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| Name: |
TCWP LLC |
| City: |
TAMPA |
| State: |
FL |
| Zip: |
33607 |
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data |
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| Holdings
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7 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IEFA |
Ishares Core Msci Eafe |
14 |
- |
$0.00 |
$718,000 |
9,673 |
1.91% |
38,000 |
0 |
0 |
N/A |
|
|
SUSL |
Ishares Esg Msci Usa Leader... |
15 |
- |
$0.00 |
$707,000 |
7,528 |
1.88% |
72,000 |
0 |
0.017 |
N/A |
|
|
DFAT |
Dimensional U S Targeted Va... |
18 |
- |
$53.83 |
$642,000 |
11,789 |
1.71% |
25,000 |
0 |
0.001 |
N/A |
|
|
VO |
Vanguard Mid Cap VIPERS |
22 |
- |
$244.60 |
$551,000 |
2,204 |
1.47% |
38,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
JPM |
JP Morgan Chase & Co |
23 |
- |
$202.63 |
$542,000 |
2,707 |
1.44% |
82,000 |
0 |
0 |
Domestic Money Center... |
|
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COST |
Costco Wholesale Corp |
33 |
- |
$809.89 |
$400,000 |
546 |
1.06% |
40,000 |
0 |
0 |
Discount, Variety Stores |
|
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ESGD |
Ishares Trust Ishares Msci ... |
46 |
- |
$81.38 |
$262,000 |
3,283 |
0.7% |
14,000 |
0 |
0 |
N/A |
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