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Litman Gregory Fds Tr shares owned by LFA - Lugano Financial Advisors SA

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by LFA - Lugano Financial Advisors SA from 13F filings

Historical chart of LFA - Lugano Financial Advisors SA investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Litman Gregory Fds Tr held by LFA - Lugano Financial Advisors SA consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Litman Gregory Fds Tr by LFA - Lugano Financial Advisors SA

Quarter filed Position value Share count Share price at filing
2025-09-30 $55k 2.0k 27.31
2025-06-30 $299k 12k 25.73
2025-03-31 $294k 12k 25.26
2024-12-31 $251k 9.6k 26.16
2024-09-30 $270k 9.6k 28.13
2024-06-30 $289k 9.6k 30.06

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Ishares Tr Esg Awre 1 5 Yr (SUSB)
Spdr Gold Tr Gold Shs (GLD)
Schwab Strategic Tr Fundamental Emer (FNDE)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Series Trust Bloomberg Intl (IBND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Ibonds Dec 29 (IBDU)
New York Life Investments Et Nyli Hedge Multi (QAI)
Ishares Tr 10-20 Yr Trs Etf (TLH)

View all positions for LFA - Lugano Financial Advisors SA

Top funds holding Litman Gregory Fds Tr

LPL Financial
Morgan Stanley
Northwestern Mutual Wealth Management Company
Parcion Private Wealth
Raymond James Financial
Litman Gregory Asset Management
Cardinal Point Capital Management, ULC
Goldstein Advisors
Savant Capital Management
Potomac Fund Management
Toroso Investments
Resources Investment Advisors
Envestnet Asset Management
Austin Wealth Management
Summit Wealth & Retirement Planning

View all funds holding Litman Gregory Fds Tr