Litman Gregory Wealth Management LLC Reduced Holdings in Q1 2025

Litman Gregory Wealth Management LLC

  • $1.16 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-82.9K
- 36.63%
$102.49 - $119.96 $8.49M - $9.94M
143K $15M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-305K
- 20.52%
$24.88 - $26.85 $7.58M - $8.18M
1.18M $29.8M
IVV
Ishares Core S&P 500 ETF

ETFs
-3.03K
- 1.33%
$554.06 - $615.85 $1.68M - $1.87M
225K $126M
IWM
Ishares Russell 2000 ETF

ETFs
-26.2K
- 23.58%
$198.1 - $229.79 $5.2M - $6.03M
85K $17M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.01K
- 0.77%
$507.05 - $563.67 $1.02M - $1.14M
261K $134M
VTI
Vanguard Total Stock Market Et

ETFs
-9.06K
- 4.07%
$271.18 - $303.12 $2.46M - $2.75M
213K $58.7M
AAPL
Apple Inc.

Technology
-3.06K
- 2.37%
$209.68 - $247.1 $642K - $757K
126K $28M
VTWO
Vanguard Russell 2000 ETF

ETFs
-32.8K
- 23.0%
$80.08 - $92.93 $2.62M - $3.04M
110K $8.84M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-94.4K
- 10.36%
$42.5 - $46.71 $4.01M - $4.41M
817K $37M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-15.6K
- 9.48%
$120.29 - $134.6 $1.87M - $2.1M
149K $18.1M
GOOGL
Alphabet Inc.

Communication Services
-477
- 0.8%
$154.33 - $206.19 $73.6K - $98.4K
59.1K $9.14M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-581
- 1.03%
$165.25 - $224.62 $96K - $131K
55.7K $9.24M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-21.8K
- 11.7%
$37.84 - $44.02 $823K - $958K
164K $6.31M
VONE
Vanguard Russell 1000 ETF

ETFs
-1.62K
- 2.49%
$250.16 - $278.79 $405K - $452K
63.5K $16.1M
MSI
Motorola Solutions, Inc.

Technology
-57
- 0.2%
$411.73 - $482.1 $23.5K - $27.5K
28.4K $12.4M
TPL
Texas Pacific Land Corp

Energy
-853
- 44.13%
$1180.08 - $1431.01 $1.01M - $1.22M
1.08K $1.43M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-20.1K
- 11.26%
$38.99 - $40.37 $783K - $811K
158K $6.38M
META
Meta Platforms, Inc.

Communication Services
-464
- 1.67%
$576.36 - $736.67 $267K - $342K
27.3K $15.7M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-383
- 1.52%
$302.31 - $337.54 $116K - $129K
24.8K $7.62M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-20.3K
- 20.08%
$25.69 - $26.89 $522K - $546K
80.9K $2.17M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-199
- 0.49%
$101.98 - $115.66 $20.3K - $23K
40K $4.1M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-847
- 6.42%
$126.86 - $146.45 $107K - $124K
12.4K $1.57M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-7.7K
- 3.64%
$71.17 - $73.66 $548K - $567K
204K $15M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.71K
- 15.11%
$95.85 - $99.25 $260K - $269K
15.2K $1.51M
CPRT
Copart Inc

Consumer Cyclical
-1.36K
- 0.82%
$52.3 - $59.83 $71.2K - $81.5K
165K $9.33M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-2.86K
- 18.04%
$61.9 - $66.89 $177K - $191K
13K $825K
T
At&T Inc.

Communication Services
-9.5K
- 42.7%
$21.56 - $28.28 $205K - $269K
12.8K $360K
OEF
Ishares S&P 100 ETF

ETFs
-527
- 9.57%
N/A
4.98K $1.32M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-314
- 2.08%
$113.22 - $126.36 $35.6K - $39.7K
14.8K $1.69M
VB
Vanguard Small Cap ETF

ETFs
-339
- 13.07%
$217.89 - $252.64 $73.9K - $85.6K
2.25K $499K
EEM
Ishares Msci Emerging Markets

ETFs
-3.82K
- 13.11%
$40.81 - $45.34 $156K - $173K
25.3K $1.11M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-932
- 2.54%
$23.16 - $27.04 $21.6K - $25.2K
35.7K $836K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-813
- 5.76%
$90.0 - $96.32 $73.2K - $78.3K
13.3K $1.23M
DVY
Ishares Tr

ETFs
-642
- 15.88%
$128.58 - $138.1 $82.5K - $88.7K
3.4K $456K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-1.3K
- 15.43%
$45.92 - $47.58 $59.8K - $62K
7.14K $339K
VEU
Vanguard Ftse All World Ex Us

ETFs
-2.4K
- 7.78%
$56.51 - $62.98 $136K - $151K
28.4K $1.73M
FNDB
Schwab Fundamental U S Broad M

ETFs
-1.57K
- 6.49%
$22.52 - $24.48 $35.2K - $38.3K
22.5K $518K
CGDV
Capital Group Divid Value ETF

ETFs
-1.33K
- 3.6%
$34.95 - $37.36 $46.3K - $49.5K
35.5K $1.27M
URTH
Ishares Msci World ETF

ETFs
-6
- 0.07%
$151.24 - $164.09 $907 - $985
8.57K $1.31M
HYG
Ishares Tr

ETFs
-186
- 6.11%
$78.51 - $80.11 $14.6K - $14.9K
2.86K $225K
JNJ
Johnson & Johnson

Healthcare
-270
- 14.36%
$142.06 - $167.7 $38.4K - $45.3K
1.61K $267K
Tcw ETF Trust
-1.17K
- 18.33%
N/A
5.23K $0
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-211
- 11.72%
$208.48 - $244.03 $44K - $51.5K
1.59K $387K
IWD
Ishares Russell 1000 Val ETF

ETFs
-73
- 0.99%
$182.82 - $196.21 $13.3K - $14.3K
7.27K $1.37M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-157
- 3.77%
$63.07 - $73.5 $9.9K - $11.5K
4K $280K
TD
Toronto Dominion Bank

Financial Services
-250
- 5.13%
$53.12 - $61.15 $13.3K - $15.3K
4.63K $277K
GLD
Spdr Gold Trust

ETFs
-21
- 1.02%
$243.19 - $288.14 $5.11K - $6.05K
2.04K $587K
IEFA
Ishares Tr

ETFs
-524
- 1.56%
$69.57 - $78.65 $36.5K - $41.2K
33K $2.5M
IEF
Ishares Barclays

ETFs
-171
- 0.25%
$91.17 - $95.39 $15.6K - $16.3K
67.9K $6.48M
Activity Summary
Buys All Purchases 41 New Holdings 9 Increased Positions 32 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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