Whitaker-Myers Wealth Managers’s Timothy Plan US Small Cap Core ETF TPSC Stock Holding History

Whitaker-Myers Wealth Managers’s Portfolio TPSC Stock Details TPSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$239K	Sell	4,973 -274	-5%	-$12.4K	0.04%	108
2026 Q1	$223K	Sell	5,247 -105	-2%	-$4.58K	0.04%	107
2025 Q4	$222K	Sell	5,352 -6,243	-54%	-$257K	0.05%	113
2025 Q3	$482K	Buy	11,595 +853	+8%	+$34.6K	0.11%	89
2025 Q2	$415K	Sell	10,742 -109	-1%	-$4.03K	0.1%	84
2025 Q1	$402K	Buy	10,851 +1,130	+12%	+$43.9K	0.11%	81
2024 Q4	$380K	Sell	9,721 -425	-4%	-$17.1K	0.11%	76
2024 Q3	$395K	Buy	10,146 +796	+9%	+$29.8K	0.13%	71
2024 Q2	$332K	Buy	9,350 +188	+2%	+$6.66K	0.12%	71
2024 Q1	$336K	Buy	9,162 +220	+2%	+$7.67K	0.14%	68
2023 Q4	$316K	Sell	8,942 -345	-4%	-$11K	0.16%	62
2023 Q3	$288K	Buy	9,287 +219	+2%	+$7.09K	0.18%	60
2023 Q2	$289K	Buy	9,068 +674	+8%	+$20.6K	0.19%	58
2023 Q1	$262K	Buy	8,394 +258	+3%	+$8.31K	0.2%	58
2022 Q4	$248K	Buy	+8,136	New	+$249K	0.24%	60

Other funds holding TPSC

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

SageOak Financial Tulsa, Oklahoma $153M AUM 14.65% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return