Litman Gregory Wealth Management LLC

All 13F Portfolio Filings

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