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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

TD Capital Management LLC INSTITUTION : TD Capital Management LLC
TD Capital Management LLC Portfolio (reported on 2020-05-07)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
ISHARES TR    (CORE S&P TTL STK) ISI 95,289,000 1,665,597 17.49%
VANGUARD BD INDEX FDS    (SHORT TRM BOND) BSV 63,714,000 775,300 11.69%
ISHARES TR    (CORE US AGGBD ET) AGG 46,682,000 404,632 8.56%
PIMCO ETF TR    (ENHAN SHRT MA AC) MINT 43,955,000 444,077 8.06%
ISHARES TR    (MSCI MIN VOL ETF) USMV 25,764,000 477,014 4.72%
ISHARES TR    (CORE S&P500 ETF) IVV 23,185,000 89,724 4.25%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 21,269,000 205,720 3.90%
ISHARES TR    (CORE MSCI TOTAL) IXUS 19,101,000 406,311 3.50%
ISHARES TR    (USA QUALITY FCTR) QUAL 17,983,000 221,907 3.30%
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 17,748,000 207,949 3.25%
ISHARES TR    (NATIONAL MUN ETF) MUB 16,993,000 150,371 3.11%
FIRST TR EXCHANGE-TRADED FD    (FST LOW OPPT EFT) LMBS 16,589,000 325,269 3.04%
ISHARES TR    (SHRT NAT MUN ETF) 15,073,000 141,797 2.76%
VANGUARD INDEX FDS    (VALUE ETF) VTV 14,027,000 157,502 2.57%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 13,943,000 88,985 2.55%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 13,582,000 105,358 2.49%
VANGUARD INDEX FDS    (LARGE CAP ETF) VV 10,787,000 91,084 1.98%
AUTOZONE INC    (COM) AZO 9,285,000 10,975 1.70%
VANGUARD STAR FDS    (VG TL INTL STK F) VXUS 8,492,000 202,390 1.55%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 5,265,000 45,611 0.96%
ISHARES TR    (MSCI ACWI ETF) ACWI 5,260,000 84,069 0.96%
VANGUARD INDEX FDS    (MID CAP ETF) VO 4,585,000 34,824 0.84%
VANGUARD INDEX FDS    (EXTEND MKT ETF) VXF 4,218,000 46,586 0.77%
J P MORGAN EXCHANGE-TRADED F    (ULTRA SHT MUNCPL) 4,136,000 82,016 0.75%
FIRST TR EXCHANGE-TRADED FD    (CAP STRENGTH ETF) FDV 2,989,000 60,136 0.54%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 2,301,000 9,716 0.42%
ISHARES TR    (CORE DIV GRWTH) DGRO 1,850,000 56,778 0.33%
ISHARES U S ETF TR    (SHT MAT MUN ETF) 1,491,000 29,950 0.27%
APPLE INC    (COM) AAPL 1,282,000 5,042 0.23%
TRACTOR SUPPLY CO    (COM) TSCO 1,193,000 14,107 0.21%
WD-40 CO    (COM) WDFC 1,067,000 5,312 0.19%
MICROSOFT CORP    (COM) MSFT 1,011,000 6,414 0.18%
ISHARES TR    (EDGE MSCI USA VL) VLUE 867,000 13,768 0.15%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 718,000 21,388 0.13%
WISDOMTREE TR    (US QTLY DIV GRT) DGRW 684,000 17,572 0.12%
VANGUARD TAX-MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 612,000 18,355 0.11%
ISHARES INC    (CORE MSCI EMKT) IEMG 548,000 13,548 0.10%
PEPSICO INC    (COM) PEP 473,000 3,936 0.08%
J P MORGAN EXCHANGE-TRADED F    (ULTRA SHRT INC) 471,000 9,486 0.08%
