Claro Advisors »

Litman Gregory Fds Tr shares owned by Claro Advisors

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Claro Advisors from 13F filings

Historical chart of Claro Advisors investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Litman Gregory Fds Tr by Claro Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $688k 23k 30.61
2026-03-31 $436k 15k 30.15

More positions owned by Claro Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Univrsl Usd (IUSB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Isha In Ctry Etf (CORO)
JPMorgan Chase & Co. (JPM)

View all positions for Claro Advisors

Top funds holding Litman Gregory Fds Tr

LPL Financial
Jpmorgan Chase & Co
Morgan Stanley
Northwestern Mutual Wealth Management Company
TIAA Wealth Investment Management
Raymond James Financial
Bank of America Corporation
Parcion Private Wealth
Toroso Investments
Cardinal Point Capital Management, ULC
Beacon Pointe Advisors
Goldstein Advisors
Edge Wealth Management
Royal Bank of Canada
New York Life Investment Management

View all funds holding Litman Gregory Fds Tr