TFO-TDC, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    maumee, OH
  • CIK
    0001698750
  • Alternate names
    TFO Wealth Partners, LLC
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

10

$210.62M
DFAC, DFUV, DFAT, SPY
13F-HR
Feb 7, 2025
000108514625000909

37

$544.68M
VEA, DFAC, IWB, DFUV
13F-HR
Nov 12, 2024
000108514624005508

49

$511.38M
VEA, DFAC, IWB, DFUV
13F-HR
Aug 15, 2024
000108514624004014

790

$515.57M
VEA, DFAC, IWB, DFUV
13F-HR
May 14, 2024
000169875024000003

932

$491.24M
VEA, DFAC, IWB, DFUV
RESTATEMENT
Feb 14, 2024
000169875024000002

1,104

$478.48M
VEA, DFAC, DFUV, IWB
13F-HR
Nov 2, 2023
000169875023000006

832

$474.14M
VEA, DFAC, DFUV, IWB
13F-HR
Aug 14, 2023
000169875023000004

815

$455.90M
VEA, DFAC, DFUV, IWB
13F-HR
May 3, 2023
000169875023000003

926

$433.16M
VNQI, DFUV, DFIV, DFAC
13F-HR
Feb 3, 2023
000169875023000001

138

$400.27M
VEA, DFAC, DFUV, IWB
13F-HR
Nov 8, 2022
000169875022000004

502

$444.19M
VEA, DFAC, DFUV, IWB
13F-HR
Jul 18, 2022
000169875022000003

118

$504.70M
VEA, DFAC, IWB, DFAT
13F-HR
Apr 25, 2022
000169875022000002

134

$521.47M
VEA, DFAC, IWB, DFAT
13F-HR
Jan 21, 2022
000169875022000001

159

$506.01M
VEA, DFAC, IWB, DFAT
13F-HR
Nov 10, 2021
000169875021000004

123

$505.64M
VEA, DFAC, IWB, DFAT
13F-HR
Jul 14, 2021
000169875021000003

171

$333.17M
VEA, IWB, IJR, SPY
13F-HR
Apr 22, 2021
000169875021000002

87

$314.42M
VEA, IWB, SPY, IJR
13F-HR
Jan 29, 2021
000169875021000001

153

$259.50M
VEA, IWB, IVV, IJR
13F-HR
Oct 14, 2020
000169875020000006

137

$253.80M
VEA, IWB, VNQI, IVV
13F-HR
Jul 17, 2020
000169875020000005

134

$232.47M
VEA, IWB, VNQI, IVV
13F-HR
Apr 20, 2020
000169875020000004

145

$108.70M
VEA, IWB, IJR, IVV
13F-HR
Jan 27, 2020
000169875020000003