Litman Gregory Wealth Management LLC Q2 2018 Filing

Filed August 9, 2018

Portfolio Value

$253.9B

Holdings

94

Report Date

Q2 2018

Filing Type

13F-HR

All Holdings (94 positions)

#StockSharesValue% PortfolioType
1
VGKVanguard FTSE Europe (ETF)
971,650$54.5B21.48%
2
VWOVanguard FTSE Emerging Markets (ETF)
1,273,442$53.7B21.17%
3
VEAVanguard FTSE Developed Markets (ETF)
641,372$27.5B10.84%
4
IVViShares S&P 500 Index Fund (ETF)
75,746$20.7B8.15%
5
VTIVanguard Total Stock Market (ETF)
141,923$19.9B7.85%
6
EFAiShares MSCI EAFE Index Fund (ETF)
160,192$10.9B4.31%
7
IWMiShares Russell 2000 Index Fund (ETF)
46,670$7.6B3.01%
8
IEURiShares Core MSCI Europe (ETF)
120,276$5.7B2.25%
9
VIGVanguard Dividend Appreciation
52,840$5.4B2.12%
10
TOTLSPDR Doubleline Ttl Rtrn
109,608$5.2B2.05%
11
IEMGiShares Core MSCI Emerging Markets
83,063$4.4B1.72%
12
VEUVanguard FTSE All-World ex US (ETF)
72,985$3.8B1.49%
13
IEFiShares Barclays 7-10 Yr Treasury Bond Fund (ETF)
36,291$3.7B1.47%
14
MGKVanguard Mega Cap Growth (ETF)
29,971$3.6B1.40%
15
DSIiShares MSCI KLD 400 Social
27,116$2.7B1.08%
16
VNQVanguard REIT (ETF)
30,590$2.5B0.98%
17
ESGEiShares MSCI EM ESG (ETF)
31,154$2.4B0.93%
18
ESGEiShares MSCI EM ESG Optimized (ETF)
63,789$2.1B0.85%
19
VOOVanguard S&P 500 (ETF)
7,655$1.9B0.75%
20
HDViShares High Dividend Equity Fund (ETF)
22,365$1.9B0.75%
21
ESGDiShares MSCI EAFE ESG Select (ETF)
20,174$1.4B0.53%
22
ESGDiShares MSCI EAFE ESG Optimized (ETF)
20,640$1.3B0.53%
23
SPYSPDR S&P 500 (ETF)
3,886$1.1B0.42%
24
BACBank of America
37,055$1.0B0.41%
25
ITOTiShares Core S&P Total U.S. Stock Market (ETF)
13,422$839.0M0.33%
26
DWMWisdomTree International Equity (ETF)
15,300$807.0M0.32%
27
BNDVanguard Total Bond Market (ETF)
9,260$733.0M0.29%
28
IWRiShares Russell Mid-Cap (ETF)
3,250$689.0M0.27%
29
VHTVanguard Health Care (ETF)
3,600$573.0M0.23%
30
CMFiShares Cali AMT-Free Muni Bond
9,423$552.0M0.22%
31
General Finance Corp.
34,827$472.0M0.19%
32
SUSAiShares MSCI USA ESG Select (ETF)
3,849$434.0M0.17%
33
EEMiShares MSCI Emerging Market Fund (ETF)
7,501$343.0M0.14%
34
VPLVanguard MSCI Pacific (ETF)
4,353$318.0M0.13%
35
GEGeneral Electric Company
16,545$225.0M0.09%
36
VPLVanguard FTSE Pacific Index Fund (ETF)
2,993$209.0M0.08%
37
OEFiShares S&P 100 Index Fund (ETF)
1,699$203.0M0.08%
38
AMJEURJPMorgan Alerian MLP Index (ETF)
5,570$148.0M0.06%
39
VXFVanguard Extended Market (ETF)
1,191$140.0M0.06%
40
BABoeing
400$134.0M0.05%
41
GUNRFlexShares Global Upstream Natural Resources Index Fund (ETF)
3,256$110.0M0.04%
42
DFSEURDiscover Financial Services
1,500$106.0M0.04%
43
RTN1USDRaytheon Co.
500$97.0M0.04%
44
JPMJPMorgan Chase & Co.
