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  Name: LITMAN GREGORY ASSET MANAGEMENT LLC
  City: ORINDA
  State: CA
  Zip: 94563
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,102,768,000
  Total Value Change : $48,807,000
  Securities Held Change : 12
   
All Securities Held : 131
  New Positions : 13
  Closed Positions : 2
  Increased Positions : 48
  Unchanged Positions : 26
  Decreased Positions : 44

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Holdings Found : 13     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (MDY)1 Year Chart         MDY Standrd Poor Mdcp 400 SPDR 86 New $546.18 $477,000 857 0.04% 477,000 857 0.002    Closed - End Fund - E...
   (DVY)1 Year Chart         DVY iShares Dow Select Div 94 New $124.47 $419,000 3,400 0.04% 419,000 3,400 0.002    Closed - End Fund - E...
   (BINC)1 Year Chart         BINC Blackrock Flexible Income Etf 101 New $0.00 $387,000 7,385 0.04% 387,000 7,385 0.008    N/A
   (IYW)1 Year Chart         IYW iShares Trust DJ US Sector 105 New $138.63 $366,000 2,712 0.03% 366,000 2,712 0.001    Closed - End Fund - E...
   (MCD)1 Year Chart         MCD McDonalds Corp 107 New $258.89 $323,000 1,144 0.03% 323,000 1,144 0    Restaurants
   (ADP)1 Year Chart         ADP Automatic Data Processing Inc 112 New $244.92 $285,000 1,142 0.03% 285,000 1,142 0    Business Software & S...
   (XLP)1 Year Chart         XLP SPDR Consmr Stpls Sector 117 New $77.34 $245,000 3,215 0.02% 245,000 3,215 0    Closed - End Fund - E...
   (SBUX)1 Year Chart         SBUX Starbucks Corp 118 New $80.22 $244,000 2,667 0.02% 244,000 2,667 0    Specialty Eateries
   (SCHO)1 Year Chart         SCHO Schwab Short-Term U.S. Tre... 119 New $48.03 $232,000 4,820 0.02% 232,000 4,820 0    N/A
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER 121 New $187.90 $224,000 1,169 0.02% 224,000 1,169 0.001    Closed - End Fund - E...
   (IVE)1 Year Chart         IVE iShares S&P 500/BARRA Value 122 New $184.12 $221,000 1,184 0.02% 221,000 1,184 0.001    Closed - End Fund - E...
   (JKJ)1 Year Chart         JKJ IShares Trust Small Core In... 124 New $54.71 $219,000 3,900 0.02% 219,000 3,900 0.059    Closed - End Fund - E...
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 126 New $350.68 $214,000 621 0.02% 214,000 621 0    Closed - End Fund - E...
      13 Records Found
  1    
Page 1 of 1
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