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Litman Gregory Fds Tr shares owned by Retirement Financial Solutions

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Retirement Financial Solutions from 13F filings

Historical chart of Retirement Financial Solutions investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Litman Gregory Fds Tr held by Retirement Financial Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Litman Gregory Fds Tr by Retirement Financial Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $622k 24k 25.76
2023-09-30 $481k 17k 28.90

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Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr 7 10 Yr Trsy Bd (IEF)
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Ishares Tr Msci Emg Mkt Etf (EEM)
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Ishares Tr 20 Yr Tr Bd Etf (TLT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
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Ishares Tr 1 3 Yr Treas Bd (SHY)
Wisdomtree Tr Europe Hedged Eq (HEDJ)

View all positions for Retirement Financial Solutions

Top funds holding Litman Gregory Fds Tr

Miracle Mile Advisors
Naviter Wealth
CWM
Cardinal Point Capital Management, ULC
Jane Street
Goldstein Advisors
Litman Gregory Asset Management
ValMark Advisers
Family Investment Center
Advisor Group Holdings
Summit Wealth & Retirement Planning
Jpmorgan Chase & Co
ALM First Financial Advisors
Savant Capital Management
Fortress Wealth Group

View all funds holding Litman Gregory Fds Tr