LITMAN GREGORY FDS TR's ticker is and the CUSIP is 53700T827.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,369,820 | +13.6% | 704,838 | +8.6% | 0.44% | +11.1% |
| Q2 2023 | $17,925,143 | +28.9% | 648,757 | +22.7% | 0.40% | +21.8% |
| Q1 2023 | $13,901,857 | +27.8% | 528,588 | +41.4% | 0.33% | +3.5% |
| Q4 2022 | $10,878,569 | +294.7% | 373,706 | +360.2% | 0.32% | +208.8% |
| Q3 2022 | $2,756,000 | +951.9% | 81,200 | +902.6% | 0.10% | +827.3% |
| Q2 2022 | $262,000 | – | 8,099 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Innova Wealth Partners | 296,827 | $8,578,300 | 7.71% |
| Naviter Wealth, LLC | 1,062,704 | $30,712,146 | 7.41% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 513,387 | $14,836,884 | 5.97% |
| Goldstein Advisors, LLC | 809,868 | $23,405,185 | 4.88% |
| Fortress Wealth Group, LLC | 205,831 | $5,995,853 | 4.00% |
| ALM First Financial Advisors, LLC | 270,000 | $7,803,000 | 3.32% |
| Empire Financial Management Company, LLC | 207,752 | $6,004,032 | 2.62% |
| Frontier Asset Management, LLC | 198,518 | $5,737,162 | 2.60% |
| Litman Gregory Wealth Management LLC | 800,369 | $23,130,676 | 2.39% |
| Ethos Financial Group, LLC | 311,647 | $9,004,604 | 2.33% |