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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
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| 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 | 0 | 0 | Sold Out | 0.000 | -3.34% | 0.000 | -16.08% | -14.90% | 3,869.7 | ||
EFG | iShares MSCI EAFE Growth ETF | 0 | 0 | Sold Out | 0.000 | -3.66% | 0.000 | -5.26% | -5.05% | 11,363.8 | ||
EFV | iShares MSCI EAFE Value ETF | 0 | 0 | Sold Out | 0.000 | -1.17% | 0.000 | +3.03% | +3.20% | 18,737.5 | ||
IEFA | iShares Core MSCI EAFE ETF | 0 | 0 | Sold Out | 0.000 | -2.18% | 0.000 | -1.31% | -1.02% | 117,420.4 | ||
IEMG | iShares Core MSCI Emerging Markets ETF | 0 | 0 | Sold Out | 0.000 | -0.83% | 0.000 | -4.45% | -3.75% | 77,442.6 | ||
IUSB | iShares Core Total USD Bond Market ETF | 0 | 0 | Sold Out | 0.000 | -1.03% | 0.000 | +3.38% | +3.25% | 33,113.4 | ||
IVE | iShares S&P 500 Value ETF | 0 | 0 | Sold Out | 0.000 | -0.68% | 0.000 | -9.46% | -9.19% | 33,765.3 | ||
IVV | iShares Core S&P 500 ETF | 0 | 0 | Sold Out | 0.000 | -0.54% | 0.000 | -14.37% | -13.50% | 523,806.9 | ||
IVW | iShares S&P 500 Growth ETF | 0 | 0 | Sold Out | 0.000 | -1.33% | 0.000 | -18.91% | -17.52% | 46,520.4 | ||
IYW | iShares U.S. Technology ETF | 0 | 0 | Sold Out | 0.000 | -0.54% | 0.000 | -23.28% | -21.91% | 15,531.3 |
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 | -10.03% | 207.23 ($223.32) 234.82 | $188.38 | -15.65% | Sold Out | 0 | -19,410 | |
LCTU | BlackRock U.S. Carbon Transition Readiness ETF | 2024-09-30 | Sold Out | -6.52% | 56.29 ($60.39) 62.74 | $54.82 | -9.22% | Sold Out | 0 | -44,717 | |
NVDA | NVIDIA Corp | 2024-09-30 | Sold Out | -5.94% | 98.91 ($118.12) 134.91 | $94.31 | -20.16% | Sold Out | 0 | -19,607 | |
MSFT | Microsoft Corp | 2024-09-30 | Sold Out | -5.92% | 395.15 ($427.47) 467.56 | $359.84 | -15.82% | Sold Out | 0 | -5,396 | |
EFG | iShares MSCI EAFE Growth ETF | 2024-09-30 | Sold Out | -3.66% | 96.84 ($103.75) 108.77 | $91.94 | -11.38% | Sold Out | 0 | -14,598 | |
DSI | iShares MSCI KLD 400 Social Index Fund | 2024-09-30 | Sold Out | -3.34% | 97.81 ($104.84) 108.79 | $93.58 | -10.74% | Sold Out | 0 | -13,098 | |
SPLG | SPDR Portfolio S&P 500 ETF | 2024-09-30 | Sold Out | -3.16% | 60.84 ($65.03) 67.51 | $59.45 | -8.58% | Sold Out | 0 | -20,130 | |
USXF | iShares ESG Advanced MSCI USA ETF | 2024-09-30 | Sold Out | -2.92% | 43.59 ($47.18) 49.35 | $42.02 | -10.94% | Sold Out | 0 | -25,537 | |
AMZN | Amazon.com Inc | 2024-09-30 | Sold Out | -2.72% | 161.02 ($182.46) 200 | $171.00 | -6.28% | Sold Out | 0 | -5,733 | |
ESGU | iShares MSCI USA ESG Optimized ETF | 2024-09-30 | Sold Out | -2.67% | 113.45 ($121.43) 126.18 | $110.23 | -9.22% | Sold Out | 0 | -9,124 |
TCWP LLC Total Holding History ($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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