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Litman Gregory Fds Tr shares owned by LWS Wealth Advisors

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

Historical chart of LWS Wealth 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 LWS Wealth 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 LWS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 42k 25.75
2023-09-30 $1.1M 39k 28.90

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Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for LWS Wealth Advisors

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