Portfolio (Quarterly)
Guide ↗
Trademark Financial Management, LLC
· CIK 0002011736| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IYF | ISHARES TR | — | 16,286 | $2.1M | 1.16% | SOLD |
| 2 | CWS | ADVISORSHARES TR | — | 29,783 | $2.0M | 1.13% | SOLD |
| 3 | CGCV | CAPITAL GROUP CONSERVATIVE E | — | 34,314 | $1.0M | 0.58% | SOLD |
| 4 | CIBR | FIRST TR EXCHANGE TRADED FD | — | 11,825 | $845K | 0.47% | SOLD |
| 5 | XLV | SELECT SECTOR SPDR TR | — | 1,469 | $227K | 0.12% | SOLD |
| 6 | VTV | VANGUARD INDEX FDS | — | 1,083 | $207K | 0.11% | SOLD |
| 7 | — | BERKSHIRE HATHAWAY INC DEL | — | 401 | $202K | 0.11% | SOLD |
Sector Allocation
Financial Services
68.4%
Technology
17.4%
Consumer Cyclical
5.1%
Consumer Defensive
4.6%
Energy
2.9%
Industrials
1.7%