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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 | +19.01% | +7.26% | 4,747.8 | ||
EFG | iShares MSCI EAFE Growth ETF | 0 | 0 | Sold Out | 0.000 | -3.66% | 0.000 | +14.45% | +16.19% | 13,101.8 | ||
EFV | iShares MSCI EAFE Value ETF | 0 | 0 | Sold Out | 0.000 | -1.17% | 0.000 | +12.70% | +24.54% | 26,221.2 | ||
IEFA | iShares Core MSCI EAFE ETF | 0 | 0 | Sold Out | 0.000 | -2.18% | 0.000 | +14.34% | +21.05% | 143,058.9 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 0 | 0 | Sold Out | 0.000 | -0.83% | 0.000 | +15.43% | +17.51% | 96,608.3 | ||
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 | +0.39% | +3.69% | 32,811.1 | ||
IVE | iShares S&P 500 Value ETF | 0 | 0 | Sold Out | 0.000 | -0.68% | 0.000 | +8.84% | +4.93% | 39,744.8 | ||
IVV | iShares Core S&P 500 ETF | 0 | 0 | Sold Out | 0.000 | -0.54% | 0.000 | +16.68% | +7.37% | 623,772.3 | ||
IVW | iShares S&P 500 Growth ETF | 0 | 0 | Sold Out | 0.000 | -1.33% | 0.000 | +24.45% | +9.38% | 61,026.0 | ||
IYW | iShares U.S. Technology ETF | 0 | 0 | Sold Out | 0.000 | -0.54% | 0.000 | +32.01% | +10.14% | 21,710.7 |
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 | $213.55 | -4.37% | 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 | $68.13 | 12.82% | Sold Out | 0 | -44,717 | |
NVDA | NVIDIA Corp | 2024-09-30 | Sold Out Sold Out | -5.94% | 98.91 ($118.12) 134.91 | $159.34 | 34.90% | Sold Out | 0 | -19,607 | |
MSFT | Microsoft Corp | 2024-09-30 | Sold Out Sold Out | -5.92% | 395.15 ($427.47) 467.56 | $498.84 | 16.70% | 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 | $111.41 | 7.38% | 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 | $117.67 | 12.24% | 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 | $73.57 | 13.13% | 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 | $54.59 | 15.71% | Sold Out | 0 | -25,537 | |
AMZN | Amazon.com Inc | 2024-09-30 | Sold Out Sold Out | -2.72% | 161.02 ($182.46) 200 | $223.41 | 22.44% | 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 | $136.58 | 12.48% | Sold Out | 0 | -9,124 |
TCWP LLC Total Holding History ($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
- 1
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