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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 $911,672,066
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 DFAC 719,165 $32,469,951 4.06%
2.
Dimensional Etf Trust
 DFAC 806,981 $31,364,444 3.92%
3.
Ishares Trust
 IEF 266,207 $30,116,009 3.76%
4.
Blackrock Etf Trust
 DYNF 496,452 $28,888,420 3.61%
5.
Ishares Trust
 IEF 44,109 $28,817,289 3.6%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.