LIBERTY WEALTH MANAGEMENT LLC Diversified Active

CIK: 0001769302 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 13, 2023

Total Value ($000): $402 (100.0% shares, 0.0% debt)

Holdings (174)

IVV ISHARES CORE S&P 500 ETF 12.1%
Value ($000) $49 Shares 113,357 Est. Cost $344.85 Unrealized
DFAC DIMENSIONAL U S CORE EQUITY 2 ETF 6.2%
Value ($000) $25 Shares 952,063 Est. Cost $22.74 Unrealized
DUHP DIMENSIONAL US HIGH PROFTBLTY ETF 5.3%
Value ($000) $21 Shares 834,413 Est. Cost $21.73 Unrealized
AAPL APPLE INC 4.1%
Value ($000) $16 Shares 95,535 Est. Cost $121.92 Unrealized +48.7%
DFAU DIMENSIONAL US CORE EQUITY MARKT ETF 3.7%
Value ($000) $15 Shares 499,313 Est. Cost $23.78 Unrealized
QUAL ISHARES MSCI USA QLTY FACT ETF 3.7%
Value ($000) $15 Shares 111,708 Est. Cost $124.40 Unrealized
ENPH ENPHASE ENERGY INC 3.2%
Value ($000) $13 Shares 108,376 Est. Cost $142.45 Unrealized 0.0%
IUSB ISHARES TOTAL USD BOND MARKET ETF 3.1%
Value ($000) $12 Shares 285,163 Est. Cost $50.73 Unrealized
DFIC DIMENSIONAL INTERN CORE EQUITY 2 ETF 2.9%
Value ($000) $12 Shares 492,678 Est. Cost $19.51 Unrealized
DFLV DIM US LRGE CAP VAL 2.5%
Value ($000) $10 Shares 398,535 Est. Cost $24.55 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 2.4%
Value ($000) $9 Shares 44,518 Est. Cost $154.12 Unrealized
DFAI DIMENSIONAL INTERN CORE EQT MKT ETF 2.1%
Value ($000) $8 Shares 316,790 Est. Cost $23.62 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 2.0%
Value ($000) $8 Shares 125,799 Est. Cost $58.02 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 1.8%
Value ($000) $7 Shares 147,971 Est. Cost $40.06 Unrealized
DFAT DIMENSIONAL U S TARGETEDVALUE ETF 1.6%
Value ($000) $7 Shares 144,744 Est. Cost $40.72 Unrealized
MBB ISHARES MBS ETF 1.6%
Value ($000) $7 Shares 74,053 Est. Cost $97.89 Unrealized
DIHP DIMENSIONAL INTERN HIGH PROFIT ETF 1.5%
Value ($000) $6 Shares 260,385 Est. Cost $19.54 Unrealized
EFG ISHARES MSCI EAFE GROWTHETF 1.4%
Value ($000) $6 Shares 65,645 Est. Cost $86.37 Unrealized
DFEM DIMENSIONAL EMERG MARK CRE EQY 2 ETF 1.4%
Value ($000) $6 Shares 237,234 Est. Cost $20.44 Unrealized
TLT ISHARES 20 PLS YEAR TREASURY BND ETF 1.4%
Value ($000) $5 Shares 61,433 Est. Cost $20.32 Unrealized
MSFT MICROSOFT CORP 1.3%
Value ($000) $5 Shares 17,144 Est. Cost $167.42 Unrealized +93.9%
VEU VANGUARD FTSE ALL WORLD EX US ETF 1.3%
Value ($000) $5 Shares 102,269 Est. Cost $52.11 Unrealized
USMV ISHARES MSCI USA MIN VOLFCTR ETF 1.3%
Value ($000) $5 Shares 69,709 Est. Cost $883.59 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 1.2%
Value ($000) $5 Shares 49,593 Est. Cost $79.91 Unrealized
TSLA TESLA INC 1.1%
Value ($000) $5 Shares 18,157 Est. Cost $234.89 Unrealized +9.4%
DISV DIMENSIONAL INTERN SMALLCAP VL ETF 1.0%
Value ($000) $4 Shares 176,812 Est. Cost $19.31 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 1.0%
Value ($000) $4 Shares 60,139 Est. Cost $8.17 Unrealized
IYW ISHARES US TECHNOLOGY ETF 1.0%
Value ($000) $4 Shares 38,841 Est. Cost $93.09 Unrealized
NVDA NVIDIA CORP 0.9%
Value ($000) $4 Shares 8,523 Est. Cost $35.88 Unrealized +24.8%
VOO VANGUARD S&P 500 ETF 0.9%
Value ($000) $3 Shares 8,759 Est. Cost $247.51 Unrealized
CVX CHEVRON CORP 0.9%
Value ($000) $3 Shares 20,344 Est. Cost $87.30 Unrealized +67.0%
