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Litman Gregory Fds Tr shares owned by Creekmur Asset Management

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

Historical chart of Creekmur Asset 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 Creekmur Asset 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 Creekmur Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $19k 680 28.15
2024-06-30 $89k 3.0k 30.06
2024-03-31 $615k 21k 28.68
2023-12-31 $1.6M 62k 25.76

More positions owned by Creekmur Asset Management

Global X Fds 1-3 Month T-bill (CLIP)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Exchange-traded Intermediate Dur (FIIG)
Caterpillar (CAT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Apple (AAPL)

View all positions for Creekmur Asset 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