TFC Financial Management, Inc.
Q4 2024 13F Holdings
- Locationboston, MA
- Num holdings
978
- Value ($000)
$632,277
- Date Filed01/29/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $172.79M | 27 % | 293,515 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $92.72M | 15 % | 1,438,229 | ||
SHY ISHARES TR | 1 3 YR TREAS BD | 464287457 | $70.62M | 11 % | 861,377 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $39.16M | 6 % | 957,036 | ||
JQUA J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $36.33M | 6 % | 634,416 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $29.91M | 5 % | 537,373 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $22.91M | 4 % | 438,633 | ||
AAPL APPLE INC | COM | 037833100 | $13.71M | 2 % | 54,735 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $7.87M | 1 % | 101,890 | ||
JNJ JOHNSON & JOHNSON | COM | 478160104 | $7.43M | 1 % | 51,398 |
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