Litman Gregory Wealth Management LLC Last Quarter Change: USA ETF, Added

Litman Gregory Wealth Management LLC quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-09-30 to 2025-12-31, Litman Gregory Wealth Management LLC opened 68 positions, added to 15, reduced 49, sold out of 4 and left 27 unchanged. The largest increase in value was SPSB (+$16,275,480); the largest decrease was SPSB (-$18,069,382).

AGG: Country of operation —; Class CORE US AGGBD ET; Shares 2025-09-30 14,604; Shares 2025-12-31 165,573.
BND: Country of operation —; Class TOTAL BND MRKT; Shares 2025-09-30 244,570; Shares 2025-12-31 285,989.
DGRO: Country of operation —; Class CORE DIV GRWTH; Shares 2025-09-30 496,745; Shares 2025-12-31 503,026.
NUBD: Country of operation —; Class NUVEEN ESG US; Shares 2025-09-30 47,574; Shares 2025-12-31 64,224.

Two Form 13F-HR filings compared (SEC CIK 1551867): 2025-09-30 (filed 2025-10-16) and 2025-12-31 (filed 2026-02-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Class	Shares 2025-09-30	Shares 2025-12-31	Share change	Value 2025-09-30	Value 2025-12-31	Value change
AGG ISHARES TR	CORE US AGGBD ET	14,604	165,573	+150,969	$1,464,070	$16,537,450	+$15,073,380
BND VANGUARD BD INDEX FDS	TOTAL BND MRKT	244,570	285,989	+41,419	$18,188,648	$21,183,185	+$2,994,537
DGRO ISHARES TR	CORE DIV GRWTH	496,745	503,026	+6,281	$33,818,427	$34,920,057	+$1,101,630
NUBD NUSHARES ETF TR	NUVEEN ESG US	47,574	64,224	+16,650	$1,068,275	$1,435,728	+$367,453
PYLD PIMCO ETF TR	MULTISECTOR BD	10,245	19,498	+9,253	$274,976	$520,203	+$245,227
VIG VANGUARD SPECIALIZED FUNDS	DIV APP ETF	39,665	39,845	+180	$8,559,396	$8,757,221	+$197,825
XJH ISHARES TR	ESG SELECT SCRE	134,287	135,948	+1,661	$5,888,485	$6,070,079	+$181,594
IWD ISHARES TR	RUS 1000 VAL ETF	7,267	7,853	+586	$1,479,489	$1,651,801	+$172,312
VTV VANGUARD INDEX FDS	VALUE ETF	19,059	19,405	+346	$3,554,306	$3,706,154	+$151,848
ALLW SSGA ACTIVE TR	SPDR BRIDGEWATER	9,061	10,812	+1,751	$252,621	$297,226	+$44,605
IUSV ISHARES TR	CORE S&P US VLU	13,153	13,253	+100	$1,314,643	$1,358,963	+$44,320
SHY ISHARES TR	1 3 YR TREAS BD	2,830	3,350	+520	$234,777	$277,447	+$42,670
VT VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	5,000	5,170	+170	$689,000	$729,281	+$40,281
DVY ISHARES TR	SELECT DIVID ETF	3,400	3,685	+285	$483,140	$520,101	+$36,961
SH PROSHARES TR	SHORT S&P 500 NE	9,375	9,500	+125	$346,500	$342,269	-$4,231

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