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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001551867

Litman Gregory Wealth Management LLC

WALNUT CREEK, CA · File #028-15324

Latest AUM
$1.37B
Positions
357
Top-10 Concentration
60.3%
Filings
12

Sector Allocation

Technology
5.2%$71.4M
Financials
3.4%$46.2M
Healthcare
1.4%$19.5M
Industrials
1.1%$14.9M
Energy
0.1%$913,761
Utilities
0.0%$454,456
Materials
0.0%$79,579
Real Estate
0.0%$2,784

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES TR464287200220,538$151.1M11.89%
2VANGUARD INDEX FDS922908363226,423$142.0M11.18%
3VANGUARD TAX-MANAGED FDS9219438581,583,314$98.9M7.79%
4ISHARES TR46435G3261,195,549$98.6M7.76%
5VANGUARD INDEX FDS922908769249,749$83.7M6.59%
6ISHARES INC46434G103670,474$45.1M3.55%
7VANGUARD INTL EQUITY INDEX F922042858751,034$40.4M3.18%
8ISHARES TR464287507604,315$39.9M3.14%
9ISHARES TR46434V621503,026$34.9M2.75%
10VANGUARD INDEX FDS922908629108,331$31.4M2.48%
11LITMAN GREGORY FDS TR53700T8271,114,037$31.3M2.46%
12APPLE INCAAPL114,311$31.1M2.45%
13VANGUARD BD INDEX FDS921937835285,989$21.2M1.67%
14VANGUARD SCOTTSDALE FDS92206C73066,031$20.4M1.61%
15ALPHABET INCGOOG63,792$20.0M1.58%
16MICROSOFT CORPMSFT39,818$19.3M1.52%
17META PLATFORMS INCMETA28,862$19.1M1.50%
18ISHARES TR464287150122,226$18.2M1.43%
19ISHARES TR46428765570,345$17.3M1.36%
20ISHARES TR464287226165,573$16.5M1.30%