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CIK: 0001483824
Total reported value
$1.2B
$1.2B
586 檔
33.4%
As reported in its official Q4 2024 Form 13F filing, TD Capital Management LLC's tracked investment portfolio stood at $1.2B with 586 total positions.
During Q4 2024, TD Capital Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 586 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 19.56% | -0.05% | -1.82% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.72% | +0.26% | +4.02% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.33% | -0.87% | -1.32% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.83% | +0.19% | -1.29% | |
| 5 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 4.04% | -0.32% | -7.21% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.86% | -0.01% | -1.54% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.76% | +0.06% | -2.58% | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 3.48% | -0.68% | -2.21% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 3.29% | +0.23% | -2.62% | |
| 10 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 3.16% | -0.15% | -5.94% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.74% | -0.44% | -4.71% | |
| 12 | VV | Vanguard Large-cap ETF | ETF-Other | 2.46% | +0.10% | +0.73% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 2.41% | — | -2.75% | |
| 14 | AZO | Autozone Inc | Stock-Consumer Disc | 1.65% | -0.18% | -0.31% | |
| 15 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.55% | — | -13.60% | |
| 16 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.48% | -0.10% | -3.07% | |
| 17 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.39% | -0.27% | -6.02% | |
| 18 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.31% | -0.04% | -10.78% | |
| 19 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 1.30% | -0.17% | -10.31% | |
| 20 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.27% | -0.18% | -0.55% | |
| 21 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.25% | +0.12% | +20.96% | |
| 22 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.04% | -0.20% | -6.47% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.00% | +0.25% | +6.16% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 1.00% | +0.03% | -2.62% | |
| 25 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.96% | +0.14% | +3.03% | |
| 26 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.95% | -0.19% | -2.92% | |
| 27 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.95% | +0.01% | -1.41% | |
| 28 | SUB | Ishares Short-term National | ETF-Other | 0.95% | -0.22% | -20.24% | |
| 29 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.94% | +0.11% | -8.20% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.91% | -0.01% | -2.34% | |
| 31 | FTCS | First Trust Capital Strength | ETF-Other | 0.86% | -0.12% | -8.80% | |
| 32 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.85% | +0.06% | -0.39% | |
| 33 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.75% | +0.02% | -5.69% | |
| 34 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.55% | — | -21.28% | |
| 35 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.53% | +0.13% | +19.49% | |
| 36 | AAPL | Apple Inc | Stock-Tech | 0.52% | +0.04% | -0.19% | |
| 37 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.52% | -0.11% | +11.37% | |
| 38 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.47% | +0.01% | -11.09% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-Other | 0.47% | -0.05% | -7.96% | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.43% | -0.08% | -15.33% | |
| 41 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.42% | +0.64% | +108.53% | |
| 42 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.40% | -0.03% | -10.91% | |
| 43 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 0.38% | +0.07% | +716.71% | |
| 44 | JPLD | Jpmorgan LTD Duration ETF | ETF-Other | 0.37% | -0.07% | +884.02% | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.31% | -0.03% | +1.31% | |
| 46 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.30% | -0.09% | +400.35% | |
| 47 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.29% | +0.13% | +6.52% | |
| 48 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.21% | -0.01% | -22.94% | |
| 49 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.20% | +0.03% | — | |
| 50 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.19% | +0.01% | +6.35% |
According to official SEC Form 13F filings, TD Capital Management LLC reported a total U.S. public equity portfolio value of $1.2B across 586 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including ITOT, VTI, BSV) accounted for 33.4% of total reported equity market value during Q4 2024.
During Q4 2024, TD Capital Management LLC's top holdings by market value included ITOT (19.6%)、VTI (7.7%)、BSV (5.3%). The largest single position, ITOT, represented 19.6% of total portfolio value.
In Q4 2024, TD Capital Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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