Litman Gregory Wealth Management LLC 13F 持仓 · 最近申报 2025年Q4
Litman Gregory Wealth Management 在 2025年Q4（报告期截至 2025-12-31）的 SEC 13F 申报中报告了 356 只证券，申报市值合计 13.68 亿美元。前几大持仓：IVV（11.04%）、VOO（10.38%）、VEA（7.23%）。本季前 25 大持仓中：增持 4 只、减持 21 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $151.1M | 11.04% | 220,538 | 减持 |
| 2 | VOO | VANGUARD INDEX FDS | $142.0M | 10.38% | 226,423 | 减持 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $98.9M | 7.23% | 1.6M | 减持 |
| 4 | IDEV | ISHARES TR | $98.6M | 7.21% | 1.2M | 减持 |
| 5 | VTI | VANGUARD INDEX FDS | $83.7M | 6.12% | 249,749 | 减持 |
| 6 | IEMG | ISHARES INC | $45.1M | 3.29% | 670,474 | 减持 |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $40.4M | 2.95% | 751,034 | 减持 |
| 8 | IJH | ISHARES TR | $39.9M | 2.92% | 604,315 | 减持 |
| 9 | DGRO | ISHARES TR | $34.9M | 2.55% | 503,026 | 增持 |
| 10 | VO | VANGUARD INDEX FDS | $31.4M | 2.30% | 108,331 | 减持 |
| 11 | DBMF | LITMAN GREGORY FDS TR | $31.3M | 2.29% | 1.1M | 减持 |
| 12 | AAPL | APPLE INC | $31.1M | 2.27% | 114,311 | 减持 |
| 13 | BND | VANGUARD BD INDEX FDS | $21.2M | 1.55% | 285,989 | 增持 |
| 14 | VONE | VANGUARD SCOTTSDALE FDS | $20.4M | 1.49% | 66,031 | 减持 |
| 15 | GOOG | ALPHABET INC | $20.0M | 1.46% | 63,792 | 减持 |
| 16 | MSFT | MICROSOFT CORP | $19.3M | 1.41% | 39,818 | 减持 |
| 17 | META | META PLATFORMS INC | $19.1M | 1.39% | 28,862 | 增持 |
| 18 | ITOT | ISHARES TR | $18.2M | 1.33% | 122,226 | 减持 |
| 19 | IWM | ISHARES TR | $17.3M | 1.27% | 70,345 | 减持 |
| 20 | AGG | ISHARES TR | $16.5M | 1.21% | 165,573 | 增持 |
| 21 | V | VISA INC | $16.4M | 1.20% | 46,768 | 减持 |
| 22 | GOOGL | ALPHABET INC | $16.2M | 1.19% | 51,879 | 减持 |
| 23 | SPSB | SPDR SERIES TRUST | $16.3M | 1.19% | 538,923 | 减持 |
| 24 | EFA | ISHARES TR | $15.8M | 1.15% | 164,497 | 减持 |
| 25 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $15.6M | 1.14% | 51,191 | 减持 |
来源：SEC 13F 申报文件 · 截至 2025-12-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR