TFO Wealth Partners, LLC
Q1 2025 13F Holdings
- Locationmaumee, OH
- Num holdings
39
- Value ($000)
$504,245
- Date Filed05/08/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $222.71 M | 44 % | 4,381,476 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $134.50 M | 27 % | 4,076,977 | ||
IWB ISHARES TR | RUS 1000 ETF | 464287622 | $27.79 M | 6 % | 90,596 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $22.59 M | 5 % | 548,175 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $18.50 M | 4 % | 359,326 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $10.85 M | 2 % | 19,391 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $9.69 M | 2 % | 92,655 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $7.39 M | 2 % | 123,693 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $6.41 M | 1 % | 17,763 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $4.33 M | 1 % | 8,428 |
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