Instuitional Investor - Trademark Financial Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Trademark Financial Management, Llc |
| Portfolio Value | $204,142,961 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 36,227 | $23,664,081 | 11.59% | |
| 2. | Putnam Etf Trust | 244,265 | $11,333,896 | 5.55% | |
| 3. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 229,244 | $10,792,791 | 5.29% | |
| 4. | Dimensional Etf Trust | 198,062 | $10,453,697 | 5.12% | |
| 5. | Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF | 38,647 | $9,183,300 | 4.5% |
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