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Litman Gregory Fds Tr shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Litman Gregory Fds Tr held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Litman Gregory Fds Tr by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $215k 7.6k 28.13
2024-06-30 $379k 13k 30.06

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Servicenow (NOW)
Ishares Tr Core Us Aggbd Et (AGG)
Apple Put Put Option (Principal)
Ishares Tr Core Msci Intl (IDEV)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr TRS FLT RT BD (TFLO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Axxcess Wealth Management

Top funds holding Litman Gregory Fds Tr

CWM
Envestnet Asset Management
Naviter Wealth
Northwestern Mutual Wealth Management Company
Goldstein Advisors
Cardinal Point Capital Management, ULC
Litman Gregory Asset Management
Summit Wealth & Retirement Planning
Morgan Stanley
Resources Investment Advisors
ValMark Advisers
Family Investment Center
Frontier Asset Management
Jpmorgan Chase & Co
ALM First Financial Advisors

View all funds holding Litman Gregory Fds Tr