920$96.0M0.04%
45
UBS ETRACS Alerian MLP Infrastructure Index ETN due 4/2/2040
4,150$95.0M0.04%
46
IWBiShares Russell 1000 Index Fund
618$94.0M0.04%
47
RNSTRenasant Corp
1,891$86.0M0.03%
48
PFEPfizer Inc.
2,170$79.0M0.03%
49
BONDPIMCO Total Return (ETF)
756$78.0M0.03%
50
PowerShares FTSE RAFI US 1500 Small-Mid (ETF)
539$75.0M0.03%
51
EMBiShares J.P.Morgan USD Emerging Markets Bond (ETF)
690$74.0M0.03%
52
IUSVIshares Core S&P US
1,359$72.0M0.03%
53
AGGiShares Barclays US Aggregate Bond (ETF)
623$66.0M0.03%
54
XLISPDR Industrial Select Sector (ETF)
847$61.0M0.02%
55
MDYSPDR S&P MidCap 400 (ETF)
167$59.0M0.02%
56
IWFiShares Russell 1000 Growth Index Fund
331$48.0M0.02%
57
MUBiShares S&P National Muni Bond (ETF)
413$45.0M0.02%
58
HYGiShares iBoxx $ High Yield Corporate Bond (ETF)
477$41.0M0.02%
59
IUSGIshares Core S&P US
694$40.0M0.02%
60
SCHPSchwab U.S. TIPS ETF
705$39.0M0.02%
61
WFCWells Fargo & Co.
700$39.0M0.02%
62
BRK/BBerkshire Hathaway Class B
200$37.0M0.01%
63
IWOiShares Russell 2000 Growth Index (ETF)
171$35.0M0.01%
64
NVSNNovartis AG
400$30.0M0.01%
65
XOMExxon Mobil Corp.
400$30.0M0.01%
66
JNJJohnson & Johnson
236$29.0M0.01%
67
AAPLApple Computer
158$29.0M0.01%
68
TXTTextron Inc.
400$26.0M0.01%
69
Bank of Commerce Holdings Inc
2,000$26.0M0.01%
70
IJRiShares S&P Small-Cap 600 Index (ETF)
282$24.0M0.01%
71
CVXChevron Corp.
172$22.0M0.01%
72
AXPAmerican Express
200$20.0M0.01%
73
DBEUDeutsche X-trackers MSCI Europe Hedged Equity
674$19.0M0.01%
74
IVWiShares S&P 500 Growth Index (ETF)
80$13.0M0.01%
75
VBKVanguard Small-Cap Growth Index Fund (ETF)
75$13.0M0.01%
76
ABTAbbott Laboratories
200$12.0M0.00%
77
VVisa, Inc.
75$10.0M0.00%
78
PEPPepsico Inc
92$10.0M0.00%
79
XOMExxon Mobil Corporation
100$8.0M0.00%
80
DEODiageo PLC
53$8.0M0.00%
81
IVEiShares S&P 500/Barra Value (ETF)
75$8.0M0.00%
82
CRMSalesforce.com, Inc.
57$8.0M0.00%
83
XLKSector SPDR Tech Select Shares of Benefici
120$8.0M0.00%
84
CMPCompass Minerals
113$7.0M0.00%
85
XLVHealth Care Select Sector SPDR
82$7.0M0.00%
86
IBMIntl Business Machines Corp.
50$7.0M0.00%
87
AIGAmerican Intl Group Wt Exp 01/19/202
413$6.0M0.00%
88
VBVanguard Small Cap (ETF)
41$6.0M0.00%
89
BABAAlibaba Group Holding Limited
27$5.0M0.00%
90
XLFIConsumer Staples Select Sector SPDR
93$5.0M0.00%
91
CPBCampbell Soup Co
124$5.0M0.00%
92
XLEEnergy Select Sector SPDR
56$4.0M0.00%
93
SEASeabridge Gold Inc.
300$3.0M0.00%
94
XLYConsumer Discretionary Select Sector SPDR Fund
30$3.0M0.00%
95
WPMWheaton Precious Metals Corp
105$2.0M0.00%
96
HLHecla Mining Company
700$2.0M0.00%
97
XLFFinancial Select Sector SPDR
92$2.0M0.00%
98
XLBMaterials Select Sector SPDR
22$1.0M0.00%