Team Financial Group, LLC
13F Portfolio Filings
Most recent 13F
Q4 2024
Location
Temecula, CA
CIK
0001845163
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q4 2024
38
174,395
DGRW, EPS, USFR, USMF
13F-HR
1/21/2025
000184516325000001
Q3 2024
36
168,152
DGRW, EPS, USFR, USMF
13F-HR
10/23/2024
000184516324000005
Q2 2024
33
155,646
DGRW, EPS, USFR, USMF
13F-HR
8/13/2024
000184516324000003
Q1 2024
32
148,581
DGRW, EPS, USFR, USMF
13F-HR
5/13/2024
000184516324000002
Q4 2023
221
139,358
USFR, EPS, DGRW, USMF
13F-HR
2/14/2024
000184516324000001
Q3 2023
207
121,067
EPS, USFR, DGRW, USMF
13F-HR
11/15/2023
000184516323000002
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