TD PRIVATE CLIENT WEALTH LLC
1,654 holdingsFiling period: 2026-03-31Current AUM: $5.24Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 5.22M | $399.4M | $458.7M | 8.75% | +301.3K | 2026-03-31 |
| 2 | IEFA | ISHARES TR | 3.39M | $307.3M | $333.5M | 6.36% | +261.7K | 2026-03-31 |
| 3 | VMBS | VANGUARD SCOTTSDALE FDS | 5.29M | $248.3M | $243.6M | 4.65% | +329.6K | 2026-03-31 |
| 4 | SPY | SPDR S&P 500 ETF TR | 303.8K | $197.6M | $226.9M | 4.33% | -4,754 | 2026-03-31 |
| 5 | GOVT | ISHARES TR | 8.17M | $187.2M | $183.4M | 3.50% | +696.3K | 2026-03-31 |
| 6 | DGRO | ISHARES TR | 1.87M | $131.3M | $145.9M | 2.78% | +148.0K | 2026-03-31 |
| 7 | IGIB | ISHARES TR | 2.36M | $125.4M | $123.2M | 2.35% | +282.4K | 2026-03-31 |
| 8 | VGSH | VANGUARD SCOTTSDALE FDS | 2.07M | $121.2M | $120.3M | 2.29% | +277.6K | 2026-03-31 |
| 9 | VXF | VANGUARD INDEX FDS | 583.4K | $120.1M | $137.8M | 2.63% | +66.0K | 2026-03-31 |
| 10 | VOOG | VANGUARD ADMIRAL FDS INC | 267.0K | $108.8M | $130.2M | 2.48% | +10.4K | 2026-03-31 |
| 11 | VIG | VANGUARD SPECIALIZED FUNDS | 467.6K | $100.6M | $111.8M | 2.13% | -1,655 | 2026-03-31 |
| 12 | IEMG | ISHARES INC | 1.06M | $74.0M | $82.3M | 1.57% | +216.4K | 2026-03-31 |
| 13 | SHY | ISHARES TR | 831.2K | $68.6M | $68.2M | 1.30% | -77,281 | 2026-03-31 |
| 14 | TLT | ISHARES TR | 738.4K | $64.0M | $60.7M | 1.16% | +37.9K | 2026-03-31 |
| 15 | EFA | ISHARES TR | 581.3K | $56.5M | $61.4M | 1.17% | +29.1K | 2026-03-31 |
| 16 | VCSH | VANGUARD SCOTTSDALE FDS | 695.0K | $55.1M | $54.6M | 1.04% | +61.7K | 2026-03-31 |
| 17 | IGSB | ISHARES TR | 987.7K | $51.9M | $51.5M | 0.98% | +172.4K | 2026-03-31 |
| 18 | NVDA | NVIDIA CORPORATION | 287.0K | $50.1M | $57.6M | 1.10% | +3.0K | 2026-03-31 |
| 19 | AGG | ISHARES TR | 495.0K | $49.1M | $48.2M | 0.92% | +3.0K | 2026-03-31 |
| 20 | IEI | ISHARES TR | 410.8K | $48.7M | $47.9M | 0.91% | -3,008 | 2026-03-31 |
| 21 | IVV | ISHARES TR | 72.6K | $47.4M | $54.4M | 1.04% | +7.1K | 2026-03-31 |
| 22 | VOO | VANGUARD INDEX FDS | 77.4K | $46.3M | $53.2M | 1.01% | +352 | 2026-03-31 |
| 23 | MSFT | MICROSOFT CORP | 118.1K | $43.7M | $54.9M | 1.05% | -2,992 | 2026-03-31 |
| 24 | IWF | ISHARES TR | 100.3K | $42.8M | $47.5M | 0.91% | +267 | 2026-03-31 |
| 25 | QQQ | INVESCO QQQ TR | 72.3K | $41.8M | $49.8M | 0.95% | +1.9K | 2026-03-31 |
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