TFLO ISHARES TREASURY FLOATING RATE B ETF 0.9%
Value ($000) $3 Shares 67,544 Est. Cost $7.46 Unrealized
GOVT ISHARES US TREASURY BONDETF 0.8%
Value ($000) $3 Shares 149,732 Est. Cost $24.80 Unrealized
AMAT APPLIED MATLS INC 0.7%
Value ($000) $3 Shares 21,642 Est. Cost $100.99 Unrealized +39.0%
VTV VANGUARD VALUE ETF 0.7%
Value ($000) $3 Shares 20,235 Est. Cost $125.65 Unrealized
AMZN AMAZON.COM INC 0.6%
Value ($000) $2 Shares 19,182 Est. Cost $122.92 Unrealized +9.0%
ORCL ORACLE CORP 0.6%
Value ($000) $2 Shares 22,676 Est. Cost $70.36 Unrealized +60.3%
PFDOX PFG Active Core Bond Strategy R 0.6%
Value ($000) $2 Shares 283,433 Est. Cost $0.01 Unrealized
LQD ISHARES IBOXX INVT GRADEBOND ETF 0.6%
Value ($000) $2 Shares 21,967 Est. Cost $11.32 Unrealized
IFRA ISHARES US INFRASTRUCTURE ETF 0.5%
Value ($000) $2 Shares 59,932 Est. Cost $34.50 Unrealized
IEMG ISHARES CORE MSCI EMERGING ETF 0.5%
Value ($000) $2 Shares 45,739 Est. Cost $48.81 Unrealized
IJH ISHARES CORE S&P MID-CAPETF 0.5%
Value ($000) $2 Shares 8,069 Est. Cost $0.25 Unrealized
BRK/B BERKSHIRE HATHAWAY 0.5%
Value ($000) $2 Shares 5,509 Est. Cost $230.16 Unrealized +54.1%
TIP ISHARES TR 0.4%
Value ($000) $2 Shares 17,315 Est. Cost $19.56 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.4%
Value ($000) $2 Shares 4,225 Est. Cost $213.25 Unrealized
VB VANGUARD INDEX FDS 0.4%
Value ($000) $2 Shares 9,160 Est. Cost $157.59 Unrealized
VHT VANGUARD WORLD FDS 0.4%
Value ($000) $2 Shares 7,363 Est. Cost $207.99 Unrealized
IAU ISHARES GOLD TR 0.4%
Value ($000) $1 Shares 42,006 Est. Cost $33.27 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $1 Shares 10,765 Est. Cost $104.63 Unrealized +23.3%
EMB ISHARES JP MORGAN USD EMERGING MARKE 0.3%
Value ($000) $1 Shares 16,130 Est. Cost $91.12 Unrealized
META META PLATFORMS INC 0.3%
Value ($000) $1 Shares 4,334 Est. Cost $203.75 Unrealized +46.9%
VUG VANGUARD GROWTH ETF 0.3%
Value ($000) $1 Shares 4,369 Est. Cost $221.58 Unrealized
VEA Vanguard FTSE Developed Markets ETF 0.3%
Value ($000) $1 Shares 24,963 Est. Cost $44.23 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $1 Shares 7,072 Est. Cost $80.43 Unrealized +68.3%
INTU INTUIT INC 0.3%
Value ($000) $1 Shares 2,003 Est. Cost $335.26 Unrealized +48.8%
BLV VANGUARD BD INDEX FDS 0.2%
Value ($000) $1 Shares 14,749 Est. Cost $75.30 Unrealized
VBR VANGUARD SMALL CAP VALUEETF 0.2%
Value ($000) $1 Shares 6,123 Est. Cost $177.57 Unrealized
MSCI MSCI INC 0.2%
Value ($000) $1 Shares 1,883 Est. Cost $153.66 Unrealized +232.5%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $1 Shares 6,561 Est. Cost $97.43 Unrealized +47.9%
GOOGL ALPHABET INC 0.2%
Value ($000) $1 Shares 7,243 Est. Cost $107.77 Unrealized +19.1%
QQQ INVSC QQQ TRUST SRS 1 ETF IV 0.2%
Value ($000) $1 Shares 2,413 Est. Cost $193.89 Unrealized
VGLT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $1 Shares 15,558 Est. Cost $63.38 Unrealized
VFH VANGUARD WORLD FDS 0.2%
Value ($000) $1 Shares 10,454 Est. Cost $66.36 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.2%
Value ($000) $1 Shares 23,697 Est. Cost $30.53 Unrealized
MGK VANGUARD MEGA CAP GROWTHETF 0.2%
Value ($000) $1 Shares 3,286 Est. Cost $142.58 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $1 Shares 7,721 Est. Cost $118.55 Unrealized -8.4%
