Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2022 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
WT US LRG FUND | 4 | Q2 2024 | 15.4% |
WT US QLTY DIV GRWTH FUND | 4 | Q2 2024 | 16.7% |
WT FLT RT TRSRY | 4 | Q2 2024 | 14.8% |
WT U.S. MULTIFAC FUND | 4 | Q2 2024 | 10.8% |
PGIM TOTAL RETURN BOND ETF | 4 | Q2 2024 | 6.0% |
PACER US CASH COWS 100 ETF | 4 | Q2 2024 | 5.7% |
WT US SMLCP QLTY DIV GRTH FUND | 4 | Q2 2024 | 5.4% |
WT US VALUE FUND | 4 | Q2 2024 | 4.6% |
WT U.S. MIDCAP DIV FUND | 4 | Q2 2024 | 3.6% |
SCHWAB U.S. LRG-CAP GROWTH ETF | 4 | Q2 2024 | 5.6% |
View Team Financial Group, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-08-13 |
13F-HR | 2024-05-13 |
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.