$239 Million is the total value of TD Ameritrade Trust Co's 20 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PALL | Exit | ETFS PALLADIUM TRsh ben int | $0 | – | -1,287 | -100.0% | -0.05% | – |
| VTIP | Exit | VANGUARD MALVERN FDSstrm infproidx | $0 | – | -10,812 | -100.0% | -0.19% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -20,078 | -100.0% | -0.58% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-01-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | 24 | Q1 2019 | 17.3% |
| ISHARES TR | 24 | Q1 2019 | 8.4% |
| ISHARES TR | 24 | Q1 2019 | 4.3% |
| VANGUARD TAX MANAGED INTL FD | 24 | Q1 2019 | 11.1% |
| VANGUARD INTL EQUITY INDEX F | 23 | Q4 2018 | 10.6% |
| SPDR GOLD TRUST | 21 | Q1 2019 | 3.1% |
| VANGUARD INDEX FDS | 20 | Q1 2019 | 2.2% |
| ISHARES TR | 18 | Q3 2017 | 9.7% |
| ISHARES TR | 18 | Q3 2017 | 8.9% |
| ISHARES TR | 18 | Q3 2017 | 8.9% |
View TD Ameritrade Trust Co's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 144 | 2023-02-01 |
| 13F-HR | 2019-04-17 |
| 13F-HR | 2019-01-30 |
| 13F-HR | 2018-10-12 |
| 13F-HR | 2018-07-09 |
| 13F-HR | 2018-04-10 |
| 13F-HR | 2018-02-26 |
| 13F-HR | 2017-11-21 |
| 13F-HR | 2017-08-14 |
| 13F-HR | 2017-04-11 |
View TD Ameritrade Trust Co'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.