$886 Million is the total value of TD Capital Management LLC's 381 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 24.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $185,872,000 | +9.5% | 1,737,448 | +0.7% | 20.97% | +1.0% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $92,922,000 | +0.2% | 1,149,592 | +1.6% | 10.48% | -7.5% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $48,507,000 | +24.6% | 477,616 | +25.0% | 5.47% | +15.0% |
| AGG | Buy | ISHARES TRcore us aggbd et | $48,071,000 | +0.1% | 421,376 | +0.7% | 5.42% | -7.7% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $42,738,000 | +16.0% | 177,011 | +6.7% | 4.82% | +7.1% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $41,656,000 | +11.8% | 87,331 | +1.0% | 4.70% | +3.1% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $37,599,000 | +12.4% | 258,306 | +1.7% | 4.24% | +3.7% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $36,358,000 | +13.0% | 211,693 | +1.1% | 4.10% | +4.3% |
| IXUS | Buy | ISHARES TRcore msci total | $26,047,000 | +1.9% | 367,171 | +2.0% | 2.94% | -6.0% |
| JMST | Buy | J P MORGAN EXCHANGE-TRADED Fultra sht muncpl | $12,636,000 | +45.0% | 247,471 | +45.1% | 1.43% | +33.9% |
| VUSB | Buy | VANGUARD BD INDEX FDSvanguard ultra | $10,812,000 | +107.8% | 216,458 | +108.6% | 1.22% | +91.8% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $8,944,000 | +7.7% | 35,105 | +0.1% | 1.01% | -0.6% |
| ACWI | Buy | ISHARES TRmsci acwi etf | $8,564,000 | +6.6% | 80,957 | +0.6% | 0.97% | -1.7% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $8,257,000 | +0.8% | 45,153 | +0.5% | 0.93% | -6.9% |
| FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $6,988,000 | +18.5% | 82,651 | +4.9% | 0.79% | +9.4% |
| ISTB | Buy | ISHARES TRcore 1 5 yr usd | $5,298,000 | +5.3% | 105,049 | +6.6% | 0.60% | -2.8% |
| SMMU | Buy | PIMCO ETF TRshtrm mun bd act | $4,526,000 | +91.9% | 88,342 | +92.2% | 0.51% | +77.4% |
| VOO | Buy | VANGUARD INDEX FDS | $4,228,000 | +13.3% | 9,684 | +2.3% | 0.48% | +4.6% |
| FIXD | Buy | FIRST TR EXCHNG TRADED FD VItcw opportunis | $2,897,000 | +22.6% | 54,441 | +23.4% | 0.33% | +13.1% |
| LDUR | Buy | PIMCO ETF TRenhncd lw dur ac | $2,826,000 | +179.2% | 28,095 | +182.6% | 0.32% | +157.3% |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $1,297,000 | +3.0% | 12,253 | +2.8% | 0.15% | -5.2% |
| MEAR | Buy | ISHARES U S ETF TRblackrock short | $1,211,000 | +4.1% | 24,160 | +4.2% | 0.14% | -3.5% |
| FTSM | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $916,000 | +29.6% | 15,324 | +29.8% | 0.10% | +19.8% |
| FDX | Buy | FEDEX CORP | $899,000 | +18.1% | 3,475 | +0.2% | 0.10% | +8.6% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $825,000 | +2.2% | 16,154 | +1.1% | 0.09% | -6.1% |
| QQQM | Buy | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $724,000 | +154.0% | 4,430 | +129.1% | 0.08% | +134.3% |
| IEMG | Buy | ISHARES INCcore msci emkt | $725,000 | -1.5% | 12,111 | +1.6% | 0.08% | -8.9% |
| GSLC | Buy | GOLDMAN SACHS ETF TRactivebeta us lg | $722,000 | +10.9% | 7,592 | +0.3% | 0.08% | +1.2% |
