LIBERTY WEALTH MANAGEMENT LLC — Q2 2025 13F-HR

← LIBERTY WEALTH MANAGEMENT LLC

Q2 2025 · 13F-HR

LIBERTY WEALTH MANAGEMENT LLCholdings as filed

Filed 2025-08-01 · accession 0001769302-25-000006

$637.9M

Reported value

233

Positions

2025-06-30

Period end

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The Brief · LIBERTY WEALTH MANAGEMENT LLC · Q2 2025

AI · grounded in 13F

LIBERTY WEALTH MANAGEMENT LLC established a new position in DFAU valued at $35.1M. The fund also initiated new stakes in DFAC for $30.4M and IVW for $27.6M. Additional new positions include QUAL at $27.4M and DUHP at $26M.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
25434V104	DFAU	DIMENSIONAL ETF TRUST	$35.1M	5.50%	828,196	Common	NONE
25434V708	DFAC	DIMENSIONAL ETF TRUST	$30.4M	4.77%	848,007	Common	NONE
464287309	IVW	ISHARES TR	$27.6M	4.33%	250,770	Common	NONE
46432F339	QUAL	ISHARES TR	$27.4M	4.30%	149,913	Common	NONE
25434V831	DUHP	DIMENSIONAL ETF TRUST	$26.0M	4.07%	729,659	Common	NONE
09290C103	DYNF	BLACKROCK ETF TRUST	$25.0M	3.92%	459,635	Common	NONE
464287200	IVV	ISHARES TR	$24.7M	3.88%	39,841	Common	NONE
037833100	AAPL	APPLE INC	$22.4M	3.52%	109,386	Common	NONE
464287408	IVE	ISHARES TR	$19.5M	3.06%	99,789	Common	NONE
67066G104	NVDA	NVIDIA CORPORATION	$15.3M	2.40%	97,088	Common	NONE
25434V872	DFCF	DIMENSIONAL ETF TRUST	$14.9M	2.33%	351,836	Common	NONE
25434V799	DFIC	DIMENSIONAL ETF TRUST	$14.8M	2.31%	474,657	Common	NONE
46434V613	IUSB	ISHARES TR	$14.4M	2.26%	311,493	Common	NONE
922908769	VTI	VANGUARD INDEX FDS	$13.6M	2.13%	44,786	Common	NONE
25434V203	DFAI	DIMENSIONAL ETF TRUST	$13.5M	2.12%	390,964	Common	NONE
25434V666	DFLV	DIMENSIONAL ETF TRUST	$12.3M	1.94%	397,919	Common	NONE
46434G103	IEMG	ISHARES INC	$10.8M	1.70%	180,290	Common	NONE
594918104	MSFT	MICROSOFT CORP	$9.6M	1.51%	19,356	Common	NONE
464287101	OEF	ISHARES TR	$8.3M	1.30%	27,230	Common	NONE
464287721	IYW	ISHARES TR	$7.8M	1.22%	44,821	Common	NONE
464288653	TLH	ISHARES TR	$7.6M	1.20%	75,137	Common	NONE
25434V765	DIHP	DIMENSIONAL ETF TRUST	$7.6M	1.19%	258,409	Common	NONE
922042775	VEU	VANGUARD INTL EQUITY INDEX F	$7.6M	1.19%	112,794	Common	NONE
25434V609	DFAT	DIMENSIONAL ETF TRUST	$7.5M	1.18%	139,814	Common	NONE
46432F396	MTUM	ISHARES TR	$7.0M	1.09%	29,007	Common	NONE
464288877	EFV	ISHARES TR	$6.9M	1.08%	108,530	Common	NONE
25434V732	DFEM	DIMENSIONAL ETF TRUST	$6.9M	1.08%	231,700	Common	NONE
46434G764	EMXC	ISHARES INC	$6.6M	1.04%	104,817	Common	NONE
46432F842	IEFA	ISHARES TR	$5.4M	0.85%	64,903	Common	NONE
46120E602	ISRG	INTUITIVE SURGICAL INC	$5.4M	0.84%	9,910	Common	NONE
