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Litman Gregory Fds Tr shares owned by J2 Capital Management

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by J2 Capital Management from 13F filings

Historical chart of J2 Capital 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 J2 Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Litman Gregory Fds Tr by J2 Capital Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $632k 22k 28.90
2023-06-30 $647k 23k 27.63
2023-03-31 $772k 29k 26.30
2022-12-31 $824k 28k 29.11
2022-09-30 $1.0M 30k 33.93

More positions owned by J2 Capital Management

Ishares Tr TRS FLT RT BD (TFLO)
Pacer Fds Tr Trendp Us Mid Cp (PTMC)
Ishares Tr 0-3 Mnth Treasry (SGOV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Ishares Gold Tr Ishares New (IAU)
Strategy Day Hagan Ned (SSUS)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core S&p500 Etf (IVV)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Msci Emrg Chn (EMXC)

View all positions for J2 Capital 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