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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

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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
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

Atria Investments
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OneAscent Financial Services
Creative Financial Designs
OneAscent Wealth Management
Strategic Equity Management
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Cambridge Investment Research Advisors
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EverSource Wealth Advisors
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Kestra Advisory Services
LVZ Advisors
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