Notify me when TD Capital Management LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 685 | $1,110,414,123 | +$25,846,348 | -$28,108,277 | -$2,261,929 | ITOT, VTI, BSV, IVV, LDUR | 13F-HR | 24 Nov 2025, 16:49 |
| Q2 2025 | 691 | $1,059,631,595 | +$28,319,036 | -$12,109,389 | +$16,209,647 | ITOT, VTI, BSV, IVV, LDUR | 13F-HR | 08 Aug 2025, 10:05 |
| Q1 2025 | 694 | $987,404,526 | +$33,673,619 | -$12,717,620 | +$20,955,999 | ITOT, VTI, BSV, IVV, LDUR | 13F-HR | 14 May 2025, 13:23 |
| Q4 2024 | 584 | $984,260,179 | +$23,363,232 | -$34,614,241 | -$11,251,009 | ITOT, VTI, BSV, IVV, LDUR | 13F-HR | 05 Feb 2025, 12:41 |
| Q3 2024 | 456 | $998,788,547 | +$17,487,363 | -$20,026,757 | -$2,539,394 | ITOT, VTI, BSV, IVV, LDUR | 13F-HR | 08 Nov 2024, 13:31 |
| Q2 2024 | 435 | $956,173,646 | +$28,688,215 | -$21,746,124 | +$6,942,091 | ITOT, VTI, BSV, IVV, LDUR | 13F-HR | 05 Aug 2024, 12:45 |
| Q1 2024 | 532 | $937,923,174 | +$40,130,186 | -$28,698,873 | +$11,431,313 | ITOT, VTI, BSV, IVV, MINT | Restatement | 13 May 2024, 16:08 |
| Q4 2023 | 413 | $876,099,228 | +$18,778,862 | -$21,862,766 | -$3,083,904 | ITOT, VTI, BSV, MINT, IVV | 13F-HR | 12 Feb 2024, 16:21 |
| Q3 2023 | 407 | $816,184,239 | +$23,452,584 | -$20,812,892 | +$2,639,692 | ITOT, VTI, BSV, MINT, IVV | 13F-HR | 09 Nov 2023, 12:26 |
| Q2 2023 | 409 | $837,004,449 | +$23,395,795 | -$26,825,524 | -$3,429,729 | ITOT, VTI, BSV, MINT, IVV | 13F-HR | 16 Aug 2023, 14:53 |
| Q1 2023 | 410 | $807,427,878 | +$19,578,611 | -$9,140,294 | +$10,438,317 | ITOT, BSV, VTI, MINT, AGG | 13F-HR | 02 May 2023, 16:03 |
| Q4 2022 | 385 | $764,350,726 | +$32,314,208 | -$26,939,268 | +$5,374,940 | ITOT, BSV, VTI, MINT, AGG | 13F-HR | 15 Feb 2023, 14:31 |
| Q3 2022 | 352 | $720,551,000 | +$46,584,458 | -$30,711,181 | +$15,873,277 | ITOT, BSV, MINT, AGG, VTI | 13F-HR | 09 Nov 2022, 15:04 |
| Q2 2022 | 84 | $737,973,000 | +$19,831,670 | -$29,150,333 | -$9,318,663 | ITOT, BSV, MINT, AGG, VTI | 13F-HR | 11 Aug 2022, 16:52 |
| Q1 2022 | 93 | $837,589,000 | +$23,305,314 | -$28,918,966 | -$5,613,652 | ITOT, BSV, AGG, MINT, VTI | 13F-HR | 18 May 2022, 16:03 |
| Q4 2021 | 368 | $886,206,000 | +$36,127,498 | -$11,431,193 | +$24,696,305 | ITOT, BSV, MINT, AGG, VTI | 13F-HR | 14 Feb 2022, 15:03 |
| Q3 2021 | 361 | $817,798,000 | +$28,042,424 | -$8,077,829 | +$19,964,595 | ITOT, BSV, AGG, MINT, IVV | 13F-HR | 09 Nov 2021, 15:45 |
| Q2 2021 | 340 | $801,530,000 | +$20,030,437 | -$8,927,046 | +$11,103,391 | ITOT, BSV, AGG, MINT, IVV | 13F-HR | 02 Aug 2021, 16:10 |
| Q1 2021 | 316 | $754,690,000 | +$16,101,316 | -$8,962,804 | +$7,138,512 | ITOT, BSV, AGG, MINT, IVV | 13F-HR | 10 May 2021, 15:17 |
| Q4 2020 | 278 | $724,631,000 | +$21,800,164 | -$12,536,941 | +$9,263,223 | ITOT, BSV, AGG, MINT, IVV | 13F-HR | 12 Feb 2021, 13:03 |
| Q3 2020 | 266 | $663,762,000 | +$35,198,481 | -$10,250,420 | +$24,948,061 | ITOT, BSV, AGG, MINT, IVV | 13F-HR | 13 Nov 2020, 12:49 |
| Q2 2020 | 261 | $609,461,000 | +$7,082,281 | -$9,404,092 | -$2,321,811 | ITOT, BSV, AGG, MINT, USMV | 13F-HR | 13 Aug 2020, 11:32 |
| Q1 2020 | 240 | $544,753,000 | +$56,286,893 | -$39,729,938 | +$16,556,955 | ITOT, BSV, AGG, MINT, USMV | 13F-HR | 07 May 2020, 12:18 |
| Q4 2019 | 252 | $612,505,000 | +$61,542,521 | -$34,359,084 | +$27,183,437 | ITOT, BSV, MINT, AGG, IXUS | 13F-HR | 05 Feb 2020, 10:25 |
