Trademark Financial Management, LLC
13F Portfolio Filings
Most recent 13F
Q1 2024
Location
Bloomington, MN
CIK
0002011736
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2024
76
120,630
IVV, COWZ, MOAT, JPST
13F-HR
5/7/2024
000201173624000001
Q4 2023
86
136,261
IVV, MOAT, COWZ, AVUS
13F-HR
2/13/2024
000108514624001169