TD Capital Management LLC Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$987.4M

Holdings

697

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (697 positions)

#StockSharesValue% PortfolioType
1
ITOTISHARES TR
1,461,163$178.3M18.06%
2
VTIVANGUARD INDEX FDS
259,320$71.3M7.22%
3
BSVVANGUARD BD INDEX FDS
694,235$54.3M5.50%
4
IVVISHARES TR
80,932$45.5M4.61%
5
LDURPIMCO ETF TR
428,021$41.1M4.16%
6
VIGVANGUARD SPECIALIZED FUNDS
193,806$37.6M3.81%
7
BNDVANGUARD BD INDEX FDS
495,736$36.4M3.69%
8
QUALISHARES TR
204,698$35.0M3.54%
9
MINTPIMCO ETF TR
313,499$31.5M3.19%
10
VUGVANGUARD INDEX FDS
78,034$28.9M2.93%
11
AGGISHARES TR
277,185$27.4M2.78%
12
VTVVANGUARD INDEX FDS
139,019$24.0M2.43%
13
VVVANGUARD INDEX FDS
89,430$23.0M2.33%
14
AZOAUTOZONE INC
5,073$19.3M1.96%
15
SMMUPIMCO ETF TR
339,642$17.0M1.72%
16
LMBSFIRST TR EXCHANGE-TRADED FD
312,333$15.4M1.55%
17
USMVISHARES TR
160,493$15.0M1.52%
18
JCPBJ P MORGAN EXCHANGE TRADED F
312,726$14.7M1.49%
19
IXUSISHARES TR
183,446$12.8M1.30%
20
JMSTJ P MORGAN EXCHANGE TRADED F
248,299$12.6M1.28%
21
USFRWISDOMTREE TR
245,996$12.4M1.25%
22
SUBISHARES TR
106,736$11.3M1.14%
23
JPSTJ P MORGAN EXCHANGE TRADED F
217,306$11.0M1.11%
24
FTSMFIRST TR EXCHANGE-TRADED FD
173,438$10.4M1.05%
25
SPHQINVESCO EXCHANGE TRADED FD T
151,172$10.0M1.02%
26
BONDPIMCO ETF TR
108,279$10.0M1.01%
27
VOOVANGUARD INDEX FDS
19,229$9.9M1.00%
28
DGRWWISDOMTREE TR
122,780$9.8M0.99%
29
VBVANGUARD INDEX FDS
41,256$9.1M0.93%
30
VOVANGUARD INDEX FDS
33,743$8.7M0.88%
31
JPLDJ P MORGAN EXCHANGE TRADED F
161,962$8.4M0.85%
32
FTCSFIRST TR EXCHANGE-TRADED FD
92,099$8.3M0.84%
33
VXFVANGUARD INDEX FDS
43,047$7.4M0.75%
34
ACWIISHARES TR
62,807$7.3M0.74%
35
FBNDFIDELITY MERRIMACK STR TR
158,847$7.3M0.73%
36
MUNIPIMCO ETF TR
127,282$6.6M0.66%
37
SPTMSPDR SER TR
88,164$6.0M0.61%
38
PULSPGIM ETF TR
113,681$5.7M0.57%
39
JSCPJ P MORGAN EXCHANGE TRADED F
116,059$5.5M0.55%
40
MUBISHARES TR
45,455$4.8M0.49%
41
AAPLAPPLE INC
20,897$4.6M0.47%
42
VTEBVANGUARD MUN BD FDS
86,633$4.3M0.44%
43
VXUSVANGUARD STAR FDS
67,571$4.2M0.42%
44
ISTBISHARES TR
81,048$3.9M0.40%
45
TSCOTRACTOR SUPPLY CO
55,544$3.1M0.31%
46
VUSBVANGUARD BD INDEX FDS
60,589$3.0M0.31%
47
