TFO Wealth Partners, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Maumee, OH
CIK
0001698750
Alternate names
TFO-TDC, LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 932 491,241 VEA, DFAC, IWB, DFUV RESTATEMENT 2/13/2024 000169875024000002
Q3 2023 1,104 478,477 VEA, DFAC, DFUV, IWB 13F-HR 11/2/2023 000169875023000006
Q2 2023 832 474,138 VEA, DFAC, DFUV, IWB 13F-HR 8/14/2023 000169875023000004
Q1 2023 815 455,896 VEA, DFAC, DFUV, IWB 13F-HR 5/3/2023 000169875023000003
Q4 2022 926 433,158 VNQI, DFUV, DFIV, DFAC 13F-HR 2/3/2023 000169875023000001
Q3 2022 138 400,275 VEA, DFAC, DFUV, IWB 13F-HR 11/8/2022 000169875022000004
Q2 2022 502 444,193 VEA, DFAC, DFUV, IWB 13F-HR 7/18/2022 000169875022000003
Q1 2022 118 504,703 VEA, DFAC, IWB, DFAT 13F-HR 4/25/2022 000169875022000002
Q4 2021 134 521,473 VEA, DFAC, IWB, DFAT 13F-HR 1/20/2022 000169875022000001
Q3 2021 159 506,011 VEA, DFAC, IWB, DFAT 13F-HR 11/9/2021 000169875021000004
Q2 2021 123 505,640 VEA, DFAC, IWB, DFAT 13F-HR 7/14/2021 000169875021000003
Q1 2021 171 333,174 VEA, IWB, IJR, SPY 13F-HR 4/22/2021 000169875021000002
Q4 2020 87 314,418 VEA, IWB, SPY, IJR 13F-HR 1/29/2021 000169875021000001
Q3 2020 153 259,500 VEA, IWB, IVV, IJR 13F-HR 10/14/2020 000169875020000006
Q2 2020 137 253,797 VEA, IWB, VNQI, IVV 13F-HR 7/17/2020 000169875020000005
Q1 2020 134 232,473 VEA, IWB, VNQI, IVV 13F-HR 4/20/2020 000169875020000004
Q4 2019 145 108,696 VEA, IWB, IJR, IVV 13F-HR 1/27/2020 000169875020000003
Additional filings from TFO Wealth Partners, LLC that have since been restated