Rubicon Advisors, GP »

Litman Gregory Fds Tr shares owned by Rubicon Advisors, GP

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

Historical chart of Rubicon Advisors, GP investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Litman Gregory Fds Tr held by Rubicon Advisors, GP consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Litman Gregory Fds Tr by Rubicon Advisors, GP

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.3M 75k 30.15

More positions owned by Rubicon Advisors, GP

Apple (AAPL)
Tesla Motors (TSLA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Neuberger Berman Etf Trust Short Duration I (NBSD)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Ishares Tr Ibonds Dec2026 (Principal) (IBDR)
T Rowe Price Etf Cap Appreciation (TCAF)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Tips Bd Etf (TIP)

View all positions for Rubicon Advisors, GP

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
Potomac Fund Management

View all funds holding Litman Gregory Fds Tr