FMA Wealth Management »

Litman Gregory Fds Tr shares owned by FMA Wealth Management

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

Historical chart of FMA Wealth 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 FMA Wealth Management 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 FMA Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.9M 211k 28.13

More positions owned by FMA Wealth Management

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Ishares Tr Rus 1000 Val Etf (IWD)
J P Morgan Exchange Traded F Income Etf (JPIE)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Harbor Etf Trust Internatnal Comp (OSEA)
Ishares Tr Us Sml Cap Eqt (SMLF)
Spdr Ser Tr Russell Yield (ONEY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Fidelity Covington Trust Enhanced Mid (FMDE)

View all positions for FMA Wealth 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