Litman Gregory Wealth Management LLC Portfolio Holdings
Litman Gregory Wealth Management LLC
- $1.13 Billion
- Q2 2024
Litman Gregory Wealth Management LLC has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.13 Billion distributed in 133 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 $125M, Vanguard Index Fds S&P 500 ETF with a value of $123M, Vanguard Ftse Developed Market with a value of $87.6M, Ishares Core Msci Intl Develop with a value of $64.4M, and Vanguard Total Stock Market Et with a value of $61.2M.
Examining the 13F form we can see an increase of $24.6M in the current position value, from $1.1B to 1.13B.
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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