Litman Gregory Asset Management

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Litman Gregory Wealth Management LLC - 13F

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Litman Gregory Wealth Management LLC reported 139 holdings with total value $1.20 B as of Q3 2024. Top holdings included IVV, VOO, VEA, IDEV, and VTI. Litman Gregory Wealth …

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LITMAN GREGORY WEALTH MANAGEMENT LLC Top 13F Holdings …

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Litman Gregory Wealth Management is a hedge fund with 558 clients and discretionary assets under management (AUM) of $2,085,927,785 (Form ADV from 2024-09-27). Their last …

whalewisdom.com

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Litman Gregory Wealth Management Llc 13F Filings

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Jan 16, 2014  · Litman Gregory Wealth Management Llc reported 136 holdings with total value $1.15B as of Q4 2024. Top holdings included VOO, IVV, VEA, IDEV. ... Litman Gregory …

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Litman Gregory Wealth Management LLC Q3 2024 13F Top …

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Litman Gregory Wealth Management LLC reported 139 holdings with total value $1.20 B as of Q3 2024. Top holdings included IVV, VOO, VEA, IDEV, and VTI. Litman Gregory Wealth …

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Litman Gregory Wealth Management LLC Has $11.11 Million

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1 day ago  · Litman Gregory Wealth Management LLC cut its holdings in Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM - Free Report) by 5.6% in the 4th quarter, …

marketbeat.com

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Litman Gregory Wealth Management LLC Sells 163 Shares Of …

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1 day ago  · Litman Gregory Wealth Management LLC cut its position in shares of Booking Holdings Inc. (NASDAQ:BKNG – Free Report) by 6.1% during the 4th quarter, according to its …

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Litman Gregory Wealth Management LLC Q1 2024 13F Top …

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Litman Gregory Wealth Management LLC reported 131 holdings with total value $1.10 B as of Q1 2024. Top holdings included IVV, VOO, VEA, VTI, and IDEV. Litman Gregory Wealth …

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Litman Gregory Wealth Management LLC Sells 6,030 Shares Of …

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1 day ago  · Litman Gregory Wealth Management LLC trimmed its position in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 3.1% during the fourth quarter, according to the …

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Litman Gregory Wealth Management LLC Has $15.32 Million

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1 day ago  · Litman Gregory Wealth Management LLC cut its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL - Free Report) by 3.0% during the 4th quarter, according to its …

marketbeat.com

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See Which Of The Latest 13F Filers Holds Goldman Sachs

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3 days ago  · Moloney Securities Asset Management LLC: Existing +336 +$424: Westmount Partners LLC: Existing-6 +$32: Pacific Wealth Strategies Group Inc. NEW +1,996 +$1,143: …

nasdaq.com

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Top 10 Financial Advisors In New Jersey | SmartAsset.com

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Circle Wealth Management, LLC Find an Advisor. Read Review. $10,174,361,288: $30,000,000: Financial planning; Portfolio management; ... All information is obtained through public records …

smartasset.com

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Litman Gregory Wealth Management LLC Q4 2024 13F Top …

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Litman Gregory Wealth Management LLC Q4 2024 13F Holdings Location Larkspur, CA Holdings as of 12/31/2024 Value ($000) $1,153,820 Num holdings 136 Date filed 1/23/2025 Form type …

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