| BOND | New | PIMCO ETF TRactive bd etf | $645,000 | – | 5,891 | +100.0% | 0.07% | – |
| DNL | Buy | WISDOMTREE TRglb us qtly div | $568,000 | +7.8% | 13,047 | +0.2% | 0.06% | 0.0% |
| VLUE | Buy | ISHARES TRmsci usa value | $554,000 | +9.3% | 5,059 | +0.5% | 0.06% | +1.6% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $476,000 | +12.0% | 4,158 | +6.7% | 0.05% | +3.8% |
| IP | Buy | INTERNATIONAL PAPER CO | $473,000 | -15.1% | 10,066 | +1.0% | 0.05% | -22.1% |
| CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $452,000 | +10.8% | 8,562 | +2.2% | 0.05% | +2.0% |
| EFG | Buy | ISHARES TReafe grwth etf | $425,000 | +4.2% | 3,850 | +0.5% | 0.05% | -4.0% |
| PFF | Buy | ISHARES TRpfd and incm sec | $415,000 | +4.0% | 10,524 | +2.3% | 0.05% | -4.1% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $395,000 | +0.8% | 7,186 | +0.5% | 0.04% | -6.2% |
| CAG | Buy | CONAGRA BRANDS INC | $385,000 | +38400.0% | 11,272 | +37473.3% | 0.04% | – |
| NVRO | New | NEVRO CORP | $377,000 | – | 4,648 | +100.0% | 0.04% | – |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $350,000 | +1.2% | 5,710 | +0.5% | 0.04% | -7.1% |
| MUNI | Buy | PIMCO ETF TRinter mun bd act | $338,000 | 0.0% | 6,013 | +0.4% | 0.04% | -7.3% |
| QQQJ | Buy | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $330,000 | +54.2% | 9,823 | +52.0% | 0.04% | +42.3% |
| IEFA | Buy | ISHARES TRcore msci eafe | $330,000 | +8.2% | 4,416 | +7.6% | 0.04% | 0.0% |
| XOUT | Buy | GRANITESHARES ETF TRxout us lrg cp | $326,000 | +13.6% | 7,196 | +2.6% | 0.04% | +5.7% |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $306,000 | +3.7% | 1,682 | +0.2% | 0.04% | -2.8% |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $301,000 | +99.3% | 5,930 | +99.5% | 0.03% | +88.9% |
| XLSR | Buy | SSGA ACTIVE TRspdr ssga us sct | $292,000 | +9.4% | 6,221 | +2.9% | 0.03% | 0.0% |
| MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $271,000 | +30.9% | 3,559 | +26.1% | 0.03% | +24.0% |
| NVDA | Buy | NVIDIA CORPORATION | $270,000 | +51.7% | 918 | +7.1% | 0.03% | +36.4% |
| TIP | Buy | ISHARES TRtips bd etf | $260,000 | +1.6% | 2,010 | +0.3% | 0.03% | -6.5% |
| IWB | Buy | ISHARES TRrus 1000 etf | $246,000 | +10.8% | 932 | +1.3% | 0.03% | +3.7% |
| SYY | Buy | SYSCO CORP | $238,000 | +0.4% | 3,027 | +0.1% | 0.03% | -6.9% |
| GINN | Buy | GOLDMAN SACHS ETF TRinnovat eq etf | $241,000 | +5.2% | 3,975 | +3.4% | 0.03% | -3.6% |
| NTSX | Buy | WISDOMTREE TRus efficient cor | $222,000 | +103.7% | 5,008 | +86.4% | 0.02% | +92.3% |
| MRK | Buy | MERCK & CO INC | $214,000 | +2.4% | 2,790 | +0.1% | 0.02% | -7.7% |
| ESGU | Buy | ISHARES TResg awr msci usa | $213,000 | +9.8% | 1,974 | +0.3% | 0.02% | 0.0% |
| LW | New | LAMB WESTON HLDGS INC | $197,000 | – | 3,105 | +100.0% | 0.02% | – |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $190,000 | +11.1% | 478 | +0.2% | 0.02% | 0.0% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $167,000 | +7.7% | 590 | +0.2% | 0.02% | 0.0% |
| HRL | New | HORMEL FOODS CORP | $161,000 | – | 3,289 | +100.0% | 0.02% | – |
