TFB Advisors LLC Diversified Active

CIK: 0001965201 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 18, 2024

Total Value ($000): $195,230 (100.0% shares, 0.0% debt)

Holdings (169)

VOO VANGUARD INDEX FDS 6.7%
Value ($000) $13,106 Shares 30,004 Est. Cost $436.80 Unrealized
MGK VANGUARD WORLD FD 5.9%
Value ($000) $11,579 Shares 44,619 Est. Cost $259.51 Unrealized
MGV VANGUARD WORLD FD 4.4%
Value ($000) $8,641 Shares 79,004 Est. Cost $109.37 Unrealized
ICSH ISHARES TR 2.6%
Value ($000) $4,993 Shares 99,139 Est. Cost $50.33 Unrealized
VBR VANGUARD INDEX FDS 2.5%
Value ($000) $4,824 Shares 26,803 Est. Cost $179.97 Unrealized
VTI VANGUARD INDEX FDS 2.3%
Value ($000) $4,500 Shares 18,971 Est. Cost $237.22 Unrealized
MSFT MICROSOFT CORP 2.2%
Value ($000) $4,392 Shares 11,680 Est. Cost $350.36 Unrealized 0.0%
HYG ISHARES TR 2.2%
Value ($000) $4,323 Shares 55,861 Est. Cost $77.39 Unrealized
MINT PIMCO ETF TR 2.2%
Value ($000) $4,316 Shares 43,248 Est. Cost $99.49 Unrealized
IEFA ISHARES TR 2.2%
Value ($000) $4,274 Shares 60,751 Est. Cost $63.31 Unrealized
VOE VANGUARD INDEX FDS 2.0%
Value ($000) $3,993 Shares 27,539 Est. Cost $145.01 Unrealized
SSO PROSHARES TR 2.0%
Value ($000) $3,936 Shares 60,483 Est. Cost $61.56 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 1.9%
Value ($000) $3,672 Shares 21,549 Est. Cost $170.40 Unrealized
AAPL APPLE INC 1.8%
Value ($000) $3,458 Shares 17,961 Est. Cost $182.81 Unrealized 0.0%
TLT ISHARES TR 1.7%
Value ($000) $3,316 Shares 33,534 Est. Cost $98.88 Unrealized
VOT VANGUARD INDEX FDS 1.7%
Value ($000) $3,237 Shares 14,741 Est. Cost $219.57 Unrealized
IVV ISHARES TR 1.4%
Value ($000) $2,651 Shares 5,550 Est. Cost $477.61 Unrealized
PG PROCTER AND GAMBLE CO 1.3%
Value ($000) $2,531 Shares 17,274 Est. Cost $140.61 Unrealized 0.0%
IWR ISHARES TR 1.3%
Value ($000) $2,462 Shares 31,677 Est. Cost $77.73 Unrealized
NVDA NVIDIA CORPORATION 1.3%
Value ($000) $2,455 Shares 4,956 Est. Cost $27.66 Unrealized +67.4%
IEI ISHARES TR 1.2%
Value ($000) $2,404 Shares 20,524 Est. Cost $117.13 Unrealized
VBK VANGUARD INDEX FDS 1.2%
Value ($000) $2,280 Shares 9,429 Est. Cost $241.77 Unrealized
AMZN AMAZON COM INC 1.2%
Value ($000) $2,271 Shares 14,945 Est. Cost $140.18 Unrealized 0.0%
IWM ISHARES TR 1.1%
Value ($000) $2,190 Shares 10,909 Est. Cost $200.72 Unrealized
SHY ISHARES TR 1.1%
Value ($000) $2,132 Shares 25,991 Est. Cost $82.04 Unrealized
IEMG ISHARES INC 1.1%
Value ($000) $2,088 Shares 41,287 Est. Cost $47.28 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 1.1%
Value ($000) $2,066 Shares 77,740 Est. Cost $24.75 Unrealized
VTV VANGUARD INDEX FDS 1.0%
Value ($000) $1,901 Shares 12,719 Est. Cost $149.49 Unrealized
LQD ISHARES TR 1.0%
Value ($000) $1,884 Shares 17,027 Est. Cost $110.66 Unrealized
FIRST TR HIGH YIELD OPPRT 20 0.8%
Value ($000) $1,606 Shares 115,313 Est. Cost $13.52 Unrealized
IWS ISHARES TR 0.8%
Value ($000) $1,604 Shares 13,790 Est. Cost $116.29 Unrealized
VXF VANGUARD INDEX FDS 0.8%
Value ($000) $1,599 Shares 9,728 Est. Cost $164.42 Unrealized
AVUV AMERICAN CENTY ETF TR 0.8%
Value ($000) $1,566 Shares 17,442 Est. Cost $89.80 Unrealized
