TD AMERITRADE INVESTMENT MANAGEMENT, LLC
Clone Performance
Sep 2023–Apr 2024 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 1 quarter.TD AMERITRADE INVESTMENT MANAGEMENT, LLC has stopped filing, so the simulation ends in Apr 2024 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.
Portfolio Trend
Sector Breakdown
As of Sep 30, 2023| Sector | % Portfolio | Value |
|---|---|---|
| Basic Materials | 0.0% | $0 |
| Communication Services | 0.0% | $0 |
| Consumer Cyclical | 0.0% | $0 |
| Consumer Defensive | 0.0% | $0 |
| Energy | 0.0% | $0 |
| Financial Services | 0.0% | $0 |
| Healthcare | 0.0% | $0 |
| Industrials | 0.0% | $0 |
| Real Estate | 0.0% | $0 |
| Technology | 0.0% | $0 |
| Utilities | 0.0% | $0 |
| Unclassified | 0.0% | $0 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reducedNew Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | 23,630,143 | $1,091,240,003 | |
| BNDX | Vanguard Total International Bond ETF | 322,652 | $15,771,229 | |
| BIV | Vanguard Intermediate-Term Bond ETF | 165,405 | $12,443,418 | |
| XLB | State Street Materials Select Sector SPDR ETF | 146,436 | $12,135,151 | |
| VIGI | Vanguard International Dividend Appreciation ETF | 75,629 | $5,678,981 | |
| IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 53,519 | $5,004,026 | |
| SPY | Spdr S&P 500 ETF Trust | 8,591 | $3,808,218 | |
| AVGO | Broadcom Inc. | 1,073 | $930,752 | |
| MSFT | Microsoft Corp | 2,254 | $767,577 | |
| JPM | Jpmorgan Chase & Co | 4,333 | $630,191 | |
| CVX | Chevron Corp | 3,646 | $573,698 | |
| CMCSA | Comcast Corp | 12,589 | $523,073 | |
| JNJ | Johnson & Johnson | 2,907 | $481,166 | |
| BMY | Bristol Myers Squibb Co | 7,410 | $473,869 | |
| GOOGL | Alphabet Inc. | 3,639 | $439,017 | |
| AAPL | Apple Inc. | 2,110 | $409,276 | |
| EOG | Eog Resources Inc | 3,270 | $374,218 | |
| BAC | Bank Of America Corp /De/ | 11,507 | $330,135 | |
| ETN | Eaton Corp plc | 1,600 | $321,760 | |
| MET | Metlife Inc | 5,612 | $317,246 | |
| NVO | Novo Nordisk A S | 1,953 | $316,053 | |
| NOC | Northrop Grumman Corp /De/ | 678 | $309,032 | |
| RTX | RTX Corp | 3,006 | $294,467 | |
| ASML | Asml Holding NV | 405 | $293,523 | |
| CSCO | Cisco Systems, Inc. | 5,651 | $292,382 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
Closed | 0 | $0 | — | |
| NTR |
Nutrien Ltd.
Basic Materials
|
Closed | 0 | $0 | — | |
| CBOE |
Cboe Global Markets, Inc.
Financial Services
|
Closed | 0 | $0 | — | |
| HSY |
Hershey Co
Consumer Defensive
|
Closed | 0 | $0 | — | |
| AVGO |
Broadcom Inc.
Technology
|
Closed | 0 | $0 | — | |
|
|
Closed | 0 | $0 | — | ||
| RIO |
Rio Tinto PLC
Basic Materials
|
Closed | 0 | $0 | — | |
| FIS |
Fidelity National Information Services, Inc.
Technology
|
Closed | 0 | $0 | — | |
|
|
Closed | 0 | $0 | — | ||
| ITW |
Illinois Tool Works Inc
Industrials
|
Closed | 0 | $0 | — | |
| RELX |
Relx PLC
Industrials
|
Closed | 0 | $0 | — | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Closed | 0 | $0 | — | |
| EVR |
Evercore Inc.
Financial Services
|
Closed | 0 | $0 | — | |
| SNA |
Snap-on Inc
Industrials
|
Closed | 0 | $0 | — | |
| HRB |
H&R Block Inc
Consumer Cyclical
|
Closed | 0 | $0 | — | |
| BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
Financial Services
|
Closed | 0 | $0 | — | |
| HAE |
Haemonetics Corp
Healthcare
|
Closed | 0 | $0 | — | |
| C |
Citigroup Inc
Financial Services
|
Closed | 0 | $0 | — | |
| AZO |
Autozone Inc
Consumer Cyclical
|
Closed | 0 | $0 | — | |
| CC |
Chemours Co
Basic Materials
|
Closed | 0 | $0 | — | |
| CDW |
CDW Corp
Technology
|
Closed | 0 | $0 | — | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Closed | 0 | $0 | — | |
| MDT |
Medtronic plc
Healthcare
|
Closed | 0 | $0 | — | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Closed | 0 | $0 | — | |
| GM |
General Motors Co
Consumer Cyclical
|
Closed | 0 | $0 | — | |
| KHC |
Kraft Heinz Co
Consumer Defensive
|
Closed | 0 | $0 | — | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Closed | 0 | $0 | — | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Closed | 0 | $0 | — | |
| ACA |
Arcosa, Inc.
Industrials
|
Closed | 0 | $0 | — | |
| V |
Visa Inc.
Financial Services
|
Closed | 0 | $0 | — | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Closed | 0 | $0 | — | |
| CNDT |
CONDUENT Inc
Technology
|
Closed | 0 | $0 | — | |
| PRU |
Prudential Financial Inc
Financial Services
|
Closed | 0 | $0 | — | |
| GNTX |
Gentex Corp
Consumer Cyclical
|
Closed | 0 | $0 | — | |
| ALSN |
Allison Transmission Holdings Inc
Consumer Cyclical
|
Closed | 0 | $0 | — | |
| NVDA |
Nvidia Corp
Technology
|
Closed | 0 | $0 | — | |
| CMCSA |
Comcast Corp
Communication Services
|
Closed | 0 | $0 | — | |
| CME |
Cme Group Inc.
Financial Services
|
Closed | 0 | $0 | — | |
| VICI |
Vici Properties Inc.
Real Estate
|
Closed | 0 | $0 | — | |
| NVS |
Novartis AG
Healthcare
|
Closed | 0 | $0 | — | |
| REG |
Regency Centers Corp
Real Estate
|
Closed | 0 | $0 | — | |
| NE |
Noble Corp plc
Energy
|
Closed | 0 | $0 | — | |
| NRG |
Nrg Energy, Inc.
Utilities
|
Closed | 0 | $0 | — | |
| INTC |
Intel Corp
Technology
|
Closed | 0 | $0 | — | |
| TT |
Trane Technologies plc
Industrials
|
Closed | 0 | $0 | — | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
Closed | 0 | $0 | — | |
| INCY |
Incyte Corp
Healthcare
|
Closed | 0 | $0 | — | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Closed | 0 | $0 | — | |
| BWX |
State Street SPDR Bloomberg International Treasury Bond ETF
|
Closed | 0 | $0 | — | |
| RL |
Ralph Lauren Corp
Consumer Cyclical
|
Closed | 0 | $0 | — |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.