Instuitional Investor - Trademark Financial Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Trademark Financial Management, Llc |
| Portfolio Value | $131,066,078 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 32,050 | $18,009,040 | 13.74% | |
| 2. | Invesco Qqq Tr | 14,799 | $6,939,492 | 5.29% | |
| 3. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 127,127 | $6,436,415 | 4.91% | |
| 4. | Pacer Fds Tr | 110,033 | $6,025,418 | 4.6% | |
| 5. | Vanguard World Fd - MEGA CAP VAL ETF | 45,499 | $5,862,091 | 4.47% |
