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Home > Institutional Investor > Litman Gregory Asset Management Llc > Profile

Instuitional Investor - Litman Gregory Asset Management Llc

Fund Profile
Filing Period:
Fund Name: Litman Gregory Asset Management Llc
Portfolio Value $1,053,963,927
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 223,016 $106,519,297 10.1%
2.
Vanguard Index Fds
 223,463 $97,608,697 9.26%
3.
Vanguard Tax-Managed Fds
 1,378,667 $66,038,130 6.26%
4.
Vanguard Intl Equity Index Funds
 VWO 1,503,797 $61,806,077 5.86%
5.
Spdr Series Trust
 1,940,693 $57,793,832 5.48%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)