V VISA INC 0.2%
Value ($000) $1 Shares 3,219 Est. Cost $186.32 Unrealized +26.8%
VV VANGUARD INDEX FDS 0.2%
Value ($000) $1 Shares 3,632 Est. Cost $119.55 Unrealized
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $1 Shares 12,706 Est. Cost $43.09 Unrealized +16.7%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $1 Shares 2,798 Est. Cost $124.86 Unrealized +85.1%
AMGN AMGEN INC 0.2%
Value ($000) $1 Shares 2,495 Est. Cost $187.73 Unrealized +23.5%
IBM IBM CORP 0.2%
Value ($000) $1 Shares 4,687 Est. Cost $100.86 Unrealized +30.6%
FTEC FIDELITY COVINGTON TRUST 0.2%
Value ($000) $1 Shares 5,301 Est. Cost $115.03 Unrealized
LLY ELI LILLY &CO 0.2%
Value ($000) $1 Shares 1,201 Est. Cost $166.79 Unrealized +203.8%
HD HOME DEPOT INC 0.2%
Value ($000) $1 Shares 2,104 Est. Cost $203.13 Unrealized +49.1%
COWZ PACER FDS TR 0.2%
Value ($000) $1 Shares 12,786 Est. Cost $42.34 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $1 Shares 7,642 Est. Cost $128.07 Unrealized -34.8%
JPM JPMORGAN CHASE &CO 0.2%
Value ($000) $1 Shares 4,261 Est. Cost $113.07 Unrealized +25.9%
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $1 Shares 8,104 Est. Cost $97.43 Unrealized
VOE VANGUARD INDEX FDS 0.2%
Value ($000) $1 Shares 4,661 Est. Cost $131.58 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $1 Shares 14,821 Est. Cost $28.05 Unrealized +45.1%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1 Shares 1,471 Est. Cost $380.78 Unrealized +9.0%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $1 Shares 3,853 Est. Cost $124.03 Unrealized +22.3%
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value ($000) $1 Shares 8,460 Est. Cost $69.27 Unrealized
DBEF DBX ETF TR 0.1%
Value ($000) $1 Shares 16,769 Est. Cost $31.71 Unrealized
S SENTINELONE INC 0.1%
Value ($000) $1 Shares 33,780 Est. Cost $58.61 Unrealized -73.0%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $1 Shares 1,318 Est. Cost $298.94 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $1 Shares 3,320 Est. Cost $125.17 Unrealized +33.5%
IJR ISHARES TR 0.1%
Value ($000) $1 Shares 5,945 Est. Cost $80.15 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $1 Shares 3,230 Est. Cost $130.11 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $1 Shares 19,260 Est. Cost $25.14 Unrealized +10.6%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $1 Shares 3,214 Est. Cost $135.25 Unrealized +13.3%
MRK MERCK &CO INC 0.1%
Value ($000) $0 Shares 4,813 Est. Cost $64.45 Unrealized +54.9%
IBB ISHARES TR 0.1%
Value ($000) $0 Shares 3,956 Est. Cost $104.76 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $0 Shares 4,084 Est. Cost $62.52 Unrealized +61.6%
FALN ISHARES FALLEN ANGELS USD BOND ETF 0.1%
Value ($000) $0 Shares 18,882 Est. Cost $29.69 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $0 Shares 560 Est. Cost $68.73 Unrealized +22.2%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $0 Shares 898 Est. Cost $401.47 Unrealized +17.1%
VLUE ISHARES TR 0.1%
Value ($000) $0 Shares 4,934 Est. Cost $82.63 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.1%
Value ($000) $0 Shares 4,524 Est. Cost $100.35 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $0 Shares 6,366 Est. Cost $65.28 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $0 Shares 4,663 Est. Cost $72.01 Unrealized +28.4%
