Liberty Capital Management, Inc. current holdings: USA ETF
Liberty Capital Management, Inc. reported $0.19 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 66 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are VTI, SCHB, BND.
- VTI: Country of operation —; Class TOTAL STK MKT; Shares 123,891; Value $45,844,495.
- SCHB: Country of operation —; Class US BRD MKT ETF; Shares 608,084; Value $17,610,115.
- BND: Country of operation —; Class TOTAL BND MRKT; Shares 143,104; Value $10,505,234.
- AVUV: Country of operation —; Class US SML CP VALU; Shares 79,918; Value $9,970,570.
Form 13F-HR as filed (SEC CIK 1366838): quarter ended 2026-06-30, filed 2026-07-17. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2026-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | Quarter end | Filed | Performance |
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VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 123,891 | $45,844,495 | 2026-06-30 | 2026-07-17 | |
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SCHB
SCHWAB STRATEGIC TR | | US BRD MKT ETF | 608,084 | $17,610,115 | 2026-06-30 | 2026-07-17 | |
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BND
VANGUARD BD INDEX FDS | | TOTAL BND MRKT | 143,104 | $10,505,234 | 2026-06-30 | 2026-07-17 | |
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AVUV
AMERICAN CENTY ETF TR | | US SML CP VALU | 79,918 | $9,970,570 | 2026-06-30 | 2026-07-17 | |
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VEA
VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 130,657 | $9,309,311 | 2026-06-30 | 2026-07-17 | |
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MUB
ISHARES TR | | NATIONAL MUN ETF | 79,475 | $8,553,100 | 2026-06-30 | 2026-07-17 | |
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SCHG
SCHWAB STRATEGIC TR | | US LCAP GR ETF | 235,164 | $7,957,950 | 2026-06-30 | 2026-07-17 | |
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SCHF
SCHWAB STRATEGIC TR | | INTL EQTY ETF | 272,856 | $7,558,112 | 2026-06-30 | 2026-07-17 | |
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SCHA
SCHWAB STRATEGIC TR | | US SML CAP ETF | 153,367 | $5,541,150 | 2026-06-30 | 2026-07-17 | |
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SCHD
SCHWAB STRATEGIC TR | | US DIVIDEND EQ | 168,419 | $5,340,566 | 2026-06-30 | 2026-07-17 | |
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IJS
ISHARES TR | | SP SMCP600VL ETF | 33,073 | $4,520,450 | 2026-06-30 | 2026-07-17 | |
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VTEB
VANGUARD MUN BD FDS | | TAX EXEMPT BD | 84,993 | $4,298,946 | 2026-06-30 | 2026-07-17 | |
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IVV
ISHARES TR | | CORE S&P500 ETF | 5,260 | $3,939,347 | 2026-06-30 | 2026-07-17 | |
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VTIP
VANGUARD MALVERN FDS | | STRM INFPROIDX | 64,073 | $3,218,387 | 2026-06-30 | 2026-07-17 | |
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VNQ
VANGUARD INDEX FDS | | REAL ESTATE ETF | 33,360 | $3,216,873 | 2026-06-30 | 2026-07-17 | |
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DFAC
DIMENSIONAL ETF TRUST | | US COR EQU 2 ETF | 72,322 | $3,208,220 | 2026-06-30 | 2026-07-17 | |
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VPL
VANGUARD INTL EQUITY INDEX F | | FTSE PACIFIC ETF | 23,886 | $2,763,428 | 2026-06-30 | 2026-07-17 | |
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SPY
STATE STR SPDR S&P 500 ETF T | | TR UNIT | 3,218 | $2,403,070 | 2026-06-30 | 2026-07-17 | |
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DFEM
DIMENSIONAL ETF TRUST | | EMERGING MKTS CO | 56,315 | $2,288,642 | 2026-06-30 | 2026-07-17 | |
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DFAX
DIMENSIONAL ETF TRUST | | WORLD EX US CORE | 60,457 | $2,227,226 | 2026-06-30 | 2026-07-17 | |
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DISV
DIMENSIONAL ETF TRUST | | INTL SMALL CAP V | 55,398 | $2,223,122 | 2026-06-30 | 2026-07-17 | |
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VGK
VANGUARD INTL EQUITY INDEX F | | FTSE EUROPE ETF | 25,022 | $2,215,422 | 2026-06-30 | 2026-07-17 | |
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VWO
VANGUARD INTL EQUITY INDEX F | | FTSE EMR MKT ETF | 32,901 | $1,963,861 | 2026-06-30 | 2026-07-17 | |
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SLYV
SPDR SERIES TRUST | | ST STR SP600SM C | 14,000 | $1,527,540 | 2026-06-30 | 2026-07-17 | |
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VYM
VANGUARD WHITEHALL FDS | | HIGH DIV YLD | 9,333 | $1,474,894 | 2026-06-30 | 2026-07-17 | |
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VXUS
VANGUARD STAR FDS | | VG TL INTL STK F | 15,053 | $1,286,881 | 2026-06-30 | 2026-07-17 | |
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ILCB
ISHARES TR | | MORNINGSTR US EQ | 12,260 | $1,270,749 | 2026-06-30 | 2026-07-17 | |
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SCHH
SCHWAB STRATEGIC TR | | US REIT ETF | 49,047 | $1,161,433 | 2026-06-30 | 2026-07-17 | |
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QQQ
INVESCO QQQ TR | | UNIT SER 1 | 1,555 | $1,145,339 | 2026-06-30 | 2026-07-17 | -2.08% |
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VCIT
VANGUARD SCOTTSDALE FDS | | INT-TERM CORP | 12,327 | $1,018,827 | 2026-06-30 | 2026-07-17 | |
