Litman Gregory Wealth Management LLC - Q1 2014 holdings

$83.1 Million is the total value of Litman Gregory Wealth Management LLC's 23 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was - .

 Value Shares↓ Weighting
DIA NewSPDR DOW JONES INDL AVRG ETFut ser 1$6,405,00039,000
+100.0%
7.71%
VNQ NewVANGUARD INDEX FDSreit etf$927,00013,120
+100.0%
1.12%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2014-04-25
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ISHARES TR38Q3 202329.3%
Vanguard Total Stock Market ETF38Q3 202314.9%
VANGUARD INTL EQUITY INDEX F37Q3 202355.0%
VANGUARD TAX MANAGED INTL FD37Q3 202317.5%
ISHARES TR37Q3 20238.0%
ISHARES TR37Q3 20234.2%
ISHARES TR37Q3 20234.1%
ISHARES TR36Q3 20235.1%
Vanguard Total Bond Market ETF35Q3 202335.7%
Vanguard REIT ETF34Q3 20231.6%

View Litman Gregory Wealth Management LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-05-03
13F-HR2024-01-31
13F-HR2023-10-23
13F-HR2023-08-09
13F-HR2023-04-26
13F-HR2023-01-18
13F-HR2022-10-13
13F-HR2022-07-21
13F-HR2022-05-04
13F-HR2022-02-10

View Litman Gregory Wealth Management LLC's complete filings history.

Compare quarters

Export Litman Gregory Wealth Management LLC's holdings