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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
MDY +857+$477
DVY +3,400+$419
BINC +7,385+$387
JPM +1,856+$372
IYW +2,712+$366
MCD +1,144+$323
ADP +1,142+$285
XLP +3,215+$245
SBUX +2,667+$244
SCHO +4,820+$232
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
NEAR -8,295-$419
AVUS -2,850-$232
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
VEA +124,525+$9,377
IDEV +64,730+$7,200
DGRO +41,909+$2,755
PYPL +19,806+$2,251
TOTL +9,776+$352
IJR +9,635+$1,263
IYG +9,590+$95
VTI +6,458+$6,770
ODFL +5,554+$118
VOO +5,394+$12,402
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
SPSB -906,808-$27,015
VWO -166,576-$5,950
SCHP -27,526-$1,474
VCSH -25,717-$1,993
ESGE -16,318-$497
IEMG -13,092+$303
VOTE -12,038+$316
DBMF -10,595+$1,996
BND -6,869-$778
Litman Gregory Wealth Management LLC Info
Size ($ in 1000's)
At 03/31/2024: $1,102,768
At 12/31/2023: $1,053,961

Litman Gregory Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Litman Gregory Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Litman Gregory Wealth Management LLC
As of  03/31/2024, we find all stocks held by Litman Gregory Wealth Management LLC to be as follows, presented in the table below with each row detailing each Litman Gregory Wealth Management LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Litman Gregory Wealth Management LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Litman Gregory Wealth Management LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
ISHARES TR (IVV) 224,087 +1,071 $117,809
     IVV224,087+1,071$117,809
VANGUARD INDEX FDS (VOO) 228,857 +5,394 $110,011
     VOO228,857+5,394$110,011
VANGUARD TAX MANAGED FDS (VEA) 1,503,192 +124,525 $75,415
     VEA1,503,192+124,525$75,415
VANGUARD INDEX FDS (VTI) 230,978 +6,458 $60,031
     VTI230,978+6,458$60,031
ISHARES TR (IDEV) 887,261 +64,730 $59,562
     IDEV887,261+64,730$59,562
VANGUARD INTL EQUITY INDEX F (VWO) 1,337,221 -166,576 $55,856
     VWO1,337,221-166,576$55,856
SCHWAB STRATEGIC TR 940,968 -27,526 $49,081
     SCHP940,968-27,526$49,081
ISHARES INC (IEMG) 946,365 -13,092 $48,832
     IEMG946,365-13,092$48,832
SPDR SER TR (SPSB) 1,033,885 -906,808 $30,779
     SPSB1,033,885-906,808$30,779
APPLE INC 148,198 +1,363 $25,413
     AAPL148,198+1,363$25,413
ISHARES TR (IWM) 117,655 -34 $24,743
     IWM117,655-34$24,743
LITMAN GREGORY FDS TR 777,024 -10,595 $22,285
     DBMF777,024-10,595$22,285
VANGUARD BD INDEX FDS (BND) 296,653 -6,869 $21,546
     BND296,653-6,869$21,546
ISHARES TR (ITOT) 167,809 +2,895 $19,348
     ITOT167,809+2,895$19,348