QQQ INVESCO QQQ TR 0.8%
Value ($000) $1,542 Shares 3,764 Est. Cost $409.57 Unrealized
GOOGL ALPHABET INC 0.8%
Value ($000) $1,498 Shares 10,721 Est. Cost $103.18 Unrealized +29.2%
RDVY FIRST TR EXCHANGE TRADED FD 0.8%
Value ($000) $1,464 Shares 28,340 Est. Cost $47.10 Unrealized
IGIB ISHARES TR 0.7%
Value ($000) $1,463 Shares 28,144 Est. Cost $52.00 Unrealized
IWN ISHARES TR 0.7%
Value ($000) $1,426 Shares 9,178 Est. Cost $155.33 Unrealized
AVEM AMERICAN CENTY ETF TR 0.7%
Value ($000) $1,408 Shares 24,977 Est. Cost $56.39 Unrealized
APO APOLLO GLOBAL MGMT INC 0.7%
Value ($000) $1,384 Shares 14,854 Est. Cost $67.64 Unrealized +26.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $1,358 Shares 3,807 Est. Cost $350.99 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.7%
Value ($000) $1,306 Shares 4,202 Est. Cost $310.88 Unrealized
IJH ISHARES TR 0.7%
Value ($000) $1,269 Shares 4,579 Est. Cost $277.17 Unrealized
MTUM ISHARES TR 0.6%
Value ($000) $1,266 Shares 8,067 Est. Cost $144.62 Unrealized
IDEV ISHARES TR 0.6%
Value ($000) $1,261 Shares 19,808 Est. Cost $57.51 Unrealized
BBUS J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $1,228 Shares 14,300 Est. Cost $72.04 Unrealized
EMB ISHARES TR 0.6%
Value ($000) $1,193 Shares 13,392 Est. Cost $89.06 Unrealized
AVUS AMERICAN CENTY ETF TR 0.6%
Value ($000) $1,177 Shares 14,438 Est. Cost $81.55 Unrealized
GOVT ISHARES TR 0.6%
Value ($000) $1,161 Shares 50,381 Est. Cost $22.66 Unrealized
WESTERN ASSET HIGH YIELD DEF 0.6%
Value ($000) $1,133 Shares 93,707 Est. Cost $12.42 Unrealized
ACWV ISHARES INC 0.6%
Value ($000) $1,090 Shares 10,865 Est. Cost $100.35 Unrealized
JNK SPDR SER TR 0.6%
Value ($000) $1,076 Shares 11,361 Est. Cost $91.61 Unrealized
AVLV AMERICAN CENTY ETF TR 0.6%
Value ($000) $1,075 Shares 18,612 Est. Cost $57.76 Unrealized
BBIN J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $1,026 Shares 18,016 Est. Cost $50.66 Unrealized
BUFD FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $871 Shares 38,372 Est. Cost $21.54 Unrealized
SPDW SPDR INDEX SHS FDS 0.4%
Value ($000) $870 Shares 25,568 Est. Cost $32.54 Unrealized
AVSF AMERICAN CENTY ETF TR 0.4%
Value ($000) $813 Shares 17,527 Est. Cost $46.40 Unrealized
V VISA INC 0.4%
Value ($000) $804 Shares 3,090 Est. Cost $214.64 Unrealized +13.1%
LUCID GROUP INC 0.4%
Value ($000) $777 Shares 184,600 Est. Cost $4.21 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $772 Shares 5,480 Est. Cost $109.33 Unrealized +23.2%
AGG ISHARES TR 0.4%
Value ($000) $766 Shares 7,714 Est. Cost $99.25 Unrealized
TSLA TESLA INC 0.4%
Value ($000) $724 Shares 2,913 Est. Cost $212.32 Unrealized +11.9%
IWD ISHARES TR 0.4%
Value ($000) $707 Shares 4,280 Est. Cost $165.25 Unrealized
IDV ISHARES TR 0.3%
Value ($000) $681 Shares 24,322 Est. Cost $27.99 Unrealized
IVW ISHARES TR 0.3%
Value ($000) $679 Shares 9,044 Est. Cost $75.10 Unrealized
XMMO INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $673 Shares 7,489 Est. Cost $79.52 Unrealized
AMGN AMGEN INC 0.3%
Value ($000) $669 Shares 2,322 Est. Cost $255.10 Unrealized 0.0%
MUB ISHARES TR 0.3%
