Litman Gregory Wealth Management LLC Q1 2020 Filing
Filed April 28, 2020
Portfolio Value
$397.7B
Holdings
164
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (164 positions)
| Stock | Value |
|---|---|
DBEUDeutsche X-trackers MSCI Europe Hedged Equity (ETF) | $25K |
IYFiShares US Financials (ETF) | $24K |
—Bank Of Commerce Holdings Inc | $23K |
COSTCostco | $21K |
VBVanguard Small Cap (ETF) | $19K |
XOMExxon Mobil Corporation | $18K |
GEGeneral Electric Company | $18K |
DHRDanaher Corp. | $18K |
AXPAmerican Express | $17K |
RSPGuggenheim S&P 500 Equal | $17K |
BONDPIMCO Total Return (ETF) | $16K |
WFCWells Fargo & Company | $16K |
RWRSPDR Dow Jones REIT (ETF) | $14K |
IWFiShares Russell 1000 Growth Index Fund (ETF) | $14K |
SPLVPowershares S&P 500 Low Volatility Portfolio (ETF) | $13K |
SCHCSchwab International Small-Cap Eq (ETF) | $13K |
TRTN-PATriton International Ltd | $12K |
IWNiShares Russell 2000 Value Index Fund (ETF) | $11K |
TXTTextron Inc. | $11K |
IJKiShares S&P Mid-Cap 400 Growth (ETF) | $11K |
BNETBion Environmental Technologies Inc. | $10K |
PCGPG & E Corporation | $10K |
IWOiShares Russell 2000 Growth Index (ETF) | $9K |
TAT&T Inc. | $9K |
TRVCCitigroup, Inc. | $9K |
IJJiShares S&P MidCap 400 Value Index (ETF) | $9K |
MCDMcDonald's Corporation | $9K |
VBRVanguard Small-Cap Value Index Fund (ETF) | $9K |
FLRNSPDR Blmbg Barclays Inv Grd Flt Rt (ETF) | $8K |
MBBiShares MBS | $8K |
SCHGSchwab U.S. Large-Cap Growth (ETF) | $7K |
MSFTMicrosoft Corporation | $7K |
ALLYAlly Financial Inc | $7K |
CPBCampbell Soup Co | $6K |
BKLNPowershares Senior Loan Portfolio (ETF) | $6K |
IBMInternational Business Machines Corp. | $6K |
SJNKSPDR Blmbg Barclays ST HY Bd (ETF) | $5K |
CMPCompass Minerals International | $4K |
AMZNAmazon.com | $4K |
AQLTiShares Select Dividend (ETF) | $4K |
MAMastercard Incorporated | $4K |
ALCAlcon Inc | $4K |
SEASeabridge Gold Inc. | $3K |
WPMWheaton Precious Metals Corp | $3K |
AMTAmerican Tower Corp | $3K |
UNPUnion Pacific Corp. | $3K |
LLYEli Lilly & Company | $3K |
NKENike | $3K |
HONHoneywell International Inc. | $3K |
CSCOCisco Systems | $3K |
WMTWalmart Stores Inc. | $3K |
VTVanguard Total World Stock Index Fund (ETF) | $2K |
VOVanguard Mid Cap (ETF) | $2K |
MUBiShares S&P National Muni Bond (ETF) | $2K |
SHWSherwin-Williams | $2K |
IGSBiShares Short-Term Corporate Bond (ETF) | $2K |
IGLBiShares Long-Term Corporate Bond (ETF) | $2K |
SPMEURAmericas Silver Corp | $1K |
TLTiShares Barclays 20 Year Treasury Bond Fund (ETF) | $1K |
IGIBiShares Intermediate-Term Corporate Bond (ETF) | $1K |
ROSTRoss Stores Inc. | $1K |
HLHecla Mining Company | $1K |
QQQInvesco BLDRS Emerging Markets 50 ADR (ETF) | $1K |
CMCSAComcast Corp. A | $1K |
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