TrueWealth Advisors, LLC - TIMOTHY PLAN ownership

TIMOTHY PLAN's ticker is TPHD and the CUSIP is 887432326. A total of 56 filers reported holding TIMOTHY PLAN in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
TrueWealth Advisors, LLC ownership history of TIMOTHY PLAN
ValueSharesWeighting
Q3 2023$297,559
-18.2%
9,720
-15.8%
0.13%
-15.4%
Q2 2023$363,615
+3.8%
11,544
+2.9%
0.15%
+1.4%
Q1 2023$350,157
+15.7%
11,214
+15.4%
0.15%
+11.4%
Q4 2022$302,5219,7170.13%
Other shareholders
TIMOTHY PLAN shareholders Q1 2023
NameSharesValueWeighting ↓
OneAscent Wealth Management LLC 246,281$7,5393.31%
Frontier Asset Management, LLC 229,604$7,028,8903.19%
O'Connor Financial Group LLC 112,002$3,428,7162.35%
OneAscent Financial Services LLC 284,618$8,7132.27%
CREATIVE FINANCIAL DESIGNS INC /ADV 232,766$7,125,6860.83%
Strategic Equity Management 69,312$2,121,8510.80%
CreativeOne Wealth, LLC 283,040$8,6640.62%
WIN ADVISORS, INC 27,375$838,0350.41%
Atria Investments, Inc 597,115$18,279,5610.33%
LVZ, Inc. 63,050$1,930,1550.31%
View complete list of TIMOTHY PLAN shareholders