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

Carroll Financial Associates’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
2021 Q4	$58K	Hold	1,516	–	–	﹤0.01%	689
2021 Q3	$52K	Hold	1,516	–	–	﹤0.01%	731
2021 Q2	$52K	Hold	1,516	–	–	﹤0.01%	802
2021 Q1	$49K	Hold	1,516	–	–	﹤0.01%	776
2020 Q4	$46K	Hold	1,516	–	–	﹤0.01%	716
2020 Q3	$40K	Hold	1,516	–	–	﹤0.01%	708
2020 Q2	$37K	Hold	1,516	–	–	﹤0.01%	712
2020 Q1	$31K	Sell	1,516 -42	-3%	-$1.07K	﹤0.01%	693
2019 Q4	$42K	Hold	1,558	–	–	﹤0.01%	693
2019 Q3	$39K	Buy	+1,558	New	+$39.4K	﹤0.01%	673

Other funds holding TPLC

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

HIF

Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 1-Year Est. Return

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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Carroll Financial Associates's TPLC Position: Q4 2021 in Review

Carroll Financial Associates held its Timothy Plan US Large/Mid Cap Core ETF (TPLC) position steady in Q4 2021 at 1,516 shares worth $58K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Carroll Financial Associates first reported a position in TPLC in Q3 2019 and has held it in 10 quarters since. 41 funds tracked by Wall St. Rank hold TPLC as of Q4 2021.

Carroll Financial Associates held 1,516 shares of Timothy Plan US Large/Mid Cap Core ETF worth $58K as of Q4 2021.
Carroll Financial Associates left its Timothy Plan US Large/Mid Cap Core ETF share count unchanged in Q4 2021.
Timothy Plan US Large/Mid Cap Core ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #689 holding.
Carroll Financial Associates first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q3 2019 and has held it in 10 quarters since.
41 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.