Tortoise Investment Management, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001599511 · White Plains, NY

As of Sep 30, 2025, Tortoise Investment Management, LLC reported 1,569 positions worth .1B in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
ISHARES CORE S&P 500 ETF	IVV	—	151,604	01.5M	9.29%
ISHARES 0-5 YEAR TIPS BOND ETF	STIP	—	529,770	$54.8M	5.02%
AVANTIS US EQUITY ETF	AVUS	—	343,783	$37.4M	3.42%
ISHARES 0-3 MONTH TREASURY BOND ETF	SGOV	—	311,547	$31.4M	2.87%
BLACKROCK MUNICIPAL 2030 TARGET TERM TRUST	BTT	—	1,222,601	$27.5M	2.52%
VANGUARD LONG-TERM TREASURY INDEX FUND	VGLT	—	426,948	$24.3M	2.22%
JPMORGAN MUNICIPAL ETF	JMUB	—	476,369	$24.0M	2.20%
SCHWAB US TIPS ETF	SCHP	—	849,076	$22.9M	2.10%
SIMPLIFY MBS ETF	MTBA	—	418,318	$21.1M	1.93%
ISHARES CORE MSCI EMERGING MARKETS ETF	IEMG	—	315,246	$20.8M	1.90%
DOUBLELINE MORTGAGE ETF	DMBS	—	403,640	$20.1M	1.84%
SCHWAB US LARGE-CAP ETF	SCHX	Equity	742,370	9.6M	1.79%
ISHARES CORE S&P TOTAL US STOCK MARKET ETF	ITOT	—	128,253	8.7M	1.71%
ISHARES RUSSELL 1000 ETF	IWB	—	48,423	7.7M	1.62%
DIMENSIONAL US CORE EQUITY MARKET ETF	DFAU	—	367,366	6.8M	1.54%
SPDR S&P 500 ETF TRUST	SPY	—	24,339	6.2M	1.49%
WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND	DGS	—	277,597	5.9M	1.45%
VANGUARD VALUE INDEX FUND	VTV	—	84,475	5.8M	1.44%
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF	SCHC	—	345,311	5.7M	1.44%
ALPHA ARCHITECT 1-3 MONTH BOX ETF	BOXX	—	136,456	5.5M	1.42%
SPDR PORTFOLIO EMERGING MARK	SPEM	—	320,969	5.0M	1.38%
ISHARES CORE MSCI EAFE ETF	IEFA	—	159,927	4.0M	1.28%
APPLE INC	AAPL	Technology	54,487	3.9M	1.27%
VANGUARD TOTAL STOCK MKT ETF	VTI	—	39,494	3.0M	1.19%
ANGEL OAK FUNDS TRUST	—	—	616,106	2.9M	1.18%