Sound Income Strategies »

Litman Gregory Fds Tr shares owned by Sound Income Strategies

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

Historical chart of Sound Income Strategies 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 Income Strategies 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 Sound Income Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $31k 1.1k 28.68
2023-12-31 $28k 1.1k 25.76

More positions owned by Sound Income Strategies

Hercules Technology Growth Capital (HTGC)
Sixth Street Specialty Lending (TSLX)
Golub Capital BDC (GBDC)
Ares Capital Corporation (ARCC)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Owl Rock Capital Corporation (OBDC)
Pennantpark Floating Rate Capi (PFLT)
Vaneck Vectors Etf Tr Emerging Mkts Hi (HYEM)
Ishares Jp Mrgn Em Hi Bd (EMHY)
First Tr Exchng Traded Fd Vi Tcw Emerging Mkt (EFIX)
Tidal Etf Tr Sound Enhanced (FXED)
Tidal Etf Tr Sound Equity Inm (DIVY)
Lyondellbasell Industries N Shs - A - (LYB)
Omni (OMC)
International Business Machines (IBM)

View all positions for Sound Income Strategies

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