Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
25
3
4
1
2
0
10
0
0
LITMAN GREGORY ASSET MANAGEMENT LLC

Time Period2018-12-31

Total Holdings151

Total Value ($x1000)325,685
Activities
New49

Increased40

Unchanged48

Decreased14

Sold Out10

Top 10 Stock Holdingstotal 78.73%
VWO17.36

VEA12.83

VGK11.91

IVV10.05

VTI6.58

 
ITOT5.41

IEUR4.69

AGG4.27

IWM3.18

EFA2.45

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VWO
17.36%
FTSE EMR MKT ETF
VEA
12.83%
FTSE DEV MKT ETF
VGK
11.91%
FTSE EUROPE ETF
IVV
10.05%
CORE S&P500 ETF
VTI
6.58%
TOTAL STK MKT
ITOT
5.41%
CORE S&P TTL STK
IEUR
4.69%
CORE MSCI EURO
AGG
4.27%
CORE TOTUSBD ETF
IWM
3.18%
RUSSELL 2000 ETF
EFA
2.45%
MSCI EAFE ETF
TOTL
2.2%
SPDR TR TACTIC
IEMG
1.6%
CORE MSCI EMKT
VIG
1.45%
DIV APP ETF
IEF
1.26%
7-10 Y TR BD ETF
HYG
1.12%
IBOXX HI YD ETF
SCHP
1.06%
US TIPS ETF
EMB
0.93%
JP MOR EM MK ETF
VEU
0.92%
ALLWRLD EX US
VOO
0.91%
SHS
MGK
0.81%
MEGA GRWTH IND
DSI
0.81%
MSCI KLD400 SOC
GUNR
0.7%
MORNSTAR UPSTR
VNQ
0.63%
REIT ETF
ESGE
0.62%
MSCI EM ESG SE
SCPB
0.54%
BARC SHT TR CP
HDV
0.51%
HIGH DIVIDND ETF
SPY
0.45%
TR UNIT
ESGD
0.44%
MSCI EAFE ESG
PCI
0.37%
COM SHS
BND
0.34%
TOTAL BND MRKT
BAC
0.3%
COM
AAPL
0.25%
COM
IWR
0.24%
RUS MID-CAP ETF
DSL
0.21%
COM
EEM
0.21%
MSCI EMG MKT ETF
CMF
0.19%
CALI AMT-FRE ETF
DWM
0.16%
DEFA FD
GFN
0.16%
COM
VHT
0.16%
HEALTH CAR ETF
KLD
0.14%
USA ESG SLCT ETF
WFC
0.12%
COM
URTH
0.09%
MSCI WORLD ETF
VTV
0.08%
VALUE ETF
IJR
0.06%
CORE S&P SCP ETF
IVW
0.06%
S&P 500 GRWT ETF
CVX
0.05%
COM
OEF
0.05%
S&P 100 ETF
ES
0.05%
COM
VPL
0.04%
MEGA CAP GRO ETF
BA
0.04%
COM
VXF
0.04%
EXTEND MKT ETF
IVE
0.04%
S&P 500 VAL ETF
RWX
0.03%
DJ INTL RL ETF
PEP
0.03%
COM
NUSC
0.03%
ESG SMALL CAP
PFE
0.03%
COM
JPM
0.03%
COM
DFS
0.03%
COM
IWB
0.03%
RUS 1000 ETF
TSI
0.03%
COM
BOND
0.02%
TOTL RETN ETF
RTN
0.02%
COM NEW
CAT
0.02%
COM
IWW
0.02%
RUS 3000 VAL ETF
AWR
0.02%
COM
LMT
0.02%
COM
JNJ
0.02%
COM
PRFZ
0.02%
FTSE RAFI 1500
BRK.B
0.02%
CL B NEW
PDI
0.02%
SHS
RNST
0.02%
