Concurrent Investment Advisors »

Litman Gregory Fds Tr shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment 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 Concurrent Investment 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 47k 28.06
2025-09-30 $888k 33k 27.31
2025-06-30 $525k 20k 25.73
2025-03-31 $351k 14k 25.26

More positions owned by Concurrent Investment Advisors

Apple Put Option (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation Call Option (NVDA)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)

View all positions for Concurrent Investment Advisors

Top funds holding Litman Gregory Fds Tr

LPL Financial
Tiaa Trust, National Association
Northwestern Mutual Wealth Management Company
Toroso Investments
Parcion Private Wealth
Raymond James Financial
Cardinal Point Capital Management, ULC
Litman Gregory Asset Management
Goldstein Advisors
Savant Capital Management
Potomac Fund Management
Resources Investment Advisors
Austin Wealth Management
Envestnet Asset Management
Rockland Trust

View all funds holding Litman Gregory Fds Tr