OCFG
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O'Connor Financial Group’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

O'Connor Financial Group’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 		$1.71M Sell
36,827
-1,425
-4% -$67.7K 0.7% 23
2025
Q4 		$1.81M Buy
38,252
+711
+2% +$32.5K 0.72% 23
2025
Q3 		$1.74M Buy
37,541
+805
+2% +$36.8K 0.73% 23
2025
Q2 		$1.68M Sell
36,736
-143,064
-80% -$6.11M 0.74% 23
2025
Q1 		$7.63M Sell
179,800
-20,342
-10% -$886K 3.97% 10
2024
Q4 		$8.57M Buy
200,142
+2,482
+1% +$110K 4.48% 8
2024
Q3 		$8.7M Sell
197,660
-4,591
-2% -$193K 4.57% 7
2024
Q2 		$8.21M Sell
202,251
-12,832
-6% -$522K 4.77% 7
2024
Q1 		$9.06M Sell
215,083
-106,145
-33% -$4.18M 5.4% 6
2023
Q4 		$12.3M Sell
321,228
-3,963
-1% -$140K 7.59% 3
2023
Q3 		$11.2M Buy
325,191
+7,693
+2% +$276K 7.68% 3
2023
Q2 		$11.4M Buy
317,498
+30,185
+11% +$1.04M 7.88% 3
2023
Q1 		$9.9M Buy
+287,313
New +$9.89M 7.44% 3

Other funds holding TPLC

WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
CFD
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
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return