TD Capital Management LLC

13F Portfolio Filings

Most recent 13F
Q1 2025
Location
Memphis, TN
CIK
0001483824
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2025 697 987,404 ITOT, VTI, BSV, IVV 13F-HR 5/14/2025 000148382425000003
Q4 2024 586 984,260 ITOT, VTI, BSV, IVV 13F-HR 2/5/2025 000148382425000002
Q3 2024 459 998,788 ITOT, VTI, BSV, IVV 13F-HR 11/8/2024 000148382424000006
Q2 2024 438 956,173 ITOT, VTI, BSV, IVV 13F-HR 8/5/2024 000148382424000005
Q1 2024 534 937,923 ITOT, VTI, BSV, IVV RESTATEMENT 5/13/2024 000148382424000004
Q4 2023 415 876,099 ITOT, VTI, BSV, MINT 13F-HR 2/12/2024 000148382424000002
Q3 2023 413 816,184 ITOT, VTI, BSV, MINT 13F-HR 11/9/2023 000148382423000005
Q2 2023 411 837,004 ITOT, VTI, BSV, MINT 13F-HR 8/16/2023 000148382423000004
Q1 2023 415 807,427 ITOT, BSV, VTI, MINT 13F-HR 5/2/2023 000148382423000003
Q4 2022 390 764,350 ITOT, BSV, VTI, MINT 13F-HR 2/15/2023 000148382423000002
Q3 2022 372 720,573 ITOT, BSV, MINT, AGG 13F-HR 11/9/2022 000148382422000005
Q2 2022 84 737,973 ITOT, BSV, MINT, AGG 13F-HR 8/11/2022 000148382422000004
Q1 2022 93 837,589 ITOT, BSV, AGG, MINT 13F-HR 5/18/2022 000148382422000003
Q4 2021 381 886,212 ITOT, BSV, MINT, AGG 13F-HR 2/14/2022 000148382422000002
Q3 2021 376 817,820 ITOT, BSV, AGG, MINT 13F-HR 11/9/2021 000148382421000005
Q2 2021 355 801,540 ITOT, BSV, AGG, MINT 13F-HR 8/2/2021 000148382421000004
Q1 2021 328 754,703 ITOT, BSV, AGG, MINT 13F-HR 5/10/2021 000148382421000003
Q4 2020 292 724,650 ITOT, BSV, AGG, MINT 13F-HR 2/12/2021 000148382421000002
Q3 2020 284 663,785 ITOT, BSV, AGG, MINT 13F-HR 11/13/2020 000148382420000005
Q2 2020 284 609,477 ITOT, BSV, AGG, MINT 13F-HR 8/13/2020 000148382420000004
Q1 2020 267 544,768 ITOT, BSV, AGG, MINT 13F-HR 5/7/2020 000148382420000003
Q4 2019 271 612,516 ITOT, BSV, MINT, AGG 13F-HR 2/5/2020 000148382420000002
Q3 2019 279 558,881 ITOT, MINT, BSV, IXUS 13F-HR 11/12/2019 000148382419000005
Q2 2019 274 492,712 ITOT, MINT, BSV, IXUS 13F-HR 8/9/2019 000148382419000004
Q1 2019 230 474,556 ITOT, MINT, BSV, IXUS 13F-HR 5/15/2019 000148382419000003
Q4 2018 232 405,685 ITOT, MINT, IXUS, BSV 13F-HR 2/6/2019 000148382419000002
Q3 2018 205 387,775 ITOT, MINT, IXUS, IVV 13F-HR 11/9/2018 000148382418000006
Q2 2018 195 365,170 ITOT, MINT, IVV, USMV 13F-HR 8/7/2018 000148382418000005
Q1 2018 201 347,828 ITOT, MINT, IVV, USMV 13F-HR 5/11/2018 000148382418000004
Q4 2017 200 365,062 ITOT, TOTL, MINT, IVV 13F-HR 2/9/2018 000148382418000003
Q3 2017 274 346,817 ITOT, TOTL, MINT, IVV 13F-HR 11/13/2017 000148382417000005
Q2 2017 179 335,131 TOTL, ITOT, MINT, IVV 13F-HR 7/11/2017 000148382417000004
Q1 2017 179 339,560 MINT, TOTL, ITOT, IVV 13F-HR 5/10/2017 000148382417000003
Q4 2016 182 326,064 MINT, USMV, TOTL, IVV 13F-HR 2/7/2017 000148382417000002
Q3 2016 166 332,598 MINT, TOTL, USMV, IVV 13F-HR 11/7/2016 000148382416000015
Q2 2016 176 319,367 MINT, TOTL, USMV, IVV 13F-HR 8/4/2016 000148382416000014
Q1 2016 149 308,271 MINT, TOTL, USMV, NEAR 13F-HR 5/10/2016 000148382416000013
Q4 2015 149 322,754 MINT, USMV, IXUS, VTV 13F-HR 2/9/2016 000148382416000012
Q3 2015 158 326,581 MINT, IXUS, USMV, VTV 13F-HR 11/5/2015 000148382415000008
Q2 2015 163 393,713 MINT, VTV, VBR, VIG 13F-HR 7/20/2015 000148382415000007
Q1 2015 156 426,033 MINT, VTV, VBR, ACWI 13F-HR 5/7/2015 000148382415000006
Q4 2014 162 436,834 MINT, ACWI, VTV, CLAYMORE EXCHANGE TRD FD TR 13F-HR 1/20/2015 000148382415000002
Q3 2014 161 439,826 MINT, ACWI, VTV, CLAYMORE EXCHANGE TRD FD TR 13F-HR 11/12/2014 000148382414000013
Q2 2014 165 444,071 MINT, ACWI, CLAYMORE EXCHANGE TRD FD TR, VTV 13F-HR 8/5/2014 000148382414000006
Q1 2014 164 434,412 MINT, ACWI, CLAYMORE EXCHANGE TRD FD TR, VTV 13F-HR 5/6/2014 000148382414000004
Q4 2013 165 425,493 ACWI, SDY, DWX, HYS 13F-HR 2/13/2014 000148382414000002
Additional filings from TD Capital Management LLC that have since been restated