25434V781	DISV	DIMENSIONAL ETF TRUST	$5.3M	0.83%	161,349	Common	NONE
68389X105	ORCL	ORACLE CORP	$5.3M	0.83%	24,155	Common	NONE
023135106	AMZN	AMAZON COM INC	$5.3M	0.83%	24,052	Common	NONE
29355A107	ENPH	ENPHASE ENERGY INC	$5.1M	0.81%	129,616	Common	NONE
464288588	MBB	ISHARES TR	$5.0M	0.78%	53,316	Common	NONE
88160R101	TSLA	TESLA INC	$5.0M	0.78%	15,687	Common	NONE
921937793	BLV	VANGUARD BD INDEX FDS	$4.6M	0.73%	66,521	Common	NONE
922908363	VOO	VANGUARD INDEX FDS	$4.5M	0.71%	7,982	Common	NONE
92206C847	VGLT	VANGUARD SCOTTSDALE FDS	$4.4M	0.69%	78,536	Common	NONE
464288885	EFG	ISHARES TR	$4.0M	0.62%	35,289	Common	NONE
464285204	IAU	ISHARES GOLD TR	$3.9M	0.61%	62,890	Common	NONE
87283Q867	TCAF	T ROWE PRICE ETF INC	$3.9M	0.61%	109,914	Common	NONE
94106L109	WM	WASTE MGMT INC DEL	$3.7M	0.59%	16,340	Common	NONE
30303M102	META	META PLATFORMS INC	$3.5M	0.55%	4,766	Common	NONE
038222105	AMAT	APPLIED MATLS INC	$3.5M	0.54%	18,960	Common	NONE
09290C806	THRO	BLACKROCK ETF TRUST	$3.3M	0.51%	92,248	Common	NONE
02079K107	GOOG	ALPHABET INC	$3.2M	0.51%	18,243	Common	NONE
17275R102	CSCO	CISCO SYS INC	$3.0M	0.48%	43,945	Common	NONE
166764100	CVX	CHEVRON CORP NEW	$3.0M	0.47%	20,817	Common	NONE
464288281	EMB	ISHARES TR	$2.9M	0.45%	31,088	Common	NONE
092528603	BINC	BLACKROCK ETF TRUST II	$2.7M	0.42%	50,938	Common	NONE
084670702	BRK/B	BERKSHIRE HATHAWAY INC DEL	$2.7M	0.42%	5,537	Common	NONE
92204A702	VGT	VANGUARD WORLD FD	$2.6M	0.41%	3,963	Common	NONE
922908744	VTV	VANGUARD INDEX FDS	$2.5M	0.39%	14,202	Common	NONE
922908736	VUG	VANGUARD INDEX FDS	$2.3M	0.35%	5,155	Common	NONE
02079K305	GOOGL	ALPHABET INC	$2.2M	0.35%	12,601	Common	NONE
46434V803	HEFA	ISHARES TR	$2.2M	0.34%	57,062	Common	NONE
921943858	VEA	VANGUARD TAX-MANAGED FDS	$1.9M	0.29%	32,685	Common	NONE
09290C780	BAI	BLACKROCK ETF TRUST	$1.8M	0.29%	63,541	Common	NONE
922908611	VBR	VANGUARD INDEX FDS	$1.8M	0.28%	9,260	Common	NONE
11135F101	AVGO	BROADCOM INC	$1.8M	0.28%	6,383	Common	NONE
46090E103	QQQ	INVESCO QQQ TR	$1.7M	0.27%	3,075	Common	NONE
459200101	IBM	INTERNATIONAL BUSINESS MACHS	$1.6M	0.25%	5,339	Common	NONE
461202103	INTU	INTUIT	$1.6M	0.24%	1,982	Common	NONE
921910816	MGK	VANGUARD WORLD FD	$1.4M	0.23%	3,940	Common	NONE
46625H100	JPM	JPMORGAN CHASE &CO.	$1.4M	0.22%	4,930	Common	NONE
464287432	TLT	ISHARES TR	$1.4M	0.22%	16,164	Common	NONE
053015103	ADP	AUTOMATIC DATA PROCESSING IN	$1.4M	0.21%	4,401	Common	NONE
00287Y109	ABBV	ABBVIE INC	$1.4M	0.21%	7,290	Common	NONE
46435G672	IAGG	ISHARES TR	$1.4M	0.21%	26,458	Common	NONE
46435U713	IFRA	ISHARES TR	$1.3M	0.21%	27,014	Common	NONE
33738R704	AIRR	FIRST TR EXCHANGE TRADED FD	$1.3M	0.20%	15,654	Common	NONE