Value ($000) $666 Shares 6,147 Est. Cost $108.42 Unrealized
SPY SPDR SP 500 ETF TR 0.3%
Value ($000) $650 Shares 1,368 Est. Cost $442.32 Unrealized
VEEV VEEVA SYS INC 0.3%
Value ($000) $648 Shares 3,367 Est. Cost $188.42 Unrealized 0.0%
BIIB BIOGEN INC 0.3%
Value ($000) $621 Shares 2,400 Est. Cost $297.86 Unrealized -17.5%
BNDX VANGUARD CHARLOTTE FDS 0.3%
Value ($000) $614 Shares 12,435 Est. Cost $47.95 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.3%
Value ($000) $611 Shares 25,039 Est. Cost $21.66 Unrealized
SPYG SPDR SER TR 0.3%
Value ($000) $610 Shares 9,377 Est. Cost $60.67 Unrealized
VEA VANGUARD TAX MANAGED FDS 0.3%
Value ($000) $607 Shares 12,671 Est. Cost $47.90 Unrealized
WMT WALMART INC 0.3%
Value ($000) $606 Shares 3,847 Est. Cost $51.64 Unrealized 0.0%
META META PLATFORMS INC 0.3%
Value ($000) $605 Shares 1,708 Est. Cost $151.22 Unrealized +113.9%
DFAC DIMENSIONAL ETF TRUST 0.3%
Value ($000) $595 Shares 20,355 Est. Cost $24.39 Unrealized
PIMCO CORPORATE INCOME OPP 0.3%
Value ($000) $593 Shares 44,792 Est. Cost $13.36 Unrealized
VB VANGUARD INDEX FDS 0.3%
Value ($000) $589 Shares 2,761 Est. Cost $213.35 Unrealized
VO VANGUARD INDEX FDS 0.3%
Value ($000) $576 Shares 2,476 Est. Cost $232.64 Unrealized
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $569 Shares 7,021 Est. Cost $72.19 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $565 Shares 1,810 Est. Cost $264.03 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC 0.3%
Value ($000) $537 Shares 1,320 Est. Cost $306.81 Unrealized +20.4%
LLY ELI LILLY CO 0.3%
Value ($000) $525 Shares 900 Est. Cost $575.10 Unrealized 0.0%
VYMI VANGUARD WHITEHALL FDS 0.3%
Value ($000) $509 Shares 7,656 Est. Cost $66.49 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $500 Shares 10,776 Est. Cost $45.44 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.3%
Value ($000) $499 Shares 9,626 Est. Cost $41.88 Unrealized
AVIV AMERICAN CENTY ETF TR 0.3%
Value ($000) $496 Shares 9,642 Est. Cost $51.48 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $491 Shares 4,660 Est. Cost $100.72 Unrealized +6.0%
PFF ISHARES TR 0.2%
Value ($000) $466 Shares 14,940 Est. Cost $31.19 Unrealized
IGSB ISHARES TR 0.2%
Value ($000) $452 Shares 8,817 Est. Cost $51.27 Unrealized
IUSB ISHARES TR 0.2%
Value ($000) $430 Shares 9,323 Est. Cost $45.17 Unrealized
AVES AMERICAN CENTY ETF TR 0.2%
Value ($000) $427 Shares 9,288 Est. Cost $45.97 Unrealized
USIG ISHARES TR 0.2%
Value ($000) $423 Shares 8,247 Est. Cost $51.26 Unrealized
SCHO SCHWAB STRATEGIC TR 0.2%
Value ($000) $418 Shares 8,624 Est. Cost $48.45 Unrealized
IYK ISHARES TR 0.2%
Value ($000) $414 Shares 2,161 Est. Cost $191.71 Unrealized
SLYG SPDR SER TR 0.2%
Value ($000) $410 Shares 4,897 Est. Cost $76.96 Unrealized
KNG FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $393 Shares 7,600 Est. Cost $52.85 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 0.2%
Value ($000) $387 Shares 17,232 Est. Cost $22.79 Unrealized
KJAN INNOVATOR ETFS TR 0.2%
Value ($000) $383 Shares 11,165 Est. Cost $31.98 Unrealized
PTLO PORTILLOS INC 0.2%
