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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
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 Tr Kfa Mount Lucas (KMLM)
Timothy Plan High Dividend (TPHE)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Core Div Grwth (DGRO)
Sherwin-Williams Company (SHW)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Pentair SHS (PNR)
Caterpillar (CAT)
Clorox Company (CLX)
A. O. Smith Corporation (AOS)

View all positions for Sound Financial Strategies Group

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