Notify me when Litman Gregory Wealth Management LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 145 | $1,344,211,528 | +$20,606,705 | -$35,712,654 | -$15,105,949 | IVV, VOO, VEA, IDEV, VTI | 13F-HR | 16 Oct 2025, 11:18 |
| Q2 2025 | 138 | $1,271,610,581 | +$62,166,590 | -$48,425,312 | +$13,741,278 | IVV, VOO, VEA, IDEV, VTI | 13F-HR | 23 Jul 2025, 06:03 |
| Q1 2025 | 138 | $1,165,954,907 | +$91,866,716 | -$53,040,900 | +$38,825,816 | VOO, IVV, VEA, IDEV, VTI | 13F-HR | 02 May 2025, 14:21 |
| Q4 2024 | 136 | $1,153,820,445 | +$64,266,371 | -$61,374,817 | +$2,891,554 | VOO, IVV, VEA, IDEV, VTI | 13F-HR | 23 Jan 2025, 20:42 |
| Q3 2024 | 139 | $1,196,237,134 | +$29,594,847 | -$25,238,409 | +$4,356,438 | IVV, VOO, VEA, IDEV, VTI | 13F-HR | 22 Oct 2024, 11:40 |
| Q2 2024 | 133 | $1,127,284,373 | +$53,100,000 | -$52,783,941 | +$316,059 | IVV, VOO, VEA, IDEV, VTI | 13F-HR | 30 Jul 2024, 13:37 |
| Q1 2024 | 131 | $1,102,767,894 | +$32,177,700 | -$44,950,272 | -$12,772,572 | IVV, VOO, VEA, VTI, IDEV | 13F-HR | 03 May 2024, 06:03 |
| Q4 2023 | 119 | $1,053,963,927 | +$33,645,269 | -$31,894,728 | +$1,750,541 | IVV, VOO, VEA, VWO, SPSB | 13F-HR | 31 Jan 2024, 16:44 |
| Q3 2023 | 122 | $969,152,684 | +$208,625,140 | -$12,059,319 | +$196,565,821 | IVV, VOO, VWO, SPSB, VEA | 13F-HR | 23 Oct 2023, 14:05 |
| Q2 2023 | 82 | $800,311,509 | +$694,182,227 | -$173,186,724 | +$520,995,503 | IVV, VOO, VWO, SPSB, VEA | 13F-HR | 09 Aug 2023, 11:07 |
| Q1 2023 | 40 | $268,561,146 | +$170,506,429 | -$627,811,188 | -$457,304,759 | IVV, VTIP, AVUV, DIHP, BRKB | 13F-HR | 26 Apr 2023, 12:14 |
| Q4 2022 | 78 | $715,060,261 | +$70,872,601 | -$19,513,956 | +$51,358,645 | IVV, VWO, VOO, SPSB, VEA | 13F-HR | 17 Jan 2023, 18:08 |
| Q3 2022 | 78 | $624,931,000 | +$71,252,643 | -$79,549,972 | -$8,297,329 | IVV, VWO, SPSB, SCHP, VOO | 13F-HR | 12 Oct 2022, 19:15 |
| Q2 2022 | 88 | $679,059,000 | +$89,034,780 | -$4,851,225 | +$84,183,555 | VWO, IVV, VEA, VOO, SCHP | 13F-HR | 21 Jul 2022, 10:28 |
| Q1 2022 | 55 | $683,449,000 | +$148,157,716 | -$18,753,100 | +$129,404,616 | IVV, VWO, VEA, VOO, SCHP | 13F-HR | 04 May 2022, 09:35 |
| Q4 2021 | 79 | $588,634,000 | +$51,701,433 | -$14,655,184 | +$37,046,249 | VWO, IVV, VEA, VTI, VOO | 13F-HR | 10 Feb 2022, 06:07 |
| Q3 2021 | 75 | $531,249,000 | +$18,151,936 | $0 | +$18,151,936 | VWO, IVV, VEA, VTI, IWM | 13F-HR | 03 Nov 2021, 10:41 |
| Q2 2021 | 76 | $12,332 | $0 | $0 | $0 | DLY, SOR, EWJV | 13F-HR | 26 Jul 2021, 21:11 |
| Q1 2021 | 190 | $510,620,000 | +$7,944,771 | -$62,283,875 | -$54,339,104 | VWO, IVV, VEA, VTI, IEF | 13F-HR | 10 May 2021, 15:40 |
| Q4 2020 | 191 | $544,153,000 | +$13,439,569 | -$8,641,941 | +$4,797,628 | VWO, IVV, VEA, VTI, ITOT | 13F-HR | 04 Feb 2021, 18:13 |
| Q3 2020 | 206 | $483,943,000 | +$13,214,036 | -$9,438,963 | +$3,775,073 | VWO, IVV, VEA, IEF, VTI | 13F-HR | 02 Nov 2020, 18:22 |
