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Litman Gregory Fds Tr shares owned by Proficio Capital Partners

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

Historical chart of Proficio Capital Partners investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Litman Gregory Fds Tr held by Proficio Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Litman Gregory Fds Tr by Proficio Capital Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $331k 12k 28.06
2023-03-31 $98M 98k 1000.00
2022-12-31 $1.3M 44k 29.11
2022-09-30 $984k 29k 33.93

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Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Pimco Etf Tr Multisector Bd (PYLD)
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Ishares Tr Rus Tp200 Gr Etf (IWY)
Simplify Exchange Traded Mbs Etf (MTBA)
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Vanguard Index Fds Total Stk Mkt (VTI)
Goldman Sachs Physical Gold Unit (AAAU)
Ishares Tr Fltg Rate Nt Etf (FLOT)

View all positions for Proficio Capital Partners

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
Resources Investment Advisors
Austin Wealth Management
Envestnet Asset Management
Rockland Trust

View all funds holding Litman Gregory Fds Tr