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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | MID CAP ETF | 151 | $641,576 | 2,758 | 0.00 | 0.00 | 249 | 9.92 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | 152 | $628,791 | 11,305 | 0.00 | 0.00 | -495 | -4.19 | 12-31-2023 |
| ISHARES U S ETF TR | BLACKROCK ST MAT | Liquidated | $0 | 0 | 0.00 | 12,595 | +Inf | 12-31-2023 | |
| SCHWAB STRATEGIC TR | SCHWB FDT EMK LG | 154 | $585,112 | 21,559 | 0.00 | 0.00 | -430 | -1.96 | 12-31-2023 |
