Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LIBERTY WEALTH MANAGEMENT LLC | 08-10-2023 | 06-30-2023 | 191 | 404,747,701 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $46,968,038 | 105,378 | 0.01 | 0.01 | 832 | 0.80 | 06-30-2023 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 2 | $26,483,681 | 975,458 | 0.01 | 0.01 | -165,416 | -14.50 | 06-30-2023 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 3 | $22,437,644 | 845,427 | 0.01 | 0.01 | -137,551 | -13.99 | 06-30-2023 |
| APPLE INC | COM | 4 | $19,979,396 | 103,002 | 0.00 | 0.01 | -84,240 | -44.99 | 06-30-2023 |
