0001951757-24-000418.txt : 20240430 0001951757-24-000418.hdr.sgml : 20240430 20240430100138 ACCESSION NUMBER: 0001951757-24-000418 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240430 DATE AS OF CHANGE: 20240430 EFFECTIVENESS DATE: 20240430 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LIBRA WEALTH LLC CENTRAL INDEX KEY: 0001925385 ORGANIZATION NAME: 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: 24894569 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 03-31-2024 03-31-2024 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 04-30-2024 0 55 228205887 false INFORMATION TABLE 2 F_13F_Libra_Q12024.xml ABBVIE INC COM 00287Y109 457253 2511 SH SOLE 0 0 2511 ALPHABET INC CAP STK CL A 02079K305 467883 3100 SH SOLE 0 0 3100 ALPHABET INC CAP STK CL C 02079K107 313656 2060 SH SOLE 0 0 2060 AMAZON COM INC COM 023135106 1005258 5573 SH SOLE 0 0 5573 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 5638639 97285 SH SOLE 0 0 97285 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 3871712 58787 SH SOLE 0 0 58787 AMERICAN CENTY ETF TR US SML CP VALU 025072877 6122262 65332 SH SOLE 0 0 65332 AMERICAN EXPRESS CO COM 025816109 295997 1300 SH SOLE 0 0 1300 APPLE INC COM 037833100 4597036 26808 SH SOLE 0 0 26808 APPLIED MATLS INC COM 038222105 329968 1600 SH SOLE 0 0 1600 BLOCK INC CL A 852234103 300597 3554 SH SOLE 0 0 3554 COSTCO WHSL CORP NEW COM 22160K105 285726 390 SH SOLE 0 0 390 DEERE & CO COM 244199105 227961 555 SH SOLE 0 0 555 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 15836070 290944 SH SOLE 0 0 290944 FIDELITY WISE ORIGIN BITCOIN SHS 315948109 390419 6291 SH SOLE 0 0 6291 HOME DEPOT INC COM 437076102 650969 1697 SH SOLE 0 0 1697 INTERNATIONAL BUSINESS MACHS COM 459200101 571352 2992 SH SOLE 0 0 2992 INVESCO QQQ TR UNIT SER 1 46090E103 483083 1088 SH SOLE 0 0 1088 ISHARES INC ESG AWR MSCI EM 46434G863 231637 7187 SH SOLE 0 0 7187 ISHARES TR 0-3 MNTH TREASRY 46436E718 251976 2502 SH SOLE 0 0 2502 ISHARES TR CORE S&P TTL STK 464287150 4142844 35931 SH SOLE 0 0 35931 ISHARES TR ESG AW MSCI EAFE 46435G516 336421 4210 SH SOLE 0 0 4210 ISHARES TR ESG AWR MSCI USA 46435G425 933475 8120 SH SOLE 0 0 8120 ISHARES TR RUSSELL 2000 ETF 464287655 793883 3775 SH SOLE 0 0 3775 ISHARES TR SHRT NAT MUN ETF 464288158 596856 5699 SH SOLE 0 0 5699 LENDINGCLUB CORP COM NEW 52603A208 642839 73133 SH SOLE 0 0 73133 MICROSOFT CORP COM 594918104 3953417 9397 SH SOLE 0 0 9397 NETFLIX INC COM 64110L106 2875100 4734 SH SOLE 0 0 4734 NVIDIA CORPORATION COM 67066G104 5027607 5564 SH SOLE 0 0 5564 SAMSARA INC COM CL A 79589L106 8146693 215578 SH SOLE 0 0 215578 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 6152587 125435 SH SOLE 0 0 125435 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 12688953 325191 SH SOLE 0 0 325191 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 12504383 204822 SH SOLE 0 0 204822 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 208270 1000 SH SOLE 0 0 1000 SPDR S&P 500 ETF TR TR UNIT 78462F103 2983068 5703 SH SOLE 0 0 5703 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 286546 515 SH SOLE 0 0 515 SPDR SER TR PORTFLI INTRMDIT 78464A672 3130263 111081 SH SOLE 0 0 111081 TESLA INC COM 88160R101 868051 4938 SH SOLE 0 0 4938 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 355939 7236 SH SOLE 0 0 7236 VANGUARD INDEX FDS TOTAL STK MKT 922908769 46201785 177768 SH SOLE 0 0 177768 VANGUARD INDEX FDS GROWTH ETF 922908736 872203 2534 SH SOLE 0 0 2534 VANGUARD INDEX FDS MID CAP ETF 922908629 667876 2673 SH SOLE 0 0 2673 VANGUARD INDEX FDS VALUE ETF 922908744 417573 2564 SH SOLE 0 0 2564 VANGUARD INDEX FDS SMALL CP ETF 922908751 1234722 5401 SH SOLE 0 0 5401 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 555358 6422 SH SOLE 0 0 6422 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1357497 2824 SH SOLE 0 0 2824 VANGUARD INDEX FDS SM CP VAL ETF 922908611 649514 3385 SH SOLE 0 0 3385 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 41522849 709186 SH SOLE 0 0 709186 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 548980 3031 SH SOLE 0 0 3031 VANGUARD STAR FDS VG TL INTL STK F 921909768 308615 5118 SH SOLE 0 0 5118 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 15918489 317291 SH SOLE 0 0 317291 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 543971 4496 SH SOLE 0 0 4496 VANGUARD WORLD FD ESG US STK ETF 921910733 5907966 63397 SH SOLE 0 0 63397 VANGUARD WORLD FD ESG INTL STK ETF 921910725 2339086 40701 SH SOLE 0 0 40701 WISDOMTREE TR US TOTAL DIVIDND 97717W109 202754 2867 SH SOLE 0 0 2867