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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 $545,732,861
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 2,539,422 $29,584,966 5.42%
2.
Dimensional Etf Trust
 2,716,114 $27,774,480 5.09%
3.
Dimensional Etf Trust
 2,367,020 $24,289,165 4.45%
4.
Ishares Trust
 IEF 1,447,391 $23,448,106 4.3%
5.
Apple Inc.
 AAPL 2,443,279 $23,058,231 4.23%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)