| CVS | Buy | CVS HEALTH CORP | $140,000 | +29.6% | 1,358 | +7.1% | 0.02% | +23.1% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $139,000 | +28.7% | 277 | +0.4% | 0.02% | +23.1% |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $139,000 | +4.5% | 1,625 | +6.4% | 0.02% | 0.0% |
| T | Buy | AT&T INC | $136,000 | -8.1% | 5,517 | +0.7% | 0.02% | -16.7% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $135,000 | +6.3% | 1,015 | +5.9% | 0.02% | -6.2% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $120,000 | +11.1% | 2,313 | +16.0% | 0.01% | +7.7% |
| ICSH | Buy | ISHARES TRblackrock ultra | $127,000 | 0.0% | 2,511 | +0.1% | 0.01% | -12.5% |
| OXYWS | Buy | OCCIDENTAL PETE CORPw exp 08/03/202 | $122,000 | +28.4% | 9,651 | +19.9% | 0.01% | +16.7% |
| DSI | Buy | ISHARES TRmsci kld400 soc | $124,000 | +11.7% | 1,333 | +0.3% | 0.01% | 0.0% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $115,000 | +6.5% | 1,073 | +0.8% | 0.01% | 0.0% |
| ESBA | Buy | EMPIRE ST RLTY OP L Punit ltd prtnsp | $112,000 | -11.1% | 12,616 | +0.4% | 0.01% | -13.3% |
| Buy | GENERAL ELECTRIC CO | $110,000 | -8.3% | 1,162 | +0.1% | 0.01% | -20.0% | |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $102,000 | +5.2% | 1,310 | +0.3% | 0.01% | 0.0% |
| MMM | Buy | 3M CO | $110,000 | +2.8% | 621 | +1.6% | 0.01% | -7.7% |
| USFR | New | WISDOMTREE TRfloatng rat trea | $100,000 | – | 3,984 | +100.0% | 0.01% | – |
| EDOC | Buy | GLOBAL X FDStelmdc&dig etf | $95,000 | +102.1% | 5,749 | +116.8% | 0.01% | +83.3% |
| INTC | Buy | INTEL CORP | $94,000 | +32.4% | 1,831 | +37.6% | 0.01% | +22.2% |
| PPG | Buy | PPG INDS INC | $87,000 | +20.8% | 505 | +0.4% | 0.01% | +11.1% |
| AMCR | Buy | AMCOR PLCord | $88,000 | +3.5% | 7,369 | +1.0% | 0.01% | 0.0% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $89,000 | +17.1% | 417 | +0.5% | 0.01% | +11.1% |
| New | SIMPLIFY EXCHANGE TRADED FUNhedged equity | $77,000 | – | 3,017 | +100.0% | 0.01% | – | |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $77,000 | +8.5% | 957 | +0.7% | 0.01% | 0.0% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $83,000 | +10.7% | 507 | +0.2% | 0.01% | 0.0% |
| SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $82,000 | +39.0% | 1,542 | +26.0% | 0.01% | +28.6% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $84,000 | +9.1% | 534 | +0.6% | 0.01% | 0.0% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $66,000 | +1220.0% | 220 | +1000.0% | 0.01% | +600.0% |
| JNJ | Buy | JOHNSON & JOHNSON | $66,000 | +6.5% | 383 | +0.3% | 0.01% | -12.5% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $64,000 | -9.9% | 1,279 | +0.4% | 0.01% | -22.2% |
| ESGD | Buy | ISHARES TResg aw msci eafe | $53,000 | +1.9% | 667 | +1.4% | 0.01% | 0.0% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $51,000 | +10.9% | 693 | +0.6% | 0.01% | 0.0% |
| SIRI | Buy | SIRIUS XM HOLDINGS INC | $54,000 | +3.8% | 8,572 | +0.3% | 0.01% | 0.0% |
| FHN | Buy | FIRST HORIZON CORPORATION | $52,000 | +2.0% | 3,176 | +0.6% | 0.01% | 0.0% |
| GWW | Buy | GRAINGER W W INC | $52,000 | +225.0% | 100 | +150.0% | 0.01% | +200.0% |