92826C839	V	VISA INC	$1.3M	0.20%	3,576	Common	NONE
532457108	LLY	ELI LILLY &CO	$1.3M	0.20%	1,624	Common	NONE
46429B267	GOVT	ISHARES TR	$1.3M	0.20%	54,808	Common	NONE
922908751	VB	VANGUARD INDEX FDS	$1.2M	0.19%	5,174	Common	NONE
060505104	BAC	BANK AMERICA CORP	$1.2M	0.19%	25,807	Common	NONE
92204A504	VHT	VANGUARD WORLD FD	$1.2M	0.19%	4,813	Common	NONE
742718109	PG	PROCTER AND GAMBLE CO	$1.2M	0.18%	7,231	Common	NONE
833445109	SNOW	SNOWFLAKE INC	$1.1M	0.18%	5,114	Common	NONE
55354G100	MSCI	MSCI INC	$1.1M	0.17%	1,883	Common	NONE
316092808	FTEC	FIDELITY COVINGTON TRUST	$1.1M	0.17%	5,501	Common	NONE
922908637	VV	VANGUARD INDEX FDS	$1.0M	0.16%	3,560	Common	NONE
46429B697	USMV	ISHARES TR	$997,887	0.16%	10,637	Common	NONE
254687106	DIS	DISNEY WALT CO	$933,866	0.15%	7,531	Common	NONE
69374H881	COWZ	PACER FDS TR	$933,282	0.15%	16,938	Common	NONE
949746101	WMT2	WELLS FARGO CO NEW	$904,867	0.14%	11,294	Common	NONE
78462F103	SPY	SPDR S&P 500 ETF TR	$896,691	0.14%	1,451	Common	NONE
22160K105	COST	COSTCO WHSL CORP NEW	$893,473	0.14%	903	Common	NONE
69608A108	PLTR	PALANTIR TECHNOLOGIES INC	$892,445	0.14%	6,546	Common	NONE
007903107	AMD	ADVANCED MICRO DEVICES INC	$857,936	0.13%	6,046	Common	NONE
78464A854	SPYM	SPDR SERIES TRUST	$842,539	0.13%	11,591	Common	NONE
437076102	HD	HOME DEPOT INC	$830,095	0.13%	2,264	Common	NONE
05464C101	AXON	AXON ENTERPRISE INC	$827,940	0.13%	1,000	Common	NONE
464287762	IYH	ISHARES TR	$799,923	0.13%	14,163	Common	NONE
92204A405	VFH	VANGUARD WORLD FD	$764,826	0.12%	6,008	Common	NONE
539830109	LMT	LOCKHEED MARTIN CORP	$725,624	0.11%	1,567	Common	NONE
464287788	IYF	ISHARES TR	$716,259	0.11%	5,920	Common	NONE
38141G104	GS	GOLDMAN SACHS GROUP INC	$696,314	0.11%	984	Common	NONE
64110L106	NFLX	NETFLIX INC	$696,015	0.11%	520	Common	NONE
233051200	DBEF	DBX ETF TR	$693,903	0.11%	15,861	Common	NONE
30231G102	XOM	EXXON MOBIL CORP	$691,206	0.11%	6,412	Common	NONE
922042858	VWO	VANGUARD INTL EQUITY INDEX F	$689,267	0.11%	14,025	Common	NONE
81369Y803	XLK	SELECT SECTOR SPDR TR	$682,417	0.11%	2,695	Common	NONE
464287812	IYK	ISHARES TR	$678,714	0.11%	9,630	Common	NONE
464287465	EFA	ISHARES TR	$669,258	0.10%	7,487	Common	NONE
031162100	AMGN	AMGEN INC	$664,700	0.10%	2,381	Common	NONE
191216100	KO	COCA COLA CO	$652,936	0.10%	9,229	Common	NONE
931142103	WMT	WALMART INC	$621,931	0.10%	6,361	Common	NONE
002824100	ABT	ABBOTT LABS	$621,558	0.10%	4,570	Common	NONE
92206C680	VONG	VANGUARD SCOTTSDALE FDS	$607,589	0.10%	5,564	Common	NONE
464287796	IYE	ISHARES TR	$589,146	0.09%	13,028	Common	NONE
464287804	IJR	ISHARES TR	$587,153	0.09%	5,372	Common	NONE
