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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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VWO | Common | 1,660,712 | -143,775 | 67,557,754,000 | -2,781,154,000 | 8.43 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWM | ETF | 126,761 | -15,047 | 23,738,477,000 | -987,176,000 | 2.96 | |
Hist
| 06/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VGK | Common | 4,178 | -14,838 | 257,783,000 | -796,464,000 | 0.03 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| ESGE | Common | 165,268 | -20,217 | 5,227,425,000 | -350,108,000 | 0.65 | |
Hist
| 06/30/2023 |
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Apple Inc.
| AAPL | Common | 3,842 | -3,525 | 745,261,000 | -211,950,000 | 0.09 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| TIP | Common | 2,607 | -1,728 | 280,565,000 | -180,852,000 | 0.04 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| SUB | Common | 3,935 | -1,451 | 409,397,000 | -152,201,000 | 0.05 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IUSV | ETF | 13,919 | -2,911 | 1,089,301,000 | -99,402,000 | 0.14 | |
Hist
| 06/30/2023 |
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SPDR INDEX SHARES FUNDS
| GNR | Common | 8,960 | -660 | 483,034,000 | -65,498,000 | 0.06 | |
Hist
| 06/30/2023 |
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PIMCO ETF Trust
| TIPZ | Common | 52,837 | -1,000 | 2,857,589,000 | -52,301,000 | 0.36 | |
Hist
| 06/30/2023 |
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iShares High Dividend ETF JDR
| HDV | ETF | 10,929 | -51 | 1,101,534,000 | -43,021,000 | 0.14 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| USHY | Common | 32,629 | -801 | 1,151,789,000 | -2,562,000 | 0.14 | |
Hist
| 06/30/2023 |
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VANGUARD SPECIALIZED FUNDS
| VIG | Common | 39,067 | -2,707 | 6,345,717,000 | 2,275,000 | 0.79 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| EEM | Common | 44,792 | -1,450 | 1,771,972,000 | 19,400,000 | 0.22 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IEUR | Common | 8,115 | -459 | 427,092,000 | 19,827,000 | 0.05 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IVW | S&P500 GRW | 4,195 | -80 | 295,664,000 | 45,576,000 | 0.04 | |
Hist
| 06/30/2023 |
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SPDR S&P 500 ETF TRUST
| SPY | Common | 5,234 | -708 | 2,320,022,000 | 47,714,000 | 0.29 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IUSG | Common | 13,848 | -1,901 | 1,352,119,000 | 68,261,000 | 0.17 | |
Hist
| 06/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VEU | ETF | 26,215 | -543 | 1,426,358,000 | 84,712,000 | 0.18 | |
Hist
| 06/30/2023 |
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AMAZON COM INC
| AMZN | Common | 2,820 | -330 | 367,615,000 | 103,015,000 | 0.05 | |
Hist
| 06/30/2023 |
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iShares, Inc.
| URTH | Common | 9,629 | -240 | 1,199,003,000 | 120,815,000 | 0.15 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| SUSA | Common | 15,251 | -70 | 1,428,104,000 | 166,879,000 | 0.18 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| ESGD | Common | 76,557 | -1,648 | 5,583,301,000 | 442,105,000 | 0.70 | |
Hist
| 06/30/2023 |
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iShares MSCI KLD 400 Social ETF
| DSI | ETF | 43,276 | -944 | 3,642,541,000 | 467,987,000 | 0.45 | |
Hist
| 06/30/2023 |
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VANGUARD WORLD FUND
| MGK | Common | 17,230 | -3,194 | 4,054,564,000 | 540,206,000 | 0.51 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWB | Common | 26,692 | -78 | 6,505,942,000 | 870,292,000 | 0.81 | |
Hist
| 06/30/2023 |
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VANGUARD SCOTTSDALE FUNDS
| VONE | Common | 72,301 | -6,299 | 14,572,942,000 | 876,040,000 | 1.82 | |
Hist
| 06/30/2023 |
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ISHARES MSCI EAFE INDEX FUND
| EFA | ETF | 178,491 | -2,094 | 12,940,561,000 | 1,086,994,000 | 1.62 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| ISI | Common | 170,157 | -4,724 | 16,648,183,000 | 1,818,240,000 | 2.08 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VTI | Common | 226,916 | -5,836 | 49,984,973,000 | 5,485,043,000 | 6.24 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IVV | Common | 229,701 | -5,684 | 102,379,965,000 | 11,942,596,000 | 12.78 | |
Hist
| 06/30/2023 |
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