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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 151 | $82,319 | 797 | 0.00 | 0.00 | 6 | 0.76 | 09-30-2023 |
| MARATHON PETE CORP | COM | 152 | $82,026 | 542 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| HOME DEPOT INC | COM | 153 | $81,294 | 269 | 0.00 | 0.00 | 1 | 0.37 | 09-30-2023 |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | 154 | $79,360 | 1,922 | 0.00 | 0.00 | 274 | 16.63 | 09-30-2023 |
