$802 Million is the total value of TD Capital Management LLC's 355 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 29.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $166,253,000 | +8.6% | 1,683,402 | +0.7% | 20.74% | +2.3% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $94,693,000 | +1.1% | 1,152,543 | +1.2% | 11.81% | -4.8% |
| AGG | Buy | ISHARES TRcore us aggbd et | $47,970,000 | +2.5% | 415,937 | +1.2% | 5.98% | -3.5% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $37,773,000 | +8.8% | 87,860 | +0.7% | 4.71% | +2.5% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $33,977,000 | +11.4% | 152,487 | +3.3% | 4.24% | +4.9% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $33,025,000 | +10.2% | 248,551 | +1.0% | 4.12% | +3.8% |
| IXUS | Buy | ISHARES TRcore msci total | $26,392,000 | +4.7% | 360,056 | +0.4% | 3.29% | -1.4% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $25,738,000 | +12.3% | 89,740 | +0.6% | 3.21% | +5.7% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $25,093,000 | +7.9% | 292,152 | +6.5% | 3.13% | +1.7% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $23,442,000 | +3.3% | 217,415 | +3.3% | 2.92% | -2.8% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $20,862,000 | +4.9% | 151,766 | +0.3% | 2.60% | -1.2% |
| MUB | Buy | ISHARES TRnational mun etf | $17,322,000 | +1.5% | 147,796 | +0.5% | 2.16% | -4.4% |
| LMBS | Buy | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $15,021,000 | +13.5% | 295,105 | +13.8% | 1.87% | +6.8% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $10,286,000 | +5.4% | 45,658 | +0.1% | 1.28% | -0.8% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $8,868,000 | +7.2% | 47,022 | +0.6% | 1.11% | +0.9% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $8,313,000 | +7.4% | 35,026 | +0.1% | 1.04% | +1.1% |
| ACWI | Buy | ISHARES TRmsci acwi etf | $8,162,000 | +6.7% | 80,661 | +0.4% | 1.02% | +0.5% |
| JMST | Buy | J P MORGAN EXCHANGE-TRADED Fultra sht muncpl | $8,106,000 | +18.8% | 158,782 | +18.7% | 1.01% | +11.8% |
| FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $5,779,000 | +7.9% | 76,496 | +1.1% | 0.72% | +1.5% |
| GSST | Buy | GOLDMAN SACHS ETF TRaces ultra shr | $4,178,000 | +146.6% | 82,351 | +146.9% | 0.52% | +132.6% |
| ISTB | Buy | ISHARES TRcore 1 5 yr usd | $2,070,000 | +101.8% | 40,351 | +101.7% | 0.26% | +89.7% |
| VUSB | New | VANGUARD BD INDEX FDSvanguard ultra | $1,610,000 | – | 32,132 | +100.0% | 0.20% | – |
| SMMU | Buy | PIMCO ETF TRshtrm mun bd act | $1,393,000 | +444.1% | 27,078 | +443.5% | 0.17% | +411.8% |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $1,359,000 | +74.5% | 12,784 | +73.5% | 0.17% | +65.0% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $900,000 | +4.9% | 16,575 | +0.5% | 0.11% | -1.8% |
| MEAR | Buy | ISHARES U S ETF TRblackrock short | $841,000 | 0.0% | 16,747 | +0.1% | 0.10% | -5.4% |
| IEMG | Buy | ISHARES INCcore msci emkt | $838,000 | +4.6% | 12,505 | +0.5% | 0.10% | -0.9% |
| VLUE | Buy | ISHARES TRmsci usa value | $525,000 | +2.9% | 5,000 | +0.5% | 0.06% | -4.4% |
| DNMR | Buy | DANIMER SCIENTIFIC INC | $509,000 | +10080.0% | 20,328 | +15781.2% | 0.06% | +6300.0% |
