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Timothy Plan shares owned by Sound Financial Strategies Group

Quarter-by-quarter ownership of Timothy Plan (TPHE) shares owned by Sound Financial Strategies Group from 13F filings

Historical chart of Sound Financial Strategies Group investment in Timothy Plan

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All positions including Timothy Plan held by Sound Financial Strategies Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Timothy Plan by Sound Financial Strategies Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 50k 22.62
2023-09-30 $1.9M 88k 22.01
2023-06-30 $2.2M 97k 22.74
2023-03-31 $2.4M 101k 23.55
2022-12-31 $2.4M 102k 23.46
2022-09-30 $2.7M 120k 22.40
2022-06-30 $2.7M 111k 24.55
2022-03-31 $48k 1.8k 27.32

More positions owned by Sound Financial Strategies Group

Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core Us Aggbd Et (AGG)
Tidal Tr Ii Blueprint Chesap (TFPN)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Kraneshares Tr Kfa Mount Lucas (KMLM)
Timothy Plan High Dividend (TPHE)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Core Div Grwth (DGRO)
Sherwin-Williams Company (SHW)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Pentair SHS (PNR)
Caterpillar (CAT)
Clorox Company (CLX)
A. O. Smith Corporation (AOS)

View all positions for Sound Financial Strategies Group

Top funds holding Timothy Plan

First Heartland Consultants
Cambridge Investment Research Advisors
Creative Financial Designs
Sound Financial Strategies Group
EverSource Wealth Advisors
Financial Advocates Investment Management
Arete Wealth Advisors
UBS Group
Advisor Group Holdings
Wells Fargo & Company
ICA Group Wealth Management
Advisory Services Network

View all funds holding Timothy Plan