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Candace Hamilton

@Liberty Wealth Management Llc

Latest period2024 - Q3ReportedManaged Assets$588.569MTotal holdings230
Assets growth rate7.9%Assets growth rate (2-Q avg)7.18%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Liberty Wealth Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 230 positions.

Assets under management

The assets under management (AUM) of Liberty Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 588.569M in assets, with a quarterly growth rate of 7.9% and a 2-quarter average growth rate of 7.18%. The portfolio is managed by Candace Hamilton, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Tr
Recent Activity
Decreased -94.74%
7.04%
$41.377M
71,735 shares@ $576.81 avg price
DFACDimensional U S Core
Recent Activity
Decreased -46.08%
5.32%
$31.271M
911,954 shares@ $34.3 avg price
DFAUDimensional Us Core
Recent Activity
Decreased -59.48%
4.85%
$28.52M
718,473 shares@ $39.7 avg price
AAPLApple Inc
Recent Activity
Decreased -34.75%
4.69%
$27.599M
118,449 shares@ $233.01 avg price
DUHPDimensional Us High
Recent Activity
Decreased -47.3%
4.58%
$26.956M
791,209 shares@ $34.07 avg price
IVWIshares S&p 500 Growth
Recent Activity
Decreased -74.22%
3.87%
$22.767M
237,778 shares@ $95.75 avg price
QUALIshares Msci Usa Qlty
Recent Activity
Decreased -85.27%
3.5%
$20.577M
114,765 shares@ $179.3 avg price
DYNFBlackrock Us Eqy Fctr
Recent Activity
Decreased -57.47%
3.34%
$19.626M
396,741 shares@ $49.47 avg price
IUSBIshares Tr
Recent Activity
Decreased -48.68%
2.64%
$15.499M
328,886 shares@ $47.13 avg price
DFICDimensional Intern Core
Recent Activity
Decreased -45.85%
2.38%
$13.992M
497,229 shares@ $28.14 avg price