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Constance H. Wyllie

@Tfc Financial Management, Inc.

Latest period2024 - Q3ReportedManaged Assets$632.198MTotal holdings1004
Assets growth rate10.87%Assets growth rate (2-Q avg)6.09%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Tfc Financial Management, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1004 positions.

Assets under management

The assets under management (AUM) of Tfc Financial Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 632.198M in assets, with a quarterly growth rate of 10.87% and a 2-quarter average growth rate of 6.09%. The portfolio is managed by Constance H. Wyllie, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Tr
Recent Activity
Decreased -0.41%
26.58%
$168.019M
291,286 shares@ $576.82 avg price
IDEVIshares Tr
Recent Activity
Increased 0.76%
15.62%
$98.729M
1.394M shares@ $70.83 avg price
SHYIshares Tr
Recent Activity
Increased 673.41%
10.82%
$68.343M
821,921 shares@ $83.16 avg price
DFUVDimensional Etf Trust
Recent Activity
Decreased -1.19%
6.39%
$40.344M
967,703 shares@ $41.69 avg price
JQUAJ P Morgan Exchange Traded F
Recent Activity
Increased 2.3%
5.53%
$34.957M
617,946 shares@ $56.57 avg price
DFATDimensional Etf Trust
Recent Activity
Increased 0.35%
4.76%
$30.07M
540,537 shares@ $55.64 avg price
IEMGIshares Inc
Recent Activity
Increased 2.21%
3.85%
$24.314M
423,509 shares@ $57.41 avg price
AAPLApple Inc
Recent Activity
Increased 0.23%
1.96%
$12.356M
53,030 shares@ $233.01 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -0.48%
1.33%
$8.349M
51,520 shares@ $162.07 avg price
BSVVanguard Bd Index Fds
Recent Activity
Increased 86.04%
1.28%
$8.056M
102,377 shares@ $78.69 avg price