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 | 1 3 YR TREAS BD | 51 | $2,373,927 | 29,279 | 0.00 | 0.00 | 1,587 | 5.73 | 06-30-2023 |
| AMAZON COM INC | COM | 52 | $2,365,485 | 18,146 | 0.00 | 0.00 | -4,477 | -19.79 | 06-30-2023 |
| ISHARES TR | US INFRASTRUC | 53 | $2,258,226 | 57,792 | 0.00 | 0.00 | 1,752 | 3.13 | 06-30-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 54 | $1,878,569 | 5,509 | 0.00 | 0.00 | 104 | 1.92 | 06-30-2023 |
