Instuitional Investor - Trademark Financial Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Trademark Financial Management, Llc |
| Portfolio Value | $163,546,118 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 35,949 | $22,320,569 | 13.65% | |
| 2. | Invesco Qqq Tr | 16,677 | $9,199,550 | 5.63% | |
| 3. | Vanguard World Fd - MEGA CAP VAL ETF | 69,474 | $9,114,989 | 5.57% | |
| 4. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 157,681 | $7,420,464 | 4.54% | |
| 5. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 127,315 | $6,452,307 | 3.95% |