Value ($000) $382 Shares 24,000 Est. Cost $19.53 Unrealized -20.9%
BX BLACKSTONE INC 0.2%
Value ($000) $381 Shares 2,914 Est. Cost $81.26 Unrealized +25.6%
CMG CHIPOTLE MEXICAN GRILL INC 0.2%
Value ($000) $380 Shares 166 Est. Cost $41.61 Unrealized 0.0%
VGT VANGUARD WORLD FDS 0.2%
Value ($000) $377 Shares 778 Est. Cost $442.16 Unrealized
AFL AFLAC INC 0.2%
Value ($000) $373 Shares 4,525 Est. Cost $76.99 Unrealized 0.0%
BLDR BUILDERS FIRSTSOURCE INC 0.2%
Value ($000) $370 Shares 2,214 Est. Cost $66.30 Unrealized +100.4%
SDVY FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $366 Shares 11,178 Est. Cost $28.31 Unrealized
TLTD FLEXSHARES TR 0.2%
Value ($000) $359 Shares 5,263 Est. Cost $65.05 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $349 Shares 3,129 Est. Cost $111.63 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.2%
Value ($000) $336 Shares 4,186 Est. Cost $72.47 Unrealized 0.0%
AVDE AMERICAN CENTY ETF TR 0.2%
Value ($000) $336 Shares 5,552 Est. Cost $60.43 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.2%
Value ($000) $333 Shares 2,618 Est. Cost $114.69 Unrealized 0.0%
INDEXIQ ACTIVE ETF TR 0.2%
Value ($000) $329 Shares 6,882 Est. Cost $47.72 Unrealized
DHI D R HORTON INC 0.2%
Value ($000) $329 Shares 2,163 Est. Cost $106.63 Unrealized +13.1%
JPM JPMORGAN CHASE CO 0.2%
Value ($000) $328 Shares 1,928 Est. Cost $124.17 Unrealized +16.7%
REGN REGENERON PHARMACEUTICALS 0.2%
Value ($000) $328 Shares 373 Est. Cost $747.20 Unrealized +9.6%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $325 Shares 617 Est. Cost $494.24 Unrealized +3.5%
VIRTUS CONVERTIBLE INC 202 0.2%
Value ($000) $322 Shares 36,903 Est. Cost $8.64 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $317 Shares 7,711 Est. Cost $41.10 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $310 Shares 1,965 Est. Cost $146.17 Unrealized
EG EVEREST GROUP LTD 0.2%
Value ($000) $309 Shares 873 Est. Cost $374.24 Unrealized 0.0%
ILCB ISHARES TR 0.2%
Value ($000) $305 Shares 4,644 Est. Cost $65.76 Unrealized
PHM PULTE GROUP INC 0.2%
Value ($000) $300 Shares 2,911 Est. Cost $83.60 Unrealized 0.0%
IAK ISHARES TR 0.2%
Value ($000) $300 Shares 2,997 Est. Cost $100.14 Unrealized
KKR KKR CO INC 0.2%
Value ($000) $298 Shares 3,601 Est. Cost $59.78 Unrealized +11.8%
IYF ISHARES TR 0.2%
Value ($000) $297 Shares 3,472 Est. Cost $85.41 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $296 Shares 1,000 Est. Cost $251.22 Unrealized 0.0%
BDX BECTON DICKINSON CO 0.1%
Value ($000) $293 Shares 1,200 Est. Cost $236.50 Unrealized 0.0%
AVDV AMERICAN CENTY ETF TR 0.1%
Value ($000) $285 Shares 4,553 Est. Cost $62.49 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $278 Shares 6,924 Est. Cost $40.21 Unrealized
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $277 Shares 1,220 Est. Cost $235.23 Unrealized
LMBS FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $273 Shares 5,651 Est. Cost $47.24 Unrealized
COMP COMPASS INC 0.1%
Value ($000) $269 Shares 71,471 Est. Cost $3.28 Unrealized -24.7%
IYW ISHARES TR 0.1%
Value ($000) $265 Shares 2,162 Est. Cost $122.75 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $264 Shares 2,254 Est. Cost $117.22 Unrealized
