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TFO Wealth Partners, LLC

Q1 2022 Holdings

Filed 2022-04-25 | 118 holdings | $670.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
iShares Russell 2000(IWM)COM464287655$3.6K17,4310.5%
Vanguard 500 ETF(VOO)COM922908363$3.7K8,8210.5%
iShares Core S&P Total US Stock Mkt ETF(ITOT)COM464287150$3.7K37,0740.6%
Vanguard Total International Stock ETF(VXUS)COM921909768$3.8K64,1570.6%
iShares Core Msci Emerging Markets ETF(IEMG)COM46434G103$4.4K78,4850.7%
Vanguard REIT ETF(VNQ)COM922908553$4.8K44,0800.7%
iShares Core Msci Intl Dev Mkts ETF(IDEV)COM46435G326$5.0K78,1380.7%
iShares Russell 1000 Growth(IWF)COM464287614$5.8K21,0130.9%
DFA Tax-Managed US Small Cap(DFAS)COM25434V500$7.7K136,7511.1%
Spdr S&P 500 ETF(SPY)COM78462F103$10.3K22,7941.5%
iShares Core S&P Small-Cap(IJR)COM464287804$10.5K97,0751.6%
iShares Core S&P 500(IVV)COM464287200$11.3K24,9431.7%
DFA Tax-Managed US Targeted Value(DFAT)COM25434V609$21.3K456,3193.2%
iShares Russell 1000(IWB)COM464287622$22.6K90,5483.4%
Cisco Systems Inc(CSCO)COM17275R102$68.0K1,21410.1%
Affirm Holdings Inc(AFRM)COM00827B106$98.0K2,11214.6%
DFA T.A. US Core Equity 2 I(DFAC)COM25434V708$137.5K4,984,17820.5%
Vanguard Ftse Developed Markets ETF(VEA)COM921943858$227.8K4,742,17534.0%
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