Instuitional Investor - Trademark Financial Management, Llc

Fund Profile
Filing Period:
Fund Name: Trademark Financial Management, Llc
Portfolio Value $181,738,225
Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 32,658 $22,369,032 12.31%
2.
Putnam Etf Trust
199,606 $9,096,045 5.01%
3.
J P Morgan Exchange Traded F - CORE PLUS BD ETF
190,661 $9,027,809 4.97%
4.
Invesco Qqq Tr
13,772 $8,460,566 4.66%
5.
Dimensional Etf Trust
157,703 $7,869,377 4.33%