SEC Form 13F

TFC Financial Management, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-24
Reported value$902,256,104
Positions1,034

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIVVCORE S&P500 ETF$243,540,033325,201
ISHARES TRIDEVCORE MSCI INTL$122,638,4561,377,805
ISHARES TRSHY1 3 YR TREAS BD$84,277,7931,026,401
ISHARES INCIEMGCORE MSCI EMKT$60,874,509734,844
J P MORGAN EXCHANGE TRADED FJQUAUS QUALTY FCTR$55,234,433764,173
DIMENSIONAL ETF TRUSTDFUVUS MKTWIDE VALUE$49,825,479905,753
DIMENSIONAL ETF TRUSTDFATUS TARGETED VLU$28,763,263411,492
VANGUARD SCOTTSDALE FDSVTWGVNG RUS2000GRW$25,068,45987,140
VANGUARD INDEX FDSVVLARGE CAP ETF$18,332,70153,307
JOHNSON & JOHNSONJNJCOM$12,428,82648,938

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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