24%
2.	Dimensional Etf Trust		844,627	$32,577,270	4.59%
3.	Ishares Trust	IEF	257,637	$31,101,903	4.38%
4.	Ishares Trust	VLUE	156,124	$30,366,064	4.28%
5.	Apple Inc.	AAPL	111,291	$28,337,911	3.99%