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 |
|---|---|---|---|---|---|---|---|---|---|
| CDW CORP | COM | 51 | $8,522,455 | 37,491 | 0.00 | 0.00 | -1,141 | -2.95 | 12-31-2023 |
| META PLATFORMS INC | CL A | 52 | $8,386,729 | 23,694 | 0.00 | 23,694 | +Inf | 12-31-2023 | |
| COPART INC | COM | 53 | $8,040,851 | 164,099 | 0.00 | 0.00 | 4,744 | 2.98 | 12-31-2023 |
| SSGA ACTIVE ETF TR | SPDR TR TACTIC | 54 | $7,981,085 | 198,288 | 0.00 | 0.00 | 16,575 | 9.12 | 12-31-2023 |
