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Home > Institutional Investor > Tfc Financial Management > 13F Holdings

Instuitional Investor - Tfc Financial Management

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 331,468 $227,035,571 28.47%
2.
Ishares Tr - CORE MSCI INTL
 1,401,008 $115,555,157 14.49%
3.
Ishares Trust
 IEF 932,479 $77,227,943 9.69%
4.
Ishares Inc - CORE MSCI EMKT
 770,352 $51,783,056 6.49%
5.
J P Morgan Exchange Traded F
 731,319 $46,204,735 5.79%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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