Bare Financial Services’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

Bare Financial Services’s Portfolio TPLC Stock Details TPLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.78M	Buy	210,668 +5,734	+3%	+$272K	2.59%	14
2025 Q4	$9.31M	Buy	204,934 +5,515	+3%	+$252K	2.59%	14
2025 Q3	$9.23M	Sell	199,419 -67,196	-25%	-$3.07M	2.76%	13
2025 Q2	$12M	Buy	266,615 +12,757	+5%	+$545K	4.04%	10
2025 Q1	$10.8M	Buy	253,858 +28,319	+13%	+$1.23M	4.14%	10
2024 Q4	$9.66M	Buy	225,539 +23,719	+12%	+$1.05M	3.88%	10
2024 Q3	$8.88M	Buy	201,820 +29,412	+17%	+$1.23M	3.65%	10
2024 Q2	$7.29M	Buy	172,408 +103,386	+150%	+$4.21M	3.83%	8
2024 Q1	$2.74M	Buy	69,022 +57,581	+503%	+$2.27M	2.64%	14
2023 Q4	$437K	Buy	+11,441	New	+$405K	0.88%	16

Other funds holding TPLC

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return