IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

TFO Wealth Partners, LLC

Q1 2021 Holdings

Filed 2021-04-22 | 171 holdings | $730.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard Total Stock Market ETF(VTI)COM922908769$1.0K4,9510.1%
iShares Russell 1000 Value(IWD)COM464287598$1.1K7,4020.2%
iShares Msci Acwi(ACWI)COM464288257$1.5K15,4890.2%
Ishares Core Msci Emerging ETF(IEMG)COM46434G103$2.8K43,3350.4%
Vanguard 500 ETF(VOO)COM922908363$3.2K8,6740.4%
iShares Russell 2000(IWM)COM464287655$3.7K16,9310.5%
Ishares Total US Stock Market ETF(ITOT)COM464287150$4.0K43,4930.5%
Vanguard Total International Stock ETF(VXUS)COM921909768$4.0K64,1510.6%
Vanguard REIT ETF(VNQ)COM922908553$4.3K46,6680.6%
iShares Russell 1000 Growth(IWF)COM464287614$6.3K25,9500.9%
iShares Core S&P 500(IVV)COM464287200$9.3K23,3861.3%
Spdr S&P 500 ETF(SPY)COM78462F103$9.7K24,4321.3%
iShares Core S&P Small-Cap(IJR)COM464287804$10.5K97,1441.4%
Cloudflare Inc(NET)COM18915M107$14.0K2001.9%
iShares Russell 1000(IWB)COM464287622$20.3K90,8792.8%
Boeing Co(BA)COM097023105$118.0K46516.1%
Vanguard Ftse Developed Markets ETF(VEA)COM921943858$237.0K4,826,27132.4%
Appian Corp Cl A(APPN)COM03782L101$266.0K2,00036.4%
PreviousPage 4 of 4