Litman Gregory Wealth Management LLC Purchases in Q2 2025

Litman Gregory Wealth Management LLC

  • $1.27 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
47.4K
+ 22.22%
$243.75 - $303.93 $11.6M - $14.4M
261K $79.3M
VO
Vanguard Mid Cap ETF

ETFs
67.1K
+ 178.87%
$228.54 - $279.83 $15.3M - $18.8M
105K $29.3M
IVV
Ishares Core S&P 500 ETF

ETFs
3.82K
+ 1.7%
$498.8 - $620.9 $1.9M - $2.37M
229K $142M
IDEV
Ishares Core Msci Intl Develop

ETFs
36.9K
+ 3.21%
$61.79 - $76.67 $2.28M - $2.83M
1.19M $90.3M
DGRO
Ishares Core Dividend Growth E

ETFs
61.7K
+ 15.65%
$55.22 - $63.94 $3.41M - $3.95M
456K $29.2M
IEMG
Ishares Inc

ETFs
67.6K
+ 10.69%
N/A
700K $37.5M
VONE
Vanguard Russell 1000 ETF

ETFs
4.21K
+ 6.63%
$225.48 - $280.86 $948K - $1.18M
67.7K $18.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
33.1K
+ 16.27%
$72.02 - $73.82 $2.38M - $2.44M
237K $17.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
4.52K
+ 570.92%
$320.42 - $424.58 $1.45M - $1.92M
5.31K $2.25M
PYPL
Pay Pal Holdings, Inc.

Financial Services
641
+ 0.34%
$57.41 - $74.81 $36.8K - $48K
189K $14.1M
URI
United Rentals, Inc.

Industrials
136
+ 2.29%
$551.94 - $753.4 $75.1K - $102K
6.08K $4.58M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
13K
+ 10.46%
$34.28 - $41.6 $444K - $539K
137K $5.68M
DSI
Ishares Msci Kld 400 Social Et

ETFs
2.18K
+ 5.44%
$91.62 - $116.16 $200K - $253K
42.2K $4.9M
CDW
Cdw Corp

Technology
182
+ 0.43%
$144.49 - $190.68 $26.3K - $34.7K
42.1K $7.51M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
16.3K
+ 10.29%
$39.34 - $40.41 $641K - $658K
175K $7M
JPM
Jpmorgan Chase & CO

Financial Services
1.75K
+ 85.57%
$210.28 - $289.91 $368K - $507K
3.8K $1.1M
ODFL
Old Dominion Freight Line, Inc.

Industrials
3.64K
+ 11.71%
$146.74 - $176.07 $534K - $641K
34.7K $5.63M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
47.3K
+ 1662.36%
$87.84 - $1441.89 $4.15M - $68.1M
50.1K $4.52M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5
+ 0.11%
$416.06 - $551.64 $2.08K - $2.76K
4.52K $2.49M
URTH
Ishares Msci World ETF

ETFs
780
+ 9.1%
$136.3 - $169.38 $106K - $132K
9.35K $1.58M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.83K
New
$82.21 - $83.12 $233K - $235K
2.83K $234K
T
At&T Inc.

Communication Services
7.66K
+ 60.08%
$26.33 - $28.94 $202K - $222K
20.4K $590K
VXF
Vanguard Extended Market ETF

ETFs
1.03K
New
$150.43 - $192.71 $155K - $199K
1.03K $199K
IWR
Ishares Russell Mid Cap ETF

ETFs
177
+ 0.69%
$74.88 - $91.97 $13.3K - $16.3K
25.7K $2.36M
RSP
Invesco S&P 500 Equal Weight E

ETFs
422
+ 3.62%
$152.93 - $181.74 $64.5K - $76.7K
12.1K $2.2M
VIG
Vanguard Dividend Appreciation

ETFs
519
+ 1.32%
N/A
39.7K $7.23M
FNDE
Schwab Fundamental Emerging Mk

ETFs
1.48K
+ 7.11%
$26.66 - $33.09 $39.4K - $48.9K
22.2K $734K
VT
Vanguard Total World Stk Index

ETFs
222
+ 4.8%
$103.16 - $128.52 $22.9K - $28.5K
4.85K $622K
FNDX
Schwab Fundamental U S Large C

ETFs
2.63K
+ 14.0%
$20.84 - $24.54 $54.8K - $64.5K
21.4K $525K
USB
Us Bancorp \De\

Financial Services
50
+ 0.2%
$36.4 - $45.76 $1.82K - $2.29K
25.1K $1.14M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
231
+ 7.23%
$108.06 - $135.3 $25K - $31.3K
3.42K $463K
VNQ
Vanguard Specialized Funds Van

ETFs
1.07K
+ 7.18%
$79.79 - $91.42 $85.3K - $97.7K
16K $1.42M
VUG
Vanguard Growth ETF

ETFs
13
+ 1.89%
$329.49 - $438.4 $4.28K - $5.7K
700 $306K
WMT
Walmart Inc.

Consumer Defensive
250
+ 9.89%
$81.79 - $99.98 $20.4K - $25K
2.78K $271K
IEF
Ishares Barclays

ETFs
170
+ 0.25%
$93.15 - $96.56 $15.8K - $16.4K
68.1K $6.52M
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.12K
+ 2.62%
$26.18 - $26.93 $55.5K - $57.1K
83K $2.21M
DFIV
Dimensional ETF Tr

ETFs
285
+ 3.63%
$34.67 - $43.21 $9.88K - $12.3K
8.15K $348K
GLD
Spdr Gold Trust

ETFs
4
+ 0.2%
$273.71 - $316.29 $1.09K - $1.27K
2.04K $622K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
4.3K
+ 11.08%
$10.09 - $10.88 $43.4K - $46.8K
43.1K $446K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
596
+ 8.35%
$46.41 - $47.7 $27.7K - $28.4K
7.74K $367K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
13
+ 0.04%
$35.3 - $37.51 $459 - $488
32.2K $1.21M
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.92%
$908.13 - $1056.85 $1.82K - $2.11K
220 $217K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
144
+ 0.26%
$21.71 - $22.3 $3.13K - $3.21K
55.2K $1.23M
SCHO
Schwab Short Term Us Treasury

ETFs
200
+ 1.51%
$24.19 - $24.45 $4.84K - $4.89K
13.4K $327K
Pimco ETF Tr
10.2K
New
N/A
10.2K $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
74
+ 0.68%
$24.32 - $27.87 $1.8K - $2.06K
10.9K $289K
XOM
Exxon Mobil Corp

Energy
11
+ 0.58%
$99.93 - $119.04 $1.1K - $1.31K
1.91K $206K
POOL
Pool Corp

Industrials
599
+ 5.59%
$285.0 - $325.66 $171K - $195K
11.3K $3.3M
CPRT
Copart Inc

Consumer Cyclical
2.98K
+ 1.81%
$47.72 - $63.84 $142K - $190K
168K $8.24M
Activity Summary
Buys All Purchases 50 New Holdings 4 Increased Positions 46 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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