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 |
|---|---|---|---|---|---|---|---|---|---|
| PEPSICO INC | COM | 201 | $348,172 | 2,050 | 0.00 | 0.00 | -1,386 | -40.34 | 12-31-2023 |
| MARSH & MCLENNAN COS INC | COM | 202 | $341,046 | 1,800 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ABBVE INC | COM | Liquidated | $0 | 0 | 0.00 | 2,285 | +Inf | 12-31-2023 | |
| ISHARES TR | S&P 500 GRWT ETF | 204 | $315,045 | 4,195 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
