TFC Financial Management, Inc.
Q3 2025 13F Holdings
- Locationboston, MA
- Num holdings
996
- Value ($000)
$780,532
- Date Filed10/24/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $224.01 M | 29 % | 334,694 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $111.89 M | 14 % | 1,395,610 | ||
SHY ISHARES TR | 1 3 YR TREAS BD | 464287457 | $74.47 M | 10 % | 897,682 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $50.98 M | 7 % | 773,326 | ||
JQUA J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $45.27 M | 6 % | 719,666 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $41.63 M | 5 % | 931,429 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $24.97 M | 3 % | 428,890 | ||
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $14.37 M | 2 % | 46,668 | ||
AAPL APPLE INC | COM | 037833100 | $13.16 M | 2 % | 51,683 | ||
NUEM NUSHARES ETF TR | NUVEEN ESG EMRGN | 67092P888 | $10.35 M | 1 % | 289,966 |
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