MSFTMICROSOFT CORP
7,519$2.8M0.29%
48
DGROISHARES TR
33,082$2.0M0.21%
49
JQUAJ P MORGAN EXCHANGE TRADED F
35,881$2.0M0.21%
50
KOCOCA COLA CO
25,595$1.8M0.19%
51
WMTWALMART INC
20,752$1.8M0.18%
52
QQQMINVESCO EXCH TRADED FD TR II
9,088$1.8M0.18%
53
JMUBJ P MORGAN EXCHANGE TRADED F
31,100$1.6M0.16%
54
XMHQINVESCO EXCHANGE TRADED FD T
16,444$1.5M0.15%
55
RDVYFIRST TR EXCHANGE TRADED FD
20,914$1.2M0.12%
56
SPSMSPDR SER TR
29,886$1.2M0.12%
57
QGRWWISDOMTREE TR
24,492$1.1M0.11%
58
CIBRFIRST TR EXCHANGE TRADED FD
16,533$1.0M0.11%
59
NVDANVIDIA CORPORATION
8,842$958K0.10%
60
FDXFEDEX CORP
3,869$943K0.10%
61
XOMEXXON MOBIL CORP
6,805$809K0.08%
62
IJRISHARES TR
7,683$803K0.08%
63
AQLTISHARES TR
9,290$702K0.07%
64
WDFCWD 40 CO
2,795$682K0.07%
65
GSLCGOLDMAN SACHS ETF TR
6,072$668K0.07%
66
NFLXNETFLIX INC
706$658K0.07%
67
AMZNAMAZON COM INC
3,215$611K0.06%
68
SPYSPDR S&P 500 ETF TR
1,037$580K0.06%
69
GSSTGOLDMAN SACHS ETF TR
11,299$571K0.06%
70
SCHDSCHWAB STRATEGIC TR
20,027$559K0.06%
71
IPINTERNATIONAL PAPER CO
9,992$533K0.05%
72
METAMETA PLATFORMS INC
836$481K0.05%
73
NOWSERVICENOW INC
601$478K0.05%
74
BIVVANGUARD BD INDEX FDS
6,249$478K0.05%
75
UNMUNUM GROUP
5,657$460K0.05%
76
IWBISHARES TR
1,385$424K0.04%
77
DNLWISDOMTREE TR
11,271$402K0.04%
78
XLRESELECT SECTOR SPDR TR
8,777$367K0.04%
79
PFFISHARES TR
11,759$361K0.04%
80
VCITVANGUARD SCOTTSDALE FDS
4,385$358K0.04%
81
VNQVANGUARD INDEX FDS
3,806$344K0.03%
82
VEUVANGUARD INTL EQUITY INDEX F
5,635$341K0.03%
83
TSLATESLA INC
1,254$324K0.03%
84
FUMBFIRST TR EXCH TRADED FD III
16,107$323K0.03%
85
EFGISHARES TR
3,228$322K0.03%
86
KLMNINVESCO EXCH TRADED FD TR II
3,329$307K0.03%
87
IGSBISHARES TR
5,850$306K0.03%
88
LVLNSPDR SER TR
9,087$294K0.03%
89
BRK/BBERKSHIRE HATHAWAY INC DEL
526$280K0.03%
90
USIGISHARES TR
5,350$273K0.03%
91
PYLDPIMCO ETF TR
10,342$272K0.03%
92
NDQINVESCO QQQ TR
563$264K0.03%
93
GEGE AEROSPACE
1,309$262K0.03%
94
IWFISHARES TR
717$259K0.03%
95
SFNCSIMMONS 1ST NATL CORP
12,588$258K0.03%
96
PSXPHILLIPS 66
2,074$256K0.03%
97
MOATVANECK ETF TRUST
2,891$254K0.03%
98
TIPISHARES TR
2,257$250K0.03%
99
PGPROCTER AND GAMBLE CO
1,448$246K0.02%
100
HDHOME DEPOT INC
666$244K0.02%
Page 1 of 7Next