SPYM SPDR SER TR 0.1%
Value ($000) $0 Shares 8,246 Est. Cost $43.18 Unrealized
PHM PULTE GROUP INC 0.1%
Value ($000) $0 Shares 5,477 Est. Cost $23.59 Unrealized +231.7%
NKE NIKE INC 0.1%
Value ($000) $0 Shares 4,179 Est. Cost $86.40 Unrealized +13.7%
KO COCA COLA CO 0.1%
Value ($000) $0 Shares 7,133 Est. Cost $42.35 Unrealized +31.6%
ABM ABM INDS INC 0.1%
Value ($000) $0 Shares 9,807 Est. Cost $27.75 Unrealized +48.0%
COST COSTCO WHOLESALE CO 0.1%
Value ($000) $0 Shares 689 Est. Cost $433.14 Unrealized +22.9%
INTC INTEL CORP 0.1%
Value ($000) $0 Shares 10,917 Est. Cost $39.30 Unrealized -12.9%
IVE ISHARES TR 0.1%
Value ($000) $0 Shares 2,497 Est. Cost $133.38 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $0 Shares 9,526 Est. Cost $54.49 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.1%
Value ($000) $0 Shares 3,913 Est. Cost $0.09 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $0 Shares 2,327 Est. Cost $134.89 Unrealized
BA BOEING CO 0.1%
Value ($000) $0 Shares 1,867 Est. Cost $217.01 Unrealized +0.8%
EEMV ISHARES INC 0.1%
Value ($000) $0 Shares 6,489 Est. Cost $54.82 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $0 Shares 1,300 Est. Cost $227.38 Unrealized
IYE ISHARES TR 0.1%
Value ($000) $0 Shares 7,175 Est. Cost $29.24 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $0 Shares 857 Est. Cost $325.17 Unrealized +21.9%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $0 Shares 5,932 Est. Cost $48.48 Unrealized +17.0%
ABT ABBOTT LABS 0.1%
Value ($000) $0 Shares 3,437 Est. Cost $91.87 Unrealized +9.3%
ESGE ISHARES INC 0.1%
Value ($000) $0 Shares 10,594 Est. Cost $30.63 Unrealized
T AT&T INC 0.1%
Value ($000) $0 Shares 21,084 Est. Cost $14.71 Unrealized -12.0%
VONG VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $0 Shares 4,708 Est. Cost $53.46 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVRG ETF 0.1%
Value ($000) $0 Shares 933 Est. Cost $227.96 Unrealized
IYH ISHARES TR 0.1%
Value ($000) $0 Shares 1,154 Est. Cost $234.13 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $0 Shares 1,140 Est. Cost $230.59 Unrealized +13.4%
TLH ISHARES TR 0.1%
Value ($000) $0 Shares 3,158 Est. Cost $121.61 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $0 Shares 9,507 Est. Cost $37.65 Unrealized -23.0%
BP BP PLC 0.1%
Value ($000) $0 Shares 7,931 Est. Cost $30.84 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $0 Shares 6,370 Est. Cost $54.62 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $0 Shares 1,778 Est. Cost $177.25 Unrealized
SPSM SPDR SER TR 0.1%
Value ($000) $0 Shares 8,236 Est. Cost $38.84 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $0 Shares 1,460 Est. Cost $167.36 Unrealized +23.2%
NVS NOVARTIS AG 0.1%
Value ($000) $0 Shares 2,842 Est. Cost $87.80 Unrealized
LOW LOWES COMPANIES INC 0.1%
Value ($000) $0 Shares 1,395 Est. Cost $150.48 Unrealized +42.8%
AVUV AMERICAN CENTY ETF TR 0.1%
Value ($000) $0 Shares 3,687 Est. Cost $75.91 Unrealized
FLEETCOR TECHNOLOGIES INC 0.1%
Value ($000) $0 Shares 1,110 Est. Cost $210.85 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $0 Shares 1,871 Est. Cost $160.00 Unrealized -0.7%
USB US BANCORP DEL 0.1%