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IMCB
ISHARES TR | | MRGSTR MD CP ETF | 10,200 | $984,912 | 2026-06-30 | 2026-07-17 | |
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AVDV
AMERICAN CENTY ETF TR | | INTL SMCP VLU | 9,486 | $977,532 | 2026-06-30 | 2026-07-17 | |
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VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 1,358 | $932,457 | 2026-06-30 | 2026-07-17 | |
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IWF
ISHARES TR | | RUS 1000 GRW ETF | 7,332 | $910,414 | 2026-06-30 | 2026-07-17 | |
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VSS
VANGUARD INTL EQUITY INDEX F | | FTSE SMCAP ETF | 5,785 | $892,568 | 2026-06-30 | 2026-07-17 | |
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IWP
ISHARES TR | | RUS MD CP GR ETF | 5,603 | $820,313 | 2026-06-30 | 2026-07-17 | |
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SCHZ
SCHWAB STRATEGIC TR | | US AGGREGATE B | 32,322 | $747,607 | 2026-06-30 | 2026-07-17 | |
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DFAT
DIMENSIONAL ETF TRUST | | US TARGETED VLU | 10,305 | $720,347 | 2026-06-30 | 2026-07-17 | |
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IWM
ISHARES TR | | RUSSELL 2000 ETF | 2,042 | $613,519 | 2026-06-30 | 2026-07-17 | |
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VGT
VANGUARD WORLD FD | | INF TECH ETF | 5,115 | $611,395 | 2026-06-30 | 2026-07-17 | |
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DFUV
DIMENSIONAL ETF TRUST | | US MKTWIDE VALUE | 10,742 | $590,921 | 2026-06-30 | 2026-07-17 | |
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IJH
ISHARES TR | | CORE S&P MCP ETF | 7,479 | $576,706 | 2026-06-30 | 2026-07-17 | |
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USHY
ISHARES TR | | BROAD USD HIGH | 15,435 | $571,404 | 2026-06-30 | 2026-07-17 | |
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SCHM
SCHWAB STRATEGIC TR | | US MID-CAP ETF | 14,900 | $549,363 | 2026-06-30 | 2026-07-17 | |
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VEU
VANGUARD INTL EQUITY INDEX F | | ALLWRLD EX US | 6,372 | $533,655 | 2026-06-30 | 2026-07-17 | |
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SPYM
SPDR SERIES TRUST | United States | ST STR P500ETF | 5,954 | $523,238 | 2026-06-30 | 2026-07-17 | |
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IJT
ISHARES TR | | S&P SML 600 GWT | 2,836 | $506,533 | 2026-06-30 | 2026-07-17 | |
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IXUS
ISHARES TR | | CORE MSCI TOTAL | 5,159 | $492,375 | 2026-06-30 | 2026-07-17 | |
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SCHP
SCHWAB STRATEGIC TR | | US TIPS ETF | 15,752 | $417,428 | 2026-06-30 | 2026-07-17 | |
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DFSV
DIMENSIONAL ETF TRUST | | US SMALL CAP ETF | 10,647 | $412,997 | 2026-06-30 | 2026-07-17 | |
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BUI
BLACKROCK UTILS INFRASTRUCTU | | COM | 12,380 | $359,144 | 2026-06-30 | 2026-07-17 | |
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DFAU
DIMENSIONAL ETF TRUST | | US CORE EQT MKT | 6,744 | $348,597 | 2026-06-30 | 2026-07-17 | |
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SHYG
ISHARES TR | | 0-5YR HI YL CP | 7,562 | $320,704 | 2026-06-30 | 2026-07-17 | |
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VIG
VANGUARD SPECIALIZED FUNDS | | DIV APP ETF | 1,354 | $320,383 | 2026-06-30 | 2026-07-17 | |
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VXF
VANGUARD INDEX FDS | | EXTEND MKT ETF | 1,292 | $318,103 | 2026-06-30 | 2026-07-17 | |
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IEUR
ISHARES TR | | CORE MSCI EURO | 3,958 | $297,523 | 2026-06-30 | 2026-07-17 | |
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VCSH
VANGUARD SCOTTSDALE FDS | | SHRT TRM CORP BD | 3,719 | $293,913 | 2026-06-30 | 2026-07-17 | |
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DFAE
DIMENSIONAL ETF TRUST | | EMGR CRE EQT MNG | 7,269 | $292,286 | 2026-06-30 | 2026-07-17 | |
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VTV
VANGUARD INDEX FDS | | VALUE ETF | 1,241 | $270,451 | 2026-06-30 | 2026-07-17 | |
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VBR
VANGUARD INDEX FDS | | SM CP VAL ETF | 1,112 | $270,184 | 2026-06-30 | 2026-07-17 | |
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STIP
ISHARES TR | | 0-5 YR TIPS ETF | 2,519 | $257,341 | 2026-06-30 | 2026-07-17 | |
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SPCX
SPACE EXPLORATION TECHN CORP | | CLASS A COM STK | 1,500 | $256,290 | 2026-06-30 | 2026-07-17 | |
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DFIV
DIMENSIONAL ETF TRUST | | INTERNATNAL VAL | 4,731 | $255,593 | 2026-06-30 | 2026-07-17 | |
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SCHE
SCHWAB STRATEGIC TR | | EMRG MKTEQ ETF | 6,919 | $250,883 | 2026-06-30 | 2026-07-17 | |
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EFA
ISHARES TR | | MSCI EAFE ETF | 2,076 | $215,655 | 2026-06-30 | 2026-07-17 | |
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ETJ
EATON VANCE RISK-MANAGED DIV | | COM | 11,170 | $92,376 | 2026-06-30 | 2026-07-17 | |
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