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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 $305,812,599
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 195,687 $59,475,024 19.45%
2.
Vanguard Scottsdale Funds
 919,122 $54,972,687 17.98%
3.
Vanguard Tax-Managed Fds
 368,965 $21,034,721 6.88%
4.
Schwab Strategic Trust
 FNDF 761,428 $18,144,829 5.93%
5.
Schwab Strategic Trust
 FNDF 818,515 $18,089,182 5.92%
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)