Litman Gregory Asset Management LLC

Litman Gregory Asset Management LLC, also known as LITMAN GREGORY ASSET MANAGEMENT, LLC, is a California-based limited liability company that offers professional financial advisory services. With a team of 56 employees, including 21 advisory staff, the firm caters to the financial needs of 371 clients. Litman Gregory Asset Management LLC is a registered entity with a status of "Approved" as per the U.S. Securities and Exchange Commission, and has been registered since December 29, 1995.

• ALICE LOWENSTEIN

  PRINCIPAL, DIRECTOR OF INVESTMENT MANAGMENT SERVICES GROUP owns less than 5%

• BURKHART, JR., CHARLES, BYRON

  MANAGER owns less than 5%

• CHRISTOPHER C WHEATON

  MANAGING PRINCIPAL, SENIOR ADVISOR owns more than 5% but less than 10%

• CRAIG BERNARD KELLER

  MANAGING PRINCIPAL, SENIOR ADVISOR owns less than 5%

• CRAIG LITMAN

  MANAGING PRINCIPAL, CO-FOUNDING PARTNER owns more than 10% but less than 25%

• GRETCHEN CAROL HOLLSTEIN

  PRINCIPAL, SENIOR ADVISOR owns less than 5%

• JENNIFER ANN CECCARELLI

  PRINCIPAL, CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER, INVESTMENT MANAGEMENT SERVICES GROUP owns less than 5%

• JEREMY LAWRENCE DEGROOT

  MANAGING PRINCIPAL, CHIEF INVESTMENT OFFICER owns more than 5% but less than 10%

• JOHN FRANK CHEE

  PRINCIPAL, SENIOR RESEARCH ANALYST owns less than 5%

• JOHN MICHAEL BAXMAN

  PRINCIPAL, SENIOR ADVISOR owns less than 5%

• KENNETH EDMOND GREGORY

  MANAGING PRINCIPAL, CO-FOUNDING PARTNER owns more than 10% but less than 25%

• LITMAN GREGORY CAPITAL PARTNERS, LLC

  OWNER owns 75% or more

• RAJAT JAIN

  PRINCIPAL, SENIOR RESEARCH ANALYST owns less than 5%

• RONALD TIMOTHY JOHNSON

  PRINCIPAL owns more than 5% but less than 10%

• ROSEMONT PARTNERS III, L.P.

  OWNER owns more than 10% but less than 25%

• STEPHEN A. DISENHOF

  PRINCIPAL owns less than 5%

• STEVE MATTHEW SAVAGE

  MANAGING PRINCIPAL, CHIEF EXECUTIVE OFFICER owns more than 5% but less than 10%

• CHRISTOPHER C WHEATON

  MANAGING PRINCIPAL

• CRAIG BERNARD KELLER

  MANAGING PRINCIPAL

• CRAIG LITMAN

  MANAGING PRINCIPAL

• JEREMY LAWRENCE DEGROOT

  MANAGING PRINCIPAL

• KENNETH EDMOND GREGORY

  MANAGING PRINCIPAL

• ROSEMONT INVESTMENT PARTNERS III, LLC

  GENERAL PARTNER

• STEVE MATTHEW SAVAGE

  MANAGING PRINCIPAL

• Prime Meridian Capital Management LLC
• Baker Brose & Mitsutome Wealth Management LLC
• Litman Gregory Fund Advisors LLC
• Shone Asset Management LLC
• Pring/Turner Capital Group Inc
• Gemmer Asset Management LLC
• Park Miller LLC
• Sierra Investment Partners Inc
• Advisor Partners LLC
• ASPIRE PLANNING ASSOCIATES, INC.

• Litman Gregory Wealth Management LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
• Litman Gregory Wealth Management's Q3 2022 Holdings: Increased bullishness on S&P 500, decreased confidence in managed futures strategies

• ISHARES TR CORE S&P500 ETF $41,357k
• ISHARES TR CORE S&P TTL STK $21,328k
• ISHARES TR $15,808k
• ISHARES TR CORE US AGGBD ET $15,194k
• ISHARES TR RUSSELL 2000 ETF $12,300k
• ISHARES $8,560k
• ISHARES INC CORE MSCI EMKT $5,777k
• ISHARES TR BARCLAYS 7 10 YR $4,432k
• ISHARES TR IBOXX HI YD ETF $4,302k
• ISHARES TR JPMORGAN USD EMG $3,715k