LG
| |
Litman Gregory Wealth Management LLC13F | |
| Litman Gregory Wealth Management LLC | |
| Last update 2025-05-02 | 138 Stocks (9 new) |
| Value $1.17 Bil | Turnover 8 % |
Litman Gregory Wealth Manageme... Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 261,153 | 134,209.2 | -0.77% | 11.510 | -0.09% | 0.020 | +19.59% | +7.78% | 660,834.1 | ||
IVV | iShares Core S&P 500 ETF | 224,703 | 126,260.6 | -1.33% | 10.830 | -0.15% | 0.020 | +19.67% | +7.80% | 634,518.9 | ||
VEA | Vanguard FTSE Developed Markets ETF | 1,687,291 | 85,765.0 | -5.08% | 7.360 | -0.37% | 0.060 | +12.49% | +19.94% | 157,607.2 | ||
IDEV |
iShares Core MSCI International Developed Markets ETF
iShares Core MSCI International Developed Markets ETF
| 1,150,779 | 79,277.1 | -0.26% | 6.800 | -0.02% | 0.440 | +11.90% | +19.06% | 20,205.4 | ||
VTI | Vanguard Total Stock Market ETF | 213,491 | 58,675.9 | -4.07% | 5.030 | -0.23% | 0.010 | +19.82% | +7.35% | 476,615.2 | ||
IJH | iShares Core S&P Mid-Cap ETF | 870,956 | 50,820.3 | New Holding | 4.360 | +4.36% | 0.060 | +16.06% | +2.45% | 97,230.9 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 816,701 | 36,963.9 | -10.36% | 3.170 | -0.36% | 0.050 | +16.94% | +15.09% | 86,951.2 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 632,329 | 34,126.8 | -7.88% | 2.930 | -0.25% | 0.040 | +18.91% | +18.34% | 99,158.0 | ||
DBMF |
iMGP DBi Managed Futures Strategy ETF
iMGP DBi Managed Futures Strategy ETF
| 1,180,213 | 29,812.2 | -20.52% | 2.560 | -0.69% | - | +3.27% | -0.10% | 1,204.6 | ||
AAPL | Apple Inc | 126,259 | 28,046.0 | -2.37% | 2.410 | -0.07% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | New Buy New Buy | +4.36% | 57.21 ($62.1) 65.8 | $63.46 | 2.19% | New holding | 870,956 | 870,956 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-03-31 | Reduce Reduce | -0.83% | 102.49 ($112.84) 119.96 | $111.87 | -0.86% | Reduce -36.63% | 143,361 | -82,864 | |
VO | Vanguard Mid-Cap ETF | 2025-03-31 | Add Add | +0.76% | 251.87 ($268.43) 277.95 | $284.74 | 6.08% | Add 1117.36% | 37,507 | 34,426 | |
DBMF |
iMGP DBi Managed Futures Strategy ETF
iMGP DBi Managed Futures Strategy ETF
| 2025-03-31 | Reduce Reduce | -0.69% | 24.88 ($26.07) 26.85 | $25.78 | -1.11% | Reduce -20.52% | 1,180,213 | -304,719 | |
IWM | iShares Russell 2000 ETF | 2025-03-31 | Reduce Reduce | -0.50% | 198.1 ($216.92) 229.79 | $222.33 | 2.49% | Reduce -23.58% | 85,014 | -26,233 | |
SPSB |
SPDR Portfolio Short Term Corporate Bond ETF
SPDR Portfolio Short Term Corporate Bond ETF
| 2025-03-31 | Add Add | +0.44% | 29.82 ($29.96) 30.1 | $30.10 | 0.47% | Add 24.41% | 874,281 | 171,536 | |
XJH |
iShares ESG Select Screened S&P Mid-Cap ETF
iShares ESG Select Screened S&P Mid-Cap ETF
| 2025-03-31 | New Buy New Buy | +0.42% | 38.41 ($41.65) 44.06 | $42.53 | 2.11% | New holding | 123,946 | 123,946 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Reduce Reduce | -0.37% | 47.4 ($50.6) 52.99 | $56.64 | 11.94% | Reduce -5.08% | 1,687,291 | -90,355 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2025-03-31 | Reduce Reduce | -0.36% | 42.5 ($45.01) 46.71 | $50.49 | 12.18% | Reduce -10.36% | 816,701 | -94,428 | |
URI | United Rentals Inc | 2025-03-31 | New Buy New Buy | +0.32% | 594.17 ($687.44) 789.56 | $808.05 | 17.54% | New holding | 5,944 | 5,944 |
Litman Gregory Wealth Management LLC Total Holding History ($B)
Litman Gregory Wealth Management LLC's Asset Allocation
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 2025-03-31
Litman Gregory Wealth Management LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Litman Gregory Wealth Management LLC's Holdings Heat Map
Size field:
Litman Gregory Wealth Management LLC's Holdings Bubble Chart
Litman Gregory Wealth Management LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers