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Litman Gregory Fds Tr shares owned by D'Orazio & Associates

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by D'Orazio & Associates from 13F filings

Historical chart of D'Orazio & Associates investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Litman Gregory Fds Tr held by D'Orazio & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Litman Gregory Fds Tr by D'Orazio & Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $211k 7.0k 30.15

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Booz Allen Hamilton Hldg Cor Cl A (BAH)
Ishares Tr Msci Intl Qualty (IQLT)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr Msci Usa Mmentm (MTUM)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
UnitedHealth (UNH)

View all positions for D'Orazio & Associates

Top funds holding Litman Gregory Fds Tr

LPL Financial
Morgan Stanley
TIAA Wealth Investment Management
Northwestern Mutual Wealth Management Company
Flow Traders US
Parcion Private Wealth
Bank of America Corporation
Raymond James Financial
Toroso Investments
Cardinal Point Capital Management, ULC
Litman Gregory Asset Management
Edge Wealth Management
Goldstein Advisors
Savant Capital Management
Royal Bank of Canada

View all funds holding Litman Gregory Fds Tr