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TCWP LLC13F | |
| TCWP LLC | |
| Last update 1970-01-01 | 0 Stocks (0 new) |
| Value $- | Turnover 0 % |
TCWP LLC Top Holdings of 2024-09-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DSI |
iShares MSCI KLD 400 Social Index Fund
iShares MSCI KLD 400 Social Index Fund
| 0 | 0 | Sold Out | 0.000 | -3.34% | 0.000 | +23.30% | +8.37% | 4,785.4 | ||
EFG | iShares MSCI EAFE Growth ETF | 0 | 0 | Sold Out | 0.000 | -3.66% | 0.000 | +11.96% | +14.73% | 12,936.8 | ||
EFV | iShares MSCI EAFE Value ETF | 0 | 0 | Sold Out | 0.000 | -1.17% | 0.000 | +10.12% | +22.88% | 25,947.4 | ||
IEFA | iShares Core MSCI EAFE ETF | 0 | 0 | Sold Out | 0.000 | -2.18% | 0.000 | +11.52% | +19.59% | 141,328.0 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 0 | 0 | Sold Out | 0.000 | -0.83% | 0.000 | +18.91% | +18.34% | 99,158.0 | ||
IUSB |
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
| 0 | 0 | Sold Out | 0.000 | -1.03% | 0.000 | +1.58% | +3.40% | 32,719.8 | ||
IVE | iShares S&P 500 Value ETF | 0 | 0 | Sold Out | 0.000 | -0.68% | 0.000 | +11.73% | +4.23% | 39,547.7 | ||
IVV | iShares Core S&P 500 ETF | 0 | 0 | Sold Out | 0.000 | -0.54% | 0.000 | +19.67% | +7.80% | 634,518.9 | ||
IVW | iShares S&P 500 Growth ETF | 0 | 0 | Sold Out | 0.000 | -1.33% | 0.000 | +27.10% | +10.87% | 61,778.2 | ||
IYW | iShares U.S. Technology ETF | 0 | 0 | Sold Out | 0.000 | -0.54% | 0.000 | +36.16% | +12.15% | 22,366.6 |
TCWP LLC's Historical Top Holdings Breakdowns
TCWP LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2024-09-30 | Sold Out Sold Out | -10.03% | 207.23 ($223.32) 234.82 | $211.18 | -5.44% | Sold Out | 0 | -19,410 | |
LCTU |
BlackRock U.S. Carbon Transition Readiness ETF
BlackRock U.S. Carbon Transition Readiness ETF
| 2024-09-30 | Sold Out Sold Out | -6.52% | 56.29 ($60.39) 62.74 | $68.15 | 12.84% | Sold Out | 0 | -44,717 | |
NVDA | NVIDIA Corp | 2024-09-30 | Sold Out Sold Out | -5.94% | 98.91 ($118.12) 134.91 | $172.41 | 45.96% | Sold Out | 0 | -19,607 | |
MSFT | Microsoft Corp | 2024-09-30 | Sold Out Sold Out | -5.92% | 395.15 ($427.47) 467.56 | $510.05 | 19.32% | Sold Out | 0 | -5,396 | |
EFG | iShares MSCI EAFE Growth ETF | 2024-09-30 | Sold Out Sold Out | -3.66% | 96.84 ($103.75) 108.77 | $110.01 | 6.03% | Sold Out | 0 | -14,598 | |
DSI |
iShares MSCI KLD 400 Social Index Fund
iShares MSCI KLD 400 Social Index Fund
| 2024-09-30 | Sold Out Sold Out | -3.34% | 97.81 ($104.84) 108.79 | $118.89 | 13.40% | Sold Out | 0 | -13,098 | |
SPLG | SPDR Portfolio S&P 500 ETF | 2024-09-30 | Sold Out Sold Out | -3.16% | 60.84 ($65.03) 67.51 | $73.84 | 13.55% | Sold Out | 0 | -20,130 | |
USXF | iShares ESG Advanced MSCI USA ETF | 2024-09-30 | Sold Out Sold Out | -2.92% | 43.59 ($47.18) 49.35 | $55.05 | 16.69% | Sold Out | 0 | -25,537 | |
AMZN | Amazon.com Inc | 2024-09-30 | Sold Out Sold Out | -2.72% | 161.02 ($182.46) 200 | $226.13 | 23.93% | Sold Out | 0 | -5,733 | |
ESGU | iShares MSCI USA ESG Optimized ETF | 2024-09-30 | Sold Out Sold Out | -2.67% | 113.45 ($121.43) 126.18 | $137.06 | 12.87% | Sold Out | 0 | -9,124 |
TCWP LLC Total Holding History ($B)
TCWP LLC's Asset Allocation
TCWP LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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TCWP LLC's Hypothetical Growth since 2024-09-30
TCWP LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
TCWP LLC News
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