Litman Gregory Wealth Management LLC Q1 2025 Filing
Filed May 2, 2025
Portfolio Value
$1.2B
Holdings
138
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (138 positions)
| Stock | Value |
|---|---|
VOOVANGUARD INDEX FDS | $134.2M |
IVVISHARES TR | $126.3M |
VEAVANGUARD TAX-MANAGED FDS | $85.8M |
IDEVISHARES TR | $79.3M |
VTIVANGUARD INDEX FDS | $58.7M |
IJHISHARES TR | $50.8M |
VWOVANGUARD INTL EQUITY INDEX F | $37.0M |
IEMGISHARES INC | $34.1M |
DBMFLITMAN GREGORY FDS TR | $29.8M |
AAPLAPPLE INC | $28.0M |
SPSBSPDR SER TR | $26.3M |
DGROISHARES TR | $24.4M |
VVISA INC | $20.6M |
ITOTISHARES TR | $18.1M |
IWMISHARES TR | $17.0M |
VONEVANGUARD SCOTTSDALE FDS | $16.1M |
METAMETA PLATFORMS INC | $15.7M |
MSFTMICROSOFT CORP | $15.4M |
EFAISHARES TR | $15.2M |
IJRISHARES TR | $15.0M |
BNDVANGUARD BD INDEX FDS | $15.0M |
UNHUNITEDHEALTH GROUP INC | $14.4M |
TSCOTRACTOR SUPPLY CO | $13.2M |
VOTETCW ETF TRUST | $12.9M |
MSIMOTOROLA SOLUTIONS INC | $12.4M |
PYPLPAYPAL HLDGS INC | $12.3M |
EWEDWARDS LIFESCIENCES CORP | $11.7M |
BKNGBOOKING HOLDINGS INC | $11.6M |
GOOGALPHABET INC | $11.1M |
VOVANGUARD INDEX FDS | $9.7M |
CPRTCOPART INC | $9.3M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $9.2M |
GOOGLALPHABET INC | $9.1M |
VTWOVANGUARD SCOTTSDALE FDS | $8.8M |
ESGDISHARES TR | $8.0M |
IWBISHARES TR | $7.6M |
VIGVANGUARD SPECIALIZED FUNDS | $7.6M |
CDWCDW CORP | $6.7M |
SPGIS&P GLOBAL INC | $6.6M |
IEFISHARES TR | $6.5M |
TOTLSSGA ACTIVE ETF TR | $6.4M |
ESMLISHARES TR | $6.3M |
SPYSPDR S&P 500 ETF TR | $5.7M |
ODFLOLD DOMINION FREIGHT LINE IN | $5.1M |
MGKVANGUARD WORLD FD | $5.0M |
XJHISHARES TR | $4.8M |
DSIISHARES TR | $4.1M |
ORLYOREILLY AUTOMOTIVE INC | $4.1M |
URIUNITED RENTALS INC | $3.7M |
POOLPOOL CORP | $3.4M |
VTVVANGUARD INDEX FDS | $3.4M |
ESGEISHARES INC | $3.1M |
AQLTISHARES TR | $2.5M |
SCHPSCHWAB STRATEGIC TR | $2.2M |
IWRISHARES TR | $2.2M |
NDQINVESCO QQQ TR | $2.1M |
RSPINVESCO EXCHANGE TRADED FD T | $2.0M |
VEUVANGUARD INTL EQUITY INDEX F | $1.7M |
SUSAISHARES TR | $1.7M |
IUSGISHARES TR | $1.6M |
AGGISHARES TR | $1.5M |
TPLTEXAS PACIFIC LAND CORPORATI | $1.4M |
IWDISHARES TR | $1.4M |
VNQVANGUARD INDEX FDS | $1.3M |
OEFISHARES TR | $1.3M |
URTHISHARES INC | $1.3M |
CGDGCAPITAL GROUP DIVIDEND VALUE | $1.3M |
HDVISHARES TR | $1.3M |
IUSVISHARES TR | $1.2M |
NUBDNUSHARES ETF TR | $1.2M |
ADPAUTOMATIC DATA PROCESSING IN | $1.2M |
USHYISHARES TR | $1.2M |
IYGISHARES TR | $1.1M |
EEMISHARES TR | $1.1M |
USBUS BANCORP DEL | $1.1M |
AMZNAMAZON COM INC | $872K |
SCHASCHWAB STRATEGIC TR | $837K |
JAVAJ P MORGAN EXCHANGE TRADED F | $826K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $798K |
FNDESCHWAB STRATEGIC TR | $640K |
NEARISHARES U S ETF TR | $591K |
GQ9SPDR GOLD TR | $587K |
DFUSDIMENSIONAL ETF TRUST | $543K |
VTVANGUARD INTL EQUITY INDEX F | $536K |
FNDBSCHWAB STRATEGIC TR | $519K |
KFYKORN FERRY | $507K |
JPMJPMORGAN CHASE & CO. | $502K |
VBVANGUARD INDEX FDS | $500K |
IEURISHARES TR | $488K |
NVDANVIDIA CORPORATION | $486K |
XLESELECT SECTOR SPDR TR | $475K |
IYWISHARES TR | $470K |
IVWISHARES TR | $459K |
DBEUDBX ETF TR | $458K |
AQLTISHARES TR | $457K |
MDYSPDR S&P MIDCAP 400 ETF TR | $455K |
FNDXSCHWAB STRATEGIC TR | $443K |
SHPROSHARES TR | $418K |
MUCBLACKROCK MUNIHLDNGS CALI QL | $415K |
DWMWISDOMTREE TR | $407K |
Page 1 of 2Next