Litman Gregory Wealth Management LLC Purchases in Q3 2024

Litman Gregory Wealth Management LLC

  • $1.19 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IDEV
Ishares Core Msci Intl Develop

ETFs
66.9K
+ 6.82%
$63.46 - $71.43 $4.25M - $4.78M
1.05M $74.3M
VEA
Vanguard Ftse Developed Market

ETFs
17.5K
+ 0.99%
$47.6 - $53.31 $832K - $932K
1.79M $94.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
64
+ 0.03%
$475.2 - $527.7 $30.4K - $33.8K
247K $130M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
14K
+ 1.43%
$41.9 - $48.26 $586K - $675K
991K $47.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
16.4K
+ 11.51%
$105.53 - $118.34 $1.73M - $1.93M
158K $18.5M
DGRO
Ishares Core Dividend Growth E

ETFs
33.7K
+ 24.17%
$57.47 - $62.76 $1.94M - $2.12M
173K $10.9M
SPSB
Spdr Portfolio Short Term Corp

ETFs
60.2K
+ 6.68%
$29.58 - $30.31 $1.78M - $1.82M
960K $29.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.48K
+ 64.06%
$517.38 - $573.86 $1.8M - $2M
8.92K $5.12M
META
Meta Platforms, Inc.

Communication Services
225
+ 0.79%
$453.41 - $572.44 $102K - $129K
28.8K $16.5M
VOTE
Engine No 1 ETF Tr

ETFs
14.9K
+ 8.55%
$60.37 - $67.04 $900K - $1M
189K $12.7M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.26K
+ 1.19%
$75.32 - $84.37 $170K - $190K
192K $16.1M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
16.1K
+ 7.65%
$39.37 - $41.68 $632K - $669K
226K $9.35M
ADP
Automatic Data Processing Inc

Industrials
3.19K
+ 279.33%
$233.44 - $279.45 $745K - $891K
4.33K $1.2M
MSFT
Microsoft Corp

Technology
3.45K
+ 8.74%
$395.15 - $467.56 $1.36M - $1.61M
42.9K $18.5M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
32.2K
+ 147.27%
$22.38 - $23.66 $720K - $762K
54K $1.27M
BKNG
Booking Holdings Inc.

Consumer Cyclical
5
+ 0.19%
$3305.62 - $4268.05 $16.5K - $21.3K
2.67K $11.2M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
3.74K
+ 2.41%
$38.03 - $42.06 $142K - $157K
159K $6.63M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.31K
+ 1.46%
$75.63 - $84.89 $98.9K - $111K
90.8K $7.64M
IEFA
Ishares Tr

ETFs
4.66K
+ 15.81%
$70.09 - $78.74 $326K - $367K
34.1K $2.66M
QQQ
Invesco Qqq Trust, Series 1

ETFs
917
+ 192.24%
$434.77 - $502.96 $399K - $461K
1.39K $680K
IBM
International Business Machines Corp

Technology
1.8K
New
$175.1 - $223.38 $315K - $401K
1.8K $397K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.55K
+ 20.62%
$162.83 - $179.16 $252K - $277K
9.04K $1.62M
CSQ
Calamos Strategic Total Return Fund

Financial Services
21.5K
New
$15.71 - $17.51 $338K - $376K
21.5K $372K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.08K
New
$49.93 - $51.15 $354K - $362K
7.08K $362K
XOM
Exxon Mobil Corp

Energy
2.9K
New
$109.72 - $119.0 $318K - $345K
2.9K $339K
VTV
Vanguard Value ETF

ETFs
768
+ 5.31%
$159.75 - $174.57 $123K - $134K
15.2K $2.66M
NVDA
Nvidia Corp

Technology
2.69K
New
$98.91 - $134.91 $266K - $362K
2.69K $326K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
72.1K
+ 7.89%
$26.82 - $30.58 $1.93M - $2.21M
986K $27.7M
MET
Metlife Inc

Financial Services
3K
New
$67.96 - $82.48 $204K - $247K
3K $247K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
19K
+ 108.04%
$11.01 - $11.6 $209K - $221K
36.6K $421K
MO
Altria Group, Inc.

Consumer Defensive
4.31K
New
$45.95 - $54.71 $198K - $236K
4.31K $219K
WMT
Walmart Inc.

Consumer Defensive
2.53K
New
$66.91 - $81.4 $169K - $206K
2.53K $204K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
1.96K
+ 16.73%
$58.75 - $64.07 $115K - $125K
13.6K $874K
VNQ
Vanguard Specialized Funds Van

ETFs
136
+ 1.23%
$82.97 - $98.97 $11.3K - $13.5K
11.2K $1.09M
CGDV
Capital Group Divid Value ETF

ETFs
135
+ 0.38%
$32.96 - $36.48 $4.45K - $4.92K
35.5K $1.29M
AMZN
Amazon Com Inc

Consumer Cyclical
800
+ 21.0%
$161.02 - $200.0 $129K - $160K
4.61K $858K
IYW
Ishares Dj Us Tech ETF

ETFs
634
+ 23.38%
$133.16 - $158.73 $84.4K - $101K
3.35K $507K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.07K
+ 10.9%
$46.18 - $48.92 $49.6K - $52.5K
10.9K $530K
CPRT
Copart Inc

Consumer Cyclical
6.78K
+ 4.15%
$49.19 - $55.54 $333K - $376K
170K $8.91M
DFIV
Dimensional ETF Tr

ETFs
1.14K
+ 14.35%
$34.66 - $38.38 $39.4K - $43.6K
9.05K $344K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
14K
New
$3.8 - $4.05 $53.2K - $56.7K
14K $56K
ICL
Icl Group Ltd.

Basic Materials
13K
New
$3.8 - $4.65 $49.4K - $60.5K
13K $55K
VB
Vanguard Small Cap ETF

ETFs
21
+ 0.82%
$214.77 - $237.72 $4.51K - $4.99K
2.59K $615K
FNDB
Schwab Fundamental U S Broad M

ETFs
66
+ 0.89%
$64.17 - $70.37 $4.24K - $4.64K
7.51K $528K
VT
Vanguard Total World Stk Index

ETFs
82
+ 1.96%
$107.72 - $119.96 $8.83K - $9.84K
4.28K $511K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
35
+ 1.17%
$113.45 - $126.18 $3.97K - $4.42K
3.03K $382K
FNDX
Schwab Fundamental U S Large C

ETFs
57
+ 1.32%
$65.36 - $71.76 $3.73K - $4.09K
4.38K $314K
OEF
Ishares S&P 100 ETF

ETFs
29
+ 0.54%
$266.03 - $266.03 $7.71K - $7.71K
5.43K $1.45M
GOOGL
Alphabet Inc.

Communication Services
2.93K
+ 4.9%
$148.65 - $191.18 $436K - $560K
62.8K $10.4M
Activity Summary
Buys All Purchases 52 New Holdings 10 Increased Positions 42 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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