Litman Gregory Wealth Management LLC Q4 2024 Filing
Filed January 24, 2025
Portfolio Value
$1.2T
Holdings
136
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (136 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | DWMWISDOMTREE TR | 7,000 | $368.9M | 0.03% | |
| 102 | VTEBVANGUARD MUN BD FDS | 7,084 | $355.1M | 0.03% | |
| 103 | GNRSPDR INDEX SHS FDS | 6,766 | $336.7M | 0.03% | |
| 104 | AQLTISHARES TR | 14,203 | $326.4M | 0.03% | |
| 105 | SCHXSCHWAB STRATEGIC TR | 13,853 | $321.1M | 0.03% | |
| 106 | IWFISHARES TR | 791 | $317.5M | 0.03% | |
| 107 | PEPPEPSICO INC | 2,050 | $311.7M | 0.03% | |
| 108 | SCHDSCHWAB STRATEGIC TR | 10,773 | $294.3M | 0.03% | |
| 109 | SUSBISHARES TR | 11,606 | $286.7M | 0.02% | |
| 110 | MCDMCDONALDS CORP | 976 | $282.9M | 0.02% | |
| 111 | VUGVANGUARD INDEX FDS | 687 | $282.1M | 0.02% | |
| 112 | DFIVDIMENSIONAL ETF TRUST | 7,861 | $278.9M | 0.02% | |
| 113 | IBMINTERNATIONAL BUSINESS MACHS | 1,267 | $278.5M | 0.02% | |
| 114 | IWNISHARES TR | 1,657 | $272.0M | 0.02% | |
| 115 | JNJJOHNSON & JOHNSON | 1,880 | $271.9M | 0.02% | |
| 116 | VGKVANGUARD INTL EQUITY INDEX F | 4,159 | $264.0M | 0.02% | |
| 117 | VCSHVANGUARD SCOTTSDALE FDS | 3,355 | $261.7M | 0.02% | |
| 118 | TDTORONTO DOMINION BK ONT | 4,875 | $259.5M | 0.02% | |
| 119 | XLFISELECT SECTOR SPDR TR | 3,166 | $248.9M | 0.02% | |
| 120 | FLXRTCW ETF TRUST | 6,404 | $247.7M | 0.02% | |
| 121 | SCHOSCHWAB STRATEGIC TR | 10,005 | $240.7M | 0.02% | |
| 122 | HYGISHARES TR | 3,046 | $239.6M | 0.02% | |
| 123 | VBRVANGUARD INDEX FDS | 1,169 | $231.7M | 0.02% | |
| 124 | WMTWALMART INC | 2,527 | $228.3M | 0.02% | |
| 125 | IVEISHARES TR | 1,185 | $226.2M | 0.02% | |
| 126 | MOALTRIA GROUP INC | 4,307 | $225.2M | 0.02% | |
| 127 | AMDADVANCED MICRO DEVICES INC | 1,827 | $220.7M | 0.02% | |
| 128 | EMXCISHARES INC | 3,968 | $220.0M | 0.02% | |
| 129 | NUSCNUSHARES ETF TR | 5,152 | $215.8M | 0.02% | |
| 130 | KHCKRAFT HEINZ CO | 6,750 | $207.3M | 0.02% | |
| 131 | VXFVANGUARD INDEX FDS | 1,068 | $206.9M | 0.02% | |
| 132 | XOMEXXON MOBIL CORP | 1,900 | $204.4M | 0.02% | |
| 133 | HYBXTCW ETF TRUST | 6,693 | $203.5M | 0.02% | |
| 134 | COSTCOSTCO WHSL CORP NEW | 218 | $199.7M | 0.02% | |
| 135 | FFORD MTR CO | 12,875 | $127.5M | 0.01% | |
| 136 | TSITCW STRATEGIC INCOME FD INC | 16,200 | $77.9M | 0.01% |
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