TFC Financial Management, Inc.
Q2 2025 13F Holdings
- Locationboston, MA
- Num holdings
972
- Value ($000)
$729,996
- Date Filed07/29/2025
- Form type13F-HR
- CIK0001827844
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $207.84 M | 29 % | 334,735 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $106.19 M | 15 % | 1,396,512 | ||
SHY ISHARES TR | 1 3 YR TREAS BD | 464287457 | $73.13 M | 10 % | 882,610 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $46.27 M | 6 % | 770,764 | ||
JQUA J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $42.28 M | 6 % | 704,042 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $39.79 M | 6 % | 941,019 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $23.25 M | 3 % | 430,787 | ||
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $12.52 M | 2 % | 43,874 | ||
AAPL APPLE INC | COM | 037833100 | $9.74 M | 1 % | 47,481 | ||
NUEM NUSHARES ETF TR | NUVEEN ESG EMRGN | 67092P888 | $9.59 M | 1 % | 288,843 |
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