TD AMERITRADE INVESTMENT MANAGEMENT, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Sep 30, 2023, never from the firm's own description.
Closest benchmark: no common-share positions to compare.
Over time 15 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Trend
Sector Breakdown
As of Sep 30, 2023| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Defensive | 0.0% | $0 |
| Unclassified | 0.0% | $0 |
| Industrials | 0.0% | $0 |
| Financial Services | 0.0% | $0 |
| Healthcare | 0.0% | $0 |
| Consumer Cyclical | 0.0% | $0 |
| Energy | 0.0% | $0 |
| Communication Services | 0.0% | $0 |
| Utilities | 0.0% | $0 |
| Technology | 0.0% | $0 |
| Real Estate | 0.0% | $0 |
| Basic Materials | 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 |
|---|---|---|---|---|
| AGG | iShares Core U.S. Aggregate Bond ETF | 15,193,021 | $1,488,156,406 | |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | 14,834,698 | $1,451,426,851 | |
| VEA | Vanguard FTSE Developed Markets ETF | 23,630,143 | $1,091,240,003 | |
| VTV | VANGUARD VALUE INDEX FUND | 3,137,656 | $445,860,917 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | 9,808,700 | $399,017,915 | |
| BSV | VANGUARD SHORT-TERM BOND INDEX FUND | 4,344,808 | $328,337,139 | |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | 4,155,460 | $302,060,387 | |
| IEFA | iShares Core MSCI EAFE ETF | 3,641,061 | $245,771,617 | |
| VUG | VANGUARD GROWTH INDEX FUND | 844,277 | $238,896,619 | |
| USHY | iShares Broad USD High Yield Corporate Bond ETF | 5,934,217 | $209,477,860 | |
| SPIB | State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF | 5,734,575 | $184,137,202 | |
| VO | VANGUARD MID-CAP INDEX FUND | 800,144 | $176,159,702 | |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | 2,578,539 | $151,257,097 | |
| EMB | iShares J.P. Morgan USD Emerging Markets Bond ETF | 1,449,375 | $125,428,912 | |
| VOE | VANGUARD MID-CAP VALUE INDEX FUND | 881,715 | $122,011,720 | |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 1,453,080 | $109,940,031 | |
| IVE | iShares S&P 500 Value ETF | 664,816 | $107,161,690 | |
| IWO | iShares Russell 2000 Growth ETF | 393,330 | $95,445,457 | |
| SHY | iShares 1-3 Year Treasury Bond ETF | 1,170,500 | $94,904,139 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 411,685 | $90,685,971 | |
| BLV | VANGUARD LONG-TERM BOND INDEX FUND | 1,203,547 | $90,169,741 | |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | 1,895,081 | $89,864,740 | |
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | 516,778 | $89,847,022 | |
| — | 617,919 | $87,002,994 | ||
| SPDW | State Street(R) SPDR(R) Portfolio Developed World ex-US ETF | 2,566,172 | $83,503,236 | |
| 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 | — | |
| VCIT |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND
|
Closed | 0 | $0 | — | |
| VCSH |
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
|
Closed | 0 | $0 | — | |
| VGIT |
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND
|
Closed | 0 | $0 | — | |
| VGLT |
VANGUARD LONG-TERM TREASURY INDEX FUND
|
Closed | 0 | $0 | — | |
| VMBS |
VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND
|
Closed | 0 | $0 | — | |
| VONG |
VANGUARD RUSSELL 1000 GROWTH INDEX FUND
|
Closed | 0 | $0 | — | |
| VONV |
VANGUARD RUSSELL 1000 VALUE INDEX FUND
|
Closed | 0 | $0 | — | |
| VTWG |
VANGUARD RUSSELL 2000 GROWTH INDEX FUND
|
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 | — | |
| XLC |
State Street(R) Communication Services Select Sector SPDR(R) ETF
|
Closed | 0 | $0 | — | |
| XLE |
State Street(R) Energy Select Sector SPDR(R) ETF
|
Closed | 0 | $0 | — | |
| XLI |
State Street(R) Industrial Select Sector SPDR(R) ETF
|
Closed | 0 | $0 | — | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Closed | 0 | $0 | — | |
| XLU |
State Street(R) Utilities Select Sector SPDR(R) ETF
|
Closed | 0 | $0 | — | |
| XLV |
State Street(R) Health Care Select Sector SPDR(R) ETF
|
Closed | 0 | $0 | — | |
| XLY |
State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF
|
Closed | 0 | $0 | — | |
| BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
Financial Services
|
Closed | 0 | $0 | — | |
| HAE |
Haemonetics Corp
Healthcare
|
Closed | 0 | $0 | — | |
| VTIP |
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND
|
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 | — |
Showing the top 50 of 542 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.