Portfolio (Quarterly)
Guide ↗
Team Financial Group, LLC
· CIK 0001845163| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | AVGO | BROADCOM INC COM | Technology | 345 | $119K | 0.05% | SOLD |
| 22 | SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | — | 1,872 | $108K | 0.05% | SOLD |
| 23 | JLL | JONES LANG LASALLE INC COM | Real Estate | 322 | $108K | 0.05% | SOLD |
| 24 | IBM | INTERNATIONAL BUSINESS MACHS COM | Technology | 362 | $107K | 0.05% | SOLD |
| 25 | DSTL | DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF | — | 1,777 | $105K | 0.05% | SOLD |
| 26 | DE | DEERE & CO COM | Industrials | 202 | $94K | 0.04% | SOLD |
| 27 | DXJ | WISDOMTREE JAPAN HEDGED EQUITY FUND | — | 651 | $94K | 0.04% | SOLD |
| 28 | IQDG | WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND | — | 2,195 | $91K | 0.04% | SOLD |
| 29 | BBEU | JPMORGAN BETABUILDERS EUROPE ETF | — | 1,211 | $89K | 0.04% | SOLD |
| 30 | MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | — | 352 | $88K | 0.04% | SOLD |
| 31 | ARTY | ISHARES FUTURE AI & TECH ETF | — | 1,818 | $88K | 0.04% | SOLD |
| 32 | THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | — | 2,124 | $82K | 0.04% | SOLD |
| 33 | FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | — | 2,983 | $81K | 0.04% | SOLD |
| 34 | PFFD | GLOBAL X U.S. PREFERRED ETF | — | 4,277 | $81K | 0.04% | SOLD |
| 35 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | — | 1,200 | $81K | 0.04% | SOLD |
| 36 | GE | GE AEROSPACE COM NEW | Industrials | 257 | $79K | 0.04% | SOLD |
| 37 | USIN | WISDOMTREE 7-10 YEAR LADDERED TREASURY FUND | — | 1,560 | $79K | 0.04% | SOLD |
| 38 | BUG | GLOBAL X CYBERSECURITY ETF | — | 2,517 | $77K | 0.04% | SOLD |
| 39 | IYF | ISHARES U.S. FINANCIALS ETF | — | 556 | $72K | 0.03% | SOLD |
| 40 | VOO | VANGUARD S&P 500 ETF | — | 111 | $70K | 0.03% | SOLD |
Sector Allocation
Financial Services
72.6%
Technology
12.5%
Consumer Defensive
7.8%
Consumer Cyclical
7.1%