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Timothy Plan us lrg cap cor shares owned by JFS Wealth Advisors

Quarter-by-quarter ownership of Timothy Plan us lrg cap cor (TPLC) shares owned by JFS Wealth Advisors from 13F filings

Historical chart of JFS Wealth Advisors investment in Timothy Plan us lrg cap cor

Tip: Access up to 7 years of quarterly data

All positions including Timothy Plan us lrg cap cor held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Timothy Plan us lrg cap cor by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $14k 326 42.11

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Equity Etf (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)

View all positions for JFS Wealth Advisors

Top funds holding Timothy Plan us lrg cap cor

Change Path
Ambassador Advisors
Hill Island Financial
O'Connor Financial Group
LPL Financial
Ameriprise Financial
Geneos Wealth Management
Inspire Advisors
EverSource Wealth Advisors
Creative Financial Designs
J.w. Cole Advisors
Cambridge Investment Research Advisors
LVZ Advisors
Bare Financial Services
Legacy Wealth Asset Management

View all funds holding Timothy Plan us lrg cap cor