WALMART INC    (COM) WMT 470,000 4,134 0.08%
FEDEX CORP    (COM) FDX 419,000 3,452 0.07%
GOLDMAN SACHS ETF TR    (ACTIVEBETA US LG) 416,000 7,974 0.07%
SPDR SER TR    (DJ REIT ETF) RWR 376,000 5,203 0.06%
FIRST TR EXCHANGE-TRADED FD    (FIRST TR ENH NEW) FTSM 324,000 5,489 0.05%
SSGA ACTIVE ETF TR    (SPDR TR TACTIC) TOTL 320,000 6,682 0.05%
PIMCO ETF TR    (SHTRM MUN BD ACT) SMMU 317,000 6,259 0.05%
ISHARES TR    (EAFE GRWTH ETF) EFG 309,000 4,348 0.05%
NETFLIX INC    (COM) NFLX 300,000 800 0.05%
BLACKROCK ETF TRUST    (US EQT FACTOR) 252,000 11,274 0.04%
ISHARES TR    (CORE 1 5 YR USD) ISTB 230,000 4,563 0.04%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 211,000 5,149 0.03%
ISHARES TR    (CORE HIGH DV ETF) HDV 198,000 2,760 0.03%
INTL PAPER CO    (COM) IP 187,000 6,003 0.03%
MPLX LP    (COM UNIT REP LTD) MPLX 185,000 15,911 0.03%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 179,000 696 0.03%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 168,000 3,008 0.03%
MERCK & CO. INC    (COM) MRK 159,000 2,067 0.02%
PRUDENTIAL FINL INC    (COM) PRU 144,000 2,763 0.02%
EXXON MOBIL CORP    (COM) XOM 128,000 3,359 0.02%
YUM BRANDS INC    (COM) YUM 124,000 1,812 0.02%
SYSCO CORP    (COM) SYY 121,000 2,657 0.02%
PROCTER & GAMBLE CO    (COM) PG 118,000 1,075 0.02%
ISHARES TR    (RUS 1000 ETF) IWB 116,000 822 0.02%
AT&T INC    (COM) T 111,000 3,821 0.02%
FACEBOOK INC    (CL A) FB 110,000 660 0.02%
ISHARES TR    (RUS 1000 GRW ETF) IWF 108,000 717 0.01%
NEXTERA ENERGY INC    (COM) NEE 105,000 436 0.01%
ISHARES TR    (CORE S&P SCP ETF) IJR 95,000 1,687 0.01%
JPMORGAN CHASE & CO    (COM) JPM 93,000 1,034 0.01%
YUM CHINA HLDGS INC    (COM) 92,000 2,166 0.01%
CVS HEALTH CORP    (COM) CVS 90,000 1,522 0.01%
AMAZON COM INC    (COM) AMZN 88,000 45 0.01%
ISHARES TR    (PFD AND INCM SEC) PFF 87,000 2,721 0.01%
VANGUARD WHITEHALL FDS    (INTL DVD ETF) 87,000 1,498 0.01%
VANGUARD INTL EQUITY INDEX F    (TT WRLD ST ETF) 86,000 1,375 0.01%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 78,000 876 0.01%
BANK NEW YORK MELLON CORP    (COM) BK 78,000 2,303 0.01%
ISHARES TR    (CORE S&P MCP ETF) IJH 77,000 539 0.01%
LYFT INC    (CL A COM) 77,000 2,875 0.01%
LOWES COS INC    (COM) LOW 77,000 900 0.01%
INTEL CORP    (COM) INTC 72,000 1,331 0.01%
3M CO    (COM) MMM 71,000 521 0.01%
ISHARES TR    (SH TR CRPORT ETF) CSJ 67,000 1,280 0.01%
ISHARES TR    (MSCI KLD400 SOC) DSI 67,000 685 0.01%
SPDR SER TR    (NUVEEN BLMBRG SR) 65,000 1,324 0.01%
CHEVRON CORP NEW    (COM) CVX 61,000 838 0.01%
UNITEDHEALTH GROUP INC    (COM) UNH 59,000 236 0.01%
CISCO SYS INC    (COM) CSCO 57,000 1,460 0.01%
GENERAL ELECTRIC CO    (COM) GE 54,000 6,848 0.00%
PHILLIPS 66    (COM) PSX 54,000 1,000 0.00%
NVIDIA CORP    (COM) NVDA 53,000 201 0.00%
J P MORGAN EXCHANGE-TRADED F    (JPMORGAN DIVER) 53,000 904 0.00%
SELECT SECTOR SPDR TR    (COMMUNICATION) 52,000 1,181 0.00%