| IMCG | Buy | ISHARES TRmrgstr md cp grw | $51,000 | +6.2% | 699 | +0.1% | 0.01% | 0.0% |
| IBDO | Buy | ISHARES TRibonds dec23 etf | $53,000 | 0.0% | 2,065 | +0.8% | 0.01% | 0.0% |
| IBDN | Buy | ISHARES TRibonds dec22 etf | $52,000 | 0.0% | 2,078 | +0.7% | 0.01% | 0.0% |
| IBDP | Buy | ISHARES TRibonds dec24 etf | $53,000 | -1.9% | 2,055 | +0.6% | 0.01% | -14.3% |
| WMB | Buy | WILLIAMS COS INC | $47,000 | +95.8% | 1,800 | +93.5% | 0.01% | +66.7% |
| DUK | Buy | DUKE ENERGY CORP NEW | $46,000 | +666.7% | 442 | +624.6% | 0.01% | +400.0% |
| V | Buy | VISA INC | $43,000 | -2.3% | 200 | +0.5% | 0.01% | 0.0% |
| MGC | Buy | VANGUARD WORLD FDmega cap index | $35,000 | +12.9% | 207 | +0.5% | 0.00% | 0.0% |
| EFA | Buy | ISHARES TRmsci eafe etf | $33,000 | +3.1% | 419 | +1.7% | 0.00% | 0.0% |
| IDNA | Buy | ISHARES TRgenomics immun | $39,000 | -13.3% | 900 | +0.6% | 0.00% | -33.3% |
| VIAC | Buy | VIACOMCBS INCcl b | $37,000 | +270.0% | 1,210 | +369.0% | 0.00% | +300.0% |
| TEL | Buy | TE CONNECTIVITY LTD | $39,000 | +18.2% | 244 | +0.4% | 0.00% | 0.0% |
| VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $34,000 | +6.2% | 500 | +1.0% | 0.00% | 0.0% |
| DBEU | Buy | DBX ETF TRxtrack msci eurp | $35,000 | +6.1% | 969 | +0.3% | 0.00% | 0.0% |
| IHDG | Buy | WISDOMTREE TRitl hdg qtly div | $37,000 | +8.8% | 800 | +0.4% | 0.00% | 0.0% |
| OUSA | New | OSI ETF TRoshares us qualt | $30,000 | – | 644 | +100.0% | 0.00% | – |
| DOW | Buy | DOW INC | $24,000 | +84.6% | 419 | +91.3% | 0.00% | +50.0% |
| KMI | Buy | KINDER MORGAN INC DEL | $30,000 | +50.0% | 1,918 | +59.7% | 0.00% | +50.0% |
| KHC | Buy | KRAFT HEINZ CO | $30,000 | +2900.0% | 838 | +2105.3% | 0.00% | – |
| WHR | Buy | WHIRLPOOL CORP | $25,000 | +19.0% | 105 | +1.0% | 0.00% | 0.0% |
| MO | Buy | ALTRIA GROUP INC | $25,000 | +47.1% | 531 | +38.3% | 0.00% | +50.0% |
| New | SYLVAMO CORP | $25,000 | – | 905 | +100.0% | 0.00% | – | |
| SBUX | Buy | STARBUCKS CORP | $27,000 | +3.8% | 235 | +0.4% | 0.00% | 0.0% |
| BX | New | BLACKSTONE INC | $26,000 | – | 200 | +100.0% | 0.00% | – |
| ITW | Buy | ILLINOIS TOOL WKS INC | $25,000 | +78.6% | 100 | +42.9% | 0.00% | +50.0% |
| TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $22,000 | 0.0% | 467 | +1.3% | 0.00% | -33.3% |
| BTI | New | BRITISH AMERN TOB PLCsponsored adr | $19,000 | – | 500 | +100.0% | 0.00% | – |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $15,000 | +36.4% | 112 | +31.8% | 0.00% | +100.0% |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $20,000 | +11.1% | 227 | +0.4% | 0.00% | 0.0% |
| CZR | New | CAESARS ENTERTAINMENT INC NE | $14,000 | – | 150 | +100.0% | 0.00% | – |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $18,000 | 0.0% | 208 | +0.5% | 0.00% | 0.0% |
| GLD | New | SPDR GOLD TR | $21,000 | – | 120 | +100.0% | 0.00% | – |
| ESGE | Buy | ISHARES INCesg awr msci em | $16,000 | 0.0% | 403 | +2.0% | 0.00% | 0.0% |
| SHE | Buy | SPDR SER TRssga gnder etf | $19,000 | +5.6% | 182 | +0.6% | 0.00% | 0.0% |
| DGS | Buy | WISDOMTREE TRemg mkts smcap | $15,000 | 0.0% | 276 | +1.1% | 0.00% | 0.0% |