| NFE | New | NEW FORTRESS ENERGY INC | $466,000 | – | 12,291 | +100.0% | 0.06% | – |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $457,000 | +202.6% | 1,067 | +179.3% | 0.06% | +185.0% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $429,000 | +17.2% | 3,793 | +12.5% | 0.05% | +12.5% |
| EFG | Buy | ISHARES TReafe grwth etf | $411,000 | +7.6% | 3,829 | +0.7% | 0.05% | 0.0% |
| PFF | Buy | ISHARES TRpfd and incm sec | $399,000 | +14.3% | 10,154 | +11.7% | 0.05% | +8.7% |
| CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $376,000 | +11.9% | 8,032 | +0.1% | 0.05% | +4.4% |
| LDUR | Buy | PIMCO ETF TRenhncd lw dur ac | $366,000 | +15.8% | 3,598 | +16.1% | 0.05% | +9.5% |
| DNL | Buy | WISDOMTREE TRglb us qtly div | $340,000 | +11.5% | 8,169 | +107.7% | 0.04% | +5.0% |
| PEP | Buy | PEPSICO INC | $330,000 | +4.8% | 2,227 | +0.0% | 0.04% | -2.4% |
| IEFA | Buy | ISHARES TRcore msci eafe | $299,000 | +39.1% | 3,995 | +33.7% | 0.04% | +32.1% |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $288,000 | +7.9% | 1,659 | +0.1% | 0.04% | +2.9% |
| AMZN | Buy | AMAZON COM INC | $272,000 | +27.7% | 79 | +14.5% | 0.03% | +21.4% |
| XLSR | Buy | SSGA ACTIVE TRspdr ssga us sct | $268,000 | +8.5% | 6,034 | +0.2% | 0.03% | 0.0% |
| XOUT | Buy | GRANITESHARES ETF TRxout us lrg cp | $247,000 | +10.8% | 6,061 | +0.1% | 0.03% | +3.3% |
| TIP | Buy | ISHARES TRtips bd etf | $249,000 | +2.9% | 1,948 | +1.2% | 0.03% | -3.1% |
| SYY | Buy | SYSCO CORP | $235,000 | +5.4% | 3,021 | +6.6% | 0.03% | -3.3% |
| IWB | Buy | ISHARES TRrus 1000 etf | $222,000 | +9.9% | 919 | +1.7% | 0.03% | +3.7% |
| XOM | Buy | EXXON MOBIL CORP | $220,000 | +13.4% | 3,486 | +0.3% | 0.03% | +3.8% |
| MRK | Buy | MERCK & CO INC | $216,000 | +0.9% | 2,781 | +0.2% | 0.03% | -3.6% |
| JPM | Buy | JPMORGAN CHASE & CO | $197,000 | +2.1% | 1,268 | +0.2% | 0.02% | -3.8% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $158,000 | +3.9% | 587 | +0.2% | 0.02% | 0.0% |
| ESBA | New | EMPIRE ST RLTY OP L Punit ltd prtnsp | $151,000 | – | 12,524 | +100.0% | 0.02% | – |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $151,000 | 0.0% | 2,970 | +0.1% | 0.02% | -5.0% |
| T | Buy | AT&T INC | $155,000 | -4.3% | 5,399 | +0.6% | 0.02% | -9.5% |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $133,000 | +5.6% | 1,525 | +0.5% | 0.02% | 0.0% |
| GINN | Buy | GOLDMAN SACHS ETF TRinnovat eq etf | $132,000 | +9.1% | 2,121 | +0.1% | 0.02% | 0.0% |
| ICSH | Buy | ISHARES TRblackrock ultra | $127,000 | +0.8% | 2,505 | +0.1% | 0.02% | -5.9% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $127,000 | +119.0% | 945 | +112.4% | 0.02% | +100.0% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $119,000 | +17.8% | 946 | +9.2% | 0.02% | +15.4% |
| YUM | Buy | YUM BRANDS INC | $121,000 | +6.1% | 1,054 | +0.3% | 0.02% | 0.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $110,000 | +25.0% | 276 | +16.9% | 0.01% | +16.7% |
| DSI | Buy | ISHARES TRmsci kld400 soc | $110,000 | +8.9% | 1,325 | +0.2% | 0.01% | +7.7% |
| PSX | Buy | PHILLIPS 66 | $111,000 | +35.4% | 1,290 | +29.0% | 0.01% | +27.3% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $110,000 | +27.9% | 1,061 | +20.3% | 0.01% | +27.3% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $104,000 | +10.6% | 1,492 | +8.7% | 0.01% | +8.3% |
