Litman Gregory Wealth Management LLC Q1 2024 Filing
Filed May 3, 2024
Portfolio Value
$1.1T
Holdings
131
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (131 positions)
| Stock | Value |
|---|---|
IVVISHARES TR | $117.8M |
VOOVANGUARD INDEX FDS | $110.0M |
VEAVANGUARD TAX-MANAGED FDS | $75.4M |
VTIVANGUARD INDEX FDS | $60.0M |
IDEVISHARES TR | $59.6M |
VWOVANGUARD INTL EQUITY INDEX F | $55.9M |
SCHPSCHWAB STRATEGIC TR | $49.1M |
IEMGISHARES INC | $48.8M |
SPSBSPDR SER TR | $30.8M |
AAPLAPPLE INC | $25.4M |
IWMISHARES TR | $24.7M |
DBMFLITMAN GREGORY FDS TR | $22.3M |
BNDVANGUARD BD INDEX FDS | $21.5M |
ITOTISHARES TR | $19.3M |
VTWOVANGUARD SCOTTSDALE FDS | $18.1M |
MSFTMICROSOFT CORP | $16.8M |
VONEVANGUARD SCOTTSDALE FDS | $16.7M |
VVISA INC | $16.4M |
EFAISHARES TR | $14.1M |
TSCOTRACTOR SUPPLY CO | $14.0M |
MSIMOTOROLA SOLUTIONS INC | $13.9M |
PYPLPAYPAL HLDGS INC | $12.4M |
EWEDWARDS LIFESCIENCES CORP | $12.1M |
UNHUNITEDHEALTH GROUP INC | $12.1M |
METAMETA PLATFORMS INC | $11.0M |
VOTETCW TRANSFORM ETF TRUST | $10.7M |
IJRISHARES TR | $10.7M |
GOOGALPHABET INC | $10.4M |
BKNGBOOKING HOLDINGS INC | $9.7M |
CDWCDW CORP | $9.6M |
CPRTCOPART INC | $9.4M |
GOOGLALPHABET INC | $9.3M |
TOTLSSGA ACTIVE ETF TR | $8.3M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $8.3M |
IWBISHARES TR | $7.5M |
VIGVANGUARD SPECIALIZED FUNDS | $7.1M |
ESGDISHARES TR | $7.0M |
DGROISHARES TR | $6.8M |
IEFISHARES TR | $6.1M |
ESMLISHARES TR | $6.0M |
MGKVANGUARD WORLD FD | $4.9M |
ESGEISHARES INC | $4.8M |
DSIISHARES TR | $4.5M |
SPGIS&P GLOBAL INC | $4.5M |
AGGISHARES TR | $3.9M |
POOLPOOL CORP | $3.8M |
VCSHVANGUARD SCOTTSDALE FDS | $3.8M |
ORLYOREILLY AUTOMOTIVE INC | $3.0M |
SPYSPDR S&P 500 ETF TR | $2.8M |
TIPZPIMCO ETF TR | $2.6M |
ODFLOLD DOMINION FREIGHT LINE IN | $2.5M |
TPLTEXAS PACIFIC LAND CORPORATI | $2.5M |
AQLTISHARES TR | $2.2M |
EEMISHARES TR | $2.2M |
IWRISHARES TR | $2.1M |
VTVVANGUARD INDEX FDS | $1.8M |
VEUVANGUARD INTL EQUITY INDEX F | $1.8M |
USBUS BANCORP DEL | $1.8M |
SUSAISHARES TR | $1.7M |
IUSGISHARES TR | $1.6M |
—LITMAN GREGORY FDS TR | $1.5M |
OEFISHARES TR | $1.3M |
USHYISHARES TR | $1.3M |
IUSVISHARES TR | $1.3M |
URTHISHARES INC | $1.2M |
RSPINVESCO EXCHANGE TRADED FD T | $1.2M |
IWDISHARES TR | $1.2M |
HDVISHARES TR | $1.1M |
CGDGCAPITAL GROUP DIVIDEND VALUE | $1.1M |
BXBLACKSTONE INC | $1.1M |
VNQVANGUARD INDEX FDS | $1.1M |
TAT&T INC | $1.0M |
NUBDNUSHARES ETF TR | $973K |
IYGISHARES TR | $954K |
SCHASCHWAB STRATEGIC TR | $902K |
JAVAJ P MORGAN EXCHANGE TRADED F | $822K |
SUSBISHARES TR | $793K |
VOVANGUARD INDEX FDS | $757K |
AMZNAMAZON COM INC | $692K |
BABOEING CO | $627K |
FNDESCHWAB STRATEGIC TR | $598K |
VBVANGUARD INDEX FDS | $588K |
DISDISNEY WALT CO | $587K |
DFUSDIMENSIONAL ETF TRUST | $512K |
XLESELECT SECTOR SPDR TR | $490K |
MDYSPDR S&P MIDCAP 400 ETF TR | $477K |
IEURISHARES TR | $469K |
GNRSPDR INDEX SHS FDS | $446K |
EAGGISHARES TR | $430K |
PEPPEPSICO INC | $430K |
DBEUDBX ETF TR | $426K |
GQ9SPDR GOLD TR | $424K |
DFASDIMENSIONAL ETF TRUST | $422K |
AQLTISHARES TR | $419K |
IVWISHARES TR | $417K |
FNDBSCHWAB STRATEGIC TR | $413K |
BACVERIZON COMMUNICATIONS INC | $411K |
JNJJOHNSON & JOHNSON | $409K |
ESGUISHARES TR | $398K |
BSVVANGUARD BD INDEX FDS | $388K |
Page 1 of 2Next