TFC Financial Management, Inc.
Q1 2025 13F Holdings
- Locationboston, MA
- Num holdings
958
- Value ($000)
$653,224
- Date Filed04/24/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $165.06 M | 25 % | 293,757 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $97.56 M | 15 % | 1,416,233 | ||
SHY ISHARES TR | 1 3 YR TREAS BD | 464287457 | $72.86 M | 11 % | 880,742 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $41.11 M | 6 % | 761,659 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $38.83 M | 6 % | 942,242 | ||
JQUA J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $36.94 M | 6 % | 654,118 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $27.19 M | 4 % | 527,987 | ||
AAPL APPLE INC | COM | 037833100 | $10.57 M | 2 % | 47,585 | ||
JNJ JOHNSON & JOHNSON | COM | 478160104 | $8.44 M | 1 % | 50,896 | ||
NUEM NUSHARES ETF TR | NUVEEN ESG EMRGN | 67092P888 | $8.25 M | 1 % | 282,130 |
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