Portfolio (Quarterly)
Guide ↗
Team Financial Group, LLC
· CIK 0001845163| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | MMM | 3M CO COM | Industrials | 137 | $22K | 0.01% | SOLD |
| 102 | DFIS | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | — | 649 | $21K | 0.01% | SOLD |
| 103 | IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | — | 156 | $21K | 0.01% | SOLD |
| 104 | VB | VANGUARD SMALL-CAP ETF | — | 82 | $21K | 0.01% | SOLD |
| 105 | ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | — | 140 | $21K | 0.01% | SOLD |
| 106 | BLOK | AMPLIFY BLOCKCHAIN TECHNOLOGY ETF | — | 359 | $20K | 0.01% | SOLD |
| 107 | ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | — | 92 | $20K | 0.01% | SOLD |
| 108 | D | DOMINION ENERGY INC COM | Utilities | 338 | $20K | 0.01% | SOLD |
| 109 | IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | — | 136 | $18K | 0.01% | SOLD |
| 110 | OZK | BANK OZK LITTLE ROCK ARK COM | Financial Services | 383 | $18K | 0.01% | SOLD |
| 111 | KO | COCA COLA CO COM | Consumer Defensive | 235 | $16K | 0.01% | SOLD |
| 112 | SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | — | 280 | $16K | 0.01% | SOLD |
| 113 | STLD | STEEL DYNAMICS INC COM | Basic Materials | 92 | $16K | 0.01% | SOLD |
| 114 | PFG | PRINCIPAL FINANCIAL GROUP INC COM | Financial Services | 174 | $15K | 0.01% | SOLD |
| 115 | EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | — | 210 | $15K | 0.01% | SOLD |
| 116 | TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | Technology | 50 | $15K | 0.01% | SOLD |
| 117 | IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | — | 127 | $15K | 0.01% | SOLD |
| 118 | IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | — | 104 | $15K | 0.01% | SOLD |
| 119 | XOM | EXXON MOBIL CORP COM | Energy | 120 | $14K | 0.01% | SOLD |
| 120 | WM | WASTE MGMT INC DEL COM | Industrials | 66 | $14K | 0.01% | SOLD |
Sector Allocation
Financial Services
72.6%
Technology
12.5%
Consumer Defensive
7.8%
Consumer Cyclical
7.1%