VANGUARD SCOTTSDALE FDS (VTWO) 212,916 -586 $18,111
     VTWO212,916-586$18,111
MICROSOFT CORP 39,967 -446 $16,815
     MSFT39,967-446$16,815
VANGUARD SCOTTSDALE FDS (VONE) 70,280 -696 $16,749
     VONE70,280-696$16,749
VISA INC 58,874 +1,654 $16,431
     V58,874+1,654$16,431
ISHARES TR (EFA) 177,022 +2,402 $14,137
     EFA177,022+2,402$14,137
TRACTOR SUPPLY CO 53,596 -524 $14,027
     TSCO53,596-524$14,027
MOTOROLA SOLUTIONS INC 39,093 -2,179 $13,877
     MSI39,093-2,179$13,877
PAYPAL HLDGS INC 185,409 +19,806 $12,421
     PYPL185,409+19,806$12,421
EDWARDS LIFESCIENCES CORP 126,377 -70 $12,077
     EW126,377-70$12,077
UNITEDHEALTH GROUP INC 24,364 +1,418 $12,053
     UNH24,364+1,418$12,053
META PLATFORMS INC 22,730 -964 $11,037
     META22,730-964$11,037
TCW TRANSFORM ETF TRUST (VOTE) 175,098 -12,038 $10,725
     VOTE175,098-12,038$10,725
ISHARES TR (IJR) 96,808 +9,635 $10,699
     IJR96,808+9,635$10,699
ALPHABET INC 68,599 +524 $10,445
     GOOG68,599+524$10,445
BOOKING HOLDINGS INC 2,682 +5 $9,730
     BKNG2,682+5$9,730
CDW CORP 37,417 -74 $9,571
     CDW37,417-74$9,571
COPART INC 162,997 -1,102 $9,441
     CPRT162,997-1,102$9,441
ALPHABET INC 61,442 +89 $9,273
     GOOGL61,442+89$9,273
SSGA ACTIVE ETF TR (TOTL) 208,064 +9,776 $8,333
     TOTL208,064+9,776$8,333
TAIWAN SEMICONDUCTOR MFG LTD 60,902 -4,166 $8,286
     TSM60,902-4,166$8,286
ISHARES TR (IWB) 26,036 +300 $7,499
     IWB26,036+300$7,499
VANGUARD SPECIALIZED FUNDS (VIG) 39,067 UNCH $7,134
     VIG39,067UNCH$7,134
ISHARES TR (ESGD) 87,716 +1,344 $7,009
     ESGD87,716+1,344$7,009
ISHARES TR (DGRO) 117,951 +41,909 $6,848
     DGRO117,951+41,909$6,848
ISHARES TR (IEF) 64,938 +2,111 $6,147
     IEF64,938+2,111$6,147
ISHARES TR (ESML) 149,469 -5,301 $6,019
     ESML149,469-5,301$6,019
VANGUARD WORLD FD (MGK) 17,230 UNCH $4,938
     MGK17,230UNCH$4,938
ISHARES INC (ESGE) 149,854 -16,318 $4,830
     ESGE149,854-16,318$4,830
ISHARES TR (DSI) 44,813 UNCH $4,518
     DSI44,813UNCH$4,518
S&P GLOBAL INC 10,514 +106 $4,473
     SPGI10,514+106$4,473
ISHARES TR (AGG) 40,267 -145 $3,944
     AGG40,267-145$3,944
POOL CORP 9,351 -28 $3,773
     POOL9,351-28$3,773
VANGUARD SCOTTSDALE FDS (VCSH) 48,778 -25,717 $3,771
     VCSH48,778-25,717$3,771
OREILLY AUTOMOTIVE INC 2,692 -6 $3,039
     ORLY2,692-6$3,039
SPDR S&P 500 ETF TR (SPY) 5,437 UNCH $2,844
     SPY5,437UNCH$2,844
PIMCO ETF TR (TIPZ) 47,928 UNCH $2,556
     TIPZ47,928UNCH$2,556
OLD DOMINION FREIGHT LINE IN 11,468 +5,554 $2,515
     ODFL11,468+5,554$2,515
TEXAS PACIFIC LAND CORPORATI 4,314 +2,645 $2,496
     TPL4,314+2,645$2,496
