Litman Gregory Wealth Management LLC Sells in Q4 2024

Litman Gregory Wealth Management LLC

  • $1.15 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHP
Schwab Strategic Us Tips ETF

ETFs
-637K
- 86.29%
$25.74 - $53.78 $16.4M - $34.2M
101K $2.61M
VEA
Vanguard Ftse Developed Market

ETFs
-11.8K
- 0.66%
$47.57 - $52.44 $561K - $619K
1.78M $85M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-258K
- 26.83%
$29.77 - $30.19 $7.67M - $7.78M
703K $21M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-94.2K
- 30.84%
$71.75 - $75.11 $6.76M - $7.08M
211K $15.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-80K
- 8.07%
$44.04 - $49.49 $3.52M - $3.96M
911K $40.1M
VTWO
Vanguard Russell 2000 ETF

ETFs
-37.3K
- 20.74%
$87.42 - $98.06 $3.26M - $3.65M
142K $12.7M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-47.4K
- 20.98%
$39.3 - $41.34 $1.86M - $1.96M
178K $7.03M
UNH
Unitedhealth Group Inc

Healthcare
-61
- 0.23%
$485.52 - $625.25 $29.6K - $38.1K
26K $13.2M
IWM
Ishares Russell 2000 ETF

ETFs
-9.45K
- 7.83%
$216.13 - $242.4 $2.04M - $2.29M
111K $24.6M
CDW
Cdw Corp

Technology
-279
- 0.74%
$171.49 - $225.64 $47.8K - $63K
37.2K $6.47M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-18.3K
- 84.49%
$77.86 - $79.27 $1.42M - $1.45M
3.36K $261K
IEMG
Ishares Inc

ETFs
-26.8K
- 3.75%
N/A
686K $36.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-11.7K
- 39.44%
$96.64 - $101.23 $1.13M - $1.18M
18K $1.74M
MSFT
Microsoft Corp

Technology
-1.83K
- 4.27%
$406.35 - $454.46 $744K - $832K
41.1K $17.3M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-39.8K
- 73.72%
$22.39 - $23.45 $892K - $934K
14.2K $326K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-8.09K
- 8.79%
$33.39 - $37.66 $270K - $305K
84K $2.8M
POOL
Pool Corp

Industrials
-26
- 0.27%
$339.32 - $390.03 $8.82K - $10.1K
9.46K $3.23M
EEM
Ishares Msci Emerging Markets

ETFs
-4.63K
- 13.7%
$41.82 - $47.36 $194K - $219K
29.2K $1.22M
IEFA
Ishares Tr

ETFs
-570
- 1.67%
$70.06 - $77.43 $39.9K - $44.1K
33.5K $2.36M
SPGI
S&P Global Inc.

Financial Services
-186
- 1.79%
$480.36 - $529.17 $89.3K - $98.4K
10.2K $5.08M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-10.6K
- 47.63%
$24.61 - $25.12 $260K - $265K
11.6K $286K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-74
- 0.69%
$176.4 - $231.84 $13.1K - $17.2K
10.6K $1.88M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1.36K
- 8.81%
$91.94 - $100.02 $125K - $136K
14.1K $1.31M
META
Meta Platforms, Inc.

Communication Services
-1.12K
- 3.86%
$554.08 - $632.68 $618K - $705K
27.7K $16.4M
T
At&T Inc.

Communication Services
-7.5K
- 25.21%
$21.22 - $23.88 $159K - $179K
22.3K $506K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-2.48K
- 22.68%
$46.33 - $48.6 $115K - $120K
8.44K $392K
XOM
Exxon Mobil Corp

Energy
-1K
- 34.48%
$105.51 - $125.37 $106K - $125K
1.9K $204K
IBM
International Business Machines Corp

Technology
-530
- 29.49%
$204.9 - $238.04 $109K - $126K
1.27K $278K
USB
Us Bancorp \De\

Financial Services
-3.39K
- 11.92%
$43.98 - $53.66 $149K - $182K
25K $1.2M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-1.81K
- 5.33%
$36.54 - $37.53 $66.2K - $68K
32.2K $1.18M
MSI
Motorola Solutions, Inc.

Technology
-1.01K
- 3.42%
$449.08 - $504.6 $452K - $508K
28.5K $13.2M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-2.78K
- 11.68%
$21.66 - $22.69 $60.3K - $63.2K
21.1K $458K
FNDE
Schwab Fundamental Emerging Mk

ETFs
-68
- 0.33%
$28.89 - $33.95 $1.96K - $2.31K
20.8K $603K
DFIV
Dimensional ETF Tr

ETFs
-1.19K
- 13.18%
$34.86 - $37.97 $41.6K - $45.3K
7.86K $278K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-105
- 1.16%
$174.22 - $187.62 $18.3K - $19.7K
8.94K $1.57M
ADP
Automatic Data Processing Inc

Industrials
-400
- 9.23%
$280.08 - $307.97 $112K - $123K
3.93K $1.15M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-25
- 0.6%
$63.27 - $70.31 $1.58K - $1.76K
4.16K $263K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-121
- 2.29%
$41.74 - $46.2 $5.05K - $5.59K
5.15K $216K
XLP
Consumer Staples Sector Spdr

ETFs
-49
- 1.52%
N/A
3.17K $240K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-5
- 0.58%
$563.99 - $620.12 $2.82K - $3.1K
852 $485K
GLD
Spdr Gold Trust

ETFs
-4
- 0.19%
$236.59 - $257.5 $946 - $1.03K
2.06K $498K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-512
- 1.26%
$107.41 - $115.71 $55K - $59.2K
40.2K $4.44M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-100
- 0.66%
$118.0 - $127.04 $11.8K - $12.7K
15.1K $1.83M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-47
- 1.68%
$1146.59 - $1270.6 $53.9K - $59.7K
2.74K $3.25M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-3.2K
- 1.91%
$124.26 - $134.12 $397K - $429K
164K $21.1M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-45
- 0.34%
$129.96 - $144.97 $5.85K - $6.52K
13.2K $1.84M
VONE
Vanguard Russell 1000 ETF

ETFs
-1.29K
- 1.94%
$257.18 - $277.76 $331K - $357K
65.1K $17.4M
AMZN
Amazon Com Inc

Consumer Cyclical
-25
- 0.54%
$180.88 - $232.93 $4.52K - $5.82K
4.59K $1.01M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-8
- 0.03%
$311.11 - $335.64 $2.49K - $2.69K
25.2K $8.12M
Activity Summary
Buys All Purchases 40 New Holdings 5 Increased Positions 35 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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