Creative Planning
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Creative Planning’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

Creative Planning’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
2023
Q4 		– Sell
-6,546
Closed -$226K – 3077
2023
Q3 		$226K Buy
6,546
+682
+12% +$24.5K ﹤0.01% 2152
2023
Q2 		$211K Buy
5,864
+17
+0.3% +$583 ﹤0.01% 2176
2023
Q1 		$201K Buy
+5,847
New +$201K ﹤0.01% 2120

Other funds holding TPLC

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
HIF
Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Creative Planning's TPLC Position: Q4 2023 in Review

Creative Planning sold out of Timothy Plan US Large/Mid Cap Core ETF (TPLC) in Q4 2023, closing a stake of 6,546 shares — an estimated $226K sold.

Creative Planning first reported a position in TPLC in Q1 2023 and held it in 3 quarters. The position peaked at $226K in Q3 2023. 71 funds tracked by Wall St. Rank hold TPLC as of Q4 2023.

  • Creative Planning reported no remaining Timothy Plan US Large/Mid Cap Core ETF position as of Q4 2023 after selling out during the quarter.
  • Creative Planning sold 6,546 Timothy Plan US Large/Mid Cap Core ETF shares in Q4 2023, an estimated $226K.
  • Creative Planning first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q1 2023 and held it in 3 quarters.
  • Creative Planning's Timothy Plan US Large/Mid Cap Core ETF position peaked at $226K in Q3 2023.
  • 71 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.