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  Name: Team Financial Group LLC
  City: TEMECULA
  State: CA
  Zip: 92591
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $148,581,000
  Total Value Change : $9,232,000
  Securities Held Change : -189
   
All Securities Held : 32
  New Positions : 1
  Closed Positions : 190
  Increased Positions : 18
  Unchanged Positions : 0
  Decreased Positions : 13

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Holdings Found : 16     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (DGRW)1 Year Chart         DGRW Wisdomtree Us Dividend Grow... 1 - $76.68 $23,866,000 313,242 16.06% 4,429,000 36,670 0.236    N/A
   (USFR)1 Year Chart         USFR Wisdomtree Bloomberg Floati... 3 - $50.37 $20,871,000 415,015 14.05% 242,000 4,404 0.079    N/A
   (USMF)1 Year Chart         USMF Wisdomtree Us Multifactor Fund 4 - $0.00 $16,015,000 343,998 10.78% 2,156,000 14,445 0.382    N/A
   (PTRB)1 Year Chart         PTRB Pgim Total Return Bond Etf 5 - $0.00 $8,564,000 205,877 5.76% 1,362,000 34,211 0.229    N/A
   (SCHG)1 Year Chart         SCHG Schwab Strategic Trust 6 - $97.25 $7,219,000 77,855 4.86% 5,313,000 54,876 0.007    Closed - End Fund - Debt
   (EZY)1 Year Chart         EZY WisdomTree LargeCap Value 7 - $73.42 $6,884,000 91,053 4.63% 781,000 1,991 0.101    N/A
   (COWG)1 Year Chart         COWG Pacer Us Large Cap Cash Cow... 11 - $0.00 $3,271,000 125,804 2.2% 371,000 4,168 8.222    N/A
   (GLDM)1 Year Chart         GLDM Spdr Gold Minishares Trust 12 - $46.67 $2,989,000 67,864 2.01% 315,000 2,503 0.034    N/A
   (DLN)1 Year Chart         DLN WisdomTree LargeCap Dividen... 14 - $70.09 $1,670,000 23,139 1.12% 233,000 1,496 0.01    Closed - End Fund - E...
   (EZM)1 Year Chart         EZM WisdomTree MidCap Earnings 16 - $58.48 $1,320,000 21,636 0.89% 134,000 971 0.15    Closed - End Fund - Debt
   (AAPL)1 Year Chart         AAPL Apple Inc 19 - $195.87 $581,000 3,390 0.39% -71,000 5 0    Personal Computers
   (WFHY)1 Year Chart         WFHY Wisdomtree Us High Yield Co... 21 - $0.00 $478,000 10,546 0.32% 136,000 3,022 0.056    N/A
   (PG)1 Year Chart         PG Procter & Gamble Co 23 - $166.05 $419,000 2,580 0.28% 43,000 15 0    Cleaning Products
   (SCHO)1 Year Chart         SCHO Schwab Short-Term U.S. Tre... 24 - $47.99 $395,000 8,199 0.27% 196,000 4,092 0.001    N/A
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... 27 - $119.28 $263,000 2,172 0.18% 36,000 136 0.001    Closed - End Fund - Debt
   (NTSX)1 Year Chart         NTSX Wisdomtree 90/60 Us Balance... 31 - $0.00 $209,000 4,961 0.14% 28,000 361 0.005    N/A
      16 Records Found
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