TFC Financial Management, Inc. Q1 2025 Filing
Filed April 24, 2025
Portfolio Value
$653.2M
Holdings
958
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (958 positions)
| Stock | Value |
|---|---|
IVVISHARES TR | $165.1M |
IDEVISHARES TR | $97.6M |
SHYISHARES TR | $72.9M |
IEMGISHARES INC | $41.1M |
DFUVDIMENSIONAL ETF TRUST | $38.8M |
JQUAJ P MORGAN EXCHANGE TRADED F | $36.9M |
DFATDIMENSIONAL ETF TRUST | $27.2M |
AAPLAPPLE INC | $10.6M |
JNJJOHNSON & JOHNSON | $8.4M |
NUEMNUSHARES ETF TR | $8.3M |
BSVVANGUARD BD INDEX FDS | $8.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $7.4M |
VVVANGUARD INDEX FDS | $7.2M |
MSFTMICROSOFT CORP | $5.7M |
XOMEXXON MOBIL CORP | $5.0M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $4.0M |
BNDVANGUARD BD INDEX FDS | $3.9M |
ACNACCENTURE PLC IRELAND | $3.7M |
MRKMERCK & CO INC | $3.5M |
ON1OLD NATL BANCORP IND | $3.3M |
ITOTISHARES TR | $3.2M |
IBMINTERNATIONAL BUSINESS MACHS | $3.1M |
AMZNAMAZON COM INC | $2.5M |
VBVANGUARD INDEX FDS | $2.5M |
IWBISHARES TR | $2.4M |
JSTCTIDAL ETF TR | $2.2M |
TSLATESLA INC | $2.1M |
NVDANVIDIA CORPORATION | $2.1M |
QUALISHARES TR | $1.8M |
VXFVANGUARD INDEX FDS | $1.7M |
JPMJPMORGAN CHASE & CO. | $1.6M |
MAMASTERCARD INCORPORATED | $1.6M |
IJRISHARES TR | $1.6M |
SPYSPDR S&P 500 ETF TR | $1.6M |
PGPROCTER AND GAMBLE CO | $1.5M |
GEGE AEROSPACE | $1.5M |
GOOGLALPHABET INC | $1.4M |
AQLTISHARES TR | $1.3M |
LHXL3HARRIS TECHNOLOGIES INC | $1.3M |
PWRDTCW ETF TRUST | $1.2M |
VOOVANGUARD INDEX FDS | $1.2M |
EXPEEXPEDIA GROUP INC | $1.1M |
MMM3M CO | $1.1M |
VOVANGUARD INDEX FDS | $1.1M |
ABTABBOTT LABS | $987K |
VTVVANGUARD INDEX FDS | $934K |
IWFISHARES TR | $894K |
ABBVABBVIE INC | $863K |
DFACDIMENSIONAL ETF TRUST | $856K |
TTDTHE TRADE DESK INC | $821K |
COSTCOSTCO WHSL CORP NEW | $809K |
SHOPSHOPIFY INC | $781K |
WMTWALMART INC | $777K |
DDOGDATADOG INC | $749K |
METAMETA PLATFORMS INC | $746K |
TJXTJX COS INC NEW | $744K |
HDHOME DEPOT INC | $705K |
VTIVANGUARD INDEX FDS | $700K |
GOOGALPHABET INC | $670K |
ADPAUTOMATIC DATA PROCESSING IN | $656K |
ISRGINTUITIVE SURGICAL INC | $652K |
MOALTRIA GROUP INC | $651K |
CLCOLGATE PALMOLIVE CO | $605K |
CITHE CIGNA GROUP | $569K |
MDLZMONDELEZ INTL INC | $556K |
GEVGE VERNOVA INC | $552K |
EFAISHARES TR | $549K |
4I1PHILIP MORRIS INTL INC | $537K |
VVISA INC | $530K |
FFINFIRST FINL BANKSHARES INC | $493K |
GPCGENUINE PARTS CO | $484K |
IWRISHARES TR | $477K |
AQLTISHARES TR | $468K |
DHSWISDOMTREE TR | $459K |
IQLTISHARES TR | $450K |
LLYELI LILLY & CO | $420K |
CVXCHEVRON CORP NEW | $419K |
BNLBROADSTONE NET LEASE INC | $404K |
CVNACARVANA CO | $403K |
AVGOBROADCOM INC | $377K |
CRMSALESFORCE INC | $373K |
ASMLASML HOLDING N V | $360K |
TMUST-MOBILE US INC | $344K |
IJHISHARES TR | $344K |
METMETLIFE INC | $344K |
CTVACORTEVA INC | $344K |
DISDISNEY WALT CO | $338K |
WMWASTE MGMT INC DEL | $334K |
FTECFIDELITY COVINGTON TRUST | $329K |
GSGOLDMAN SACHS GROUP INC | $311K |
VWOVANGUARD INTL EQUITY INDEX F | $308K |
SPGIS&P GLOBAL INC | $306K |
IDV*ISHARES TR | $306K |
LOWLOWES COS INC | $304K |
UNHUNITEDHEALTH GROUP INC | $304K |
AMSCAMERICAN SUPERCONDUCTOR CORP | $304K |
KOCOCA COLA CO | $297K |
VUGVANGUARD INDEX FDS | $286K |
KKRKKR & CO INC | $276K |
IGMISHARES TR | $272K |
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