LG

Litman Gregory Wealth Management LLC

13F
Litman Gregory Wealth Management LLC
Last update 2024-10-22 139 Stocks (10 new)
Value $1.20 Bil Turnover 4 %
Countries:
Top Holdings: IVV(10.96%)VOO(10.89%)VEA(7.90%)IDEV(6.21%)VTI(5.33%)
Portfolio Report
Summary Stock Picks Current Portfolio
Litman Gregory Wealth Manageme... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
227,299
131110.730
-0.42%
10.960
-0.05%
0.020
+6.62%
+22.20%
548049.583
 
VOO 		Vanguard S&P 500 ETF
246,825
130242.180
+0.03%
10.890
0%
0.030
+6.71%
+22.23%
490370.523
 
VEA 		Vanguard FTSE Developed Markets ETF
1,789,442
94500.410
+0.99%
7.900
+0.08%
0.070
+1.23%
+6.22%
138470.248
 
IDEV 		iShares Core MSCI International Developed Markets ETF
1,048,407
74258.690
+6.82%
6.210
+0.40%
0.490
+2.23%
+7.40%
14625.185
 
VTI 		Vanguard Total Stock Market ETF
225,113
63743.120
-1.55%
5.330
-0.08%
0.020
+6.31%
+20.86%
420876.283
 
VWO 		Vanguard FTSE Emerging Markets ETF
991,143
47426.190
+1.43%
3.960
+0.06%
0.060
+7.94%
+14.82%
78716.936
 
IEMG 		iShares Core MSCI Emerging Markets ETF
713,227
40946.360
-0.13%
3.420
0%
0.050
+6.20%
+11.76%
83540.675
 
SCHP 		Schwab U.S. Tips ETF
1,475,758
39572.470
+71.94%
3.310
+1.38%
0.180
+0.46%
+0.61%
11123.736
 
AAPL 		Apple Inc
135,555
31584.290
-2.68%
2.640
-0.07%
0.000
+7.21%
+21.69%
3548645.576
Hardware
SPSB 		SPDR Portfolio Short Term Corporate Bond ETF
960,470
29083.040
+6.68%
2.430
+0.15%
0.360
+0.47%
+0.84%
8096.088
 

Litman Gregory Wealth Management LLC's Historical Top Holdings Breakdowns

Litman Gregory Wealth Management LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHP 		Schwab U.S. Tips ETF2024-09-30Add
+1.38%
●
25.79 ($26.41) 26.9
$26.26
-0.57%
Add 71.94%
1,475,758
308,730
IDEV 		iShares Core MSCI International Developed Markets ETF2024-09-30Add
+0.40%
●
63.46 ($67.83) 71.43
$68.37
0.80%
Add 6.82%
1,048,407
66,925
MSI 		Motorola Solutions Inc2024-09-30Reduce
-0.28%
●
385.65 ($416.92) 450.49
$457.39
9.71%
Reduce -21.97%
29,483
-8,303
EW 		Edwards Lifesciences Corp2024-09-30Add
+0.18%
●
59.7 ($72.66) 93.78
$68.52
-5.70%
Add 24.73%
161,371
31,997
DGRO 		iShares Core Dividend Growth ETF2024-09-30Add
+0.18%
●
57.47 ($60.28) 62.76
$62.82
4.21%
Add 24.17%
173,356
33,745
DBMF 		iMGP DBi Managed Futures Strategy ETF2024-09-30Add
+0.17%
●
26.82 ($28.55) 30.58
$27.31
-4.34%
Add 7.89%
986,087
72,143
SPY 		S&P 500 ETF TRUST ETF2024-09-30Add
+0.17%
●
517.38 ($552.93) 573.76
$580.83
5.05%
Add 64.06%
8,920
3,483
IJR 		iShares Core S&P Small-Cap ETF2024-09-30Add
+0.16%
●
105.53 ($112.98) 118.34
$116.20
2.85%
Add 11.51%
158,404
16,351
DBEH 		iMGP DBi Hedge Strategy ETF2024-09-30Sold Out
-0.16%
●
26.21 ($27.18) 27.88
$27.29
0.42%
Sold Out
0
-68,015
SPSB 		SPDR Portfolio Short Term Corporate Bond ETF2024-09-30Add
+0.15%
●
29.58 ($30) 30.31
$30.03
0.10%
Add 6.68%
960,470
60,170

Litman Gregory Wealth Management LLC Total Holding History ($B)

To

Litman Gregory Wealth Management LLC's Asset Allocation

To

Litman Gregory Wealth Management LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Litman Gregory Wealth Management LLC's Hypothetical Growth since 2024-09-30

Litman Gregory Wealth Management LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Litman Gregory Wealth Management LLC's Holdings Heat Map

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Litman Gregory Wealth Management LLC's Holdings Bubble Chart

Litman Gregory Wealth Management LLC News

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