TMD Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Scottsdale, AZ
CIK
0001842820
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 57 383,709 SIMPLIFY EXCHANGE TRADED FUN, VTV, VUG, QUAL 13F-HR 2/13/2024 000176538024000129
Q3 2023 56 350,671 SIMPLIFY EXCHANGE TRADED FUN, VTV, VUG, QUAL 13F-HR 11/13/2023 000176538023000235
Q2 2023 52 383,667 SIMPLIFY EXCHANGE TRADED FUN, VUG, VTV, SPDR SER TR 13F-HR 8/8/2023 000176538023000146
Q1 2023 48 354,198 JPST, SPDR SER TR, VUG, VTV 13F-HR 5/4/2023 000176538023000103
Q4 2022 42 224,687 VTV, VUG, QUAL, IVOL 13F-HR 2/6/2023 000176538023000013
Q3 2022 42 222,343 VTV, VUG, QUAL, IVOL 13F-HR 11/9/2022 000176538022000159
Q2 2022 40 238,754 VTV, VUG, QUAL, IVOL 13F-HR 8/8/2022 000176538022000117
Q1 2022 46 259,930 FCTR, MTUM, QUAL, VTV 13F-HR 5/2/2022 000176538022000051
Q4 2021 50 268,618 QUAL, MTUM, FCTR, IVOL 13F-HR 1/24/2022 000184282022000001
Q3 2021 43 238,851 MTUM, QUAL, FCTR, FIXD 13F-HR 11/3/2021 000176538021000109
Q2 2021 39 229,196 MTUM, QUAL, VTV, FIXD 13F-HR 8/10/2021 000176538021000082
Q1 2021 40 210,460 QUAL, MTUM, IVOL, FIXD 13F-HR 4/22/2021 000184282021000001
Q4 2020 37 178,419 MTUM, USMV, QUAL, VTV 13F-HR 2/9/2021 000176538021000026