Instuitional Investor - Trademark Financial Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Trademark Financial Management, Llc |
| Portfolio Value | $181,738,225 |
Top 13F Holdings
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% |