Litman Gregory Wealth Management LLC Q1 2023 Filing
Filed April 26, 2023
Portfolio Value
$268.6B
Holdings
40
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (40 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 191,410 | $78K | 0.00% | |
| 2 | VTIPVANGUARD MALVERN FDS | 975,253 | $46K | 0.00% | |
| 3 | AVUVAMERICAN CENTY ETF TR | 608,876 | $45K | 0.00% | |
| 4 | DIHPDIMENSIONAL ETF TRUST | 834,694 | $20K | 0.00% | |
| 5 | BRK/BBERKSHIRE HATHAWAY INC DEL | 55,481 | $17K | 0.00% | |
| 6 | AAPLAPPLE INC | 57,810 | $9K | 0.00% | |
| 7 | VTIVANGUARD INDEX FDS | 45,267 | $9K | 0.00% | |
| 8 | ITOTISHARES TR | 89,811 | $8K | 0.00% | |
| 9 | DUHPDIMENSIONAL ETF TRUST | 293,632 | $7K | 0.00% | |
| 10 | DFARDIMENSIONAL ETF TRUST | 351,695 | $7K | 0.00% | |
| 11 | MSFTMICROSOFT CORP | 10,401 | $2K | 0.00% | |
| 12 | AVREAMERICAN CENTY ETF TR | 27,241 | $1K | 0.00% | |
| 13 | GOOGALPHABET INC | 11,570 | $1K | 0.00% | |
| 14 | GOOGLALPHABET INC | 14,100 | $1K | 0.00% | |
| 15 | AMZNAMAZON COM INC | 9,870 | $1K | 0.00% | |
| 16 | VVISA INC | 4,619 | $1K | 0.00% | |
| 17 | IAU*ISHARES GOLD TR | 36,075 | $1K | 0.00% | |
| 18 | CSCOCISCO SYS INC | 8,786 | $0 | 0.00% | |
| 19 | PXDEURPIONEER NAT RES CO | 1,073 | $0 | 0.00% | |
| 20 | —LABORATORY CORP AMER HLDGS | 1,086 | $0 | 0.00% | |
| 21 | NKENIKE INC | 2,473 | $0 | 0.00% | |
| 22 | MDLZMONDELEZ INTL INC | 3,439 | $0 | 0.00% | |
| 23 | SOSOUTHERN CO | 3,001 | $0 | 0.00% | |
| 24 | BMYBRISTOL-MYERS SQUIBB CO | 5,873 | $0 | 0.00% | |
| 25 | EDCONSOLIDATED EDISON INC | 5,259 | $0 | 0.00% | |
| 26 | METAMETA PLATFORMS INC | 2,015 | $0 | 0.00% | |
| 27 | TSLATESLA INC | 4,563 | $0 | 0.00% | |
| 28 | STIPISHARES TR | 2,629 | $0 | 0.00% | |
| 29 | SGDMSPROTT ETF TRUST | 8,031 | $0 | 0.00% | |
| 30 | GILDGILEAD SCIENCES INC | 2,925 | $0 | 0.00% | |
| 31 | GQ9SPDR GOLD TR | 1,148 | $0 | 0.00% | |
| 32 | MCDMCDONALDS CORP | 1,125 | $0 | 0.00% | |
| 33 | WBDWARNER BROS DISCOVERY INC | 28,295 | $0 | 0.00% | |
| 34 | MARMARRIOTT INTL INC NEW | 2,377 | $0 | 0.00% | |
| 35 | ICFISHARES TR | 5,648 | $0 | 0.00% | |
| 36 | AQLTISHARES TR | 3,757 | $0 | 0.00% | |
| 37 | PFEPFIZER INC | 10,874 | $0 | 0.00% | |
| 38 | UNHUNITEDHEALTH GROUP INC | 869 | $0 | 0.00% | |
| 39 | JNJJOHNSON & JOHNSON | 2,932 | $0 | 0.00% | |
| 40 | NVDANVIDIA CORPORATION | 754 | $0 | 0.00% |