Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2019 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 16 | Q2 2024 | 33.1% |
ISHARES TR | 16 | Q2 2024 | 26.4% |
JOHNSON & JOHNSON | 16 | Q2 2024 | 4.7% |
APPLE INC | 16 | Q2 2024 | 2.9% |
ISHARES INC | 16 | Q2 2024 | 3.9% |
OLD NATL BANCORP IND | 16 | Q2 2024 | 2.1% |
PROCTER AND GAMBLE CO | 16 | Q2 2024 | 2.5% |
ACCENTURE PLC IRELAND | 16 | Q2 2024 | 1.7% |
MICROSOFT CORP | 16 | Q2 2024 | 1.4% |
MERCK & CO. INC | 16 | Q2 2024 | 1.7% |
View TFC Financial Management, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-09-25 |
13F-HR | 2024-07-23 |
13F-HR | 2024-04-30 |
13F-HR | 2024-01-25 |
13F-HR | 2023-10-23 |
13F-HR | 2023-08-07 |
13F-HR | 2023-05-08 |
13F-HR | 2023-02-13 |
13F-HR | 2022-10-21 |
13F-HR | 2022-08-03 |
View TFC Financial Management, Inc.'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.