745867101	PHM	PULTE GROUP INC	$585,449	0.09%	5,551	Common	NONE
46429B747	STIP	ISHARES TR	$580,247	0.09%	5,638	Common	NONE
79466L302	CRM	SALESFORCE INC	$566,144	0.09%	2,076	Common	NONE
025816109	AXP	AMERICAN EXPRESS CO	$558,585	0.09%	1,751	Common	NONE
149123101	CAT	CATERPILLAR INC	$551,170	0.09%	1,420	Common	NONE
92203J407	BNDX	VANGUARD CHARLOTTE FDS	$541,396	0.08%	10,934	Common	NONE
57636Q104	MA	MASTERCARD INCORPORATED	$541,388	0.08%	963	Common	NONE
00724F101	ADBE	ADOBE INC	$528,091	0.08%	1,365	Common	NONE
00206R102	T	AT&T INC	$513,155	0.08%	17,732	Common	NONE
46434V860	TFLO	ISHARES TR	$512,223	0.08%	10,112	Common	NONE
75513E101	RTX	RTX CORPORATION	$511,544	0.08%	3,504	Common	NONE
74460D109	PSA	PUBLIC STORAGE OPER CO	$507,773	0.08%	1,731	Common	NONE
744573106	PEG	PUBLIC SVC ENTERPRISE GRP IN	$506,275	0.08%	6,014	Common	NONE
464287614	IWF	ISHARES TR	$505,710	0.08%	1,191	Common	NONE
713448108	PEP	PEPSICO INC	$498,632	0.08%	3,776	Common	NONE
921937827	BSV	VANGUARD BD INDEX FDS	$471,778	0.07%	5,994	Common	NONE
874039100	TSM	TAIWAN SEMICONDUCTOR MFG LTD	$465,799	0.07%	2,057	Common	NONE
78463V107	GLD	SPDR GOLD TR	$465,134	0.07%	1,526	Common	NONE
000957100	ABM	ABM INDS INC	$461,916	0.07%	9,784	Common	NONE
464287705	IJJ	ISHARES TR	$457,339	0.07%	3,701	Common	NONE
478160104	JNJ	JOHNSON &JOHNSON	$455,007	0.07%	2,979	Common	NONE
464287556	IBB	ISHARES TR	$452,741	0.07%	3,579	Common	NONE
25434V724	DFUV	DIMENSIONAL ETF TRUST	$452,491	0.07%	10,702	Common	NONE
92537N108	VRT	VERTIV HOLDINGS CO	$451,680	0.07%	3,517	Common	NONE
921908844	VIG	VANGUARD SPECIALIZED FUNDS	$445,169	0.07%	2,175	Common	NONE
097023105	BA	BOEING CO	$430,775	0.07%	2,056	Common	NONE
78464A508	SPYV	SPDR SERIES TRUST	$429,996	0.07%	8,215	Common	NONE
092528843	HIMU	BLACKROCK ETF TRUST II	$423,488	0.07%	8,708	Common	NONE
81369Y605	XLF	SELECT SECTOR SPDR TR	$417,946	0.07%	7,981	Common	NONE
46435G102	ICVT	ISHARES TR	$412,537	0.06%	4,579	Common	NONE
718172109	PM	PHILIP MORRIS INTL INC	$407,528	0.06%	2,238	Common	NONE
G8994E103	TT	TRANE TECHNOLOGIES PLC	$397,081	0.06%	908	Common	NONE
907818108	UNP	UNION PAC CORP	$391,435	0.06%	1,701	Common	NONE
464288307	IMCG	ISHARES TR	$379,863	0.06%	4,735	Common	NONE
580135101	MCD	MCDONALDS CORP	$379,009	0.06%	1,297	Common	NONE
921910725	VSGX	VANGUARD WORLD FD	$371,860	0.06%	5,677	Common	NONE
46429B655	FLOT	ISHARES TR	$370,975	0.06%	7,271	Common	NONE
46137V258	RPV	INVESCO EXCHANGE TRADED FD T	$366,657	0.06%	3,911	Common	NONE
855244109	SBUX	STARBUCKS CORP	$361,618	0.06%	3,946	Common	NONE
92343V104	VZ	VERIZON COMMUNICATIONS INC	$356,674	0.06%	8,243	Common	NONE
