TFO Wealth Partners, LLC
Q4 2024 13F Holdings
- Locationmaumee, OH
- Num holdings
10
- Value ($000)
$210,616
- Date Filed02/07/2025
- Form type13F-HR
- CIK0001698750
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $142.71M | 68 % | 4,125,815 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $22.65M | 11 % | 553,487 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $21.83M | 10 % | 392,197 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $10.98M | 5 % | 18,732 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $7.98M | 4 % | 122,577 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $1.48M | 1 % | 28,418 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $1.42M | 1 % | 39,884 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $892.10K | 0 % | 1,745 | ||
EMXC ISHARES INC | MSCI EMRG CHN | 46434G764 | $460.62K | 0 % | 8,307 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $217.79K | 0 % | 1,223 |
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