ISHARES TR (IEFA) 29,305 +1,295 $2,175
     IEFA29,305+1,295$2,175
ISHARES TR (EEM) 52,871 -1,266 $2,172
     EEM52,871-1,266$2,172
ISHARES TR (IWR) 24,911 -14 $2,095
     IWR24,911-14$2,095
VANGUARD INDEX FDS (VTV) 11,357 -363 $1,850
     VTV11,357-363$1,850
VANGUARD INTL EQUITY INDEX F (VEU) 30,849 +5,263 $1,809
     VEU30,849+5,263$1,809
US BANCORP DEL 39,175 -5,000 $1,751
     USB39,175-5,000$1,751
ISHARES TR (SUSA) 15,165 UNCH $1,656
     SUSA15,165UNCH$1,656
ISHARES TR (IUSG) 13,314 +531 $1,561
     IUSG13,314+531$1,561
LITMAN GREGORY FDS TR 56,515 UNCH $1,541
     DBEH56,515UNCH$1,541
ISHARES TR (OEF) 5,404 -332 $1,337
     OEF5,404-332$1,337
ISHARES TR (USHY) 35,246 -33 $1,290
     USHY35,246-33$1,290
ISHARES TR (IUSV) 14,136 +875 $1,278
     IUSV14,136+875$1,278
ISHARES INC (URTH) 8,574 UNCH $1,242
     URTH8,574UNCH$1,242
INVESCO EXCHANGE TRADED FD T (RSP) 7,004 UNCH $1,186
     RSP7,004UNCH$1,186
ISHARES TR (IWD) 6,595 +209 $1,181
     IWD6,595+209$1,181
ISHARES TR (HDV) 10,355 UNCH $1,141
     HDV10,355UNCH$1,141
CAPITAL GROUP DIVIDEND VALUE 33,597 +177 $1,092
     CGDV33,597+177$1,092
BLACKSTONE INC 8,250 -2,300 $1,084
     BX8,250-2,300$1,084
VANGUARD INDEX FDS (VNQ) 12,475 +2,983 $1,079
     VNQ12,475+2,983$1,079
AT&T INC 58,125 -2,500 $1,023
     T58,125-2,500$1,023
NUSHARES ETF TR (NUBD) 44,276 UNCH $973
     NUBD44,276UNCH$973
ISHARES TR (IYG) 14,385 +9,590 $954
     IYG14,385+9,590$954
SCHWAB STRATEGIC TR 18,319 +1,940 $902
     SCHA18,319+1,940$902
J P MORGAN EXCHANGE TRADED F (JAVA) 13,725 +2,420 $822
     JAVA13,725+2,420$822
ISHARES TR (SUSB) 32,405 UNCH $793
     SUSB32,405UNCH$793
VANGUARD INDEX FDS (VO) 3,028 +270 $757
     VO3,028+270$757
AMAZON COM INC 3,835 +20 $692
     AMZN3,835+20$692
BOEING CO 3,250 UNCH $627
     BA3,250UNCH$627
SCHWAB STRATEGIC TR 21,559 UNCH $598
     FNDE21,559UNCH$598
VANGUARD INDEX FDS (VB) 2,572 +235 $588
     VB2,572+235$588
DISNEY WALT CO 4,800 UNCH $587
     DIS4,800UNCH$587
DIMENSIONAL ETF TRUST (DFUS) 8,980 UNCH $512
     DFUS8,980UNCH$512
SELECT SECTOR SPDR TR (XLE) 5,188 +149 $490
     XLE5,188+149$490
SPDR S&P MIDCAP 400 ETF TR (MDY) 857 +857 $477
     MDY857+857$477
ISHARES TR (IEUR) 8,115 UNCH $469
     IEUR8,115UNCH$469
SPDR INDEX SHS FDS (GNR) 7,700 -700 $446
     GNR7,700-700$446
ISHARES TR (EAGG) 9,140 +363 $430
     EAGG9,140+363$430
PEPSICO INC 2,457 +407 $430
     PEP2,457+407$430
DBX ETF TR (DBEU) 10,370 UNCH $426
     DBEU10,370UNCH$426
SPDR GOLD TR (GLD) 2,063 UNCH $424
     GLD2,063UNCH$424
DIMENSIONAL ETF TRUST (DFAS) 6,770 UNCH $422
     DFAS6,770UNCH$422
ISHARES TR (DVY) 3,400 +3,400 $419
     DVY3,400+3,400$419
ISHARES TR (IVW) 4,942 +747 $417
     IVW4,942+747$417
SCHWAB STRATEGIC TR 6,226 +26 $413
     FNDB6,226+26$413
VERIZON COMMUNICATIONS INC 9,784 -3,000 $411
     VZ9,784-3,000$411
JOHNSON & JOHNSON 2,584 -1,052 $409
     JNJ2,584-1,052$409
ISHARES TR (ESGU) 3,460 +63 $398
     ESGU3,460+63$398
VANGUARD BD INDEX FDS (BSV) 5,063 +8 $388
     BSV5,063+8$388
BLACKROCK ETF TRUST II (BINC) 7,385 +7,385 $387
     BINC7,385+7,385$387
WISDOMTREE TR 7,000 UNCH $384
     DWM7,000UNCH$384
JPMORGAN CHASE & CO 1,856 +1,856 $372
     JPM1,856+1,856$372
MARSH & MCLENNAN COS INC 1,800 UNCH $371
     MMC1,800UNCH$371
ISHARES TR (IYW) 2,712 +2,712 $366
     IYW2,712+2,712$366
KRAFT HEINZ CO 9,250 -750 $341
     KHC9,250-750$341
MCDONALDS CORP 1,144 +1,144 $323
     MCD1,144+1,144$323
DIMENSIONAL ETF TRUST (DFIV) 8,466 +17 $311
     DFIV8,466+17$311
TORONTO DOMINION BK ONT 4,875 +500 $294
     TD4,875+500$294
SCHWAB STRATEGIC TR 4,324 UNCH $291
     FNDX4,324UNCH$291
SCHWAB STRATEGIC TR 4,618 -739 $287
     SCHX4,618-739$287
AUTOMATIC DATA PROCESSING IN 1,142 +1,142 $285
     ADP1,142+1,142$285
VANGUARD INTL EQUITY INDEX F (VGK) 4,184 +442 $282
     VGK4,184+442$282
AMEREN CORP 3,750 -1,250 $277
     AEE3,750-1,250$277
ISHARES TR (IWF) 791 -97 $266
     IWF791-97$266
ADVANCED MICRO DEVICES INC 1,452 +2 $262
     AMD1,452+2$262
SELECT SECTOR SPDR TR (XLP) 3,215 +3,215 $245
     XLP3,215+3,215$245
STARBUCKS CORP 2,667 +2,667 $244
     SBUX2,667+2,667$244
SCHWAB STRATEGIC TR 4,820 +4,820 $232
     SCHO4,820+4,820$232
CONSOLIDATED EDISON INC 2,500 -250 $227
     ED2,500-250$227
VANGUARD INDEX FDS (VBR) 1,169 +1,169 $224
     VBR1,169+1,169$224
ISHARES TR (IVE) 1,184 +1,184 $221
     IVE1,184+1,184$221
ISHARES TR (IWN) 1,384 -350 $220
     IWN1,384-350$220
ISHARES TR (ISCB) 3,900 +3,900 $219
     ISCB3,900+3,900$219
NUSHARES ETF TR (NUSC) 5,273 UNCH $219
     NUSC5,273UNCH$219
VANGUARD INDEX FDS (VUG) 621 +621 $214
     VUG621+621$214
ISHARES TR (HYG) 2,645 -875 $206
     HYG2,645-875$206
FORD MTR CO DEL 15,375 -2,000 $204
     F15,375-2,000$204
BP PLC 5,375 -500 $203
     BP5,375-500$203
BLACKROCK MUNIHLDNGS CALI QL 17,600 UNCH $194
     MUC17,600UNCH$194
TCW STRATEGIC INCOME FD INC 16,200 +0 $78
     TSI16,200UNCH$78
AMERICAN CENTY ETF TR $0 (exited)
     AVUS0-2,850$0
ISHARES U S ETF TR 0 -8,295 $0 (exited)
     NEAR0-8,295$0

See Summary: Litman Gregory Wealth Management LLC Top Holdings
See Details: Top 10 Stocks Held By Litman Gregory Wealth Management LLC

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