922908553	VNQ	VANGUARD INDEX FDS	$355,038	0.06%	3,987	Common	NONE
464287739	IYR	ISHARES TR	$351,501	0.06%	3,709	Common	NONE
902973304	USB	US BANCORP DEL	$348,504	0.05%	7,702	Common	NONE
824348106	SHW	SHERWIN WILLIAMS CO	$347,653	0.05%	1,013	Common	NONE
46434V621	DGRO	ISHARES TR	$347,102	0.05%	5,429	Common	NONE
025072877	AVUV	AMERICAN CENTY ETF TR	$346,115	0.05%	3,799	Common	NONE
020002101	ALL	ALLSTATE CORP	$337,686	0.05%	1,677	Common	NONE
369604301	GE	GE AEROSPACE	$336,666	0.05%	1,308	Common	NONE
433000106	HIMS	HIMS &HERS HEALTH INC	$330,475	0.05%	6,629	Common	NONE
921937819	BIV	VANGUARD BD INDEX FDS	$330,278	0.05%	4,270	Common	NONE
808524102	SCHB	SCHWAB STRATEGIC TR	$326,480	0.05%	13,700	Common	NONE
46436E841	IBTH	ISHARES TR	$310,504	0.05%	13,806	Common	NONE
46436E858	IBTG	ISHARES TR	$309,427	0.05%	13,494	Common	NONE
871607107	SNPS	SYNOPSYS INC	$308,633	0.05%	602	Common	NONE
921937835	BND	VANGUARD BD INDEX FDS	$307,182	0.05%	4,173	Common	NONE
032654105	ADI	ANALOG DEVICES INC	$306,432	0.05%	1,287	Common	NONE
025072802	AVDV	AMERICAN CENTY ETF TR	$300,019	0.05%	3,784	Common	NONE
58933Y105	MRK	MERCK &CO INC	$294,986	0.05%	3,726	Common	NONE
78468R200	FLRN	SPDR BLOOMBERG INT GRD	$287,472	0.05%	9,324	Common	NONE
316092840	FDVV	FIDELITY COVINGTON TRUST	$280,859	0.04%	5,399	Common	NONE
46436E593	IBTK	ISHARES TR	$278,092	0.04%	14,017	Common	NONE
778296103	ROST	ROSS STORES INC	$277,855	0.04%	2,178	Common	NONE
464287523	SOXX	ISHARES TR	$277,784	0.04%	1,164	Common	NONE
46436E825	IBTJ	ISHARES TR	$277,154	0.04%	12,644	Common	NONE
46436E833	IBTI	ISHARES TR	$276,333	0.04%	12,358	Common	NONE
92204A884	VOX	VANGUARD WORLD FD	$271,716	0.04%	1,589	Common	NONE
911312106	UPS	UNITED PARCEL SERVICE INC	$268,222	0.04%	2,657	Common	NONE
921910733	ESGV	VANGUARD WORLD FD	$265,820	0.04%	2,424	Common	NONE
81730H109	S	SENTINELONE INC	$264,091	0.04%	14,447	Common	NONE
46436E866	—	ISHARES TR	$263,908	0.04%	11,297	Common	NONE
863667101	SYK	STRYKER CORPORATION	$263,055	0.04%	665	Common	NONE
46435G250	HYDB	ISHARES TR	$260,904	0.04%	5,496	Common	NONE
464287598	IWD	ISHARES TR	$259,472	0.04%	1,336	Common	NONE
278642103	EBAY	EBAY INC.	$256,856	0.04%	3,450	Common	NONE
78467X109	DIA	SPDR DOW JONES INDL AVERAGE	$250,755	0.04%	569	Common	NONE
46435G425	ESGU	ISHARES TR	$249,619	0.04%	1,845	Common	NONE
24703L202	DELL	DELL TECHNOLOGIES INC	$249,205	0.04%	2,033	Common	NONE
65339F101	NEE	NEXTERA ENERGY INC	$248,247	0.04%	3,576	Common	NONE
46435U861	DIVB	ISHARES TR	$246,876	0.04%	4,906	Common	NONE
464289180	EUFN	ISHARES TR	$244,583	0.04%	7,733	Common	NONE
95040Q104	WELL	WELLTOWER INC	$244,254	0.04%	1,589	Common	NONE
