Litman Gregory Wealth Management LLC Q2 2024 Filing
Filed July 30, 2024
Portfolio Value
$1.1T
Holdings
133
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (133 positions)
| Stock | Value |
|---|---|
IVVISHARES TR | $124.9M |
VOOVANGUARD INDEX FDS | $123.4M |
VEAVANGUARD TAX-MANAGED FDS | $87.6M |
IDEVISHARES TR | $64.4M |
VTIVANGUARD INDEX FDS | $61.2M |
SCHPSCHWAB STRATEGIC TR | $44.6M |
VWOVANGUARD INTL EQUITY INDEX F | $42.8M |
IEMGISHARES INC | $38.2M |
AAPLAPPLE INC | $29.3M |
DBMFLITMAN GREGORY FDS TR | $27.5M |
SPSBSPDR SER TR | $26.7M |
IWMISHARES TR | $24.6M |
BNDVANGUARD BD INDEX FDS | $21.6M |
ITOTISHARES TR | $19.9M |
MSFTMICROSOFT CORP | $17.6M |
VONEVANGUARD SCOTTSDALE FDS | $16.6M |
VVISA INC | $15.9M |
VTWOVANGUARD SCOTTSDALE FDS | $15.2M |
IJRISHARES TR | $15.2M |
EFAISHARES TR | $14.9M |
MSIMOTOROLA SOLUTIONS INC | $14.6M |
METAMETA PLATFORMS INC | $14.4M |
TSCOTRACTOR SUPPLY CO | $13.8M |
UNHUNITEDHEALTH GROUP INC | $13.5M |
GOOGALPHABET INC | $12.4M |
EWEDWARDS LIFESCIENCES CORP | $12.0M |
PYPLPAYPAL HLDGS INC | $11.4M |
VOTETCW ETF TRUST | $11.1M |
GOOGLALPHABET INC | $10.9M |
BKNGBOOKING HOLDINGS INC | $10.5M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $10.5M |
CPRTCOPART INC | $8.8M |
CDWCDW CORP | $8.4M |
TOTLSSGA ACTIVE ETF TR | $8.3M |
DGROISHARES TR | $8.0M |
IWBISHARES TR | $7.5M |
VIGVANGUARD SPECIALIZED FUNDS | $7.1M |
ESGDISHARES TR | $7.1M |
IEFISHARES TR | $6.1M |
ESMLISHARES TR | $6.0M |
MGKVANGUARD WORLD FD | $5.1M |
DSIISHARES TR | $4.8M |
SPGIS&P GLOBAL INC | $4.7M |
AGGISHARES TR | $4.2M |
ESGEISHARES INC | $3.4M |
ORLYOREILLY AUTOMOTIVE INC | $3.0M |
POOLPOOL CORP | $3.0M |
SPYSPDR S&P 500 ETF TR | $3.0M |
VCSHVANGUARD SCOTTSDALE FDS | $2.4M |
VTVVANGUARD INDEX FDS | $2.3M |
AQLTISHARES TR | $2.1M |
IWRISHARES TR | $2.0M |
TPLTEXAS PACIFIC LAND CORPORATI | $2.0M |
ODFLOLD DOMINION FREIGHT LINE IN | $1.9M |
—LITMAN GREGORY FDS TR | $1.8M |
VEUVANGUARD INTL EQUITY INDEX F | $1.8M |
SUSAISHARES TR | $1.7M |
TIPZPIMCO ETF TR | $1.7M |
IUSGISHARES TR | $1.7M |
USBUS BANCORP DEL | $1.6M |
EEMISHARES TR | $1.5M |
OEFISHARES TR | $1.4M |
IUSVISHARES TR | $1.4M |
USHYISHARES TR | $1.3M |
IWDISHARES TR | $1.3M |
URTHISHARES INC | $1.3M |
RSPINVESCO EXCHANGE TRADED FD T | $1.2M |
CGDGCAPITAL GROUP DIVIDEND VALUE | $1.2M |
HDVISHARES TR | $1.1M |
BXBLACKSTONE INC | $1.0M |
NUBDNUSHARES ETF TR | $967K |
TAT&T INC | $946K |
IYGISHARES TR | $938K |
VNQVANGUARD INDEX FDS | $923K |
SCHASCHWAB STRATEGIC TR | $869K |
VOVANGUARD INDEX FDS | $746K |
AMZNAMAZON COM INC | $736K |
JAVAJ P MORGAN EXCHANGE TRADED F | $693K |
FNDESCHWAB STRATEGIC TR | $629K |
BABOEING CO | $592K |
VBVANGUARD INDEX FDS | $561K |
SUSBISHARES TR | $557K |
DFUSDIMENSIONAL ETF TRUST | $528K |
AQLTISHARES TR | $493K |
FNDBSCHWAB STRATEGIC TR | $488K |
VTVANGUARD INTL EQUITY INDEX F | $472K |
XLESELECT SECTOR SPDR TR | $463K |
IEURISHARES TR | $462K |
EAGGISHARES TR | $459K |
MDYSPDR S&P MIDCAP 400 ETF TR | $459K |
IVWISHARES TR | $457K |
GQ9SPDR GOLD TR | $444K |
DBEUDBX ETF TR | $431K |
GNRSPDR INDEX SHS FDS | $430K |
DISDISNEY WALT CO | $427K |
AQLTISHARES TR | $411K |
IYWISHARES TR | $408K |
DFASDIMENSIONAL ETF TRUST | $407K |
JPMJPMORGAN CHASE & CO. | $399K |
BSVVANGUARD BD INDEX FDS | $388K |
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