Instuitional Investor - Trademark Financial Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Trademark Financial Management, Llc |
| Portfolio Value | $171,803,536 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 35,969 | $24,074,165 | 14.01% | |
| 2. | Invesco Qqq Tr | 16,707 | $10,030,635 | 5.84% | |
| 3. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 188,501 | $8,963,226 | 5.22% | |
| 4. | Dimensional Etf Trust | 139,717 | $6,443,735 | 3.75% | |
| 5. | Putnam Etf Trust | 143,929 | $6,148,647 | 3.58% |
Hedge Fund Resource Center 