COM
XOM
0.02%
COM
XLI
0.02%
SBI INT-INDS
MDY
0.01%
UTSER1 S&PDCRP
WTR
0.01%
COM
USLB
0.01%
RUSEL 1000 LOW
TSLA
0.01%
COM
PM
0.01%
COM
EEMS
0.01%
EM MKT SM-CP ETF
NVS
0.01%
SPONSORED ADR
RYH
0.01%
S&P500 EQL HLT
PCG
0.01%
COM
IWS
0.01%
RUS MDCP VAL ETF
MO
0.01%
COM
CMCSA
0.01%
CL A
CI
0.01%
COM
IDLB
0.01%
FTSE INTL LOW
IYF
0.01%
U.S. FINLS ETF
NTR
0.01%
COM
DIS
0.01%
COM DISNEY
ESML
0.01%
MSCI USA SMALL
IWF
0.01%
RUS 1000 GRW ETF
BOCH
0.01%
COM
CSCO
0.01%
COM
BP
0.01%
SPONSORED ADR
RSP
0.01%
S&P500 EQL WGT
AXP
0.01%
COM
TXT
0.01%
COM
GE
0.01%
COM
MDLZ
0.01%
CL A
HMC
0.01%
AMERN SHS
VANGUARD...
0.01%
ETF
FDN
< 0.01%
DJ INTERNT IDX
VB
< 0.01%
SMALL CP ETF
ABT
< 0.01%
COM
NEM
< 0.01%
COM
VBR
< 0.01%
SM CP VAL ETF
SPLV
< 0.01%
S&P500 LOW VOL
IJK
< 0.01%
S&P MC 400GR ETF
VBK
< 0.01%
SML CP GRW ETF
C
< 0.01%
COM NEW
IJJ
< 0.01%
S&P MC 400VL ETF
V
< 0.01%
COM CL A
EEMV
< 0.01%
EM MK MINVOL ETF
NUBD
< 0.01%
ESG US AGGRGTE
IWO
< 0.01%
RUS 2000 GRW ETF
SBUX
< 0.01%
COM
DEO
< 0.01%
SPON ADR NEW
MYL
< 0.01%
SHS EURO
CRM
< 0.01%
COM
SCHB
< 0.01%
US BRD MKT ETF
AMJ
< 0.01%
ALERIAN ML ETN
VGLT
< 0.01%
LONG-TERM GOV
KHC
< 0.01%
COM
VZ
< 0.01%
COM
SCHG
< 0.01%
US LCAP GR ETF
IBM
< 0.01%
COM
DBEU
< 0.01%
DB XTR MSCI EUR
CMP
< 0.01%
COM
DVY
< 0.01%
SELECT DIVID ETF
VOD
< 0.01%
SPNSR ADR NO PAR
CAPE
< 0.01%
BARC ETN+SHILL
CPB
< 0.01%
COM
BABA
< 0.01%
SPONSORED ADS
SA
< 0.01%
COM
SYE
< 0.01%
MFS SYS COR EQ
T
< 0.01%
COM
IBERDROL...
< 0.01%
STOCK
DEF
< 0.01%
DEFENSIVE EQTY
UAL
< 0.01%
COM
IWN
< 0.01%
RUS 2000 VAL ETF
FB
< 0.01%
CL A
AIG/WS
< 0.01%
*W EXP 01/19/202
SNAP
< 0.01%
CL A
HL
< 0.01%
COM
WPM
< 0.01%
COM
PGLC
< 0.01%
COM NEW
LARE
< 0.01%
TIERRA XP LATIN
CGC
< 0.01%
COM
BHF
< 0.01%
COM
HEB
< 0.01%
COM NEW
MUB
0.02%
NAT AMT FREE BD
IWZ
0.01%
RUS 3000 GRW ETF
XLK
< 0.01%
TECHNOLOGY
XLC
< 0.01%
COMMUNICATION
XLV
< 0.01%
SBI HEALTHCARE
XLP
< 0.01%
SBI CONS STPLS
XLE
< 0.01%
SBI INT-ENERGY
XLY
< 0.01%
SBI CONS DISCR
XLF
< 0.01%
SBI INT-FINL
XLB
< 0.01%
SBI MATERIALS