$127 Million is the total value of Litman Gregory Wealth Management LLC's 37 reported holdings in Q1 2016. The portfolio turnover from Q4 2015 to Q1 2016 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2016 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-05-11
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 41 | Q2 2024 | 29.3% |
Vanguard Total Stock Market ETF | 41 | Q2 2024 | 14.9% |
VANGUARD INTL EQUITY INDEX F | 40 | Q2 2024 | 55.0% |
VANGUARD TAX MANAGED INTL FD | 40 | Q2 2024 | 17.5% |
ISHARES TR | 40 | Q2 2024 | 8.0% |
ISHARES TR | 40 | Q2 2024 | 4.2% |
ISHARES TR | 40 | Q2 2024 | 4.1% |
ISHARES TR | 39 | Q2 2024 | 5.1% |
Vanguard Total Bond Market ETF | 38 | Q2 2024 | 35.7% |
Vanguard REIT ETF | 37 | Q2 2024 | 1.6% |
View Litman Gregory Wealth Management LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-06 |
13F-HR | 2024-07-30 |
13F-HR | 2024-05-03 |
13F-HR | 2024-01-31 |
13F-HR | 2023-10-23 |
13F-HR | 2023-08-09 |
13F-HR | 2023-04-26 |
13F-HR | 2023-01-18 |
13F-HR | 2022-10-13 |
13F-HR | 2022-07-21 |
View Litman Gregory Wealth Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.