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Litman Gregory Fds Tr shares owned by ATX Financial Planning

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by ATX Financial Planning from 13F filings

Historical chart of ATX Financial Planning investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Litman Gregory Fds Tr held by ATX Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Litman Gregory Fds Tr by ATX Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.7M 56k 30.15

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Vanguard Scottsdale Fds Inter Term Treas (VGIT)
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust State Street Spd (SPYM)
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Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
Putnam Etf Trust Focused Lar Cap (PVAL)
Innovator Etfs Trust Uncapped Acclrtd (XUSP)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Faln Angls Usd (FALN)

View all positions for ATX Financial Planning

Top funds holding Litman Gregory Fds Tr

LPL Financial
Morgan Stanley
TIAA Wealth Investment Management
Northwestern Mutual Wealth Management Company
Flow Traders US
Parcion Private Wealth
Bank of America Corporation
Raymond James Financial
Toroso Investments
Cardinal Point Capital Management, ULC
Litman Gregory Asset Management
Edge Wealth Management
Goldstein Advisors
Savant Capital Management
Royal Bank of Canada

View all funds holding Litman Gregory Fds Tr