test

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
DFAIDimensional Etf Trust
Recent Activity
Increased 6.43%
3.62%
$16.372M
560,675 shares@ $29.2 avg price
IVWIshares Tr
Recent Activity
Increased 5.27%
3.21%
$14.535M
143,162 shares@ $101.53 avg price
FIXDFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 5.66%
3.2%
$14.5M
337,441 shares@ $42.98 avg price
PHYSSprott Physical Gold Tr
Recent Activity
Increased 2.06%
2.74%
$12.387M
615,060 shares@ $20.14 avg price
DUHPDimensional Etf Trust
Recent Activity
Increased 2.64%
2.67%
$12.099M
358,066 shares@ $33.79 avg price
AGGIshares Tr
Recent Activity
Increased 2.98%
2.21%
$9.977M
102,960 shares@ $96.91 avg price
DFAEDimensional Etf Trust
Recent Activity
Increased 4.94%
2.18%
$9.884M
389,584 shares@ $25.37 avg price
XLYSelect Sector Spdr Tr
Recent Activity
Increased 3.26%
2.03%
$9.184M
40,938 shares@ $224.36 avg price
FMFFirst Tr Exchange-traded Fd
Recent Activity
Increased 4.26%
1.81%
$8.196M
172,252 shares@ $47.58 avg price
FRIFirst Tr S&p Reit Index Fd
Recent Activity
New Position
1.76%
$7.948M
290,400 shares@ $27.37 avg price