SAM
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S.A. Mason’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

S.A. Mason’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
2025
Q3 		– Sell
-1,640
Closed -$73.6K – 351
2025
Q2 		$73.6K Hold
1,640
– – 0.04% 266
2025
Q1 		$69.6K Hold
1,640
– – 0.04% 255
2024
Q4 		$70.2K Hold
1,640
– – 0.04% 253
2024
Q3 		$72.1K Hold
1,640
– – 0.04% 247
2024
Q2 		$66.5K Buy
1,640
+140
+9% +$5.7K 0.04% 241
2024
Q1 		$63.2K Hold
1,500
– – 0.04% 240
2023
Q4 		$57.3K Hold
1,500
– – 0.04% 233
2023
Q3 		$51.7K Buy
+1,500
New +$53.9K 0.04% 243

Other funds holding TPLC

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
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 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