Team Financial Group, LLC
Team Financial Group, LLC is an asset management firm based in Temecula, California, USA. Founded in 2001, the firm manages portfolios for clients by investing primarily in US-listed exchange-traded funds (ETFs) and takes a systematic, diversified approach. With an employee count of approximately 7, Team Financial Group serves retail and institutional investors seeking professionally managed strategies.
Investment Strategy
Team Financial Group, LLC employs a diversified, ETF-centered strategy focusing primarily on US equity and fixed income markets. The portfolio typically consists of a variety of sector, factor, and treasury ETFs, such as WisdomTree's quality dividend growth, US multifactor, value, and large-cap funds, as well as Schwab and PGIM bond offerings. The firm aims for diversified exposure, risk management, and consistent returns by allocating among growth, value, and income-generating assets. Their approach is systematic and rooted in quantitative portfolio management, reflecting a preference for liquid, transparent, and cost-effective investment vehicles.
Top Holdings
Equity Positions (249)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 15.74% | $34.0M | 381,734 | $68.36 | $88.96 | +$2.4M |
E EPS | WISDOMTREE U.S. LARGECAP FUND | 14.44% | $31.1M | 451,799 | $47.69 | $68.94 | +$2.2M |
U USFR | WISDOMTREE FLOATING RATE TREASURY FUND | 11.11% | $24.0M | 477,069 | $50.30 | $50.27 | -$610.2K |
U USMF | WISDOMTREE U.S. MULTIFACTOR FUND | 9.82% | $21.2M | 405,537 | $40.68 | $52.27 | +$775.0K |
S SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 7.05% | $15.2M | 476,635 | $23.77 | $31.91 | +$1.4M |