TA

TD Ameritrade Trust Co

13F
TD Ameritrade Trust Co
Last update 2019-04-17 21 Stocks (2 new)
Value $285.00 Mil Turnover 15 %
Countries:
Top Holdings: VWO(16.42%)SCHA(12.46%)SCHF(12.26%)SCHX(11.22%)VEA(11.10%)
Summary Stock Picks Current Portfolio
TD Ameritrade Trust Co Top Holdings of 2019-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VWO
Vanguard FTSE Emerging Markets ETF
1,099,896
46,746.0
+16.15%
16.420
+2.28%
0.060
+15.39%
+13.04%
84,631.0
 
SCHA
Schwab U.S. Small-Cap ETF
1,014,162
35,460.0
+1.24%
12.460
+0.15%
0.150
+20.33%
+0.83%
17,712.8
 
SCHF
Schwab International Equity ETF
1,115,025
34,911.0
+0.62%
12.260
+0.08%
0.140
+15.43%
+19.92%
48,818.6
 
SCHX
Schwab U.S. Large-Cap ETF
944,944
31,944.0
+3.59%
11.220
+0.39%
0.070
+17.52%
+7.19%
56,482.7
 
VEA
Vanguard FTSE Developed Markets ETF
773,397
31,609.0
+256.11%
11.100
+7.98%
0.030
+16.01%
+20.43%
157,306.4
 
VOO
Vanguard S&P 500 ETF
88,656
23,010.0
+19.88%
8.080
+1.34%
0.010
+17.21%
+7.08%
654,655.2
 
BSV
Vanguard Short-Term Bond ETF
213,241
16,972.0
+50.92%
5.960
+2.01%
0.050
+1.58%
+3.15%
38,396.2
 
FNDX
Schwab Fundamental U.S. Large Company Index ETF
Schwab Fundamental U.S. Large Company Index ETF
322,493
12,239.0
+0.49%
4.300
+0.02%
0.190
+13.37%
+6.13%
18,861.9
 
IJR
iShares Core S&P Small-Cap ETF
150,465
11,608.0
-0.15%
4.080
-0.01%
0.020
+18.68%
-1.42%
81,378.3
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
103,124
11,248.0
+7.45%
3.950
+0.27%
0.010
+2.03%
+3.17%
127,710.7
 

TD Ameritrade Trust Co's Historical Top Holdings Breakdowns

TD Ameritrade Trust Co Total Holding History ($B)

To

TD Ameritrade Trust Co's Asset Allocation

To

TD Ameritrade Trust Co Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

TD Ameritrade Trust Co's Hypothetical Growth since 2019-03-31

TD Ameritrade Trust Co's Yearly Returns

Year Portfolio % % Excess Gain %

TD Ameritrade Trust Co's Holdings Heat Map

Size field:

TD Ameritrade Trust Co's Holdings Bubble Chart

TD Ameritrade Trust Co News

  • 1

Discussions on TD Ameritrade Trust Co

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.