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Litman Gregory Fds Tr shares owned by Claraphi Advisory Network

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Claraphi Advisory Network from 13F filings

Historical chart of Claraphi Advisory Network investment in Litman Gregory Fds Tr

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All positions including Litman Gregory Fds Tr held by Claraphi Advisory Network consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Litman Gregory Fds Tr by Claraphi Advisory Network

Quarter filed Position value Share count Share price at filing
2022-12-31 $1.3B 1.3M 1000.00
2022-09-30 $518k 15k 33.91

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Top funds holding Litman Gregory Fds Tr

CWM
Envestnet Asset Management
Naviter Wealth
Litman Gregory Asset Management
Northwestern Mutual Wealth Management Company
Cardinal Point Capital Management, ULC
Goldstein Advisors
Resources Investment Advisors
ValMark Advisers
Summit Wealth & Retirement Planning
Family Investment Center
Savant Capital Management
ALM First Financial Advisors
Sage Private Wealth Group
Frontier Asset Management

View all funds holding Litman Gregory Fds Tr