$0 is the total value of TD AMERITRADE INVESTMENT MANAGEMENT, LLC's 623 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TAX-MANAGED INTL FD | 42 | Q3 2023 | 11.6% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 11.5% |
| VANGUARD INTL EQUITY INDEX F | 42 | Q3 2023 | 8.2% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 11.9% |
| ISHARES TR | 42 | Q3 2023 | 14.4% |
| ISHARES TR | 42 | Q3 2023 | 8.2% |
| ISHARES TR | 42 | Q3 2023 | 6.6% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 5.2% |
| VANGUARD BD INDEX FD INC | 42 | Q3 2023 | 4.4% |
| VANGUARD BD INDEX FD INC | 42 | Q3 2023 | 3.9% |
View TD AMERITRADE INVESTMENT MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-12 |
| 13F-HR | 2021-08-16 |
View TD AMERITRADE INVESTMENT MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.