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  Name: TFO-TDC LLC
  City: MAUMEE
  State: OH
  Zip: 43537
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $515,494,000
  Total Value Change : $24,351,000
  Securities Held Change : -143
   
All Securities Held : 789
  New Positions : 4
  Closed Positions : 148
  Increased Positions : 15
  Unchanged Positions : 591
  Decreased Positions : 179

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Holdings Found : 14     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (IWB)1 Year Chart         IWB ishares trust Russell 1000 3 - $290.85 $26,130,000 90,720 5.07% 2,404,000 252 0.068    Closed - End Fund - E...
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 10 - $487.06 $4,037,000 8,399 0.78% 380,000 27 0.001    Closed - End Fund - E...
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 16 - $44.40 $2,751,000 65,857 0.53% 44,000 5 0    Closed - End Fund - E...
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 18 - $262.22 $1,461,000 5,620 0.28% 132,000 18 0.001    Closed - End Fund - E...
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... 19 - $54.25 $1,452,000 28,131 0.28% 29,000 4 0    N/A
   (SCHF)1 Year Chart         SCHF Schwab Strategic Trust 22 - $39.30 $1,206,000 30,912 0.23% 64,000 2 0.003    Closed - End Fund - Debt
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER 26 - $188.03 $628,000 3,271 0.12% 40,000 2 0.003    Closed - End Fund - E...
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 35 - $71.80 $232,000 3,194 0.05% 26,000 387 0    Closed - End Fund - E...
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 40 - $106.23 $129,000 1,200 0.03% 3,000 36 0    Closed - End Fund - E...
   (VTEB)1 Year Chart         VTEB Vanguard Tax Exempt Bond Etf 44 - $49.91 $84,000 1,655 0.02% 0 9 0    N/A
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 69 - $59.77 $31,000 510 0.01% 3,000 408 0    Closed - End Fund - E...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 97 - $60.24 $8,000 138 0% -1,000 83 0    Discount, Variety Stores
   (BG)1 Year Chart         BG Bunge Ltd 208 - $105.98 $1,000 5 0% 1,000 5 0    Agricultural & Fertil...
   (HUBG)1 Year Chart         HUBG Hub Group Inc 863 - $42.98 $0 4 0% 0 2 0    AirDelivery & Freight...
      14 Records Found
  1    
Page 1 of 1
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