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TD 08/30/24 shares owned by Burkett Financial Services

Quarter-by-quarter ownership of TD 08/30/24 shares owned by Burkett Financial Services from 13F filings

Historical chart of Burkett Financial Services investment in TD 08/30/24

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All positions including TD 08/30/24 held by Burkett Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in TD 08/30/24 by Burkett Financial Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $45k 4.5k 9.96

More positions owned by Burkett Financial Services

Schwab US Large Cap Growth ETF Equity (SCHG)
Schwab US Dividend Equity ETF Equity (SCHD)
MSCI EAFA Hedged Dollar ETF Equity (DBEF)
Vanguard FTSE Developed Markets ETF Equity (VEA)
iShares MSCI Min Vol Emerging Markets ETF Equity (EEMV)
iShares S&P 400 Mid Index Equity (IJH)
iShares S&P 600 Small Cap Index Equity (IJR)
Apple Equity (AAPL)
Schwab Mid Cap Blend ETF Equity (SCHM)
Schwab International Equity ETF Equity (SCHF)
iShares S&P 500 Value Equity (IVE)
Vanguard High Dividend Yield ETF Equity (VYM)
Microsoft Corp Equity (MSFT)
Vanguard Short Term Bond Index ETF Equity (BSV)
AT&T Corp Equity (T)

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Top funds holding TD 08/30/24

Burkett Financial Services

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