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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | S&P500 PUR VAL | 201 | $289,527 | 3,733 | 0.00 | 0.00 | 23 | 0.62 | 06-30-2023 |
| CATERPILLAR INC | COM | 202 | $288,381 | 1,172 | 0.00 | 0.00 | -206 | -14.95 | 06-30-2023 |
| NEXTERA ENERGY INC | COM | 203 | $288,329 | 3,886 | 0.00 | 0.00 | 37 | 0.96 | 06-30-2023 |
| ISHARES TR | GL CLEAN ENE ETF | 204 | $286,952 | 15,612 | 0.00 | 0.00 | 556 | 3.69 | 06-30-2023 |
