| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 3 | Q2 2024 | 13.3% |
| VANECK ETF TRUST | 3 | Q2 2024 | 7.2% |
| PACER FDS TR | 3 | Q2 2024 | 7.7% |
| J P MORGAN EXCHANGE TRADED F | 3 | Q2 2024 | 6.3% |
| INVESCO QQQ TR | 3 | Q2 2024 | 6.1% |
| AMERICAN CENTY ETF TR | 3 | Q2 2024 | 5.8% |
| ISHARES TR | 3 | Q2 2024 | 5.1% |
| INVESCO EXCHANGE TRADED FD T | 3 | Q2 2024 | 5.3% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 3.2% |
| DBX ETF TR | 3 | Q2 2024 | 3.2% |
View Trademark Financial Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-27 |
| N-PX | 2024-08-27 |
| 13F-HR | 2024-07-30 |
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-13 |
View Trademark Financial Management, 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.