TME FINANCIAL, INC.

CIK: 0002056230Latest portfolio: $142.4M · Q4 2025

Holdings

72

Total Value

$142.4M

New Positions

4

Closed Positions

7

#StockSharesValue% PortfolioChangeType
1
ICVTISHARES TR
111,597$11.0M7.72%+73K
2
DBEFDBX ETF TR
197,463$9.5M6.67%+16K
3
VWOVANGUARD INTL EQUITY INDEX F
163,821$8.8M6.19%-2,808
4
TIPISHARES TR
77,089$8.5M5.95%-8,207
5
MOATVANECK ETF TRUST
65,182$6.8M4.74%+38K
6
DGROISHARES TR
90,490$6.3M4.41%+6K
7
VBRVANGUARD INDEX FDS
26,956$5.7M4.01%-2,726
8
VTIPVANGUARD MALVERN FDS
114,792$5.7M3.99%-9,627
9
SPYVSPDR SERIES TRUST
98,554$5.6M3.93%-56,872
10
VOTVANGUARD INDEX FDS
18,493$5.2M3.63%+8K
11
LQDISHARES TR
45,497$5.0M3.52%+11K
12
DFASDIMENSIONAL ETF TRUST
62,821$4.4M3.07%+8K
13
QUALISHARES TR
21,689$4.3M3.03%+953
14
IAU*ISHARES GOLD TR
47,990$3.9M2.74%-4,731
15
MBBISHARES TR
37,607$3.6M2.51%+4K
16
IVWISHARES TR
25,723$3.2M2.23%-18,093
17
SLYGSPDR SERIES TRUST
29,625$2.8M1.96%-446
18
VCITVANGUARD SCOTTSDALE FDS
31,884$2.7M1.88%-4,466
19
VTVVANGUARD INDEX FDS
13,076$2.5M1.75%+2K
20
SPGPINVESCO EXCHANGE TRADED FD T
21,016$2.4M1.68%-3,561
21
JHMMJOHN HANCOCK EXCHANGE TRADED
27,310$1.8M1.26%-1,468
22
VYMVANGUARD WHITEHALL FDS
12,113$1.7M1.22%-313
23
VUGVANGUARD INDEX FDS
3,305$1.6M1.13%+325
24
BUCKSIMPLIFY EXCHANGE TRADED FUN
63,183$1.5M1.05%+3K
25
MGKVANGUARD WORLD FD
3,588$1.5M1.04%+681

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
MOAT65K+38K
DBEF197K+16K
LQD45K+11K
IBIT29K+10K
TAFI36K+9K
VOT18K+8K
DFAS63K+8K
DGRO90K+6K
IQLT32K+4K
MBB38K+4K

Decreased Positions

NameSharesChange
AQLT49K-26322
HIGH47K-19784
IVW26K-18093
KORP29K-17455
VTIP115K-9627
TIP77K-8207
IAU*48K-4731
VCIT32K-4466
SYFI23K-4246
SPGP21K-3561

Sector Breakdown

Financial Services0.0% ($1.0992949988078473e+214T)
Unknown0.0% ($39.0T)
Communication Services0.0% ($624.2M)
Technology0.0% ($400.2M)
Consumer Cyclical0.0% ($491K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 27, 2026$142.4M72
Q3 2025Nov 14, 2025$133.5B75
Q2 2025Aug 5, 2025$123.7B74
Q1 2025May 14, 2025$115.1B72
Q4 2024Feb 13, 2025$107.0B65

Fund Information

CIK0002056230
Most Recent FilingJan 27, 2026
Number of Filings5

TME FINANCIAL, INC. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $142.4M across 72 holdings. The largest position is ISHARES TR (ICVT), representing 7.7% of the portfolio. Compared to the previous quarter, the fund opened 4 new positions and closed 7 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.