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Litman Gregory Fds Tr shares owned by Moulton Wealth Management

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

Historical chart of Moulton 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 Moulton 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 Moulton Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $762k 25k 30.54

More positions owned by Moulton Wealth Management

Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr TRS FLT RT BD (TFLO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Spdr Series Trust St Term High Etf (SJNK)
Spdr Series Trust St Str S& Ln Etf (LVLN)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Proshares Tr Ii Ultrashort Gold (GLL)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Vaneck Etf Trust Semiconductr Etf (SMH)
Select Sector Spdr Tr St Str Care Etf (XLV)
Goldman Sachs Physical Gold Unit (AAAU)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for Moulton Wealth Management

Top funds holding Litman Gregory Fds Tr

LPL Financial
Morgan Stanley
TIAA Wealth Investment Management
Northwestern Mutual Wealth Management Company
Flow Traders US
Raymond James Financial
Parcion Private Wealth
Bank of America Corporation
Toroso Investments
Cardinal Point Capital Management, ULC
Beacon Pointe Advisors
Edge Wealth Management
Goldstein Advisors
Savant Capital Management
Farther Finance Advisors

View all funds holding Litman Gregory Fds Tr