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Litman Gregory Fds Tr shares owned by Lighthouse Wealth Management

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

Historical chart of Lighthouse 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 Lighthouse Wealth 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 Lighthouse Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $355k 13k 28.06

More positions owned by Lighthouse Wealth Management

Profesionally Managed Portfo Akre Focus Etf (AKRE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Hdg Msci Eafe (HEFA)
Schwab Strategic Tr 1000 Index Etf (SCHK)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Pacer Fds Tr Globl Cash Etf (GCOW)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Msci Eafe Smcp (HSCZ)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Abbvie (ABBV)
Rbb Fund Trust First Eagle Gbl (FEGE)

View all positions for Lighthouse Wealth Management

Top funds holding Litman Gregory Fds Tr

LPL Financial
Tiaa Trust, National Association
Northwestern Mutual Wealth Management Company
Toroso Investments
Parcion Private Wealth
Raymond James Financial
Cardinal Point Capital Management, ULC
Litman Gregory Asset Management
Goldstein Advisors
Savant Capital Management
Potomac Fund Management
Farther Finance Advisors
Resources Investment Advisors
Envestnet Asset Management
Rockland Trust

View all funds holding Litman Gregory Fds Tr