Deane Retirement Strategies »

Litman Gregory Fds Tr shares owned by Deane Retirement Strategies

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Deane Retirement Strategies from 13F filings

Historical chart of Deane Retirement Strategies investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Litman Gregory Fds Tr held by Deane Retirement Strategies 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 Deane Retirement Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $11k 383 28.13

More positions owned by Deane Retirement Strategies

Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Vanguard Short-term Treasury Etf Etf (VGSH)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Vanguard Russell 1000 Value Etf Etf (VONV)
Invesco Nasdaq 100 Etf Etf (QQQM)
Intuitive Surgical Stock (ISRG)
Ishares Gold Trust Etf (IAU)
Spdr Gold Shares Etf (GLD)
Walmart Stock (WMT)
Exxon Mobil Corp Stock (XOM)
Oreilly Automotive Stock (ORLY)
Eog Resources Stock (EOG)

View all positions for Deane Retirement Strategies

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