Fund HoldingsTidemark, LLC

Total Portfolio Value
$179.25M
Total Bought
$55.99M
Total Sold
$37.15M
Net Transaction
+$18.84M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
INVESCO TOTAL
TOTAL RETURN
9,632336,021+326,38945515,7298.77%+15,274
GLOBAL X
ADAPTIVE US
0115,595+115,59504,7242.64%+4,724
ISHARES S&P4,09619,495+15,3997123,6422.03%+2,930
WISDOMTREE DYNAMIC(WT)083,754+83,75402,8641.60%+2,864
INVESCO S&P065,831+65,83102,7681.54%+2,768
SPDR PORTFOLIO
ST STR P500GRW
19,17850,221+31,0431,2483,6742.05%+2,426
SPDR PORTFOLIO
ST STR P500ETF
340,367345,653+5,28619,02721,26811.87%+2,242
SECTOR TECHNOLOGY
ST STR TECHN ETF
1,87010,136+8,2663602,1111.18%+1,751
VANECK IG
IG FLOA RATE ETF
9,29373,635+64,3422341,8781.05%+1,645
BLACKROCK FLEXIBLE029,795+29,79501,5630.87%+1,563
AVANTIS EMERGING024,629+24,62901,4280.80%+1,428
ISHARES CURRENCY
HDG MSCI EAFE
037,341+37,34101,3020.73%+1,302
WORLD GOLD(GLDM)028,297+28,29701,2460.70%+1,246
SPDR MORTGAGE
ST STR BACKE ETF
146,100200,749+54,6493,2244,3602.43%+1,136
INVESCO EXCHANGE
S&P500 QUALITY
80,90989,094+8,1854,3765,3833.00%+1,008
VANECK EMERGING
EMERGING MRKT HI
047,279+47,27909020.50%+902
PIMCO INVESTMENT
INV GRD CRP BD
07,372+7,37207080.40%+708
FIRST TRUST
EMERGING MKTS
012,531+12,53106500.36%+650
SPDR CORP
ST STR CORPO ETF
64,01384,332+20,3191,8832,4551.37%+572
SPDR TIPS
ST STR TIPS ETF
026,168+26,16806700.37%+670
INVESCO AEROSPACE
AEROSPACE DEFN
05,776+5,77605870.33%+587
NVIDIA CORP(NVDA)9501,002+524709050.51%+435
RBB US
F/M US TREASURY
09,151+9,15104580.26%+458
SECTOR ENERGY
ST STR ENERG ETF
10,52112,983+2,4628821,2260.68%+344
ISHARES CONV
CONV BD ETF
04,235+4,23503380.19%+338
ISHARES CORE
CORE MSCI EAFE
06,835+6,83505070.28%+507
AMAZON COM(AMZN)9,91510,095+1801,5061,8211.02%+314
SPDR PORTFOLIO
ST STR PO EX ETF
8,91416,540+7,6263035930.33%+290
FIRST TRUST
COM SHS
4,9777,888+2,9114567350.41%+280
SPDR NUVEEN
ST NUVE TERM ETF
08,825+8,82504190.23%+419
VANGUARD S&P8281,187+3593615700.32%+209
SECTOR HEALTHCARE
ST STR CARE ETF
9,72210,385+6631,3261,5340.86%+208
SPDR PORTFOLIO
ST STR PR SP1500
4,8987,410+2,5122864750.27%+189
BERKSHIRE HATHAWAY1,3631,588+2254866680.37%+182
CATERPILLAR INC(CAT)2,1522,223+716368150.45%+178
ISHARES CORE9781,214+2364676380.36%+171
FIRST TRUST
SMID RISNG ETF
010,301+10,30103590.20%+359
GLOBAL X
US INFR DEV ETF
16,91018,415+1,5055837330.41%+150
SPDR PORTFOLIO
ST STR P500VAL
07,041+7,04103530.20%+353
INVESCO S&P
S&P SMALLCAP 600
21,03723,575+2,5388721,0090.56%+138
ISHARES CORE4,6356,077+1,4424605950.33%+135
META PLATFORMS(META)0606+60602940.16%+294
ALPHABET INC(GOOG)01,624+1,62402470.14%+247
FIRST TRUST
RISNG DIVD ACHIV
