Instuitional Investor - Liberty Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Liberty Wealth Management Llc
Portfolio Value $269,802
Fund Holdings Sector Distribution
Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 125,402 $59,895 15.16%
2. AAPL 102,414 $19,697 4.98%
3.
Ishares Msci Usa Qlty Fact Etf
123,522 $18,167 4.6%
4. ENPH 115,267 $15,231 3.85%
5.
Dimensional Etf Trust
491,802 $12,561 3.18%