Instuitional Investor - Trademark Financial Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Trademark Financial Management, Llc |
| Portfolio Value | $125,889,794 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 31,008 | $18,253,699 | 14.49% | |
| 2. | Invesco Qqq Tr | 15,319 | $7,831,783 | 6.22% | |
| 3. | Pacer Fds Tr | 132,836 | $7,502,603 | 5.95% | |
| 4. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 127,412 | $6,417,725 | 5.09% | |
| 5. | Vanguard Index Fds | 15,941 | $4,619,852 | 3.66% |
