TrueWealth Advisors, LLC - TIMOTHY PLAN ownership

Quarter-by-quarter ownership
TrueWealth Advisors, LLC ownership history of TIMOTHY PLAN
ValueSharesWeighting
Q3 2023$830,175
+6.5%
24,084
+11.2%
0.35%
+9.4%
Q2 2023$779,524
+103.8%
21,668
+95.1%
0.32%
+100.0%
Q1 2023$382,557
+13.8%
11,106
+10.7%
0.16%
+8.8%
Q4 2022$336,07210,0320.15%
Other shareholders
TIMOTHY PLAN shareholders Q4 2023
NameSharesValueWeighting ↓
HILL ISLAND FINANCIAL LLC 332,263$11,130,8044.83%
Faithward Advisors, LLC 541,552$18,141,9923.94%
Legacy Wealth Asset Management, LLC 44,232$1,481,7640.56%
CreativeOne Wealth, LLC 270,188$9,0510.50%
WIN ADVISORS, INC 37,528$1,257,1940.47%
LVZ, Inc. 81,746$2,738,4810.43%
Frontier Asset Management, LLC 17,288$579,1450.26%
J.W. COLE ADVISORS, INC. 80,958$2,712,1240.21%
OneAscent Financial Services LLC 10,347$3470.15%
TrueWealth Advisors, LLC 10,032$336,0720.15%
View complete list of TIMOTHY PLAN shareholders