DKNG DRAFTKINGS INC NEW 0.1%
Value ($000) $260 Shares 7,367 Est. Cost $33.46 Unrealized 0.0%
MCD MCDONALDS CORP 0.1%
Value ($000) $259 Shares 872 Est. Cost $258.68 Unrealized 0.0%
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $258 Shares 4,420 Est. Cost $57.90 Unrealized
EEMS ISHARES INC 0.1%
Value ($000) $258 Shares 4,457 Est. Cost $57.81 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $255 Shares 4,330 Est. Cost $53.26 Unrealized 0.0%
ADBE ADOBE INC 0.1%
Value ($000) $255 Shares 427 Est. Cost $380.10 Unrealized +51.7%
QEFA SPDR INDEX SHS FDS 0.1%
Value ($000) $248 Shares 3,398 Est. Cost $69.92 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $242 Shares 217 Est. Cost $61.03 Unrealized +51.1%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $240 Shares 562 Est. Cost $343.55 Unrealized +15.6%
ON ON SEMICONDUCTOR CORP 0.1%
Value ($000) $239 Shares 2,866 Est. Cost $78.58 Unrealized 0.0%
FSIG FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $239 Shares 12,605 Est. Cost $18.96 Unrealized
IRT INDEPENDENCE RLTY TR INC 0.1%
Value ($000) $237 Shares 15,462 Est. Cost $18.22 Unrealized
IEV ISHARES TR 0.1%
Value ($000) $236 Shares 4,467 Est. Cost $52.86 Unrealized
CTAS CINTAS CORP 0.1%
Value ($000) $230 Shares 382 Est. Cost $131.70 Unrealized 0.0%
VSS VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $228 Shares 1,982 Est. Cost $115.03 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $227 Shares 655 Est. Cost $293.72 Unrealized 0.0%
SHOP SHOPIFY INC 0.1%
Value ($000) $226 Shares 2,900 Est. Cost $63.86 Unrealized 0.0%
BIL SPDR SER TR 0.1%
Value ($000) $224 Shares 2,453 Est. Cost $91.82 Unrealized
ACGL ARCH CAP GROUP LTD 0.1%
Value ($000) $224 Shares 3,017 Est. Cost $74.00 Unrealized +5.0%
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $224 Shares 1,893 Est. Cost $107.90 Unrealized 0.0%
UTHR UNITED THERAPEUTICS CORP DEL 0.1%
Value ($000) $223 Shares 1,013 Est. Cost $244.82 Unrealized -5.9%
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $222 Shares 5,539 Est. Cost $40.06 Unrealized
MRK MERCK CO INC 0.1%
Value ($000) $219 Shares 2,011 Est. Cost $95.08 Unrealized +1.8%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $219 Shares 1,800 Est. Cost $111.21 Unrealized 0.0%
UNM UNUM GROUP 0.1%
Value ($000) $218 Shares 4,823 Est. Cost $42.21 Unrealized +7.9%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $217 Shares 328 Est. Cost $483.67 Unrealized +18.6%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $209 Shares 2,365 Est. Cost $88.38 Unrealized
COHEN STEERS TOTAL RETURN 0.1%
Value ($000) $209 Shares 17,777 Est. Cost $11.41 Unrealized
TMHC TAYLOR MORRISON HOME CORP 0.1%
Value ($000) $207 Shares 3,886 Est. Cost $44.70 Unrealized 0.0%
RHI ROBERT HALF INC 0.1%
Value ($000) $203 Shares 2,310 Est. Cost $79.48 Unrealized 0.0%
FDEC FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $203 Shares 5,200 Est. Cost $38.99 Unrealized
MATTERPORT INC 0.0%
Value ($000) $64 Shares 23,878 Est. Cost $2.69 Unrealized
SCYX SCYNEXIS INC 0.0%
Value ($000) $27 Shares 11,943 Est. Cost $1.83 Unrealized 0.0%