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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 $391,229,378
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 220,794 $81,702,652 20.88%
2.
Vanguard Scottsdale Funds
 VCIT 1,092,189 $64,417,307 16.47%
3.
Vanguard Tax-Managed Fds
 437,774 $31,191,430 7.97%
4.
American Centy Etf Tr
 173,101 $21,596,081 5.52%
5.
Schwab Strategic Trust
 SCHD 694,982 $20,126,679 5.14%
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.