Value ($000) $0 Shares 8,383 Est. Cost $39.95 Unrealized -18.6%
RPV INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $0 Shares 3,755 Est. Cost $76.33 Unrealized
IMCG ISHARES TR 0.1%
Value ($000) $0 Shares 4,749 Est. Cost $46.53 Unrealized
IXG ISHARES TR 0.1%
Value ($000) $0 Shares 3,807 Est. Cost $76.62 Unrealized
ROST ROSS STORES INC 0.1%
Value ($000) $0 Shares 2,310 Est. Cost $109.05 Unrealized +2.5%
SCHB SCHWAB US BROAD MARKET ETF 0.1%
Value ($000) $0 Shares 5,240 Est. Cost $46.91 Unrealized
QCLN FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $0 Shares 5,861 Est. Cost $62.64 Unrealized
SPTM SPDR PORTFOLIO S P 1500 CMPST ST ETF 0.1%
Value ($000) $0 Shares 4,662 Est. Cost $0.05 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $0 Shares 1,220 Est. Cost $189.77 Unrealized +10.0%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $0 Shares 7,352 Est. Cost $33.25 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $0 Shares 2,175 Est. Cost $78.64 Unrealized +31.7%
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $0 Shares 3,196 Est. Cost $79.34 Unrealized
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $0 Shares 3,322 Est. Cost $86.13 Unrealized
ICLN ISHARES TR 0.1%
Value ($000) $0 Shares 16,244 Est. Cost $21.92 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $0 Shares 2,552 Est. Cost $81.01 Unrealized +6.4%
FDL FIRST TR MORNINGSTAR DIVID L 0.1%
Value ($000) $0 Shares 6,898 Est. Cost $34.57 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $0 Shares 1,914 Est. Cost $103.33 Unrealized 0.0%
KR KROGER CO 0.1%
Value ($000) $0 Shares 5,076 Est. Cost $42.89 Unrealized +4.1%
RTX RTX CORPORATION 0.1%
Value ($000) $0 Shares 3,096 Est. Cost $92.28 Unrealized -12.0%
SHY ISHARES 1-3 YEAR TREASRYBOND ETF 0.1%
Value ($000) $0 Shares 2,740 Est. Cost $82.10 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $0 Shares 3,874 Est. Cost $65.23 Unrealized -1.3%
MCD MCDONALDS CORP 0.1%
Value ($000) $0 Shares 836 Est. Cost $250.51 Unrealized +7.6%
ADBE ADOBE INC 0.1%
Value ($000) $0 Shares 429 Est. Cost $355.42 Unrealized +47.6%
SLV ISHARES SILVER TR 0.1%
Value ($000) $0 Shares 10,275 Est. Cost $22.06 Unrealized
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $0 Shares 1,021 Est. Cost $172.70 Unrealized +13.3%
IWD ISHARES TR 0.1%
Value ($000) $0 Shares 1,357 Est. Cost $152.24 Unrealized
GII SPDR INDEX SHS FDS 0.1%
Value ($000) $0 Shares 4,153 Est. Cost $54.46 Unrealized
AVDV AMERICAN CENTY ETF TR 0.1%
Value ($000) $0 Shares 3,509 Est. Cost $58.46 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $0 Shares 1,687 Est. Cost $107.88 Unrealized 0.0%
FDD FIRST TR STOXX EUROPEAN SELE 0.0%
Value ($000) $0 Shares 13,603 Est. Cost $11.75 Unrealized
NAII NATURAL ALTERNATIVES INTL IN 0.0%
Value ($000) $0 Shares 19,656 Est. Cost $12.93 Unrealized -48.1%
F FORD MTR CO DEL 0.0%
Value ($000) $0 Shares 10,132 Est. Cost $10.52 Unrealized +5.4%
HTBK HERITAGE COMM CORP 0.0%
Value ($000) $0 Shares 11,400 Est. Cost $7.12 Unrealized +24.9%
BRAINSTORM CELL THERAPEUTICS 0.0%
Value ($000) $0 Shares 352,619 Est. Cost $1.39 Unrealized
NEKTAR THERAPEUTICS 0.0%
Value ($000) $0 Shares 19,000 Est. Cost $18.60 Unrealized
CIDARA THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 12,000 Est. Cost $1.27 Unrealized