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
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| 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 | +19.34% | +7.26% | 658,032.1 | ||
IVV | iShares Core S&P 500 ETF | 224,703 | 126,260.6 | -1.33% | 10.830 | -0.15% | 0.020 | +19.34% | +7.31% | 636,576.3 | ||
VEA | Vanguard FTSE Developed Markets ETF | 1,687,291 | 85,765.0 | -5.08% | 7.360 | -0.37% | 0.060 | +11.22% | +19.78% | 160,177.0 | ||
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 | +9.58% | +18.40% | 20,437.7 | ||
VTI | Vanguard Total Stock Market ETF | 213,491 | 58,675.9 | -4.07% | 5.030 | -0.23% | 0.010 | +19.60% | +6.90% | 474,434.4 | ||
IJH | iShares Core S&P Mid-Cap ETF | 870,956 | 50,820.3 | New Holding | 4.360 | +4.36% | 0.060 | +16.27% | +2.52% | 97,920.0 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 816,701 | 36,963.9 | -10.36% | 3.170 | -0.36% | 0.050 | +15.29% | +15.26% | 85,768.1 | ||
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 | +16.40% | +17.54% | 99,687.1 | ||
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% | - | +2.61% | -0.84% | 1,212.0 | ||
AAPL | Apple Inc | 126,259 | 28,046.0 | -2.37% | 2.410 | -0.07% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware |
Litman Gregory Wealth Management LLC's Historical Top Holdings Breakdowns
Litman Gregory Wealth Management LLC's Top Stock Picks
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| 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 | $63.88 | 2.87% | 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 | $112.83 | -0.01% | 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 | $285.92 | 6.52% | 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 | $25.94 | -0.50% | 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 | $223.27 | 2.93% | 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 | $30.13 | 0.57% | 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 | $42.82 | 2.81% | 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 | $57.28 | 13.20% | 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 | $50.76 | 12.77% | 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 | $791.04 | 15.07% | New holding | 5,944 | 5,944 |
Litman Gregory Wealth Management LLC Total Holding History ($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 |
|---|---|---|---|---|
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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
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Litman Gregory Wealth Management LLC's Holdings Bubble Chart
Litman Gregory Wealth Management LLC News
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