Instuitional Investor - Team Financial Group, Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Wisdomtree Us Quality Dividend Growth Fund - ETF | 352,771 | $28,172,330 | 16.26% | |
| 2. | Wisdomtree Trust | 426,437 | $25,279,163 | 14.59% | |
| 3. | Wisdomtree Floating Rate Treasury Fund - ETF | 425,315 | $21,406,102 | 12.35% | |
| 4. | Wisdomtree U.s. Multifactor Fund - ETF | 375,774 | $18,645,914 | 10.76% | |
| 5. | Pgim Total Return Bond Etf - ETF | 271,791 | $11,344,502 | 6.55% |
