0001951757-23-000084.txt : 20230131 0001951757-23-000084.hdr.sgml : 20230131 20230131092445 ACCESSION NUMBER: 0001951757-23-000084 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230131 DATE AS OF CHANGE: 20230131 EFFECTIVENESS DATE: 20230131 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: 23570455 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 12-31-2022 12-31-2022 LIBRA WEALTH LLC

16185 LOS GATOS BLVD SUITE 205 LOS GATOS CA 95032

13F HOLDINGS REPORT 028-22432 N MARK F. ASTRINOS (408) 721-1633 MARK F. ASTRINOS LOS GATOS CA 01-31-2023 0 50 3655323867 false INFORMATION TABLE 2 13F_Libra_Q42022.xml BLOCK INC COM CL A COM CL A 852234103 223333 3554 SH SOLE 0 0 3554 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP ETF UTSER1 S&PDCRP ETF 78467Y107 228037 515 SH SOLE 0 0 515 VANGUARD DIV APP ETF DIV APP ETF 921908844 228989 1508 SH SOLE 0 0 1508 DEERE & CO COM COM 244199105 237962 555 SH SOLE 0 0 555 ISHARES TRUST ESG AWARE MSCI EAFE ETF ESG AWARE MSCI EAFE ETF 46435G516 251127 3820 SH SOLE 0 0 3820 VANGUARD VALUE ETF VALUE ETF 922908744 272177 1939 SH SOLE 0 0 1939 ALPHABET INC COM CL A COM CL A 02079K305 273513 3100 SH SOLE 0 0 3100 INVESCO QQQ TRUST UNIT SER 1 ETF UNIT SER 1 ETF 46090E103 289712 1088 SH SOLE 0 0 1088 VANGUARD TOTAL INT BD ETF TOTAL INT BD ETF 92203J407 343203 7236 SH SOLE 0 0 7236 VANGUARD STAR FD TL INTL STK F ETF STAR FD TL INTL STK F ETF 921909768 352886 6823 SH SOLE 0 0 6823 INTERNATIONAL BUS MACH CORP COM COM 459200101 421543 2992 SH SOLE 0 0 2992 VANGUARD HIGH DIV YLD ETF HIGH DIV YLD ETF 921946406 486512 4496 SH SOLE 0 0 4496 ABBVIE INC COM COM 00287Y109 488224 3021 SH SOLE 0 0 3021 VANGUARD REAL ESTATE ETF REAL ESTATE ETF 922908553 508489 6165 SH SOLE 0 0 6165 HOME DEPOT INC COM COM 437076102 536014 1697 SH SOLE 0 0 1697 VANGUARD SM CP VAL ETF SM CP VAL ETF 922908611 537538 3385 SH SOLE 0 0 3385 VANGUARD MID CAP ETF MID CAP ETF 922908629 584322 2867 SH SOLE 0 0 2867 VANGUARD GROWTH ETF GROWTH ETF 922908736 611840 2871 SH SOLE 0 0 2871 AMAZON COM INC COM COM 023135106 630000 7500 SH SOLE 0 0 7500 LENDING CLUB CORP COM COM 52603A208 643570 73133 SH SOLE 0 0 73133 ISHARES TRUST SHRT NAT MUN ETF SHRT NAT MUN ETF 464288158 644076 6177 SH SOLE 0 0 6177 ISHARES TRUST RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 676342 3879 SH SOLE 0 0 3879 VANGUARD SMALL CP ETF SMALL CP ETF 922908751 770134 4196 SH SOLE 0 0 4196 ISHARES TRUST ESG AWARE MSCI USA ETF ESG AWARE MSCI USA ETF 46435G425 1103360 13019 SH SOLE 0 0 13019 VANGUARD S&P 500 ETF SHS S&P 500 ETF SHS 922908363 1173125 3339 SH SOLE 0 0 3339 AMERICAN CENTURY INVESTMENTS AVANTIS US SML CP VALU ETF AVANTIS US SML CP VALU ETF 025072877 1308545 17562 SH SOLE 0 0 17562 VANGUARD INT-TERM CORP ETF INT-TERM CORP ETF 92206C870 1313641 16948 SH SOLE 0 0 16948 NETFLIX INC COM COM 64110L106 1395962 4734 SH SOLE 0 0 4734 AMERICAN CENTURY INVESTMENTS INTL SMCP VLU ETF INTL SMCP VLU ETF 025072802 1713583 30959 SH SOLE 0 0 30959 VANGUARD ESG INTL STK ETF ESG INTL STK ETF 921910725 1856578 37743 SH SOLE 0 0 37743 SPDR S&P500 ETF TRUST TR UNIT ETF TR UNIT ETF 78462F103 2192854 5734 SH SOLE 0 0 5734 MICROSOFT CORP COM COM 594918104 2340592 9760 SH SOLE 0 0 9760 ISHARES TRUST CORE S&P TTL STK ETF CORE S&P TTL STK ETF 464287150 3394459 40029 SH SOLE 0 0 40029 APPLE INC COM COM 037833100 3428594 26388 SH SOLE 0 0 26388 AMERICAN CENTURY INVESTMENTS AVANTIS EMGMKT ETF AVANTIS EMGMKT ETF 025072604 3487103 69120 SH SOLE 0 0 69120 SPDR SERIES TRUST PORTFLI INTRMDIT ETF PORTFLI INTRMDIT ETF 78464A672 3504442 124095 SH SOLE 0 0 124095 VANGUARD ESG US STK ETF ESG US STK ETF 921910733 3944554 59893 SH SOLE 0 0 59893 SCHWAB STRATEGIC TR US BRD MKT ETF US BRD MKT ETF 808524102 8071178 180120 SH SOLE 0 0 180120 SCHWAB STRATEGIC TR INTL EQTY ETF INTL EQTY ETF 808524805 10592647 328862 SH SOLE 0 0 328862 VANGUARD FTSE DEVELOPED MKTS ETF FTSE DEVELOPED MKTS ETF 921943858 11537515 274899 SH SOLE 0 0 274899 SCHWAB STRATEGIC TR INTERMED-TERM US TREAS ETF INTERMED-TERM US TREAS ETF 808524854 13313958 270444 SH SOLE 0 0 270444 DIMENSIONAL ETF TR US TARGETED VALUE ETF US TARGETED VALUE ETF 25434V609 15131716 344294 SH SOLE 0 0 344294 VANGUARD INTER TERM TREAS ETF INTER TERM TREAS ETF 92206C706 25285648 432381 SH SOLE 0 0 432381 VANGUARD TOTAL STK MKT ETF TOTAL STK MKT ETF 922908769 33475650 175092 SH SOLE 0 0 175092 VANGUARD INDEX FDS VALUE ETF 922908744 119735610 853 SH SOLE 0 0 853 SPDR SER TR SSGA US SMAL ETF 78468R887 157491950 1463 SH SOLE 0 0 1463 ISHARES TR MSCI INTL SML CP 46434V266 263334000 9076 SH SOLE 0 0 9076 TESLA INC COM 88160R101 369540000 3000 SH SOLE 0 0 3000 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 1287261760 22012 SH SOLE 0 0 22012 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1298155300 34130 SH SOLE 0 0 34130