Visionary Wealth Advisors »

Litman Gregory Fds Tr shares owned by Visionary Wealth Advisors

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Visionary Wealth Advisors from 13F filings

Historical chart of Visionary Wealth Advisors investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Litman Gregory Fds Tr held by Visionary Wealth Advisors 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 Visionary Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $608k 24k 25.76
2023-09-30 $642k 22k 28.90
2023-06-30 $418k 15k 27.63

More positions owned by Visionary Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Microsoft Corporation (MSFT)
Quanta Services (PWR)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Procter & Gamble Company (PG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Core Us Aggbd Et (AGG)
Cisco Systems (CSCO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Visionary Wealth Advisors

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