TCWP

Latest statistics and disclosures from TCWP's latest quarterly 13F-HR filing:

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Positions held by TCWP consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for TCWP

TCWP holds 54 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 10.7 $3.8M -61% 20k 192.53
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Blackrock Etf Trust Us Carbon Trans (LCTU) 7.2 $2.5M +13% 49k 52.34
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Spdr Ser Tr Portfolio S&p500 (SPLG) 6.3 $2.2M +4% 40k 55.90
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Microsoft Corporation (MSFT) 5.7 $2.0M -66% 5.3k 376.04
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Ishares Tr Eafe Grwth Etf (EFG) 3.8 $1.4M +8% 14k 96.85
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Ishares Tr Esg Awr Msci Usa (ESGU) 3.5 $1.2M +2% 12k 104.92
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Ishares Tr Msci Kld400 Soc (DSI) 3.3 $1.2M +13% 13k 91.05
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Ishares Tr Esg Msci Usa Etf (USXF) 2.8 $988k 25k 39.82
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NVIDIA Corporation (NVDA) 2.8 $976k -77% 2.0k 495.22
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Ishares Tr Msci Usa Esg Slc (SUSA) 2.7 $971k 9.7k 100.51
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Ishares Tr Esg Awre Usd Etf (SUSC) 2.5 $876k +63% 38k 23.27
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Amazon (AMZN) 2.4 $860k -77% 5.7k 151.94
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Ishares Tr Esg Eafe Etf (DMXF) 2.2 $768k -20% 12k 63.88
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Ishares Tr Eafe Value Etf (EFV) 2.2 $763k +78% 15k 52.10
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Ishares Tr Esg Awr Us Agrgt (EAGG) 1.9 $687k +25% 14k 47.74
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Ishares Tr Core Msci Eafe (IEFA) 1.9 $681k -12% 9.7k 70.35
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Ishares Tr Esg Msci Leadr (SUSL) 1.8 $635k +3% 7.5k 84.38
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.7 $617k 12k 52.33
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Ishares Tr Msci Usa Qlt Fct (QUAL) 1.7 $601k 4.1k 147.15
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Lowe's Companies (LOW) 1.7 $598k 2.7k 222.55
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Alphabet Cap Stk Cl A (GOOGL) 1.6 $570k -17% 4.1k 139.69
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UnitedHealth (UNH) 1.6 $558k -80% 1.1k 526.47
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Broadcom (AVGO) 1.5 $544k -83% 487.00 1116.28
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Vanguard Index Fds Mid Cap Etf (VO) 1.4 $513k NEW 2.2k 232.64
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Alphabet Cap Stk Cl C (GOOG) 1.4 $507k -87% 3.6k 140.93
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Ishares Tr Esg Aware Msci (ESML) 1.4 $486k -28% 13k 38.01
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JPMorgan Chase & Co. (JPM) 1.3 $461k -82% 2.7k 170.10
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Abbvie (ABBV) 1.1 $406k -85% 2.6k 154.96
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Schwab Strategic Tr Us Aggregate B (SCHZ) 1.1 $395k -7% 8.5k 46.62
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Blackrock Etf Trust World Ex Us Carb (LCTD) 1.0 $371k NEW 8.5k 43.73
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Costco Wholesale Corporation (COST) 1.0 $360k -87% 546.00 660.08
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Ishares Tr Core Total Usd (IUSB) 1.0 $351k -10% 7.6k 46.07
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Meta Platforms Cl A (META) 0.9 $333k +6% 941.00 353.96
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Advanced Micro Devices (AMD) 0.9 $323k -73% 2.2k 147.41
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Abbott Laboratories (ABT) 0.9 $304k 2.8k 110.07
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Eli Lilly & Co. (LLY) 0.8 $296k +2% 508.00 582.92
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Applied Materials (AMAT) 0.8 $291k 1.8k 162.08
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Ishares Tr Core S&p500 Etf (IVV) 0.8 $282k -56% 591.00 477.63
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Ishares Tr Esg Adv Ttl Usd (EUSB) 0.8 $275k -18% 6.4k 43.26
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Visa Com Cl A (V) 0.8 $274k -91% 1.1k 260.35
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Zoetis Cl A (ZTS) 0.8 $272k 1.4k 197.37
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.7 $248k -65% 3.3k 75.54
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Home Depot (HD) 0.7 $242k -89% 699.00 346.55
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Ishares Esg Awr Msci Em (ESGE) 0.7 $239k NEW 7.5k 32.06
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McDonald's Corporation (MCD) 0.7 $238k -33% 803.00 296.51
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Ishares Tr Mbs Etf (MBB) 0.6 $227k -5% 2.4k 94.08
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Ishares Tr U.s. Tech Etf (IYW) 0.6 $222k -91% 1.8k 122.76
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Synopsys (SNPS) 0.6 $219k -7% 425.00 514.91
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Oracle Corporation (ORCL) 0.6 $217k -15% 2.1k 105.44
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Palo Alto Networks (PANW) 0.6 $212k -91% 720.00 294.88
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CSX Corporation (CSX) 0.6 $211k NEW 6.1k 34.67
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Ishares Tr Msci Intl Vlu Ft (IVLU) 0.6 $208k -23% 7.8k 26.51
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Cisco Systems (CSCO) 0.6 $204k -91% 4.0k 50.52
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Ishares Tr TRS FLT RT BD (TFLO) 0.6 $203k 4.0k 50.47
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Past Filings by TCWP

SEC 13F filings are viewable for TCWP going back to 2022