Litman Gregory Wealth Management LLC ETFs

Litman Gregory Wealth Management LLC

$1.27 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
HDV Ishares Core High Dividend ETF	$0	$1.19 Million 0.09% of portfolio	10,177	Q2 2025 Reduced 1.72%
JAVA Jp Morgan ETF Fd Tr Active Val	$0	$745,000 0.06% of portfolio	11,385	Q2 2025 Reduced 12.4%
FNDE Schwab Fundamental Emerging Mk	$0	$734,000 0.06% of portfolio	22,240	Q2 2025 Added 7.11%
GLD Spdr Gold Trust	$126B	$622,000 0.05% of portfolio	2,042	Q2 2025 Added 0.2%
VT Vanguard Total World Stk Index	$0	$622,000 0.05% of portfolio	4,846	Q2 2025 Added 4.8%
DFUS Dimensional ETF Tr U S Equity	$0	$601,000 0.05% of portfolio	8,980	Q4 2023 New
IYW Ishares Dj Us Tech ETF	$0	$579,000 0.05% of portfolio	3,346	Q3 2024 Added 23.38%
SCHA Schwab Strategic Tr Us Small C	$0	$547,000 0.04% of portfolio	21,637	Q2 2025 Reduced 39.4%
IVW Ishares S&P 500 Growth ETF	$0	$544,000 0.04% of portfolio	4,942	Q1 2024 Added 17.81%
FNDB Schwab Fundamental U S Broad M	$0	$540,000 0.04% of portfolio	22,537	Q1 2025 Reduced 6.49%
IEUR Ishares Tr Ishares Core Msci E	$0	$537,000 0.04% of portfolio	8,115	Q2 2023 New
FNDX Schwab Fundamental U S Large C	$0	$525,000 0.04% of portfolio	21,404	Q2 2025 Added 14.0%
MDY Spdr S&P Midcap 400 ETF Trust	$0	$482,000 0.04% of portfolio	852	Q4 2024 Reduced 0.58%
ESGU Ishares Trust Ishares Esg Awar	$0	$463,000 0.04% of portfolio	3,424	Q2 2025 Added 7.23%
VB Vanguard Small Cap ETF	$0	$463,000 0.04% of portfolio	1,954	Q2 2025 Reduced 13.31%
DVY Ishares Tr	$0	$451,000 0.04% of portfolio	3,400	Q1 2025 Reduced 15.88%
DWM Wisdomtree Tr	$0	$444,000 0.04% of portfolio	7,000	Q2 2023 New
DFAS Dimensional ETF Tr U S Small C	$0	$431,000 0.03% of portfolio	6,770	Q4 2023 New
XLE Energy Sector Spdr	$0	$431,000 0.03% of portfolio	5,085	Q2 2024 Reduced 1.99%
DBEU Xtrackers Msci Europe Hedged E	$0	$411,000 0.03% of portfolio	9,330	Q2 2025 Reduced 10.03%
BSV Vanguard Bd Index Fd Inc Short	$0	$397,000 0.03% of portfolio	5,055	Q2 2024 Reduced 0.16%
EAGG Ishares Esg Aware U.S. Aggrega	$0	$367,000 0.03% of portfolio	7,736	Q2 2025 Added 8.35%
GNR Spdr S&P Global Natural Resour	$0	$366,000 0.03% of portfolio	6,766	Q3 2024 Reduced 12.13%
DFIV Dimensional ETF Tr	$0	$348,000 0.03% of portfolio	8,146	Q2 2025 Added 3.63%
SCHX Schwab Strategic Tr Us Large C	$0	$338,000 0.03% of portfolio	13,853	Q4 2024 Added 199.98%
SCHO Schwab Short Term Us Treasury	$0	$327,000 0.03% of portfolio	13,415	Q2 2025 Added 1.51%
VGK Vanguard Ftse Europe ETF Ftse	$0	$310,000 0.02% of portfolio	4,002	Q1 2025 Reduced 3.77%
VUG Vanguard Growth ETF	$0	$306,000 0.02% of portfolio	700	Q2 2025 Added 1.89%
SUSB Ishares Tr Ishares Esg Aware 1	$0	$292,000 0.02% of portfolio	11,606	Q4 2024 Reduced 47.63%
SCHD Schwab Strategic Tr Us Dividen	$0	$289,000 0.02% of portfolio	10,913	Q2 2025 Added 0.68%
EMXC Ishares Inc Msci Emerging Mkts	$0	$250,000 0.02% of portfolio	3,968	Q4 2024 Added 2.35%
XLP Consumer Staples Sector Spdr	$0	$240,000 0.02% of portfolio	3,166	Q4 2024 Reduced 1.52%
SHY Ishares Barclays 1 3 Year Trea	$0	$234,000 0.02% of portfolio	2,830	Q2 2025 New
IVE Ishares S&P 500 Value ETF	$0	$231,000 0.02% of portfolio	1,185	Q2 2024 Added 0.08%
HYG Ishares Tr	$0	$230,000 0.02% of portfolio	2,860	Q1 2025 Reduced 6.11%
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$215,000 0.02% of portfolio	4,398	Q2 2025 Reduced 37.92%
VXF Vanguard Extended Market ETF	$0	$199,000 0.02% of portfolio	1,033	Q2 2025 New

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