TA
TPLC icon

TrueWealth Advisors’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

TrueWealth Advisors’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 		– Sell
-39,858
Closed -$1.81M – 247
2025
Q4 		$1.81M Buy
39,858
+2,899
+8% +$132K 0.47% 39
2025
Q3 		$1.71M Buy
36,959
+1,073
+3% +$49K 0.46% 43
2025
Q2 		$1.61M Buy
35,886
+432
+1% +$18.5K 0.48% 40
2025
Q1 		$1.5M Buy
35,454
+20,584
+138% +$897K 0.49% 44
2024
Q4 		$637K Buy
14,870
+1,891
+15% +$84K 0.21% 89
2024
Q3 		$571K Sell
12,979
-12,237
-49% -$514K 0.19% 96
2024
Q2 		$1.02M Buy
25,216
+1,048
+4% +$42.7K 0.38% 55
2024
Q1 		$1.02M Buy
24,168
+664
+3% +$26.2K 0.39% 51
2023
Q4 		$898K Sell
23,504
-580
-2% -$20.5K 0.35% 53
2023
Q3 		$830K Buy
24,084
+2,416
+11% +$86.8K 0.35% 55
2023
Q2 		$780K Buy
21,668
+10,562
+95% +$363K 0.32% 61
2023
Q1 		$383K Buy
11,106
+1,074
+11% +$37K 0.16% 97
2022
Q4 		$336K Buy
+10,032
New +$331K 0.15% 120

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