Portfolio (Quarterly)
Guide ↗
Team Financial Group, LLC
· CIK 0001845163| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | PSX | PHILLIPS 66 COM | Energy | 353 | $46K | 0.02% | SOLD |
| 62 | AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | — | 557 | $43K | 0.02% | SOLD |
| 63 | SBUX | STARBUCKS CORP COM | Consumer Cyclical | 500 | $42K | 0.02% | SOLD |
| 64 | FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | — | 895 | $40K | 0.02% | SOLD |
| 65 | CVX | CHEVRON CORP NEW COM | Energy | 253 | $39K | 0.02% | SOLD |
| 66 | DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | — | 975 | $39K | 0.02% | SOLD |
| 67 | COHR | COHERENT CORP COM | Technology | 207 | $38K | 0.02% | SOLD |
| 68 | GEV | GE VERNOVA INC COM | Utilities | 57 | $37K | 0.02% | SOLD |
| 69 | QQQ | INVESCO QQQ TRUST SERIES I | Financial Services | 60 | $37K | 0.02% | SOLD |
| 70 | GOOG | ALPHABET INC CAP STK CL C | — | 116 | $36K | 0.02% | SOLD |
| 71 | OEF | ISHARES S&P 100 ETF | — | 106 | $36K | 0.02% | SOLD |
| 72 | FDX | FEDEX CORP COM | Industrials | 124 | $36K | 0.02% | SOLD |
| 73 | VTV | VANGUARD VALUE ETF | — | 186 | $36K | 0.02% | SOLD |
| 74 | SPMO | INVESCO S&P 500 MOMENTUM ETF | — | 296 | $35K | 0.02% | SOLD |
| 75 | QCOM | QUALCOMM INC COM | Technology | 205 | $35K | 0.02% | SOLD |
| 76 | PEP | PEPSICO INC COM | Consumer Defensive | 244 | $35K | 0.02% | SOLD |
| 77 | MDT | MEDTRONIC PLC SHS | Healthcare | 357 | $34K | 0.02% | SOLD |
| 78 | VUG | VANGUARD GROWTH ETF | — | 70 | $34K | 0.02% | SOLD |
| 79 | FSK | FS KKR CAP CORP COM | Financial Services | 2,261 | $33K | 0.01% | SOLD |
| 80 | VBR | VANGUARD SMALL CAP VALUE ETF | — | 156 | $33K | 0.01% | SOLD |
Sector Allocation
Financial Services
72.6%
Technology
12.5%
Consumer Defensive
7.8%
Consumer Cyclical
7.1%