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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | US EQT ETF | 251 | $232,395 | 2,850 | 0.00 | 2,850 | +Inf | 12-31-2023 | |
| ADVANCED MICRO DEVICES INC | COM | 252 | $213,745 | 1,450 | 0.00 | 1,450 | +Inf | 12-31-2023 | |
| HONEYWELL INTL INC | COM | Liquidated | $0 | 0 | 0.00 | 1,150 | +Inf | 12-31-2023 | |
| FORD MTR CO DEL | COM | 254 | $211,802 | 17,375 | 0.00 | 0.00 | -218 | -1.24 | 12-31-2023 |
