Libra-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  "ABBV",
  "GOOGL",
  "AXP",
  "TEAM",
  null,
  "AVEM",
  "LC",
  null,
  "HD",
  "INTU",
  "QCOM",
  "AMAT",
  "META",
  "MSFT",
  "VGIT",
  null,
  "AAPL",
  "SPY",
  "NVDA",
  null,
  null,
  "SPLG",
  "IBM",
  "VNQ",
  "VO",
  "VWO",
  null,
  "VIG",
  "CHPT",
  "VYM",
  "AMZN",
  "SCHB",
  null,
  "ESGD",
  "ESGV",
  "VUG",
  "VEA",
  "VXUS",
  "BNDX",
  "VBR",
  "VB",
  "VOO",
  "VTV",
  null,
  "SCHF",
  "CRM",
  "IXUS",
  "BRK-B",
  "CSCO",
  "COST",
  "DE",
  "ADI",
  "QQQ",
  "IWM",
  "MDY",
  "GOOG",
  "TSLA",
  "NFLX",
  null,
  "XLK",
  "ITOT",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 63
Total Value: 266538274
Accession Number: 0001951757-25-000458
Form Type: 13F-HR
CIK: libra-wealth
Manager Name: Libra-Wealth

Data Enrichment

86% identified

54 identified9 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

63 positions • $266.5M total value

SEC FilingSEC DataHachi Filing

Manager:

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81369Y803

XLK|81369Y803

Shares:1.0K

Value:$206.5K

% of Portfolio:0.1% ($206.5K/$266.5M)

381430529

Shares:2.1K

Value:$205.8K

% of Portfolio:0.1% ($205.8K/$266.5M)

ChargePoint Holdings, Inc.

CHPT|15961R105

Shares:50.0K

Value:$30.3K

% of Portfolio:0.0% ($30.3K/$266.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(XLKcusip81369Y803)	1.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$206.5K	0.1% ($206.5K/$266.5M)	QoQ -11.19% (-$26.0K) YoY -0.85% (-$1.8K)
(cusip381430529)✕	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$205.8K	0.1% ($205.8K/$266.5M)	QoQ NEW(+$205.8K) YoY NEW(+$205.8K)
ChargePoint Holdings, Inc.(CHPTcusip15961R105)	50.0K	QoQ 0.00% (-0) YoY NEW(+50.0K)	All Managers (Combined)	$30.3K	0.0% ($30.3K/$266.5M)	QoQ -43.45% (-$23.3K) YoY NEW(+$30.3K)