| Q2 2020 | 173 | $452,989,000 | +$44,793,453 | -$51,429,391 | -$6,635,938 | VWO, IVV, VEA, IEF, ITOT | 13F-HR | 31 Jul 2020, 11:33 |
| Q1 2020 | 164 | $397,668,000 | +$51,110,944 | -$19,217,067 | +$31,893,877 | IVV, VWO, VEA, VGK, IEF | 13F-HR | 28 Apr 2020, 11:28 |
| Q4 2019 | 206 | $449,263,000 | +$17,221,648 | -$4,605,027 | +$12,616,621 | VWO, VEA, IVV, VGK, IEF | 13F-HR | 30 Jan 2020, 12:34 |
| Q3 2019 | 220 | $408,745,000 | +$42,596,845 | -$7,968,300 | +$34,628,545 | VWO, VEA, IVV, VGK, IEF | 13F-HR | 06 Nov 2019, 15:54 |
| Q2 2019 | 240 | $378,944,000 | +$9,161,695 | -$4,995,557 | +$4,166,138 | VWO, VEA, VGK, IVV, VTI | 13F-HR | 30 Jul 2019, 19:45 |
| Q1 2019 | 132 | $367,254,000 | +$9,434,556 | -$2,495,071 | +$6,939,485 | VWO, VEA, VGK, IVV, VTI | 13F-HR | 30 Apr 2019, 13:01 |
| Q4 2018 | 149 | $325,680,000 | +$73,156,820 | -$9,867,821 | +$63,288,999 | VWO, VEA, VGK, IVV, VTI | 13F-HR | 01 Feb 2019, 12:21 |
| Q3 2018 | 112 | $296,525,000 | +$51,209,591 | -$9,487,985 | +$41,721,606 | VWO, VGK, VEA, VTI, IVV | 13F-HR | 15 Nov 2018, 11:25 |
| Q2 2018 | 95 | $251,529,000 | +$22,962,561 | -$8,835,108 | +$14,127,453 | VGK, VWO, VEA, IVV, VTI | 13F-HR | 09 Aug 2018, 11:02 |
| Q1 2018 | 167 | $245,411,000 | +$25,597,013 | -$1,649,265 | +$23,947,748 | VGK, VWO, VEA, IVV, VTI | 13F-HR | 07 May 2018, 16:31 |
| Q4 2017 | 73 | $216,466,000 | +$11,282,895 | -$1,014,979 | +$10,267,916 | VGK, VWO, VEA, IVV, VTI | 13F-HR | 29 Jan 2018, 18:55 |
| Q3 2017 | 74 | $204,910,000 | +$20,996,468 | -$967,538 | +$20,028,930 | VGK, VWO, VEA, IVV, VTI | 13F-HR | 09 Nov 2017, 14:08 |
| Q2 2017 | 50 | $175,861,000 | +$35,238,294 | -$26,323,690 | +$8,914,604 | VGK, VWO, VEA, IVV, VTI | 13F-HR | 04 Aug 2017, 12:47 |
| Q1 2017 | 44 | $161,454,000 | +$6,287,530 | -$4,328,910 | +$1,958,620 | VWO, HAUZ, VEA, VGK, VTI | 13F-HR | 09 May 2017, 12:36 |
| Q4 2016 | 42 | $148,791,000 | +$16,439,299 | -$2,962,274 | +$13,477,025 | VWO, VEA, HAUZ, VGK, VTI | 13F-HR | 02 Feb 2017, 17:33 |
| Q3 2016 | 36 | $137,477,000 | +$7,293,862 | -$1,752,652 | +$5,541,210 | VWO, HAUZ, VGK, VEA, VTI | 13F-HR | 10 Nov 2016, 16:11 |
| Q2 2016 | 32 | $125,886,000 | +$5,400,504 | -$6,181,753 | -$781,249 | VWO, HAUZ, VGK, VEA, VTI | 13F-HR | 11 Aug 2016, 11:25 |
| Q1 2016 | 37 | $126,516,000 | +$8,521,266 | -$21,706,632 | -$13,185,366 | VWO, HAUZ, VGK, VEA, VTI | 13F-HR | 11 May 2016, 15:46 |
| Q4 2015 | 24 | $138,779,000 | $0 | $0 | $0 | VWO, HAUZ, VGK, VTI, VEA | 13F-HR | 27 Jan 2016, 20:27 |
| Q3 2014 | 12 | $74,352,000 | +$47,019,968 | -$27,464,591 | +$19,555,377 | BND, VCIT, VTI, VEA, VWO | 13F-HR | 12 Nov 2014, 09:15 |
| Q2 2014 | 19 | $55,829,000 | +$1,446,252 | -$32,298,488 | -$30,852,236 | VWO, VEA, VTI, BOND, IVV | 13F-HR | 08 Aug 2014, 21:14 |
| Q1 2014 | 23 | $83,050,000 | +$8,594,235 | -$6,523,919 | +$2,070,316 | VWO, VEA, VTI, BOND, IVV | 13F-HR | 25 Apr 2014, 15:16 |
| Q4 2013 | 26 | $81,045,000 | $0 | $0 | $0 | VWO, VTI, BOND, VEA, IVV | 13F-HR | 16 Jan 2014, 15:22 |