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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
SMHVaneck Etf Trust
Recent Activity
Increased 3.09%
1.75%
$7.923M
32,718 shares@ $242.17 avg price
LMBSFirst Tr Exchange-traded Fd
Recent Activity
Increased 4.29%
1.52%
$6.859M
140,936 shares@ $48.67 avg price
FSIGFirst Tr Exchange-traded Fd
Recent Activity
Increased 4.26%
0.96%
$4.329M
229,419 shares@ $18.88 avg price
DFASDimensional Etf Trust
Recent Activity
Increased 2.73%
0.61%
$2.746M
42,192 shares@ $65.08 avg price
AAPLApple Inc
Recent Activity
Increased 0.28%
0.55%
$2.463M
9,835 shares@ $250.42 avg price
DFCFDimensional Etf Trust
Recent Activity
Increased 16.24%
0.5%
$2.245M
54,391 shares@ $41.28 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -0.11%
0.43%
$1.921M
3,565 shares@ $538.76 avg price
DFSDDimensional Etf Trust
Recent Activity
Increased 15.43%
0.4%
$1.779M
37,940 shares@ $46.88 avg price
SMARSmartsheet Inc
Recent Activity
0.28%
$1.269M
22,655 shares@ $56.04 avg price
DFIPDimensional Etf Trust
Recent Activity
Increased 15.83%
0.28%
$1.249M
30,843 shares@ $40.5 avg price