Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LITMAN GREGORY WEALTH MANAGEMENT LLC | 01-31-2024 | 12-31-2023 | 119 | 1,053,963,927 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $106,519,297 | 223,016 | 0.01 | 223,016 | +Inf | 12-31-2023 | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 2 | $97,608,697 | 223,463 | 0.01 | 0.01 | 17,276 | 8.38 | 12-31-2023 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 3 | $66,038,130 | 1,378,667 | 0.01 | 0.01 | 30,308 | 2.25 | 12-31-2023 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 4 | $61,806,077 | 1,503,797 | 0.01 | 0.01 | -109,847 | -6.81 | 12-31-2023 |
