| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard Total Bond Market ETF | 19 | Q2 2024 | 74.6% |
| ISHARES TR | 19 | Q2 2024 | 15.2% |
| iShares U.S. Energy ETF | 19 | Q2 2024 | 7.8% |
| ISHARES TR | 19 | Q2 2024 | 7.0% |
| SPDR S&P 500 ETF TR | 19 | Q2 2024 | 2.9% |
| ISHARES TR | 19 | Q2 2024 | 3.5% |
| Vanguard REIT ETF | 19 | Q2 2024 | 3.6% |
| Vanguard Tax-Exempt Bond ETF | 19 | Q2 2024 | 2.4% |
| The Interpublic Group of Companies Inc | 19 | Q2 2024 | 1.4% |
| ISHARES TR | 19 | Q2 2024 | 2.6% |
View TFO Wealth Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-08-15 |
| 13F-HR | 2024-05-14 |
| 13F-HR/A | 2024-02-14 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-08 |
View TFO Wealth Partners, 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.