32,89132,473-4181,7001,8241.02%+125
CROWDSTRIKE HOLDINGS(CRWD)0554+55401780.10%+178
VERTIV HOLDINGS(VRT)01,385+1,38501130.06%+113
FIRST TRUST56,34358,227+1,8841,4311,5390.86%+108
INVESCO S&P
S&P500 EQL WGT
1,5002,010+5102373400.19%+104
FIRST TRUST
SSI STRG ETF
21,90024,403+2,5037308320.46%+102
BLACKROCK U S
ISHARES US EQUIT
02,152+2,1520960.05%+96
PENNANT GROUP16,50016,50002303240.18%+94
SPDR PORTFOLIO
ST INTER BD ETF
18,14420,964+2,8205966850.38%+90
FIRST TRUST
FIRST TR ENH NEW
21,65723,160+1,5031,2921,3810.77%+89
MICROSOFT CORP(MSFT)1,0131,114+1013814690.26%+88
VANGUARD TOTAL4,4624,402-601,0581,1440.64%+86
UNITEDHEALTH GROUP(UNH)659858+1993474240.24%+77
HUBBELL INC(HUBB)84684602783510.20%+73
GRAYSCALE BITCOIN(GBTC)01,144+1,1440720.04%+72
FIRST TRUST
CALIF MUN INCM
25,04926,602+1,5531,2501,3210.74%+71
ISHARES S&P8,7128,555-1576547220.40%+68
SPDR BLOOMBERG
ST TERM HIGH ETF
08,120+8,12002050.11%+205
ISHARES U S01,707+1,70701060.06%+106
FIRST TRUST
SML CP GRW ALP
3,7314,455+7242352930.16%+58
COSTCO WHOLESALE(COST)0291+29102130.12%+213
NETFLIX INC(NFLX)0435+43502640.15%+264
AMERICAN EXPRESS(AXP)0486+48601110.06%+111
AMPLIFY HIGH021,868+21,86802640.15%+264
INVESCO BUYBACK
BUYBACK ACHIEV
02,222+2,22202400.13%+240
BROADCOM INC(AVGO)091+9101210.07%+121
VANGUARD INFORMATION
INF TECH ETF
1,4961,471-257247710.43%+47
AMPLIFY CWP02,141+2,1410830.05%+83
GLOBAL X
US PFD ETF
02,037+2,0370410.02%+41
REGENERON PHARMACEUTICAL(REGN)0244+24402340.13%+234
VANGUARD GROWTH0473+47301630.09%+163
QUALCOMM INC(QCOM)01,169+1,16901980.11%+198
ISHARES S&P0590+5900690.04%+69
INVESCO S&P
S&P 500 GARP ETF
2,9183,017+992863210.18%+35
CARVANA COMPANY(CVNA)0945+9450830.05%+83
LOWES COMPANIES(LOW)0232+2320590.03%+59
AMPLIFY INTL01,030+1,0300310.02%+31
NORTHROP GRUMMAN(NOC)0450+45002150.12%+215
MASTERCARD INC(MA)071+710340.02%+34
ALPHABET INC(GOOG)2,7802,774-63884190.23%+30
ISHARES U S
US TREAS BD ETF
01,844+1,8440420.02%+42
SCHWAB US5,9455,946+14534790.27%+27
COCA COLA COMPANY(KO)0850+8500520.03%+52
PALANTIR TECHNOLOGIES(PLTR)01,644+1,6440380.02%+38
SPDR PORTFOLIO
ST STR SP500DIV
14,70114,774+735766010.34%+25
3M COMPANY(MMM)0233+2330250.01%+25
DEXCOM INC(DXCM)01,648+1,64802290.13%+229
FIRST TRUST
SML CAP VAL ALPH
02,329+2,32901270.07%+127
GEO GROUP(GEO)06,600+6,6000930.05%+93
ISHARES CORE0289+2890260.01%+26
RESMED INC(RMD)0771+77101530.09%+153
HOME DEPOT(HD)0406+40601560.09%+156
PUBLIC STORAGE(PSA)071+710210.01%+21
EXXON MOBIL2,6772,462-2152682860.16%+19
STANTEC INC(STN)0212+2120180.01%+18
ISHARES CORE
CORE MSCI TOTAL
0257+2570170.01%+17
LPL FINANCIAL(LPLA)0471+47101240.07%+124
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