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Timothy Plan cmn shares owned by OneAscent Wealth Management

Quarter-by-quarter ownership of Timothy Plan cmn (TPSC) shares owned by OneAscent Wealth Management from 13F filings

Historical chart of OneAscent Wealth Management investment in Timothy Plan cmn

Tip: Access up to 7 years of quarterly data

All positions including Timothy Plan cmn held by OneAscent Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Timothy Plan cmn by OneAscent Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 51k 36.70
2023-12-31 $215k 6.1k 35.37
2023-09-30 $2.7M 88k 30.98

More positions owned by OneAscent Wealth Management

Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Intl (OAIM)
Unified Ser Tr Oneascent Large (OALC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Unified Ser Tr Oneascent Emgrg (OAEM)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Timothy Plan Hig Dv Stk Etf (TPHD)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Southern Company (SO)
Us Bancorp Del Com New (USB)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Microsoft Corporation (MSFT)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for OneAscent Wealth Management

Top funds holding Timothy Plan cmn

Ambassador Advisors
OneAscent Financial Services
O'Connor Financial Group
Creative Financial Designs
OneAscent Wealth Management
Kestra Advisory Services
EverSource Wealth Advisors
Citadel Advisors
Strategic Blueprint
HPM Partners
Flow Traders US
Cambridge Investment Research Advisors
Sound Stewardship
WorthPointe
J.w. Cole Advisors

View all funds holding Timothy Plan cmn