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Timothy Plan hig dv stk etf shares owned by WorthPointe

Quarter-by-quarter ownership of Timothy Plan hig dv stk etf (TPHD) shares owned by WorthPointe from 13F filings

Historical chart of WorthPointe investment in Timothy Plan hig dv stk etf

Tip: Access up to 7 years of quarterly data

All positions including Timothy Plan hig dv stk etf held by WorthPointe consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Timothy Plan hig dv stk etf by WorthPointe

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.7M 70k 38.53
2023-12-31 $535k 16k 33.12
2023-09-30 $209k 6.8k 30.61

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Top funds holding Timothy Plan hig dv stk etf

LPL Financial
Christian Investment Advisors
OneAscent Financial Services
CWM
Ameriprise Financial
Cambridge Investment Research Advisors
Inspire Advisors
Creative Financial Designs
WorthPointe
Envestnet Asset Management
Raymond James Financial
Cetera Investment Advisers
First Heartland Consultants
EverSource Wealth Advisors
Goldman Sachs Group

View all funds holding Timothy Plan hig dv stk etf