Litman Gregory Asset Management LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LG Litman Gregory Asset Management LLC | Institutional Filer | ▲ 1.11% | $1.36B | 355 |
Current Portfolio Holdings
Showing all 355 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 221K | $151.1M | 11.11% |
| 2 | VOO | VANGUARD INDEX FDS | — | 226K | $142.0M | 10.45% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | — | 1.6M | $98.9M | 7.28% |
| 4 | IDEV | ISHARES TR | — | 1.2M | $98.6M | 7.26% |
| 5 | VTI | VANGUARD INDEX FDS | — | 250K | $83.7M | 6.16% |
| 6 | IEMG | ISHARES INC | — | 670K | $45.1M | 3.32% |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | — | 751K | $40.4M | 2.97% |
| 8 | IJH | ISHARES TR | — | 604K | $39.9M | 2.93% |
| 9 | DGRO | ISHARES TR | — | 503K | $34.9M | 2.57% |
| 10 | VO | VANGUARD INDEX FDS | — | 108K | $31.4M | 2.31% |
| 11 | DBMF | LITMAN GREGORY FDS TR | — | 1.1M | $31.3M | 2.30% |
| 12 | AAPL | Apple Inc. | Technology | 114K | $31.1M | 2.29% |
| 13 | BND | VANGUARD BD INDEX FDS | — | 286K | $21.2M | 1.56% |
| 14 | VONE | VANGUARD SCOTTSDALE FDS | — | 66K | $20.4M | 1.50% |
| 15 | GOOG | Alphabet Inc. | Technology | 64K | $20.0M | 1.47% |
Showing 1 to 15 of 355 holdings