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Litman Gregory Fds Tr shares owned by Sterneck Capital Management

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

Historical chart of Sterneck Capital 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 Sterneck Capital 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 Sterneck Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 47k 28.68
2023-12-31 $1.2M 48k 25.76
2023-09-30 $1.3M 46k 28.90
2023-06-30 $1.3M 46k 27.63
2023-03-31 $1.2M 45k 26.30

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Microsoft Corporation (MSFT)

View all positions for Sterneck Capital Management

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