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Litman Gregory Fds Tr shares owned by Sound Financial Strategies Group

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

Historical chart of Sound Financial Strategies Group investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Litman Gregory Fds Tr by Sound Financial Strategies Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.8M 160k 30.06
2024-03-31 $4.8M 167k 28.68
2023-12-31 $4.3M 167k 25.76

More positions owned by Sound Financial Strategies Group

Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core Us Aggbd Et (AGG)
Tidal Tr Ii Blueprint Chesap (TFPN)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Kraneshares Trust Kfa Mount Lucas (KMLM)
Timothy Plan Intl Etf (TPIF)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Timothy Plan U S Sm Cp Core (TPSC)
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Timothy Plan Us Lrgmd Cp Core (TPLC)
C H Robinson Worldwide Com New (CHRW)
Timothy Plan Hig Dv Stk Etf (TPHD)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Essex Property Trust (ESS)

View all positions for Sound Financial Strategies Group

Top funds holding Litman Gregory Fds Tr

Jpmorgan Chase & Co
CWM
Envestnet Asset Management
Naviter Wealth
Goldstein Advisors
Cardinal Point Capital Management, ULC
Northwestern Mutual Wealth Management Company
Litman Gregory Asset Management
Summit Wealth & Retirement Planning
Morgan Stanley
ValMark Advisers
LPL Financial
Family Investment Center
Resources Investment Advisors
Frontier Asset Management

View all funds holding Litman Gregory Fds Tr