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Disciplined Investments’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-2,724
Closed -$98K – 1414
2023
Q2 		$98K Hold
2,724
– – 0.05% 150
2023
Q1 		$93.8K Hold
2,724
– – 0.04% 172
2022
Q4 		$91.3K Hold
2,724
– – 0.04% 150
2022
Q3 		$82K Hold
2,724
– – 0.04% 174
2022
Q2 		$85K Hold
2,724
– – 0.04% 175
2022
Q1 		$99K Buy
+2,724
New +$97.5K 0.04% 173

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Disciplined Investments's TPLC Position: Q3 2023 in Review

Disciplined Investments sold out of Timothy Plan US Large/Mid Cap Core ETF (TPLC) in Q3 2023, closing a stake of 2,724 shares — an estimated $98K sold.

Disciplined Investments first reported a position in TPLC in Q1 2022 and held it in 6 quarters. The position peaked at $99K in Q1 2022. 64 funds tracked by Wall St. Rank hold TPLC as of Q3 2023.

  • Disciplined Investments reported no remaining Timothy Plan US Large/Mid Cap Core ETF position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 2,724 Timothy Plan US Large/Mid Cap Core ETF shares in Q3 2023, an estimated $98K.
  • Disciplined Investments first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Timothy Plan US Large/Mid Cap Core ETF position peaked at $99K in Q1 2022.
  • 64 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.