| CIM | New | CHIMERA INVT CORP | $15,000 | – | 1,000 | +100.0% | 0.00% | – |
| AWF | Buy | ALLIANCEBERNSTEIN GLOBAL HIG | $19,000 | 0.0% | 1,586 | +1.6% | 0.00% | 0.0% |
| CAH | New | CARDINAL HEALTH INC | $5,000 | – | 101 | +100.0% | 0.00% | – |
| AB | New | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $10,000 | – | 200 | +100.0% | 0.00% | – |
| ABR | New | ARBOR REALTY TRUST INC | $9,000 | – | 500 | +100.0% | 0.00% | – |
| AUGX | New | AUGMEDIX INC | $5,000 | – | 1,505 | +100.0% | 0.00% | – |
| GOLD | Buy | BARRICK GOLD CORP | $13,000 | 0.0% | 700 | +0.3% | 0.00% | -50.0% |
| CWH | Buy | CAMPING WORLD HLDGS INCcl a | $11,000 | 0.0% | 284 | +1.4% | 0.00% | 0.0% |
| C | Buy | CITIGROUP INC | $12,000 | +1100.0% | 201 | +1727.3% | 0.00% | – |
| ET | New | ENERGY TRANSFER L P | $7,000 | – | 900 | +100.0% | 0.00% | – |
| RDVY | New | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $7,000 | – | 137 | +100.0% | 0.00% | – |
| INDA | Buy | ISHARES TRmsci india etf | $5,000 | 0.0% | 107 | +7.0% | 0.00% | 0.0% |
| JPUS | Buy | J P MORGAN EXCHANGE-TRADED Fjpmorgan diver | $13,000 | +8.3% | 127 | +0.8% | 0.00% | 0.0% |
| LEVI | Buy | LEVI STRAUSS & CO NEW | $10,000 | 0.0% | 404 | +0.2% | 0.00% | 0.0% |
| LUMN | Buy | LUMEN TECHNOLOGIES INC | $9,000 | +200.0% | 705 | +243.9% | 0.00% | – |
| OGN | Buy | ORGANON & CO | $9,000 | 0.0% | 280 | +1.1% | 0.00% | 0.0% |
| RLY | Buy | SSGA ACTIVE ETF TRmult ass rlrtn | $10,000 | 0.0% | 377 | +10.9% | 0.00% | 0.0% |
| FNDA | Buy | SCHWAB STRATEGIC TRschwab fdt us sc | $8,000 | +14.3% | 141 | +0.7% | 0.00% | 0.0% |
| SNV | Buy | SYNOVUS FINL CORP | $11,000 | +10.0% | 230 | +0.4% | 0.00% | 0.0% |
| TEI | Buy | TEMPLETON EMERGING MKTS INCO | $7,000 | 0.0% | 933 | +2.6% | 0.00% | 0.0% |
| TEN | Buy | TENNECO INC | $7,000 | +600.0% | 600 | +500.0% | 0.00% | – |
| USB | New | US BANCORP DEL | $6,000 | – | 100 | +100.0% | 0.00% | – |
| New | PARAGON 28 INC | $2,000 | – | 100 | +100.0% | 0.00% | – | |
| HZO | New | MARINEMAX INC | $1,000 | – | 18 | +100.0% | 0.00% | – |
| VGR | New | VECTOR GROUP LTD | $2,000 | – | 200 | +100.0% | 0.00% | – |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $4,000 | – | 100 | +900.0% | 0.00% | – |
| EPR | Buy | EPR PPTYS | $4,000 | -20.0% | 93 | +1.1% | 0.00% | -100.0% |
| VMW | New | VMWARE INC | $4,000 | – | 34 | +100.0% | 0.00% | – |
| New | DOUGLAS ELLIMAN INC | $1,000 | – | 100 | +100.0% | 0.00% | – | |
| CODI | New | COMPASS DIVERSIFIEDsh ben int | $2,000 | – | 75 | +100.0% | 0.00% | – |
| DEM | Buy | WISDOMTREE TRemer mkt high fd | $4,000 | – | 100 | +900.0% | 0.00% | – |
| AINV | Buy | APOLLO INVT CORP | $4,000 | +300.0% | 300 | +200.0% | 0.00% | – |
| RNR | New | RENAISSANCERE HLDGS LTD | $2,000 | – | 12 | +100.0% | 0.00% | – |
| XP | New | XP INCcl a | $2,000 | – | 69 | +100.0% | 0.00% | – |
| ACCO | New | ACCO BRANDS CORP | $3,000 | – | 400 | +100.0% | 0.00% | – |
| XT | Exit | ISHARES TRexponential tech | $0 | – | 0 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
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.