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Boulos Michael

Tme Financial, Inc.

Assets Managed
$144.315M
Holdings
65
Last Quarter
2026 - Q1
Filed Date
1mo 12d ago
Growth Rate
1.36%(2Q avg: 4.01%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Tme Financial, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 65 positions.

Assets under management

The assets under management (AUM) of Tme Financial, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 144.315M in assets, with a quarterly growth rate of 1.36% and a 2-quarter average growth rate of 4.01%. The portfolio is managed by Boulos Michael, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ICVT
Ishares Convertible Bond Etf
Recent Activity
Increased 43.97%
11.34%
$16.353M
160,656 shares@ $101.79 avg price
DBEF
Xtrackers Msci Eafe Hedged E
Recent Activity
Decreased -7.78%
6.24%
$8.995M
182,083 shares@ $49.41 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Decreased -3.49%
5.93%
$8.545M
158,096 shares@ $54.05 avg price
TIP
Ishares Tips Bond Etf
Recent Activity
Decreased -1.81%
5.79%
$8.354M
75,693 shares@ $110.37 avg price
MOAT
Vaneck Morningstar Wide Moat
Recent Activity
Increased 5.48%
4.61%
$6.648M
68,751 shares@ $96.71 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Decreased -3.61%
4.25%
$6.121M
87,220 shares@ $70.18 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Increased 0.9%
4.1%
$5.909M
27,197 shares@ $217.26 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 2.92%
3.98%
$5.739M
101,424 shares@ $56.59 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Decreased -1.68%
3.91%
$5.637M
112,855 shares@ $49.95 avg price
LQD
Ishares Iboxx Investment Gra
Recent Activity
Increased 9.61%
3.77%
$5.435M
49,867 shares@ $108.99 avg price

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