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Advisors Ser Tr shares owned by Litman Gregory Asset Management

Quarter-by-quarter ownership of Advisors Ser Tr shares owned by Litman Gregory Asset Management from 13F filings

Historical chart of Litman Gregory Asset Management investment in Advisors Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Advisors Ser Tr held by Litman Gregory Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advisors Ser Tr by Litman Gregory Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $211k 5.3k 39.88

More positions owned by Litman Gregory Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Mid Cap Etf (VO)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Meta Platforms Cl A (META)

View all positions for Litman Gregory Asset Management

Top funds holding Advisors Ser Tr

Scharf Investments
Virtu Financial
UBS Group
Colony
Litman Gregory Asset Management
Atlantic Trust

View all funds holding Advisors Ser Tr