Litman Gregory Wealth Management LLC Portfolio Holdings
Litman Gregory Wealth Management LLC
- $1.19 Billion
- Q3 2024
Litman Gregory Wealth Management LLC has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.19 Billion distributed in 139 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $131M, Vanguard Index Fds S&P 500 ETF with a value of $130M, Vanguard Ftse Developed Market with a value of $94.5M, Ishares Core Msci Intl Develop with a value of $74.3M, and Vanguard Total Stock Market Et with a value of $63.7M.
Examining the 13F form we can see an increase of $65.6M in the current position value, from $1.13B to 1.19B.
Below you can find more details about Litman Gregory Wealth Management LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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