| Q3 2019 | 258 | $558,868,000 | +$71,594,065 | -$7,673,475 | +$63,920,590 | ITOT, MINT, BSV, IXUS, AGG | 13F-HR | 12 Nov 2019, 16:03 |
| Q2 2019 | 251 | $492,698,000 | +$11,182,297 | -$5,100,839 | +$6,081,458 | ITOT, MINT, BSV, IXUS, IVV | 13F-HR | 09 Aug 2019, 13:29 |
| Q1 2019 | 212 | $474,541,000 | +$41,193,385 | -$13,077,258 | +$28,116,127 | ITOT, MINT, BSV, IXUS, IVV | 13F-HR | 14 May 2019, 18:21 |
| Q4 2018 | 212 | $405,666,000 | +$81,416,792 | -$25,557,252 | +$55,859,540 | ITOT, MINT, IXUS, BSV, IVV | 13F-HR | 06 Feb 2019, 12:05 |
| Q3 2018 | 189 | $387,764,000 | +$28,983,752 | -$24,392,538 | +$4,591,214 | ITOT, MINT, IXUS, IVV, USMV | 13F-HR | 09 Nov 2018, 11:54 |
| Q2 2018 | 179 | $365,157,000 | +$22,602,482 | -$8,154,400 | +$14,448,082 | ITOT, MINT, IVV, USMV, IXUS | 13F-HR | 07 Aug 2018, 13:59 |
| Q1 2018 | 184 | $347,817,000 | +$18,012,662 | -$29,713,144 | -$11,700,482 | ITOT, MINT, IVV, USMV, TOTL | 13F-HR | 11 May 2018, 15:35 |
| Q4 2017 | 182 | $365,054,000 | +$5,841,063 | -$4,418,324 | +$1,422,739 | ITOT, TOTL, MINT, IVV, USMV | 13F-HR | 09 Feb 2018, 12:00 |
| Q3 2017 | 252 | $346,804,000 | +$5,482,060 | -$4,411,234 | +$1,070,826 | ITOT, TOTL, MINT, IVV, USMV | 13F-HR | 13 Nov 2017, 09:57 |
| Q2 2017 | 167 | $335,129,000 | +$7,492,814 | -$14,714,785 | -$7,221,971 | TOTL, ITOT, MINT, IVV, USMV | 13F-HR | 11 Jul 2017, 14:53 |
| Q1 2017 | 170 | $339,554,000 | +$24,510,920 | -$22,038,505 | +$2,472,415 | MINT, TOTL, ITOT, IVV, USMV | 13F-HR | 10 May 2017, 12:52 |
| Q4 2016 | 172 | $326,055,000 | +$9,089,255 | -$18,148,703 | -$9,059,448 | MINT, USMV, TOTL, IVV, ITOT | 13F-HR | 07 Feb 2017, 10:46 |
| Q3 2016 | 156 | $332,587,000 | +$25,329,164 | -$9,651,820 | +$15,677,344 | MINT, TOTL, USMV, IVV, AZO | 13F-HR | 07 Nov 2016, 11:21 |
| Q2 2016 | 164 | $319,362,000 | +$36,697,656 | -$30,160,856 | +$6,536,800 | MINT, TOTL, USMV, IVV, QUAL | 13F-HR | 04 Aug 2016, 10:13 |
| Q1 2016 | 138 | $308,264,000 | +$52,187,504 | -$71,596,817 | -$19,409,313 | MINT, TOTL, USMV, NEAR, QUAL | 13F-HR | 10 May 2016, 14:34 |
| Q4 2015 | 138 | $322,746,000 | +$21,414,167 | -$35,259,100 | -$13,844,933 | MINT, USMV, IXUS, VTV, TOTL | 13F-HR | 08 Feb 2016, 17:52 |
| Q3 2015 | 145 | $326,575,000 | +$97,633,702 | -$139,072,224 | -$41,438,522 | MINT, IXUS, USMV, VTV, VIG | 13F-HR | 05 Nov 2015, 14:36 |
| Q2 2015 | 152 | $393,709,000 | +$25,679,729 | -$53,574,655 | -$27,894,926 | MINT, VTV, VBR, VIG, ACWI | 13F-HR | 20 Jul 2015, 10:51 |
| Q1 2015 | 145 | $426,031,000 | +$28,667,379 | -$47,961,649 | -$19,294,270 | MINT, VTV, VBR, ACWI, VIG | 13F-HR | 07 May 2015, 16:51 |
| Q4 2014 | 151 | $436,832,000 | +$30,550,844 | -$36,963,648 | -$6,412,804 | MINT, ACWI, VTV, GSY, VBR | 13F-HR | 20 Jan 2015, 10:02 |
| Q3 2014 | 150 | $439,822,000 | +$52,504,408 | -$46,497,657 | +$6,006,751 | MINT, ACWI, VTV, GSY, VIG | 13F-HR | 12 Nov 2014, 09:34 |
| Q2 2014 | 155 | $444,069,000 | +$30,837,462 | -$31,384,082 | -$546,620 | MINT, ACWI, GSY, VTV, EFV | 13F-HR | 05 Aug 2014, 12:46 |
| Q1 2014 | 154 | $434,410,000 | +$135,248,302 | -$132,579,016 | +$2,669,286 | MINT, ACWI, GSY, VTV, EFV | 13F-HR | 06 May 2014, 13:23 |
| Q4 2013 | 155 | $425,490,000 | $0 | $0 | $0 | ACWI, SDY, DWX, HYS, BSCE | 13F-HR | 13 Feb 2014, 13:12 |