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  Name: Trademark Financial Management LLC
  City: BLOOMINGTON
  State: MN
  Zip: 55439
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $120,627,000
  Total Value Change : $-15,636,000
  Securities Held Change : -10
   
All Securities Held : 76
  New Positions : 6
  Closed Positions : 15
  Increased Positions : 28
  Unchanged Positions : 0
  Decreased Positions : 42

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Holdings Found : 15     View All Holdings Currently Viewing:  Closed 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
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 79 Closed $177.81 $0 0 0% -252,000 -1,015 0    Auto Manufacturers
   (DFCF)1 Year Chart         DFCF Dfa Dimensional Core Fixed ... 85 Closed $0.00 $0 0 0% -1,409,000 -33,228 0    N/A
   (PYLD)1 Year Chart         PYLD Pimco Multisector Bond Acti... 91 Closed $25.68 $0 0 0% -698,000 -27,185 0    N/A
   (IBM)1 Year Chart         IBM International Business Mach... 78 Closed $168.20 $0 0 0% -243,000 -1,487 0    Diversified Computer ...
   (ESML)1 Year Chart         ESML iShares MSCI USA Sml-Cp ESG... 84 Closed $0.00 $0 0 0% -758,000 -19,939 0    N/A
   (STIP)1 Year Chart         STIP Ishares Barclays 0-5 Year T... 90 Closed $99.16 $0 0 0% -678,000 -6,875 0    N/A
   (BBY)1 Year Chart         BBY Best Buy Co Inc 77 Closed $88.16 $0 0 0% -216,000 -2,760 0    Electronics Stores
   (TGT)1 Year Chart         TGT Target Corp 83 Closed $145.13 $0 0 0% -541,000 -3,800 0    Discount, Variety Stores
   (DFAS)1 Year Chart         DFAS Dimensional U S Small Cap Etf 89 Closed $60.51 $0 0 0% -702,000 -11,772 0    N/A
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 82 Closed $72.30 $0 0 0% -552,000 -7,505 0    Closed - End Fund - E...
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 88 Closed $49.56 $0 0 0% -1,261,000 -26,319 0    Closed - End Fund - F...
   (AVEM)1 Year Chart         AVEM Avantis Emerging Markets Eq... 81 Closed $0.00 $0 0 0% -968,000 -17,170 0    N/A
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 87 Closed $491.44 $0 0 0% -3,246,000 -7,432 0    Closed - End Fund - E...
   (VTEB)1 Year Chart         VTEB Vanguard Tax Exempt Bond Etf 80 Closed $50.15 $0 0 0% -611,000 -11,965 0    N/A
   (OMFL)1 Year Chart         OMFL Oppenheimer Russell 1000 Dy... 86 Closed $0.00 $0 0 0% -403,000 -7,842 0    N/A
      15 Records Found
  1    
Page 1 of 1
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