Litman Gregory Wealth Management LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Larkspur, CA
CIK
0001551867
Alternate names
Litman Gregory Asset Management LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 119 1,053,963 IVV, VOO, VEA, VWO 13F-HR 1/31/2024 000121465924001534
Q3 2023 122 969,152 IVV, VOO, VWO, SPSB 13F-HR 10/23/2023 000121465923013781
Q2 2023 82 801,205 IVV, VOO, VWO, SPSB 13F-HR 8/9/2023 000121465923010897
Q1 2023 40 268,561 IVV, VTIP, AVUV, DIHP 13F-HR 4/26/2023 000121465923005990
Q4 2022 78 715,875 IVV, VWO, VOO, SPSB 13F-HR 1/17/2023 000121465923000738
Q3 2022 78 625,337 IVV, VWO, SPSB, SCHP 13F-HR 10/12/2022 000121465922012243
Q2 2022 88 679,761 VWO, IVV, VEA, VOO 13F-HR 7/21/2022 000121465922009051
Q1 2022 55 683,449 IVV, VWO, VEA, VOO 13F-HR 5/4/2022 000121465922006262
Q4 2021 79 588,634 VWO, IVV, VEA, VTI 13F-HR 2/10/2022 000121465922002149
Q3 2021 75 531,249 VWO, IVV, VEA, VTI 13F-HR 11/3/2021 000121465921011074
Q2 2021 76 535,747 VWO, IVV, VEA, VTI 13F-HR 7/26/2021 000121465921007837
Q1 2021 190 510,623 VWO, IVV, VEA, VTI 13F-HR 5/10/2021 000121465921005126
Q4 2020 191 544,156 VWO, IVV, VEA, VTI 13F-HR 2/5/2021 000121465921001314
Q3 2020 206 483,948 VWO, IVV, VEA, IEF 13F-HR 11/3/2020 000121465920009095
Q2 2020 173 452,997 VWO, IVV, VEA, IEF 13F-HR 7/31/2020 000121465920006640
Q1 2020 164 397,673 IVV, VWO, VEA, VGK 13F-HR 4/28/2020 000121465920003771
Q4 2019 207 449,265 VWO, VEA, IVV, VGK 13F-HR 1/30/2020 000121465920000680
Q3 2019 224 408,770 VWO, VEA, IVV, VGK 13F-HR 11/6/2019 000121465919006922
Q2 2019 240 378,954 VWO, VEA, VGK, IVV 13F-HR 7/31/2019 000121465919004868
Q1 2019 132 367,256 VWO, VEA, VGK, IVV 13F-HR 4/30/2019 000121465919003033
Q4 2018 151 325,685 VWO, VEA, VGK, IVV 13F-HR 2/1/2019 000121465919000703
Q3 2018 112 296,526 VWO, VGK, VEA, VTI 13F-HR 11/15/2018 000121465918007180
Q2 2018 98 253,889 VGK, VWO, VEA, IVV 13F-HR 8/9/2018 000121465918005304
Q1 2018 167 245,414 VGK, VWO, VEA, IVV 13F-HR 5/7/2018 000121465918003371
Q4 2017 73 332,475 IEUR, VGK, VWO, VEA 13F-HR 1/30/2018 000121465918000712
Q3 2017 74 204,910 VGK, VWO, VEA, IVV 13F-HR 11/9/2017 000121465917006553
Q2 2017 50 175,861 VGK, VWO, VEA, IVV 13F-HR 8/4/2017 000121465917004789
Q1 2017 44 161,454 VWO, HAUZ, VEA, VGK 13F-HR 5/9/2017 000121465917003113
Q4 2016 42 148,791 VWO, VEA, HAUZ, VGK 13F-HR 2/3/2017 000121465917000656
Q3 2016 36 137,477 VWO, HAUZ, VGK, VEA 13F-HR 11/10/2016 000121465916014542
Q2 2016 32 125,886 VWO, HAUZ, VGK, VEA 13F-HR 8/11/2016 000121465916013108
Q1 2016 37 126,516 VWO, HAUZ, VGK, VEA 13F-HR 5/11/2016 000121465916011438
Q4 2015 24 138,779 VWO, HAUZ, VGK, VTI 13F-HR 1/28/2016 000122107316000124
Q3 2014 12 74,352 BND, VCIT, VTI, VEA 13F-HR 11/12/2014 000122107314000084
Q2 2014 19 55,829 VWO, VEA, VTI, BOND 13F-HR 8/11/2014 000122107314000062
Q1 2014 23 83,050 VWO, VEA, VTI, BOND 13F-HR 4/25/2014 000108514614000917
Q4 2013 26 81,120 VWO, VTI, BOND, VEA 13F-HR 1/16/2014 000108514614000108