TFO Wealth Partners, LLC Q4 2024 Filing
Filed February 7, 2025
Portfolio Value
$210.6B
Holdings
10
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 4,125,815 | $142.7B | 67.76% | |
| 2 | DFUVDIMENSIONAL ETF TRUST | 553,487 | $22.6B | 10.75% | |
| 3 | DFATDIMENSIONAL ETF TRUST | 392,197 | $21.8B | 10.36% | |
| 4 | SPYSPDR S&P 500 ETF TR | 18,732 | $11.0B | 5.21% | |
| 5 | DFASDIMENSIONAL ETF TRUST | 122,577 | $8.0B | 3.79% | |
| 6 | IEMGISHARES INC | 28,418 | $1.5B | 0.70% | |
| 7 | DFIVDIMENSIONAL ETF TRUST | 39,884 | $1.4B | 0.67% | |
| 8 | NDQINVESCO QQQ TR | 1,745 | $892.1M | 0.42% | |
| 9 | EMXCISHARES INC | 8,307 | $460.6M | 0.22% | |
| 10 | QUALISHARES TR | 1,223 | $217.8M | 0.10% |