Team Financial Group

Team Financial Group as of March 31, 2024

Portfolio Holdings for Team Financial Group

Team Financial Group holds 32 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) 16.1 $24M 313k 76.19
Wisdomtree U.s. Largecap Fund Etf (EPS) 15.1 $22M 405k 55.40
Wisdomtree Floating Rate Treasury Fund Etf (USFR) 14.0 $21M 415k 50.29
Wisdomtree U.s. Multifactor Fund Etf (USMF) 10.8 $16M 344k 46.55
Pgim Total Return Bond Etf Etf (PTRB) 5.8 $8.6M 206k 41.60
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 4.9 $7.2M 78k 92.72
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV) 4.6 $6.9M 91k 75.60
Wisdomtree Us Smallcap Quality Dividend Growth Fund Etf (DGRS) 4.6 $6.8M 138k 49.64
Pacer Us Cash Cows 100 Etf Etf (COWZ) 4.5 $6.7M 115k 58.11
Pgim Short Duration Multi-sector Bond Etf Etf (PSDM) 3.5 $5.2M 103k 50.70
Wisdomtree U.s. Midcap Dividend Fund Etf (DON) 3.0 $4.5M 92k 48.77
Pacer Us Large Cap Cash Cows Growth Leaders Etf Etf (COWG) 2.2 $3.3M 126k 26.00
Spdr Gold Minishares Trust Etf (GLDM) 2.0 $3.0M 68k 44.05
Wisdomtree Enhanced Commodity Stgy Etf (GCC) 1.3 $2.0M 108k 18.43
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN) 1.1 $1.7M 23k 72.19
Pgim Ultra Short Bond Etf Etf (PULS) 0.9 $1.4M 28k 49.70
Wisdomtree U.s. Midcap Fund Etf (EZM) 0.9 $1.3M 22k 61.02
Vanguard Short-term Bond Etf Etf (BSV) 0.9 $1.3M 17k 76.67
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY) 0.6 $834k 24k 34.82
Apple Stock (AAPL) 0.4 $581k 3.4k 171.47
Wisdomtree U.s. Total Dividend Fund Etf (DTD) 0.4 $520k 7.4k 70.72
Wisdomtree U.s. High Yield Corporate Bond Fund Etf (QHY) 0.3 $478k 11k 45.31
Ishares Core S&p 500 Etf Etf (IVV) 0.3 $434k 825.00 526.04
Procter And Gamble Stock (PG) 0.3 $419k 2.6k 162.26
Schwab Short-term Us Treasury Etf Etf (SCHO) 0.3 $395k 8.2k 48.21
Wisdomtree U.s. Smallcap Fund Etf (EES) 0.2 $355k 7.1k 50.12
Wisdomtree Yield Enhanced U.s. Aggregate Bond Fund Etf (AGGY) 0.2 $288k 6.6k 43.40
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.2 $263k 2.2k 121.02
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.2 $261k 2.5k 104.73
Unitedhealth Group Stock (UNH) 0.2 $260k 526.00 494.81
Costco Whsl Corp Stock (COST) 0.2 $251k 342.00 732.51
Wisdomtree U.s. Efficient Core Fund Etf (NTSX) 0.1 $210k 5.0k 42.23