TFC Financial Management
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationboston, MA
- CIK0001827844
- Alternate namesTFC Financial Management, Inc.
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
978 | $632.28M | IVV, IDEV, SHY, DFUV | 13F-HR | Jan 29, 2025 | 000139834425001389 | ||
1,004 | $632.20M | IVV, IDEV, SHY, DFUV | 13F-HR | Oct 25, 2024 | 000139834424019371 | ||
969 | $570.23M | IVV, IDEV, DFUV, JQUA | 13F-HR | Jul 23, 2024 | 000139834424012946 | ||
904 | $562.87M | IVV, IDEV, DFUV, JQUA | 13F-HR | Apr 30, 2024 | 000139834424008346 | ||
658 | $494.60M | IVV, IDEV, DFUV, DFAT | 13F-HR | Jan 25, 2024 | 000139834424001044 | ||
673 | $419.03M | IVV, IDEV, DFUV, DFAT | 13F-HR | Oct 23, 2023 | 000139834423019566 | ||
645 | $406.65M | IVV, IDEV, DFUV, DFAT | 13F-HR | Aug 7, 2023 | 000139834423014142 | ||
687 | $386.87M | IVV, IDEV, DFUV, DFAT | 13F-HR | May 8, 2023 | 000139834423009068 | ||
532 | $346.75M | IVV, IDEV, DFUV, DFAT | 13F-HR | Feb 13, 2023 | 000139834423002865 | ||
547 | $315.57M | IVV, IDEV, DFUV, DFAT | 13F-HR | Oct 21, 2022 | 000139834422020566 | ||
556 | $335.30M | IVV, IDEV, DFUV, DFAT | 13F-HR | Aug 3, 2022 | 000139834422014640 | ||
547 | $350.53M | IVV, IDEV, SES, DFAT | 13F-HR | May 4, 2022 | 000139834422008713 | ||
598 | $329.42M | IVV, IDEV, DFAT, JNJ | 13F-HR | Feb 2, 2022 | 000139834422001776 | ||
587 | $301.45M | IVV, IDEV, DFAT, JNJ | 13F-HR | Nov 2, 2021 | 000139834421020843 | ||
584 | $292.71M | IVV, IDEV, DFAT, JNJ | 13F-HR | Jul 29, 2021 | 000139834421015017 | ||
583 | $253.12M | IVV, IDEV, JNJ, AAPL | 13F-HR | May 3, 2021 | 000139834421009453 | ||
579 | $236.84M | IVV, IDEV, JNJ, AAPL | 13F-HR | Feb 10, 2021 | 000139834421002876 | ||
569 | $202.02M | IVV, IDEV, JNJ, AAPL | 13F-HR | Nov 12, 2020 | 000139834420021916 |