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Strategic Asset Management’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

Strategic Asset Management’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
2022
Q3 		$6K Hold
187
– – 0.01% 450
2022
Q2 		$6K Buy
187
+7
+4% +$237 0.01% 464
2022
Q1 		$7K Buy
+180
New +$6.44K 0.01% 436

Other funds holding TPLC

FA
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
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Strategic Asset Management's TPLC Position: Q3 2022 in Review

Strategic Asset Management held its Timothy Plan US Large/Mid Cap Core ETF (TPLC) position steady in Q3 2022 at 187 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #450.

Strategic Asset Management first reported a position in TPLC in Q1 2022 and has held it in 3 quarters since. The position peaked at $7K in Q1 2022. 51 funds tracked by Wall St. Rank hold TPLC as of Q3 2022.

  • Strategic Asset Management held 187 shares of Timothy Plan US Large/Mid Cap Core ETF worth $6K as of Q3 2022.
  • Strategic Asset Management left its Timothy Plan US Large/Mid Cap Core ETF share count unchanged in Q3 2022.
  • Timothy Plan US Large/Mid Cap Core ETF made up 0.01% of Strategic Asset Management's portfolio in Q3 2022, its #450 holding.
  • Strategic Asset Management first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q1 2022 and has held it in 3 quarters since.
  • Strategic Asset Management's Timothy Plan US Large/Mid Cap Core ETF position peaked at $7K in Q1 2022.
  • 51 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.