Tfo Tdc, LLC has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $515 Million distributed in 790 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $228M, Dimensional ETF Tr U S Core Eq with a value of $138M, Ishares Tr Russell 1000 ETF with a value of $26.1M, Dimensional ETF Tr Us Marketwi with a value of $24.2M, and Dimensional ETF Tr U S Target with a value of $23M.

Examining the 13F form we can see an decrease of $476M in the current position value, from $991M to 515M.

Below you can find more details about Tfo Tdc, LLC portfolio as well as his latest detailed transactions.

Portfolio value $515 Million
ETFs: $512 Million
Healthcare: $547,000
Technology: $529,000
Industrials: $298,000
Financial Services: $241,000
Consumer Defensive: $162,000
Communication Services: $130,000
Consumer Cyclical: $88,000
Other: $115,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 790
  • Current Value $515 Million
  • Prior Value $991 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 13, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 5 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 758 stocks
Track This Portfolio

Track Tfo Tdc, LLC Portfolio

Follow Tfo Tdc, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tfo Tdc, LLC, based on Form 13F filings with the SEC.


Stay updated on Tfo Tdc, LLC with notifications on news.