| FIXD | Buy | FIRST TR EXCHNG TRADED FD VItcw opportunis | $104,000 | +96.2% | 1,939 | +93.3% | 0.01% | +85.7% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $101,000 | +4.1% | 1,807 | +7.8% | 0.01% | 0.0% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $96,000 | +7.9% | 1,522 | +9.3% | 0.01% | 0.0% |
| YUMC | Buy | YUM CHINA HLDGS INC | $96,000 | +11.6% | 1,448 | +0.1% | 0.01% | +9.1% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $90,000 | +9.8% | 394 | +6.5% | 0.01% | 0.0% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $86,000 | +22.9% | 413 | +0.5% | 0.01% | +22.2% |
| PPG | Buy | PPG INDS INC | $85,000 | +13.3% | 502 | +0.4% | 0.01% | +10.0% |
| PFE | Buy | PFIZER INC | $85,000 | +19.7% | 2,183 | +12.0% | 0.01% | +22.2% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $78,000 | +5.4% | 528 | +0.4% | 0.01% | 0.0% |
| OXYWS | Buy | OCCIDENTAL PETE CORPw exp 08/03/202 | $83,000 | +130.6% | 6,001 | +100.0% | 0.01% | +100.0% |
| AMCR | Buy | AMCOR PLCord | $83,000 | -1.2% | 7,229 | +0.9% | 0.01% | -9.1% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $74,000 | +25.4% | 506 | +11.7% | 0.01% | +12.5% |
| VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $74,000 | +2.8% | 408 | +0.5% | 0.01% | -10.0% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $71,000 | +18.3% | 942 | +13.6% | 0.01% | +12.5% |
| ABBV | Buy | ABBVIE INC | $61,000 | +5.2% | 541 | +0.9% | 0.01% | 0.0% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $58,000 | +11.5% | 566 | +0.7% | 0.01% | 0.0% |
| SIRI | Buy | SIRIUS XM HOLDINGS INC | $56,000 | +7.7% | 8,531 | +0.2% | 0.01% | 0.0% |
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $55,000 | – | 1,000 | +100.0% | 0.01% | – |
| FHN | Buy | FIRST HORIZON CORPORATION | $54,000 | +1.9% | 3,140 | +0.6% | 0.01% | 0.0% |
| IBDO | Buy | ISHARES TRibonds dec23 etf | $53,000 | 0.0% | 2,040 | +0.4% | 0.01% | 0.0% |
| IBDP | Buy | ISHARES TRibonds dec24 etf | $54,000 | +1.9% | 2,034 | +0.4% | 0.01% | 0.0% |
| XITK | Buy | SPDR SER TRfactst inv etf | $45,000 | +12.5% | 201 | +4.7% | 0.01% | +20.0% |
| IMCG | Buy | ISHARES TRmrgstr md cp grw | $48,000 | +9.1% | 697 | +500.9% | 0.01% | 0.0% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $47,000 | +20.5% | 685 | +13.8% | 0.01% | +20.0% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $45,000 | +9.8% | 837 | +1.2% | 0.01% | +20.0% |
| EDOC | Buy | GLOBAL X FDStelmdc&dig etf | $51,000 | +5000.0% | 2,652 | +5665.2% | 0.01% | – |
| IBDM | Buy | ISHARES TRibonds dec21 etf | $52,000 | +2.0% | 2,079 | +0.3% | 0.01% | -14.3% |
| IDNA | Buy | ISHARES TRgenomics immun | $47,000 | +20.5% | 895 | +4.8% | 0.01% | +20.0% |
| IBDN | Buy | ISHARES TRibonds dec22 etf | $52,000 | 0.0% | 2,055 | +0.4% | 0.01% | -14.3% |
| SPD | Buy | SIMPLIFY EXCHANGE TRADED FUNus eqt pls dwnsd | $30,000 | +2900.0% | 1,000 | +2677.8% | 0.00% | – |
| EFA | Buy | ISHARES TRmsci eafe etf | $33,000 | +6.5% | 412 | +1.2% | 0.00% | 0.0% |
| IHDG | Buy | WISDOMTREE TRitl hdg qtly div | $35,000 | +20.7% | 788 | +12.6% | 0.00% | 0.0% |
| VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $33,000 | +22.2% | 492 | +13.6% | 0.00% | 0.0% |
| RDSA | Buy | ROYAL DUTCH SHELL PLCspons adr a | $29,000 | +3.6% | 713 | +0.1% | 0.00% | 0.0% |
