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Kathlyne Kiaie

@Litman Gregory Wealth Management Llc

Latest period2024 - Q4ReportedManaged Assets$1.154BTotal holdings136
Assets growth rate-3.54%Assets growth rate (2-Q avg)1.29%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Litman Gregory Wealth Management Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 136 positions.

Assets under management

The assets under management (AUM) of Litman Gregory Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.154B in assets, with a quarterly growth rate of -3.54% and a 2-quarter average growth rate of 1.29%. The portfolio is managed by Kathlyne Kiaie, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard Index Fds
Recent Activity
Increased 6.63%
12.29%
$141.797M
263,167 shares@ $538.82 avg price
IVV
Ishares Tr
Recent Activity
Increased 0.2%
11.62%
$134.063M
227,735 shares@ $588.69 avg price
VEA
Vanguard Tax-managed Fds
Recent Activity
Decreased -0.65%
7.37%
$85.007M
1.778M shares@ $47.83 avg price
IDEV
Ishares Tr
Recent Activity
Increased 10.06%
6.45%
$74.387M
1.154M shares@ $64.47 avg price
VTI
Vanguard Index Fds
Recent Activity
Decreased -1.13%
5.59%
$64.498M
222,554 shares@ $289.81 avg price
VWO
Vanguard Intl Equity Index F
Recent Activity
Decreased -8.07%
3.48%
$40.126M
911,129 shares@ $44.04 avg price
DBMF
Litman Gregory Fds Tr
Recent Activity
Increased 50.59%
3.37%
$38.846M
1.485M shares@ $26.16 avg price
IEMG
Ishares Inc
Recent Activity
Decreased -3.75%
3.11%
$35.847M
686,455 shares@ $52.22 avg price
AAPL
Apple Inc
Recent Activity
Decreased -4.59%
2.81%
$32.385M
129,322 shares@ $250.42 avg price
IJR
Ishares Tr
Recent Activity
Increased 42.82%
2.26%
$26.066M
226,225 shares@ $115.23 avg price

1-10 of 136