News + Filings Holdings
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Litman Gregory Wealth Management LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Schwab Fundamental U.S. Broad Market Index ETF
| FNDB | ETF | 7,270 | 7,270 | 412,503,000 | 412,503,000 | 0.05 | |
Hist
| 06/30/2023 |
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SCHWAB US LC ETF
| SCHX | ETF | 5,357 | 5,357 | 280,531,000 | 280,531,000 | 0.04 | |
Hist
| 06/30/2023 |
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MICROSOFT CORP
| MSFT | Common | 764 | 764 | 260,173,000 | 260,173,000 | 0.03 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWN | ETF | 1,734 | 1,734 | 244,147,000 | 244,147,000 | 0.03 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| EAGG | Common | 4,809 | 4,809 | 226,841,000 | 226,841,000 | 0.03 | |
Hist
| 06/30/2023 |
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Tesla, Inc.
| TSLA | COM | 864 | 864 | 226,169,000 | 226,169,000 | 0.03 | |
Hist
| 06/30/2023 |
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J P MORGAN EXCHANGE TRADED F
| JPEM | ETF | 4,190 | 4,190 | 211,553,000 | 211,553,000 | 0.03 | |
Hist
| 06/30/2023 |
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