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 |
|---|---|---|---|---|---|---|---|---|---|
| US BANCORP DEL | COM NEW | 101 | $1,911,894 | 44,175 | 0.00 | 0.00 | -24,468 | -35.65 | 12-31-2023 |
| VANGUARD INDEX FDS | VALUE ETF | 102 | $1,752,135 | 11,720 | 0.00 | 0.00 | 64 | 0.55 | 12-31-2023 |
| ISHARES TR | MSCI USA ESG SLC | 103 | $1,524,235 | 15,165 | 0.00 | 0.00 | -86 | -0.56 | 12-31-2023 |
| LITMAN GREGORY FDS TR | IMGP DBI HEDGE S | 104 | $1,502,582 | 56,515 | 0.00 | 0.00 | -21,000 | -27.09 | 12-31-2023 |