| MGC | Buy | VANGUARD WORLD FDmega cap index | $31,000 | +6.9% | 206 | +0.5% | 0.00% | 0.0% |
| DBEU | Buy | DBX ETF TRxtrack msci eurp | $32,000 | +18.5% | 950 | +12.3% | 0.00% | 0.0% |
| MU | New | MICRON TECHNOLOGY INC | $36,000 | – | 426 | +100.0% | 0.00% | – |
| GM | Buy | GENERAL MTRS CO | $24,000 | +41.2% | 400 | +33.3% | 0.00% | +50.0% |
| RXI | Buy | ISHARES TRglb cns disc etf | $22,000 | +4.8% | 129 | +0.8% | 0.00% | 0.0% |
| WHR | Buy | WHIRLPOOL CORP | $23,000 | 0.0% | 104 | +1.0% | 0.00% | 0.0% |
| WMB | New | WILLIAMS COS INC | $25,000 | – | 930 | +100.0% | 0.00% | – |
| APD | Buy | AIR PRODS & CHEMS INC | $22,000 | +83.3% | 75 | +78.6% | 0.00% | +50.0% |
| TTD | Buy | THE TRADE DESK INC | $23,000 | +15.0% | 300 | +900.0% | 0.00% | 0.0% |
| SBUX | Buy | STARBUCKS CORP | $26,000 | +4.0% | 233 | +0.4% | 0.00% | 0.0% |
| KMI | Buy | KINDER MORGAN INC DEL | $22,000 | +15.8% | 1,184 | +1.3% | 0.00% | 0.0% |
| TWTR | New | TWITTER INC | $28,000 | – | 400 | +100.0% | 0.00% | – |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $16,000 | +6.7% | 256 | +2.8% | 0.00% | 0.0% |
| SHE | Buy | SPDR SER TRssga gnder etf | $18,000 | +5.9% | 181 | +0.6% | 0.00% | 0.0% |
| DGS | New | WISDOMTREE TRemg mkts smcap | $15,000 | – | 270 | +100.0% | 0.00% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $15,000 | – | 31 | +100.0% | 0.00% | – |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $18,000 | +5.9% | 226 | +0.4% | 0.00% | 0.0% |
| AWF | New | ALLIANCEBERNSTEIN GLOBAL HIG | $19,000 | – | 1,536 | +100.0% | 0.00% | – |
| MO | Buy | ALTRIA GROUP INC | $18,000 | -10.0% | 383 | +0.3% | 0.00% | -33.3% |
| GOLD | Buy | BARRICK GOLD CORP | $14,000 | 0.0% | 690 | +1.0% | 0.00% | 0.0% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $18,000 | +500.0% | 206 | +415.0% | 0.00% | – |
| CWH | Buy | CAMPING WORLD HLDGS INCcl a | $11,000 | +10.0% | 277 | +0.7% | 0.00% | 0.0% |
| CAT | Buy | CATERPILLAR INC | $9,000 | +200.0% | 40 | +166.7% | 0.00% | – |
| STZ | New | CONSTELLATION BRANDS INCcl a | $7,000 | – | 30 | +100.0% | 0.00% | – |
| DAL | Buy | DELTA AIR LINES INC DEL | $9,000 | +80.0% | 200 | +100.0% | 0.00% | 0.0% |
| EPR | New | EPR PPTYS | $5,000 | – | 91 | +100.0% | 0.00% | – |
| PRFZ | New | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $5,000 | – | 26 | +100.0% | 0.00% | – |
| REET | Buy | ISHARES TRglobal reit etf | $8,000 | 0.0% | 302 | +0.7% | 0.00% | 0.0% |
| LEVI | Buy | LEVI STRAUSS & CO NEW | $11,000 | +10.0% | 402 | +0.2% | 0.00% | 0.0% |
| MRVL | New | MARVELL TECHNOLOGY INC | $8,000 | – | 143 | +100.0% | 0.00% | – |
| NVO | Buy | NOVO-NORDISK A Sadr | $8,000 | +14.3% | 101 | +1.0% | 0.00% | 0.0% |
| OGN | New | ORGANON & CO | $8,000 | – | 275 | +100.0% | 0.00% | – |
| RLY | Buy | SSGA ACTIVE ETF TRmult ass rlrtn | $10,000 | +11.1% | 339 | +0.9% | 0.00% | 0.0% |
| DIA | New | SPDR DOW JONES INDL AVERAGEut ser 1 | $6,000 | – | 16 | +100.0% | 0.00% | – |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $7,000 | – | 83 | +100.0% | 0.00% | – |
| FNDA | New | SCHWAB STRATEGIC TRschwab fdt us sc | $8,000 | – | 139 | +100.0% | 0.00% | – |
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $5,000 | – | 131 | +100.0% | 0.00% | – |
