StockDriftsStockDriftsTop 50 Litman Gregory Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 11.06% | 220.5K | $151.1M | -2.88%(-6.54K) | $398.28(+76.56%) | 2025-12-31 | |
| VOO | VANGUARD INDEX FDS | 10.4% | 226.4K | $142.0M | -8.58%(-21.25K) | $406.39(+58.33%) | 2025-12-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 7.24% | 1.58M | $98.9M | -3.33%(-54.62K) | $49.70(+38.22%) | 2025-12-31 | |
| IDEV | ISHARES TR | 7.22% | 1.20M | $98.6M | -1.53%(-18.54K) | $61.64(+44.35%) | 2025-12-31 | |
| VTI | VANGUARD INDEX FDS | 6.13% | 249.7K | $83.7M | -1.75%(-4.44K) | $224.43(+53.83%) | 2025-12-31 | |
| IEMG | ISHARES INC | 3.3% | 670.5K | $45.1M | -3.67%(-25.58K) | $54.13(+40.94%) | 2025-12-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.96% | 751.0K | $40.4M | -3.75%(-29.29K) | $51.18(+13.49%) | 2025-12-31 | |
| IJH | ISHARES TR | 2.92% | 604.3K | $39.9M | -3.91%(-24.59K) | $60.33(+18.28%) | 2025-12-31 | |
| DGRO | ISHARES TR | 2.56% | 503.0K | $34.9M | +1.26%(+6.28K) | $59.67(+21.27%) | 2025-12-31 | |
| VO | VANGUARD INDEX FDS | 2.3% | 108.3K | $31.4M | -0.58%(-636) | $265.54(+13.70%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.69% | +50.87% |
| Top 20 Holdings Unweighted | +14.49% | +50.08% |
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