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Litman Gregory Fds Tr shares owned by Gallagher Benefit Services

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Gallagher Benefit Services from 13F filings

Historical chart of Gallagher Benefit Services investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Litman Gregory Fds Tr held by Gallagher Benefit Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Litman Gregory Fds Tr by Gallagher Benefit Services

Quarter filed Position value Share count Share price at filing
2022-12-31 $346k 12k 29.11

More positions owned by Gallagher Benefit Services

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Us Gwt (IUSG)
Starboard Invt Tr Adaptive High In
Starboard Invt Tr Rh Hedged Multi (AMAX)
Ishares Tr MRGSTR SM CP GR (ISCG)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Gallagher Benefit Services

Top funds holding Litman Gregory Fds Tr

CWM
Envestnet Asset Management
Naviter Wealth
Litman Gregory Asset Management
Northwestern Mutual Wealth Management Company
Cardinal Point Capital Management, ULC
Goldstein Advisors
Resources Investment Advisors
Summit Wealth & Retirement Planning
ValMark Advisers
Family Investment Center
Savant Capital Management
ALM First Financial Advisors
Sage Private Wealth Group
Frontier Asset Management

View all funds holding Litman Gregory Fds Tr