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Litman Gregory Fds Tr shares owned by Pacific Financial Group

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

Historical chart of Pacific Financial Group investment in Litman Gregory Fds Tr

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All positions including Litman Gregory Fds Tr held by Pacific Financial 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 Pacific Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $121k 11k 11.26

More positions owned by Pacific Financial Group

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Mrgstr Md Cp Etf (IMCB)
Ishares Tr Core Div Grwth (DGRO)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded S&p500 Quality (SPHQ)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)

View all positions for Pacific Financial Group

Top funds holding Litman Gregory Fds Tr

Envestnet Asset Management
CLS Investments
Susquehanna International
Pacific Financial Group
Advisor Group Holdings
UBS Group

View all funds holding Litman Gregory Fds Tr