0001951757-23-000637.txt : 20231030 0001951757-23-000637.hdr.sgml : 20231030 20231030101025 ACCESSION NUMBER: 0001951757-23-000637 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231030 DATE AS OF CHANGE: 20231030 EFFECTIVENESS DATE: 20231030 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LIBRA WEALTH LLC CENTRAL INDEX KEY: 0001925385 IRS NUMBER: 820944112 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22432 FILM NUMBER: 231357903 BUSINESS ADDRESS: STREET 1: 16185 LOS GATOS BLVD STREET 2: SUITE 205 CITY: LOS GATOS STATE: CA ZIP: 95032 BUSINESS PHONE: (408) 721-1633 MAIL ADDRESS: STREET 1: 16185 LOS GATOS BLVD STREET 2: SUITE 205 CITY: LOS GATOS STATE: CA ZIP: 95032 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001925385 XXXXXXXX 09-30-2023 09-30-2023 LIBRA WEALTH LLC

16185 LOS GATOS BLVD SUITE 205 LOS GATOS CA 95032

13F HOLDINGS REPORT 028-22432 N Mark Astrinos (408) 721-1633 Mark Astrinos Los Gatos CA 10-30-2023 0 50 180668351 false INFORMATION TABLE 2 F_13F_Libra_Q32023.xml ABBVIE INC COM 00287Y109 450310 3021 SH SOLE 0 0 3021 ALPHABET INC CAP STK CL A 02079K305 405666 3100 SH SOLE 0 0 3100 ALPHABET INC CAP STK CL C 02079K107 271611 2060 SH SOLE 0 0 2060 AMAZON COM INC COM 023135106 953400 7500 SH SOLE 0 0 7500 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 4025607 76257 SH SOLE 0 0 76257 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 2260894 39082 SH SOLE 0 0 39082 AMERICAN CENTY ETF TR US SML CP VALU 025072877 3752825 48144 SH SOLE 0 0 48144 APPLE INC COM 037833100 4524738 26428 SH SOLE 0 0 26428 APPLIED MATLS INC COM 038222105 221520 1600 SH SOLE 0 0 1600 CISCO SYS INC COM 17275R102 213212 3966 SH SOLE 0 0 3966 COSTCO WHSL CORP NEW COM 22160K105 220334 390 SH SOLE 0 0 390 DEERE & CO COM 244199105 209446 555 SH SOLE 0 0 555 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 13811163 302280 SH SOLE 0 0 302280 HOME DEPOT INC COM 437076102 512766 1697 SH SOLE 0 0 1697 INTERNATIONAL BUSINESS MACHS COM 459200101 419778 2992 SH SOLE 0 0 2992 INVESCO QQQ TR UNIT SER 1 46090E103 389798 1088 SH SOLE 0 0 1088 ISHARES INC ESG AWR MSCI EM 46434G863 222831 7359 SH SOLE 0 0 7359 ISHARES TR CORE S&P TTL STK 464287150 3723519 39532 SH SOLE 0 0 39532 ISHARES TR ESG AW MSCI EAFE 46435G516 291037 4210 SH SOLE 0 0 4210 ISHARES TR ESG AWR MSCI USA 46435G425 762549 8120 SH SOLE 0 0 8120 ISHARES TR RUSSELL 2000 ETF 464287655 685574 3879 SH SOLE 0 0 3879 ISHARES TR SHRT NAT MUN ETF 464288158 586199 5699 SH SOLE 0 0 5699 LENDINGCLUB CORP COM NEW 52603A208 446111 73133 SH SOLE 0 0 73133 MICROSOFT CORP COM 594918104 3081653 9760 SH SOLE 0 0 9760 NETFLIX INC COM 64110L106 1787558 4734 SH SOLE 0 0 4734 NVIDIA CORPORATION COM 67066G104 241854 556 SH SOLE 0 0 556 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 5555862 115892 SH SOLE 0 0 115892 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 11626444 342357 SH SOLE 0 0 342357 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 10971636 220093 SH SOLE 0 0 220093 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 206388 1259 SH SOLE 0 0 1259 SPDR S&P 500 ETF TR TR UNIT 78462F103 2451170 5734 SH SOLE 0 0 5734 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 235170 515 SH SOLE 0 0 515 SPDR SER TR PORTFLI INTRMDIT 78464A672 3313236 120350 SH SOLE 0 0 120350 TESLA INC COM 88160R101 1086205 4341 SH SOLE 0 0 4341 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 346098 7236 SH SOLE 0 0 7236 VANGUARD INDEX FDS TOTAL STK MKT 922908769 37022858 174299 SH SOLE 0 0 174299 VANGUARD INDEX FDS GROWTH ETF 922908736 776084 2850 SH SOLE 0 0 2850 VANGUARD INDEX FDS MID CAP ETF 922908629 597024 2867 SH SOLE 0 0 2867 VANGUARD INDEX FDS VALUE ETF 922908744 425652 3086 SH SOLE 0 0 3086 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 466444 6165 SH SOLE 0 0 6165 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1463200 3726 SH SOLE 0 0 3726 VANGUARD INDEX FDS SM CP VAL ETF 922908611 539874 3385 SH SOLE 0 0 3385 VANGUARD INDEX FDS SMALL CP ETF 922908751 1089419 5647 SH SOLE 0 0 5647 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 37670594 659153 SH SOLE 0 0 659153 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 272168 1740 SH SOLE 0 0 1740 VANGUARD STAR FDS VG TL INTL STK F 921909768 365167 6823 SH SOLE 0 0 6823 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 12818879 293204 SH SOLE 0 0 293204 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 464527 4496 SH SOLE 0 0 4496 VANGUARD WORLD FD ESG US STK ETF 921910733 4610911 61299 SH SOLE 0 0 61299 VANGUARD WORLD FD ESG INTL STK ETF 921910725 1821388 36110 SH SOLE 0 0 36110