| SNV | Buy | SYNOVUS FINL CORP | $10,000 | +900.0% | 227 | +1235.3% | 0.00% | – |
| TEI | New | TEMPLETON EMERGING MKTS INCO | $7,000 | – | 886 | +100.0% | 0.00% | – |
| VSS | New | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $7,000 | – | 51 | +100.0% | 0.00% | – |
| XSOE | Buy | WISDOMTREE TRem ex st-owned | $11,000 | +266.7% | 265 | +289.7% | 0.00% | – |
| XPER | Buy | XPERI HOLDING CORP | $6,000 | 0.0% | 276 | +0.4% | 0.00% | 0.0% |
| APTV | New | APTIV PLC | $9,000 | – | 55 | +100.0% | 0.00% | – |
| CMRE | Buy | COSTAMARE INC | $12,000 | +20.0% | 1,038 | +1.0% | 0.00% | 0.0% |
| NTGR | New | NETGEAR INC | $3,000 | – | 66 | +100.0% | 0.00% | – |
| PRGO | New | PERRIGO CO PLC | $0 | – | 4 | +100.0% | 0.00% | – |
| KHC | Buy | KRAFT HEINZ CO | $2,000 | +100.0% | 38 | +5.6% | 0.00% | – |
| XT | Buy | ISHARES TRexponential tech | $0 | – | 0 | +100.0% | 0.00% | – |
| INDA | New | ISHARES TRmsci india etf | $4,000 | – | 100 | +100.0% | 0.00% | – |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $1,000 | – | 10 | +900.0% | 0.00% | – |
| INFN | New | INFINERA CORP | $3,000 | – | 266 | +100.0% | 0.00% | – |
| HLIO | New | HELIOS TECHNOLOGIES INC | $0 | – | 1 | +100.0% | 0.00% | – |
| PRTA | New | PROTHENA CORP PLC | $0 | – | 1 | +100.0% | 0.00% | – |
| PACW | New | PACWEST BANCORP DEL | $4,000 | – | 93 | +100.0% | 0.00% | – |
| VTRS | Buy | VIATRIS INC | $2,000 | 0.0% | 126 | +5.0% | 0.00% | – |
| RIO | Exit | RIO TINTO PLCsponsored adr | $0 | – | 0 | +100.0% | 0.00% | – |
| CHRS | New | COHERUS BIOSCIENCES INC | $0 | – | 10 | +100.0% | 0.00% | – |
| BCRX | New | BIOCRYST PHARMACEUTICALS INC | $0 | – | 20 | +100.0% | 0.00% | – |
| CAPE | New | BARCLAYS BANK PLCipath shilr cape | $3,000 | – | 160 | +100.0% | 0.00% | – |
| WOR | Buy | WORTHINGTON INDS INC | $2,000 | 0.0% | 32 | +3.2% | 0.00% | – |
| ARLO | New | ARLO TECHNOLOGIES INC | $1,000 | – | 132 | +100.0% | 0.00% | – |
| AMX | Buy | AMERICA MOVIL SAB DE CV | $3,000 | 0.0% | 205 | +2.5% | 0.00% | – |
| SCHK | New | SCHWAB STRATEGIC TR1000 index etf | $4,000 | – | 86 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Pimco Etf Tr Enhanced Short | 42 | Q3 2023 | 20.6% |
| VANGUARD SHORT-TERM BOND INDEX ETF | 42 | Q3 2023 | 12.9% |
| VANGUARD VALUE INDEX ETF | 42 | Q3 2023 | 9.0% |
| Ishares Tr S&P 500 Index Fd | 42 | Q3 2023 | 7.9% |
| Ishares Tr Msci Acwiindex Fd | 42 | Q3 2023 | 23.4% |
| Vanguard Specializedportfolios Div | 42 | Q3 2023 | 7.4% |
| Ishares TRUST Core Msci Total Intl Stk E | 42 | Q3 2023 | 10.4% |
| Vanguard Index Fds Vanguard Growth | 42 | Q3 2023 | 3.7% |
| Autozone Inc Nev | 42 | Q3 2023 | 6.2% |
| VANGUARD LARGE-CAP INDEX ETF | 42 | Q3 2023 | 4.4% |
View TD Capital Management LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| TD Capital Management LLC | November 10, 2015 | 10 | 12.0% |
| TD Capital Management LLC | February 05, 2015 | ? | ? |
| TD Capital Management LLC | September 30, 2014 | ? | ? |
View TD Capital Management LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-05-13 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-16 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-18 |
View TD Capital 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.