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Becki Goebel

@Tcp Asset Management, Llc

Latest period2024 - Q4ReportedManaged Assets$453.464MTotal holdings91
Assets growth rate4.53%Assets growth rate (2-Q avg)7.13%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Tcp Asset Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 91 positions.

Assets under management

The assets under management (AUM) of Tcp Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 453.464M in assets, with a quarterly growth rate of 4.53% and a 2-quarter average growth rate of 7.13%. The portfolio is managed by Becki Goebel, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Tr
Recent Activity
Increased 2.19%
15.03%
$68.122M
115,720 shares@ $588.69 avg price
DFAUDimensional Etf Trust
Recent Activity
Increased 2.27%
7.68%
$34.82M
859,974 shares@ $40.49 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Increased 3.96%
6.38%
$28.891M
67,899 shares@ $425.5 avg price
DFUSDimensional Etf Trust
Recent Activity
Increased 2.14%
6.07%
$27.482M
431,098 shares@ $63.76 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 2.33%
6.06%
$27.438M
53,671 shares@ $511.23 avg price
ONEQFidelity Comwlth Tr
Recent Activity
Increased 1.99%
4.9%
$22.175M
291,545 shares@ $76.06 avg price
BUXXEa Series Trust
Recent Activity
Increased 7.38%
3.79%
$17.166M
846,449 shares@ $20.29 avg price
STXTEa Series Trust
Recent Activity
Increased 8.72%
3.68%
$16.677M
841,835 shares@ $19.81 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 4.52%
3.64%
$16.482M
70,884 shares@ $232.52 avg price
DFAIDimensional Etf Trust
Recent Activity
Increased 6.43%
3.62%
$16.372M
560,675 shares@ $29.2 avg price