TESLA INC    (COM) TSLA 52,000 100 0.00%
JOHNSON CTLS INTL PLC    (SHS) 51,000 1,902 0.00%
TARGET CORP    (COM) TGT 51,000 552 0.00%
ISHARES TR    (IBONDS DEC23 ETF) 50,000 1,983 0.00%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 50,000 715 0.00%
ISHARES TR    (IBONDS DEC20 ETF) 50,000 1,998 0.00%
ISHARES TR    (IBONDS DEC22 ETF) 50,000 2,002 0.00%
ISHARES TR    (IBONDS DEC21 ETF) 50,000 2,028 0.00%
ISHARES TR    (IBONDS DEC24 ETF) 49,000 1,976 0.00%
ISHARES TR    (S&P 500 VAL ETF) IVE 49,000 514 0.00%
METLIFE INC    (COM) MET 46,000 1,500 0.00%
ISHARES TR    (RUS 1000 VAL ETF) IWD 45,000 454 0.00%
HOME DEPOT INC    (COM) HD 44,000 238 0.00%
PHILIP MORRIS INTL INC    (COM) PM 44,000 610 0.00%
COMCAST CORP NEW    (CL A) CMCSA 44,000 1,274 0.00%
ISHARES TR    (RUSSELL 2000 ETF) IWM 42,000 369 0.00%
ALPHABET INC    (CAP STK CL C) GOOG 42,000 36 0.00%
VERIZON COMMUNICATIONS INC    (COM) VZ 41,000 763 0.00%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 39,000 200 0.00%
AMCOR PLC    (ORD) 38,000 4,627 0.00%
ISHARES TR    (IBOXX INV CP ETF) LQD 36,000 295 0.00%
ISHARES TR    (MSCI EAFE ETF) EFA 35,000 664 0.00%
WP CAREY INC    (COM) WPC 34,000 578 0.00%
ADOBE INC    (COM) ADBE 32,000 101 0.00%
SELECT SECTOR SPDR TR    (ENERGY) XLE 32,000 1,090 0.00%
VISA INC    (COM CL A) V 32,000 199 0.00%
ISHARES TR    (GLOBAL TECH ETF) IXN 30,000 163 0.00%
NOVO-NORDISK A S    (ADR) NVO 30,000 500 0.00%
JOHNSON & JOHNSON    (COM) JNJ 29,000 218 0.00%
DISNEY WALT CO    (COM DISNEY) DIS 29,000 300 0.00%
ALPHABET INC    (CAP STK CL A) GOOGL 29,000 25 0.00%
UNITED PARCEL SERVICE INC    (CL B) UPS 28,000 300 0.00%
GILEAD SCIENCES INC    (COM) GILD 27,000 360 0.00%
PFIZER INC    (COM) PFE 27,000 839 0.00%
BP PLC    (SPONSORED ADR) BP 25,000 1,020 0.00%
AUTODESK INC    (COM) ADSK 25,000 160 0.00%
NORTHROP GRUMMAN CORP    (COM) NOC 25,000 84 0.00%
J P MORGAN EXCHANGE-TRADED F    (DIV RTN INT EQ) JPIN 24,000 546 0.00%
ISHARES TR    (EAFE VALUE ETF) EFV 22,000 629 0.00%
GENUINE PARTS CO    (COM) GPC 21,000 309 0.00%
ISHARES TR    (GLOBAL FINLS ETF) IXG 21,000 448 0.00%
ISHARES TR    (INTRM TR CRP ETF) CIU 20,000 370 0.00%
WALGREENS BOOTS ALLIANCE INC    (COM) WBA 20,000 434 0.00%
AMERICAN ELEC PWR CO INC    (COM) AEP 20,000 252 0.00%
PAYPAL HLDGS INC    (COM) PYPL 19,000 197 0.00%
COCA COLA CO    (COM) KO 18,000 403 0.00%
VANGUARD WORLD FD    (MEGA CAP INDEX) MGC 18,000 202 0.00%
ZILLOW GROUP INC    (CL C CAP STK) 18,000 493 0.00%
SIRIUS XM HLDGS INC    (COM) SIRI 17,000 3,467 0.00%
ISHARES TR    (CORE MSCI EAFE) IEFA 17,000 340 0.00%
ISHARES TR    (GLOB HLTHCRE ETF) IXJ 15,000 243 0.00%
ALTRIA GROUP INC    (COM) MO 15,000 378 0.00%
TE CONNECTIVITY LTD    (REG SHS) TEL 15,000 243 0.00%
ISHARES TR    (GLB CNSM STP ETF) KXI 15,000 305 0.00%
STARBUCKS CORP    (COM) SBUX 14,000 207 0.00%
