TrueWealth Advisors, LLC - TIMOTHY PLAN ownership

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 Q4 2023
NameSharesValueWeighting ↓
Faithward Advisors, LLC 129,263$3,742,0000.84%
CREATIVE FINANCIAL DESIGNS INC /ADV 131,237$3,799,0000.74%
CreativeOne Wealth, LLC 235,214$6,809,0000.52%
LVZ, Inc. 87,090$2,521,0000.39%
Strategic Blueprint, LLC 35,670$1,033,0000.22%
J.W. COLE ADVISORS, INC. 61,879$1,791,0000.17%
First Heartland Consultants, Inc. 35,061$1,015,0000.16%
StoneX Group Inc. 23,541$682,0000.12%
MONEY CONCEPTS CAPITAL CORP 27,843$806,0000.06%
Financial Advocates Investment Management 23,171$671,0000.05%
View complete list of TIMOTHY PLAN shareholders