Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
TD CAPITAL MANAGEMENT LLC 11-09-2023 09-30-2023 413 816,184,275
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE S&P TTL STK 1 $159,664,268 1,695,130 0.02 0.02 -42,904 -2.47 09-30-2023
VANGUARD INDEX FDS TOTAL STK MKT 2 $51,392,173 241,948 0.01 0.01 8,012 3.42 09-30-2023
VANGUARD BD INDEX FDS SHORT TRM BOND 3 $51,068,834 679,378 0.01 0.01 28,436 4.37 09-30-2023
PIMCO ETF TR ENHAN SHRT MA AC 4 $44,592,284 445,299 0.01 0.00 37,575 9.22 09-30-2023
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