Betterment LLC’s Timothy Plan High Dividend Stock ETF TPHD Stock Holding History

Betterment LLC’s Portfolio TPHD Stock Details TPHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$231K	Buy	+5,574	New	+$230K	﹤0.01%	574

Other funds holding TPHD

WHG

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

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

CIA

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BEI

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

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

OFS

OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CFD

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

Betterment LLC's TPHD Position: Q1 2026 in Review

Betterment LLC opened a new position in Timothy Plan High Dividend Stock ETF (TPHD) in Q1 2026: 5,574 shares worth $231K. The stake represents ﹤0.01% of the portfolio and ranks #574 among its holdings.

93 funds tracked by Wall St. Rank hold TPHD as of Q1 2026.

Betterment LLC held 5,574 shares of Timothy Plan High Dividend Stock ETF worth $231K as of Q1 2026.
Timothy Plan High Dividend Stock ETF was a new Betterment LLC position in Q1 2026.
Timothy Plan High Dividend Stock ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #574 holding.
93 funds tracked by Wall St. Rank held Timothy Plan High Dividend Stock ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.