Team Financial Group, LLC ETFs

Team Financial Group, LLC

$203 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
DXJ Wisdomtree Trust Japan Hedged	$0	$77.7 Million 0.04% of portfolio	680	Q2 2025 New
IRBO Ishares Robotics & Artificial	$0	$74.5 Million 0.04% of portfolio	1,818	Q2 2025 New
FNDX Schwab Fundamental U S Large C	$0	$72.6 Million 0.04% of portfolio	2,958	Q2 2025 New
IYF Ishares Tr	$0	$66.8 Million 0.03% of portfolio	552	Q2 2025 New
IWF Ishares Russell 1000 Gr ETF	$0	$58.5 Million 0.03% of portfolio	138	Q2 2025 New
EFG Msci Eafe Growth ETF	$0	$57.6 Million 0.03% of portfolio	515	Q2 2025 New
BOTZ Global X Fds	$0	$56.4 Million 0.03% of portfolio	1,727	Q2 2025 New
SMH Vaneck ETF Tr Semiconductor Et	$0	$55.7 Million 0.03% of portfolio	200	Q2 2025 New
IEMG Ishares Inc	$0	$54.3 Million 0.03% of portfolio	904	Q2 2025 New
IYW Ishares Dj Us Tech ETF	$0	$49.8 Million 0.02% of portfolio	287	Q2 2025 New
XLV Select Sector Spdr Fund Health	$0	$47.8 Million 0.02% of portfolio	355	Q2 2025 New
IWV Ishares Russell 3000 ETF	$0	$46 Million 0.02% of portfolio	131	Q2 2025 New
FNDF Schwab Fundamental Intl Large	$0	$44.9 Million 0.02% of portfolio	1,121	Q2 2025 New
VIG Vanguard Dividend Appreciation	$0	$40.6 Million 0.02% of portfolio	198	Q2 2025 New
DFAC Dimensional ETF Tr U S Core Eq	$0	$34.9 Million 0.02% of portfolio	975	Q2 2025 New
XLG Invesco Exchange Traded Fd Tr	$0	$34.5 Million 0.02% of portfolio	663	Q2 2025 New
QQQ Invesco Qqq Trust, Series 1	$0	$32.7 Million 0.02% of portfolio	59	Q2 2025 New
IAU Ishares Gold Trust	$53.5B	$30.9 Million 0.02% of portfolio	495	Q2 2025 New
VBR Vanguard Small Cap Value ETF	$0	$30.4 Million 0.01% of portfolio	156	Q2 2025 New
OEF Ishares S&P 100 ETF	$0	$29.9 Million 0.01% of portfolio	98	Q2 2025 New
DFIC Dimensional ETF Tr Dimensional	$0	$27 Million 0.01% of portfolio	868	Q2 2025 New
DUHP Dimensional ETF Tr Dimensional	$0	$26.5 Million 0.01% of portfolio	744	Q2 2025 New
SCHX Schwab Strategic Tr Us Large C	$0	$24.2 Million 0.01% of portfolio	990	Q2 2025 New
DVY Ishares Tr	$0	$22.7 Million 0.01% of portfolio	171	Q2 2025 New
SPMO Invesco ETF Tr Ii S&P 500 Mome	$0	$22.5 Million 0.01% of portfolio	200	Q2 2025 New
IWP Ishares Russell Mid Cap Growth	$0	$21.6 Million 0.01% of portfolio	156	Q2 2025 New
RODM Hartford Multifactor Developed	$0	$20.3 Million 0.01% of portfolio	596	Q2 2025 New
DFIS Dimensional ETF Tr Dimensional	$0	$19.4 Million 0.01% of portfolio	649	Q2 2025 New
VB Vanguard Small Cap ETF	$0	$19.3 Million 0.01% of portfolio	82	Q2 2025 New
ITOT Ishares Core S&P Total U.S. St	$0	$18.8 Million 0.01% of portfolio	139	Q2 2025 New
IUSB Ishares Core Total Usd Bond Ma	$0	$18.6 Million 0.01% of portfolio	401	Q2 2025 New
ITA Ishares Tr	$0	$17.4 Million 0.01% of portfolio	92	Q2 2025 New
EMXC Ishares Inc Msci Emerging Mkts	$0	$16.8 Million 0.01% of portfolio	266	Q2 2025 New
IJJ Ishares S&P Midcap 400 Value E	$0	$16.6 Million 0.01% of portfolio	134	Q2 2025 New
IEI Ishares Barclays 3 7 Yr Treas	$0	$15.1 Million 0.01% of portfolio	127	Q2 2025 New
SPYV Spdr Portfolio S&P 500 Value E	$0	$14.5 Million 0.01% of portfolio	277	Q2 2025 New
IJT Ishares S&P Small Cap 600 Grow	$0	$13.8 Million 0.01% of portfolio	103	Q2 2025 New
AVEM American Centy ETF Tr Avantis	$0	$13.4 Million 0.01% of portfolio	196	Q2 2025 New
IQLT Ishares Msci Intl Quality Fact	$0	$12.8 Million 0.01% of portfolio	297	Q2 2025 New
GLD Spdr Gold Trust	$106B	$12.5 Million 0.01% of portfolio	41	Q2 2025 New
IJS Ishares S&P Smallcap 600 Value	$0	$12.3 Million 0.01% of portfolio	124	Q2 2025 New
JPME Jpmorgan Tr. Diversified Retur	$0	$11.8 Million 0.01% of portfolio	114	Q2 2025 New
VTV Vanguard Value ETF	$0	$11.3 Million 0.01% of portfolio	64	Q2 2025 New
HEFA Ishares Currency Hedged Msci E	$0	$10.4 Million 0.01% of portfolio	273	Q2 2025 New
AVDV American Centy ETF Tr Avantis	$0	$9.91 Million 0.0% of portfolio	125	Q2 2025 New
DIHP Dimensional ETF Tr Dimensional	$0	$9.73 Million 0.0% of portfolio	330	Q2 2025 New
SCHA Schwab Strategic Tr Us Small C	$0	$9.49 Million 0.0% of portfolio	375	Q2 2025 New
FNDA Schwab Fundamental U S Small C	$0	$8.17 Million 0.0% of portfolio	285	Q2 2025 New
STIP Ishares Barclays 0 5 Year Tips	$0	$8.15 Million 0.0% of portfolio	79	Q2 2025 New
DFAE Dimensional ETF Tr	$0	$7.99 Million 0.0% of portfolio	276	Q2 2025 New

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Team Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Team Financial Group, LLC with notifications on news.