PERFORMANCE FOOD GROUP CO    (COM) PFGC 14,000 574 0.00%
HARLEY DAVIDSON INC    (COM) HOG 14,000 752 0.00%
ROYAL DUTCH SHELL PLC    (SPONS ADR A) RDS.A 14,000 409 0.00%
MARATHON PETE CORP    (COM) MPC 13,000 542 0.00%
ISHARES TR    (GLOB INDSTRL ETF) EXI 13,000 183 0.00%
WELLS FARGO CO NEW    (COM) WFC 12,000 425 0.00%
MONDELEZ INTL INC    (CL A) MDLZ 12,000 249 0.00%
ISHARES TR    (GLB CNS DISC ETF) RXI 11,000 116 0.00%
BROADCOM INC    (COM) 11,000 48 0.00%
SPDR SER TR    (SSGA GNDER ETF) 11,000 178 0.00%
SPDR SER TR    (NUVEEN BRC MUNIC) 11,000 225 0.00%
VANGUARD WORLD FD    (ESG US STK ETF) 10,000 222 0.00%
SCHWAB STRATEGIC TR    (US SML CAP ETF) SCHA 9,000 169 0.00%
MCDONALDS CORP    (COM) MCD 9,000 56 0.00%
GLOBAL X FDS    (RBTCS ARTFL INTE) 9,000 487 0.00%
WHIRLPOOL CORP    (COM) WHR 9,000 100 0.00%
ISHARES TR    (CORE S&P US GWT) IWZ 8,000 137 0.00%
ZILLOW GROUP INC    (CL A) Z 8,000 247 0.00%
NUANCE COMMUNICATIONS INC    (COM) NUAN 8,000 473 0.00%
WORKHORSE GROUP INC    (COM NEW) 8,000 4,300 0.00%
SOUTHERN CO    (COM) SO 8,000 146 0.00%
DONALDSON INC    (COM) DCI 8,000 202 0.00%
WASTE MGMT INC DEL    (COM) WMI 7,000 80 0.00%
ISHARES TR    (U.S. MED DVC ETF) IHI 7,000 29 0.00%
QUALCOMM INC    (COM) QCOM 7,000 101 0.00%
UNION PAC CORP    (COM) UNP 6,000 40 0.00%
EXCHANGE TRADED CONCEPTS TR    (ROBO GLB ETF) ROBO 6,000 181 0.00%
VODAFONE GROUP PLC NEW    (SPONSORED ADR) VOD 6,000 404 0.00%
ISHARES TR    (GLOBAL MATER ETF) MXI 6,000 122 0.00%
SSGA ACTIVE ETF TR    (MULT ASS RLRTN) RLY 6,000 329 0.00%
DISH NETWORK CORPORATION    (CL A) DISH 6,000 300 0.00%
ISHARES TR    (GLOBAL REIT ETF) REET 6,000 293 0.00%
VANECK VECTORS ETF TR    (GOLD MINERS ETF) GDX 5,000 210 0.00%
HUNTINGTON INGALLS INDS INC    (COM) HII 5,000 27 0.00%
ISHARES TR    (US TELECOM ETF) IYZ 5,000 207 0.00%
APPLIED INDL TECHNOLOGIES IN    (COM) AIT 5,000 103 0.00%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 4,000 20 0.00%
CIGNA CORP NEW    (COM) 4,000 23 0.00%
TIVO CORP    (COM) TIVO 4,000 600 0.00%
ISHARES TR    (GLOB UTILITS ETF) JXI 4,000 73 0.00%
UNITED TECHNOLOGIES CORP    (COM) UTX 4,000 40 0.00%
ENI S P A    (SPONSORED ADR) E 4,000 200 0.00%
GLAXOSMITHKLINE PLC    (SPONSORED ADR) GSK 4,000 100 0.00%
WISDOMTREE TR    (EMER MKT HIGH FD) DEM 4,000 110 0.00%
WORLD GOLD TR    (SPDR GLD MINIS) 3,000 179 0.00%
STARWOOD PPTY TR INC    (COM) STWD 3,000 244 0.00%
HELMERICH & PAYNE INC    (COM) HP 3,000 207 0.00%
ABB LTD    (SPONSORED ADR) ABB 3,000 200 0.00%
CARNIVAL CORP    (UNIT 99/99/9999) CCL 3,000 256 0.00%
AMERICAN INTL GROUP INC    (COM NEW) AIG 3,000 105 0.00%
NUTRIEN LTD    (COM) 3,000 100 0.00%
HONEYWELL INTL INC    (COM) HON 3,000 20 0.00%
1 2 Next >Full Portfolio View
Total Value As 2020-03-31: 544,768,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
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