Litman Gregory Wealth Management LLC Reduced Holdings in Q3 2024

Litman Gregory Wealth Management LLC

  • $1.19 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHP
Schwab Strategic Us Tips ETF

ETFs
-120K
- 14.03%
$51.58 - $53.79 $6.21M - $6.48M
738K $39.6M
MSI
Motorola Solutions, Inc.

Technology
-8.3K
- 21.97%
$385.65 - $450.49 $3.2M - $3.74M
29.5K $13.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-13.2K
- 30.85%
$96.25 - $101.98 $1.27M - $1.35M
29.6K $3M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-8.83K
- 28.98%
$76.94 - $79.54 $679K - $702K
21.6K $1.72M
TIPZ
Pimco ETF Tr Broad Us Tips Ind

ETFs
-8.81K
- 27.19%
$52.04 - $54.34 $459K - $479K
23.6K $1.28M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-20.5K
- 46.21%
$21.61 - $22.87 $443K - $468K
23.8K $541K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-5.09K
- 11.11%
$97.81 - $108.79 $498K - $554K
40.7K $4.43M
T
At&T Inc.

Communication Services
-19.8K
- 39.9%
$18.21 - $22.28 $360K - $440K
29.8K $654K
USB
Us Bancorp \De\

Financial Services
-10.8K
- 27.44%
$39.04 - $47.23 $420K - $508K
28.4K $1.3M
TPL
Texas Pacific Land Corp

Energy
-714
- 26.6%
$724.86 - $952.13 $518K - $680K
1.97K $1.74M
VZ
Verizon Communications Inc

Communication Services
-3.15K
- 35.2%
$38.89 - $45.0 $123K - $142K
5.8K $260K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-10.5K
- 10.2%
$32.04 - $37.11 $335K - $388K
92K $3.35M
KHC
Kraft Heinz CO

Consumer Defensive
-3K
- 30.77%
$31.86 - $36.13 $95.6K - $108K
6.75K $236K
DIS
Walt Disney CO

Communication Services
-600
- 13.95%
$85.6 - $98.61 $51.4K - $59.2K
3.7K $355K
F
Ford Motor CO

Consumer Cyclical
-2.5K
- 16.26%
$9.71 - $14.55 $24.3K - $36.4K
12.9K $135K
JNJ
Johnson & Johnson

Healthcare
-500
- 21.57%
$145.48 - $167.38 $72.7K - $83.7K
1.82K $294K
GNR
Spdr S&P Global Natural Resour

ETFs
-934
- 12.13%
$53.02 - $57.84 $49.5K - $54K
6.77K $390K
TD
Toronto Dominion Bank

Financial Services
-1.25K
- 20.41%
$54.54 - $64.56 $68.2K - $80.7K
4.88K $308K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-1.33K
- 3.77%
$36.06 - $37.66 $48.1K - $50.2K
34K $1.28M
SCHO
Schwab Short Term Us Treasury

ETFs
-80
- 1.57%
$47.93 - $49.06 $3.83K - $3.92K
5.02K $245K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-600
- 2.64%
$24.38 - $25.2 $14.6K - $15.1K
22.2K $557K
Tcw ETF Trust
-1.46K
- 18.56%
N/A
6.4K $0
IEMG
Ishares Inc

ETFs
-942
- 0.13%
$53.64 - $53.64 $50.5K - $50.5K
713K $38.3M
FNDE
Schwab Fundamental Emerging Mk

ETFs
-448
- 2.11%
$28.02 - $32.68 $12.6K - $14.6K
20.8K $672K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-70
- 0.53%
$116.79 - $133.54 $8.18K - $9.35K
13.2K $1.75M
EEM
Ishares Msci Emerging Markets

ETFs
-1.38K
- 3.93%
$40.42 - $46.7 $55.8K - $64.4K
33.8K $1.55M
CDW
Cdw Corp

Technology
-24
- 0.06%
$206.67 - $239.84 $4.96K - $5.76K
37.5K $8.48M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-250
- 2.28%
$178.41 - $210.18 $44.6K - $52.5K
10.7K $2.13M
IEF
Ishares Barclays

ETFs
-808
- 1.25%
$92.67 - $99.14 $74.9K - $80.1K
64K $6.28M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-20
- 0.71%
$1015.62 - $1159.62 $20.3K - $23.2K
2.79K $3.21M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-32
- 0.13%
$283.28 - $314.39 $9.06K - $10.1K
25.2K $7.93M
POOL
Pool Corp

Industrials
-151
- 1.57%
$296.17 - $376.8 $44.7K - $56.9K
9.49K $3.58M
VONE
Vanguard Russell 1000 ETF

ETFs
-1.08K
- 1.6%
$234.0 - $260.07 $252K - $280K
66.4K $17.3M
V
Visa Inc.

Financial Services
-324
- 0.54%
$253.74 - $291.56 $82.2K - $94.5K
60.1K $16.5M
SPGI
S&P Global Inc.

Financial Services
-128
- 1.22%
$446.32 - $527.38 $57.1K - $67.5K
10.4K $5.37M
TSCO
Tractor Supply CO

Consumer Cyclical
-1.07K
- 2.11%
$251.95 - $290.93 $271K - $312K
49.9K $14.5M
VTWO
Vanguard Russell 2000 ETF

ETFs
-5.69K
- 3.07%
$81.17 - $90.77 $462K - $517K
180K $16.1M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-114
- 0.07%
$113.41 - $125.62 $12.9K - $14.3K
167K $21M
UNH
Unitedhealth Group Inc

Healthcare
-389
- 1.47%
$488.01 - $604.18 $190K - $235K
26.1K $15.3M
IWM
Ishares Russell 2000 ETF

ETFs
-769
- 0.63%
$200.87 - $224.6 $154K - $173K
121K $26.7M
AAPL
Apple Inc.

Technology
-3.74K
- 2.68%
$207.23 - $234.82 $774K - $877K
136K $31.6M
VTI
Vanguard Total Stock Market Et

ETFs
-3.54K
- 1.55%
$255.18 - $283.2 $902K - $1M
225K $63.7M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-11.3K
- 5.76%
$57.22 - $80.08 $648K - $907K
185K $14.4M
IVV
Ishares Core S&P 500 ETF

ETFs
-957
- 0.42%
$520.18 - $576.82 $498K - $552K
227K $131M
Activity Summary
Buys All Purchases 52 New Holdings 10 Increased Positions 42 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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