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Timothy Plan cmn shares owned by Schwallier Wealth Management

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

Historical chart of Schwallier Wealth Management investment in Timothy Plan cmn

Tip: Access up to 7 years of quarterly data

All positions including Timothy Plan cmn held by Schwallier 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 Schwallier Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $280k 6.7k 41.57
2025-06-30 $257k 6.6k 38.68
2025-03-31 $257k 6.9k 37.03

More positions owned by Schwallier Wealth Management

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Pacer Fds Tr Pac Asset Fltg (FLRT)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for Schwallier Wealth Management

Top funds holding Timothy Plan cmn

LPL Financial
Creative Financial Designs
Bare Financial Services
Christian Investment Advisors
Ambassador Advisors
Stifel Financial
Plan A Wealth
Ameriprise Financial
O'Connor Financial Group
Change Path
OneAscent Financial Services
Kestra Advisory Services
Assetmark
Turning Point Benefit Group
EverSource Wealth Advisors

View all funds holding Timothy Plan cmn