TD PRIVATE CLIENT WEALTH LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
New York, NY
CIK
0001551017
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 1,281 3,477,381 SPLG, SPY, VMBS, IEFA 13F-HR 11/18/2024 000165495424014605
Q2 2024 1,216 3,175,817 SPY, SPLG, VMBS, IEFA 13F-HR 8/14/2024 000165495424010591
Q1 2024 1,215 3,047,243 SPY, SPLG, VMBS, IEFA 13F-HR 8/16/2024 000165495424010826
Q4 2023 1,217 2,766,339 SPY, SPLG, VMBS, GOVT 13F-HR 8/16/2024 000165495424010825
Q3 2023 1,212 2,310,024 SPY, IEF, SHY, VCSH 13F-HR 8/16/2024 000165495424010824
Q2 2023 1,258 2,314,921 SPY, IEF, SHY, VCSH 13F-HR 8/16/2024 000165495424010823
Q1 2023 1,238 2,228,693 SPY, SHY, IEF, VCSH 13F-HR 8/16/2024 000165495424010821
Q4 2022 1,208 2,116,727 SPY, VCSH, SHY, IEF 13F-HR 8/16/2024 000165495424010820
Q3 2022 1,211 1,955,672 SPY, SHY, VCSH, IEF 13F-HR 8/16/2024 000165495424010819
Q2 2022 1,223 2,051,924 SPY, SHY, VCSH, VIG 13F-HR 8/16/2024 000165495424010818
Q1 2022 1,265 2,348,590 SPY, VCSH, SHY, VIG 13F-HR 8/16/2024 000165495424010817
Q4 2021 1,159 2,407,776 SPY, SHY, VCSH, VIG 13F-HR 8/16/2024 000165495424010816
Q3 2021 1,211 2,339,300 SPY, VCSH, SHY, VIG 13F-HR 8/16/2024 000165495424010815
Q2 2021 1,219 2,342,013 SPY, SHY, VCSH, VIG 13F-HR 8/16/2024 000165495424010814
Q1 2021 1,165 2,140,969 SPY, SHY, VIG, MSFT 13F-HR 8/16/2024 000165495424010813
Q4 2020 1,142 1,970,762 SPY, SHY, VIG, MSFT 13F-HR 8/16/2024 000165495424010812
Q3 2020 1,111 1,787,020 SPY, SHY, MSFT, VIG 13F-HR 8/16/2024 000165495424010811
Q2 2020 1,102 1,712,722 SPY, SHY, MSFT, VIG 13F-HR 8/16/2024 000165495424010810
Q1 2020 1,071 1,397,773 SPY, SHY, MSFT, SDY 13F-HR 8/16/2024 000165495424010809
Q4 2019 1,068 1,671,268 SPY, VCSH, SHY, SDY 13F-HR 8/16/2024 000165495424010808