TFC Financial Management, Inc.

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Boston, MA
CIK
0001827844
Alternate names
TFC Financial Management
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 1,004 632,197 IVV, IDEV, SHY, DFUV 13F-HR 10/24/2024 000139834424019371
Q2 2024 969 570,231 IVV, IDEV, DFUV, JQUA 13F-HR 7/23/2024 000139834424012946
Q1 2024 904 562,866 IVV, IDEV, DFUV, JQUA 13F-HR 4/30/2024 000139834424008346
Q4 2023 658 494,595 IVV, IDEV, DFUV, DFAT 13F-HR 1/25/2024 000139834424001044
Q3 2023 673 419,025 IVV, IDEV, DFUV, DFAT 13F-HR 10/23/2023 000139834423019566
Q2 2023 645 406,651 IVV, IDEV, DFUV, DFAT 13F-HR 8/7/2023 000139834423014142
Q1 2023 687 386,872 IVV, IDEV, DFUV, DFAT 13F-HR 5/8/2023 000139834423009068
Q4 2022 532 346,744 IVV, IDEV, DFUV, DFAT 13F-HR 2/13/2023 000139834423002865
Q3 2022 547 315,574 IVV, IDEV, DFUV, DFAT 13F-HR 10/21/2022 000139834422020566
Q2 2022 556 335,302 IVV, IDEV, DFUV, DFAT 13F-HR 8/3/2022 000139834422014640
Q1 2022 547 350,530 IVV, IDEV, SES, DFAT 13F-HR 5/4/2022 000139834422008713
Q4 2021 598 329,424 IVV, IDEV, DFAT, JNJ 13F-HR 2/2/2022 000139834422001776
Q3 2021 587 301,447 IVV, IDEV, DFAT, JNJ 13F-HR 11/2/2021 000139834421020843
Q2 2021 584 292,715 IVV, IDEV, DFAT, JNJ 13F-HR 7/29/2021 000139834421015017
Q1 2021 583 253,123 IVV, IDEV, JNJ, AAPL 13F-HR 5/3/2021 000139834421009453
Q4 2020 579 236,835 IVV, IDEV, JNJ, AAPL 13F-HR 2/10/2021 000139834421002876
Q3 2020 569 202,024 IVV, IDEV, JNJ, AAPL 13F-HR 11/12/2020 000139834420021916