Tfo Tdc, LLC Portfolio Holdings

Tfo Tdc, LLC

  • $511 Million
  • Q2 2024

Tfo Tdc, LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $511 Million distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $224M, Dimensional ETF Tr U S Core Eq with a value of $138M, Ishares Tr Russell 1000 ETF with a value of $27.1M, Dimensional ETF Tr Us Marketwi with a value of $23.1M, and Dimensional ETF Tr U S Target with a value of $21.6M.

Examining the 13F form we can see an decrease of $3.72M in the current position value, from $515M to 511M.

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

Portfolio value $511 Million
ETFs: $508 Million
Financial Services: $1.29 Million
Technology: $665,000
Energy: $398,000
Healthcare: $263,000
Industrials: $142,000

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $511 Million
  • Prior Value $515 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 12 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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