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MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

LIBERTY WEALTH MANAGEMENT LLC INSTITUTION : LIBERTY WEALTH MANAGEMENT LLC
LIBERTY WEALTH MANAGEMENT LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2020-04-27) --- full portfolio
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
APPLE INC COM    (COM) AAPL 11,308,000 44,470 9.87%
ISHARES CORE S&P 500 ETF    (CORE S&P500 ETF) IVV 9,876,000 37,992 8.62%
ISHARES TR US TREAS BD ETF    (US TREAS BD ETF) GOVT 4,819,000 170,227 4.20%
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF    (TOTAL STK MKT) VTI 4,653,000 36,092 4.06%
ISHARES TRUST CORE MSCI EAFE ETF    (CORE MSCI EAFE) IEFA 4,407,000 87,988 3.84%
ISHARES TR ESG MSCI USA ETF    (ESG MSCI USA ETF) 2,947,000 50,998 2.57%
VANGUARD INDEX FUNDS S&P 500 ETF    (S&P 500 ETF SHS) VOO 2,726,000 11,509 2.38%
ISHARES CORE S&P TOTAL US STOCK MARKET ETF    (CORE S&P TTL STK) ISI 2,700,000 47,215 2.35%
ISHARES EDGE MSCI USA QUALITY FACTOR ETF    (USA QUALITY FCTR) QUAL 2,592,000 31,827 2.26%
CHEVRON CORP NEW COM    (COM) CVX 2,527,000 34,876 2.20%
MICROSOFT CORP    (COM) MSFT 2,468,000 15,651 2.15%
ISHARES TR INTRM TR CRP ETF    (INTRM TR CRP ETF) CIU 1,912,000 34,389 1.67%
ISHARES INC ESG MSCI EM ETF    (ESG MSCI EM ETF) 1,720,000 62,382 1.50%
ISHARES EDGE MSCI MIN VOL USA ETF    (MSCI MIN VOL ETF) USMV 1,638,000 30,120 1.43%
ISHARES US ETF TR SHT MAT BD ETF    (SHT MAT BD ETF) NEAR 1,603,000 32,641 1.40%
VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US    (ALLWRLD EX US) VEU 1,537,000 37,457 1.34%
ISHARES TR 20 YR TR BD ETF    (20 YR TR BD ETF) TLT 1,520,000 9,159 1.32%
ISHARES GLOBAL TECH ETF    (GLOBAL TECH ETF) IXN 1,431,000 7,821 1.25%
ISHARES TR MBS ETF    (MBS ETF) MBB 1,358,000 12,149 1.18%
ISHARES MSCI EAFE ETF    (MSCI EAFE ETF) EFA 1,176,000 22,001 1.02%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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