46429B689	EFAV	ISHARES TR	$243,811	0.04%	2,905	Common	NONE
92939U106	WEC	WEC ENERGY GROUP INC	$243,809	0.04%	2,340	Common	NONE
717081103	PFE	PFIZER INC	$241,662	0.04%	9,970	Common	NONE
464287150	ITOT	ISHARES TR	$241,609	0.04%	1,789	Common	NONE
055622104	BP	BP PLC	$238,123	0.04%	7,944	Common	NONE
46438F101	IBIT	ISHARES BITCOIN TRUST ETF	$234,459	0.04%	3,830	Common	NONE
66987V109	NVS	NOVARTIS AG	$234,404	0.04%	1,849	Common	NONE
697435105	PANW	PALO ALTO NETWORKS INC	$234,313	0.04%	1,145	Common	NONE
617446448	MS	MORGAN STANLEY	$233,439	0.04%	1,657	Common	NONE
14448C104	CARR	CARRIER GLOBAL CORPORATION	$231,238	0.04%	3,160	Common	NONE
464287507	IJH	ISHARES TR	$230,541	0.04%	3,717	Common	NONE
91324P102	UNH	UNITEDHEALTH GROUP INC	$230,105	0.04%	738	Common	NONE
33735T109	FDD	FIRST TR EXCHANGE-TRADED FD	$229,519	0.04%	14,770	Common	NONE
654106103	NKE	NIKE INC	$223,519	0.04%	3,146	Common	NONE
501044101	KR	KROGER CO	$219,998	0.03%	3,067	Common	NONE
22788C105	CRWD	CROWDSTRIKE HLDGS INC	$219,513	0.03%	431	Common	NONE
375558103	GILD	GILEAD SCIENCES INC	$218,635	0.03%	1,972	Common	NONE
74340W103	PLD	PROLOGIS INC.	$218,603	0.03%	2,080	Common	NONE
78463X855	GII	SPDR INDEX SHS FDS	$217,140	0.03%	3,225	Common	NONE
V7780T103	RCL	ROYAL CARIBBEAN GROUP	$216,697	0.03%	692	Common	NONE
26441C204	DUK	DUKE ENERGY CORP NEW	$216,662	0.03%	1,836	Common	NONE
56585A102	MPC	MARATHON PETE CORP	$215,636	0.03%	1,298	Common	NONE
46436E718	SGOV	ISHARES 0-3 MONTH	$208,630	0.03%	2,072	Common	NONE
464287606	IJK	ISHARES TR	$208,225	0.03%	2,289	Common	NONE
922042742	VT	VANGUARD INTL EQUITY INDEX F	$208,215	0.03%	1,620	Common	NONE
97717Y527	USFR	WISDOMTREE FLOATING RATE	$206,032	0.03%	4,095	Common	NONE
78468R663	BIL	SPDR BLOOMBERG 1 3 MNTH	$206,026	0.03%	2,246	Common	NONE
36828A101	GEV	GE VERNOVA INC	$205,908	0.03%	389	Common	NONE
464288448	IDV	ISHARES INTERNATIONAL	$201,676	0.03%	5,844	Common	NONE
316092303	FSTA	FIDELITY COVINGTON TRUST	$201,369	0.03%	3,937	Common	NONE
58155Q103	MCK	MCKESSON CORP	$201,076	0.03%	274	Common	NONE
426927109	XHC	HERITAGE COMM CORP	$113,250	0.02%	11,405	Common	NONE
48130CF42	JPM	JPMORGAN CHASE	$50,243	0.01%	50,000	Common	NONE
36870H103	GNLX	GENELUX CORPORATION	$47,490	0.01%	16,547	Common	NONE
10501E300	BCLI	BRAINSTORM CELL THERAPEUTICS	$25,386	0.00%	22,666	Common	NONE
68389XCJ2	ORCL	ORACLE CORP	$10,819	0.00%	10,000	Common	NONE
68276T100	OPMZ	ONEPM INDUSTRIES INC	$0	—	16,666	Common	NONE
29278A101	—	En Point Technologies Inc	$0	—	30,000	Common	NONE
960878106	WLB1EUR	WESTMORELAND COAL CO XXX	$0	—	20,000	Common	NONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.