Litman Gregory Wealth Management LLC

Q4 2023 13F Holdings

Location
Larkspur, CA
Holdings as of
12/31/2023
Value
$1.05B
Num holdings
119
Date filed
1/31/2024
Form type
13F-HR
Prev filing
10/23/2023
Next filing
5/3/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type