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Litman Gregory Fds Tr shares owned by Ryan Investment Management

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

Historical chart of Ryan Investment 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 Ryan Investment 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 Ryan Investment Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $482k 16k 30.61

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State Street Spdr S&p 500 Etf Etf (SPY)
Vanguard Long-term Bond Etf Etf (BLV)
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Vanguard Total International Bond Etf Etf (BNDX)
Ishares Esg Optimized Msci Usa Etf Etf (SUSA)
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)
Ishares Esg Aware Msci Usa Etf Etf (ESGU)
Ishares Core S&p 500 Etf Etf (IVV)

View all positions for Ryan Investment 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
Bank of America Corporation
Parcion Private Wealth
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