Notify me when TFC Financial Management, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 963 | $797,332,317 | +$15,499,270 | -$14,580,594 | +$918,676 | IVV, IDEV, SHY, IEMG, JQUA | 13F-HR | 23 Jan 2026, 17:27 |
| Q3 2025 | 996 | $780,532,085 | +$10,063,658 | -$6,159,001 | +$3,904,657 | IVV, IDEV, SHY, IEMG, JQUA | 13F-HR | 24 Oct 2025, 09:56 |
| Q2 2025 | 972 | $729,996,050 | +$41,447,480 | -$12,190,850 | +$29,256,630 | IVV, IDEV, SHY, IEMG, JQUA | 13F-HR | 29 Jul 2025, 08:34 |
| Q1 2025 | 958 | $653,224,259 | +$39,684,589 | -$11,181,928 | +$28,502,661 | IVV, IDEV, SHY, IEMG, DFUV | 13F-HR | 24 Apr 2025, 09:23 |
| Q4 2024 | 978 | $632,276,798 | +$14,623,174 | -$6,237,833 | +$8,385,341 | IVV, IDEV, SHY, DFUV, JQUA | 13F-HR | 29 Jan 2025, 16:42 |
| Q3 2024 | 1,004 | $632,197,667 | +$74,429,670 | -$47,677,958 | +$26,751,712 | IVV, IDEV, SHY, DFUV, JQUA | 13F-HR | 24 Oct 2024, 18:20 |
| Q2 2024 | 969 | $570,231,158 | +$12,626,462 | -$6,224,702 | +$6,401,760 | IVV, IDEV, DFUV, JQUA, DFAT | 13F-HR | 23 Jul 2024, 10:07 |
| Q1 2024 | 904 | $562,866,829 | +$40,805,456 | -$6,669,809 | +$34,135,647 | IVV, IDEV, DFUV, JQUA, DFAT | 13F-HR | 30 Apr 2024, 15:38 |
| Q4 2023 | 658 | $494,595,914 | +$44,001,657 | -$7,794,496 | +$36,207,161 | IVV, IDEV, DFUV, DFAT, JQUA | 13F-HR | 25 Jan 2024, 14:43 |
| Q3 2023 | 673 | $419,025,767 | +$34,202,457 | -$8,227,415 | +$25,975,042 | IVV, IDEV, DFUV, DFAT, SHV | 13F-HR | 23 Oct 2023, 11:48 |
| Q2 2023 | 645 | $406,651,299 | +$16,766,809 | -$16,306,817 | +$459,992 | IVV, IDEV, DFUV, DFAT, SHV | 13F-HR | 07 Aug 2023, 09:25 |
| Q1 2023 | 687 | $386,872,786 | +$44,299,587 | -$17,364,467 | +$26,935,120 | IVV, IDEV, DFUV, DFAT, SHV | 13F-HR | 08 May 2023, 11:03 |
| Q4 2022 | 532 | $346,744,373 | +$15,505,098 | -$10,094,044 | +$5,411,054 | IVV, IDEV, DFUV, DFAT, JNJ | 13F-HR | 13 Feb 2023, 11:01 |
| Q3 2022 | 522 | $315,491,000 | +$10,923,697 | -$13,021,721 | -$2,098,024 | IVV, IDEV, DFUV, DFAT, SES | 13F-HR | 21 Oct 2022, 15:09 |
| Q2 2022 | 522 | $335,228,000 | +$52,251,590 | -$4,169,614 | +$48,081,976 | IVV, IDEV, DFUV, DFAT, SES | 13F-HR | 03 Aug 2022, 10:31 |
| Q1 2022 | 526 | $350,461,000 | +$39,949,632 | -$4,211,609 | +$35,738,023 | IVV, IDEV, SES, DFAT, JNJ | 13F-HR | 04 May 2022, 08:44 |
| Q4 2021 | 578 | $329,354,000 | +$9,063,256 | -$4,241,699 | +$4,821,557 | IVV, IDEV, DFAT, JNJ, AAPL | 13F-HR | 02 Feb 2022, 10:19 |
| Q3 2021 | 567 | $301,374,000 | +$12,631,725 | -$2,108,871 | +$10,522,854 | IVV, IDEV, DFAT, JNJ, AAPL | 13F-HR | 02 Nov 2021, 16:57 |
| Q2 2021 | 572 | $292,639,000 | +$29,664,956 | -$4,069,679 | +$25,595,277 | IVV, IDEV, DFAT, JNJ, AAPL | 13F-HR | 29 Jul 2021, 11:24 |
| Q1 2021 | 565 | $253,055,000 | +$9,189,353 | -$4,942,429 | +$4,246,924 | IVV, IDEV, JNJ, AAPL, ONB | 13F-HR | 03 May 2021, 17:11 |
| Q4 2020 | 552 | $236,762,000 | +$12,396,569 | -$1,540,368 | +$10,856,201 | IVV, IDEV, JNJ, AAPL, ONB | 13F-HR | 10 Feb 2021, 10:19 |
| Q3 2020 | 527 | $201,962,000 | $0 | $0 | $0 | IVV, IDEV, JNJ, AAPL, PG | 13F-HR | 12 Nov 2020, 10:03 |