| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| WISDOMTREE U.S. LARGECAP FUND | 1 | Q3 2023 | 15.0% |
| WISDOMTREE FLOATING RATE TREASURY FUND | 1 | Q3 2023 | 13.8% |
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 1 | Q3 2023 | 13.4% |
| WISDOMTREE U.S. MULTIFACTOR FUND | 1 | Q3 2023 | 9.7% |
| PACER US CASH COWS 100 ETF | 1 | Q3 2023 | 5.7% |
| PGIM TOTAL RETURN BOND ETF | 1 | Q3 2023 | 5.5% |
| WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND | 1 | Q3 2023 | 5.2% |
| VANGUARD SHORT-TERM BOND ETF | 1 | Q3 2023 | 4.3% |
| WISDOMTREE US VALUE FUND OF BENEF INTEREST | 1 | Q3 2023 | 4.3% |
| WISDOMTREE U.S. MIDCAP DIVIDEND FUND | 1 | Q3 2023 | 3.6% |
View Team Financial Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-15 |
View Team Financial Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.