Tfo Tdc, LLC Portfolio Holdings

Tfo Tdc, LLC

  • $545 Million
  • Q3 2024

Tfo Tdc, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $545 Million distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $237M, Dimensional ETF Tr U S Core Eq with a value of $145M, Ishares Tr Russell 1000 ETF with a value of $28.6M, Dimensional ETF Tr Us Marketwi with a value of $23.4M, and Dimensional ETF Tr U S Target with a value of $22.2M.

Examining the 13F form we can see an increase of $33.5M in the current position value, from $511M to 545M.

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

Portfolio value $545 Million
ETFs: $543 Million
Technology: $1.06 Million
Utilities: $224,000
Financial Services: $214,000
Industrials: $161,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$349B
$842,000 0.15% of portfolio
6,940
Q3 2024 Added 86.56%
$4.15T
$214,000 0.04% of portfolio
922
Q3 2024 New
$711B
$214,000 0.04% of portfolio
1,018
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $545 Million
  • Prior Value $511 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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