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Timothy Plan us lrg cap cor shares owned by TrueWealth Advisors

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

Historical chart of TrueWealth 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 TrueWealth 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 TrueWealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 24k 42.11
2023-12-31 $898k 24k 38.21
2023-09-30 $830k 24k 34.47
2023-06-30 $780k 22k 35.98
2023-03-31 $383k 11k 34.45
2022-12-31 $336k 10k 33.50

More positions owned by TrueWealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ea Series Trust Freedom 100 Em (FRDM)
Ishares Tr Intl Div Grwth (IGRO)
Servisfirst Bancshares (SFBS)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Etf Ser Solutions Aptus Enhanced (JUCY)
Etf Ser Solutions Aptus Defined (DRSK)

View all positions for TrueWealth Advisors

Top funds holding Timothy Plan us lrg cap cor

Change Path
Ambassador Advisors
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Geneos Wealth Management
Silver Oak Securities
Inspire Advisors
EverSource Wealth Advisors
Creative Financial Designs
J.w. Cole Advisors
Cambridge Investment Research Advisors
LVZ Advisors
Legacy Wealth Asset Management
Susquehanna International
Raymond James Financial Services Advisors

View all funds holding Timothy Plan us lrg cap cor