Tfo Wealth Partners, LLC Top Holdings and 13F Report (2024) About Tfo Wealth Partners, LLCInvestment ActivityTfo Wealth Partners, LLC has $210.62 million in total holdings as of March 31, 2024.Tfo Wealth Partners, LLC owns shares of 10 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 0.01% of the portfolio was purchased this quarter.About 159.15% of the portfolio was sold this quarter.This quarter, Tfo Wealth Partners, LLC has purchased 35 new stocks and bought additional shares in 2 stocks.Tfo Wealth Partners, LLC sold shares of 6 stocks and completely divested from 25 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $142,711,949Dimensional US Marketwide Value ETF $22,648,681Dimensional U.S. Targeted Value ETF $21,829,676SPDR S&P 500 ETF Trust $10,978,451Dimensional U.S. Small Cap ETF $7,977,337 Largest Purchases this Quarter iShares Core MSCI Emerging Markets ETF 122 shares (about $6.37K)Dimensional International Value ETF 143 shares (about $5.07K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 18,732 shares (about $10.98M)Dimensional U.S. Core Equity 2 ETF 93,983 shares (about $3.25M)Invesco QQQ 1,745 shares (about $892.10K)Dimensional U.S. Targeted Value ETF 6,549 shares (about $364.52K)Dimensional US Marketwide Value ETF 8,539 shares (about $349.42K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTfo Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$142,711,949$3,250,872 ▼-2.2%4,125,81567.8%ETFDFUVDimensional US Marketwide Value ETF$22,648,681$349,416 ▼-1.5%553,48710.8%ETFDFATDimensional U.S. Targeted Value ETF$21,829,676$364,517 ▼-1.6%392,19710.4%ETFSPYSPDR S&P 500 ETF Trust$10,978,451$10,978,451 ▼-50.0%18,7325.2%FinanceDFASDimensional U.S. Small Cap ETF$7,977,337$15,814 ▼-0.2%122,5773.8%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,483,989$6,371 ▲0.4%28,4180.7%ETFDFIVDimensional International Value ETF$1,415,077$5,074 ▲0.4%39,8840.7%ETFQQQInvesco QQQ$892,096$892,096 ▼-50.0%1,7450.4%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$460,6230.0%8,3070.2%ManufacturingQUALiShares MSCI USA Quality Factor ETF$217,7920.0%1,2230.1%ETFVEAVanguard FTSE Developed Markets ETF$0$236,997,778 ▼-100.0%00.0%ETFIWBiShares Russell 1000 ETF$0$28,572,626 ▼-100.0%00.0%ETFIJRiShares Core S&P Small-Cap ETF$0$10,992,322 ▼-100.0%00.0%ETFIWFiShares Russell 1000 Growth ETF$0$6,734,402 ▼-100.0%00.0%ETFVOOVanguard S&P 500 ETF$0$4,447,132 ▼-100.0%00.0%ETFVNQVanguard Real Estate ETF$0$4,200,291 ▼-100.0%00.0%ETFVXUSVanguard Total International Stock ETF$0$4,153,136 ▼-100.0%00.0%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$0$3,921,778 ▼-100.0%00.0%ETFIWMiShares Russell 2000 ETF$0$3,579,240 ▼-100.0%00.0%FinanceVWOVanguard FTSE Emerging Markets ETF$0$3,153,343 ▼-100.0%00.0%ETFIVViShares Core S&P 500 ETF$0$2,897,510 ▼-100.0%00.0%ETFVTIVanguard Total Stock Market ETF$0$1,596,681 ▼-100.0%00.0%ETFIWDiShares Russell 1000 Value ETF$0$1,404,900 ▼-100.0%00.0%ETFACWIiShares MSCI ACWI ETF$0$1,365,680 ▼-100.0%00.0%ManufacturingSCHFSchwab International Equity ETF$0$1,279,029 ▼-100.0%00.0%ETFNVDANVIDIA$0$842,794 ▼-100.0%00.0%Computer and TechnologyVSGXVanguard ESG International Stock ETF$0$696,281 ▼-100.0%00.0%ETFVBRVanguard Small-Cap Value ETF$0$562,090 ▼-100.0%00.0%ETFIVWiShares S&P 500 Growth ETF$0$449,291 ▼-100.0%00.0%ETFEFAiShares MSCI EAFE ETF$0$401,405 ▼-100.0%00.0%FinanceBNDVanguard Total Bond Market ETF$0$277,298 ▼-100.0%00.0%ETFAEEAmeren$0$224,685 ▼-100.0%00.0%UtilitiesAAPLApple$0$214,862 ▼-100.0%00.0%Computer and TechnologyJPMJPMorgan Chase & Co.$0$214,656 ▼-100.0%00.0%FinanceSCWO374Water$0$161,291 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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