Tcwp LLC

Long-term holder

Total reported value

—

Reporting period: 2024-09-30 · Number of holdings: 1

TCWP LLC disclosed 1 holdings in its latest 13F filing for the period ending 2024-09-30, with total reported value of — and a quarterly turnover rate of 0.0%.

Personality snowflake

Concentration: 0
Portfolio Stability: 0
Momentum/Contrarian: 50
Sector conviction: 0
Diversification: 2
Sizing Uniformity: —

Recent moves

No holding changes this quarter

Holdings Map

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change	4Q Trend
1	✓	Ikena Oncology INC	Stock-Other	—	—	—

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Top holdings
2024-09-30	1	—
2024-06-30	59	$40.8M	1AAPL 2LCTU 3NVDA Top holdings2024-06-30 1.AAPL 2.LCTU 3.NVDA 4.MSFT 5.EFG 6.DSI 7.SPYM 8.USXF 9.AMZN 10.ESGU
2024-03-31	56	$37.6M	1AAPL 2LCTU 3MSFT Top holdings2024-03-31 1.AAPL 2.LCTU 3.MSFT 4.NVDA 5.SPYM 6.EFG 7.DSI 8.USXF 9.ESGU 10.SUSA
2023-12-31	54	$35.4M	1AAPL 2LCTU 3SPYM Top holdings2023-12-31 1.AAPL 2.LCTU 3.SPYM 4.MSFT 5.EFG 6.ESGU 7.DSI 8.USXF 9.NVDA 10.SUSA
2023-09-30	103	$131.3M	1AAPL 2IWF 3MSFT Top holdings2023-09-30 1.AAPL 2.IWF 3.MSFT 4.IJH 5.NVDA 6.GOOG 7.SHY 8.IJR 9.AMZN 10.RY
2023-06-30	178	$468.3M	1VOO 2BSCQ 3IUSB Top holdings2023-06-30 1.VOO 2.BSCQ 3.IUSB 4.BSCO 5.USFR 6.IQLT 7.MBB 8.IYW 9.AAPL 10.SPYM
2023-03-31	245	$527.3M	1VOO 2BSCQ 3IUSB Top holdings2023-03-31 1.VOO 2.BSCQ 3.IUSB 4.IEMG 5.BSCO 6.USFR 7.MBB 8.IQLT 9.AAPL 10.SPYM
2022-12-31	257	$492.6M	1VOO 2IUSB 3SPYM Top holdings2022-12-31 1.VOO 2.IUSB 3.SPYM 4.BSGT 5.BSCO 6.USFR 7.ESGU 8.IQLT 9.MBB 10.AAPL
2022-09-30	265	$471.6M	1VOO 2SPYM 3ESGU Top holdings2022-09-30 1.VOO 2.SPYM 3.ESGU 4.IJR 5.BIL 6.GOVT 7.AAPL 8.SPY 9.SCHZ 10.IQLT
2022-06-30	262	$469.7M	1SPYM 2ESGU 3SCHZ Top holdings2022-06-30 1.SPYM 2.ESGU 3.SCHZ 4.EFV 5.BIL 6.GOVT 7.AAPL 8.IUSB 9.IEF 10.EFG
2022-03-31	1976	$549.9M	1SPYM 2ESGU 3BIL Top holdings2022-03-31 1.SPYM 2.ESGU 3.BIL 4.EFV 5.IJR 6.AAPL 7.SCHZ 8.GOVT 9.IUSB 10.EFG
2021-12-31	260	$503.9M	1ESGU 2VOO 3AAPL Top holdings2021-12-31 1.ESGU 2.VOO 3.AAPL 4.IEFA 5.EFG 6.MBB 7.EFV 8.FTSM 9.IEMG 10.GOVT

Holding changes this quarter

Position changes disclosed by Tcwp LLC for the quarter ending 2024-09-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action

FAQ

What is Tcwp LLC and what type of investor is it?

Tcwp LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2024-09-30), the firm manages a tracked equity portfolio valued at approximately —, spread across 1 disclosed positions.

What are Tcwp LLC's largest equity positions?

Based on the latest 13F filing, Tcwp LLC's top holdings by market value are: 1. Ikena Oncology INC — $0.0

What changes did Tcwp LLC make in its most recent portfolio filing?

No notable portfolio changes were recorded for Tcwp LLC in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Tcwp LLC focus on?

Sector breakdown data is not yet available for Tcwp LLC. Check back after the next 13F processing cycle.