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Litman Gregory Fds Tr shares owned by Gallagher Fiduciary Advisors

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

Historical chart of Gallagher Fiduciary Advisors 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 Fiduciary Advisors 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 Fiduciary Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $523k 20k 25.76
2023-09-30 $611k 21k 28.90
2023-06-30 $494k 18k 27.63
2023-03-31 $471k 18k 26.30

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McDonald's Corporation (MCD)
PG&E Corporation (PCG)
Delta Air Lines Inc Del Com New (DAL)
Cbre Group Cl A (CBRE)
Franklin Resources (BEN)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
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 Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Value Etf (VTV)
Cleveland-cliffs (CLF)

View all positions for Gallagher Fiduciary Advisors

Top funds holding Litman Gregory Fds Tr

Miracle Mile Advisors
Naviter Wealth
CWM
Cardinal Point Capital Management, ULC
Jane Street
Goldstein Advisors
Litman Gregory Asset Management
ValMark Advisers
Family Investment Center
Advisor Group Holdings
Summit Wealth & Retirement Planning
Jpmorgan Chase & Co
ALM First Financial Advisors
Savant Capital Management
Fortress Wealth Group

View all funds holding Litman Gregory Fds Tr