Timothy Plan US Large/Mid Cap Core ETF
TPLC
New York Stock Exchange Arca- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 11550 N. Meridian Street, Suite 100 Carmel IN United States of America 46032
- IPO Date
- May 1, 2019
- CIK
- 0000916490
- Website
- timothyplan.com
- Similar Companies
- Business
- Timothy Plan US Large/Mid Cap Core ETF (TPLC) is an exchange-traded fund that seeks to track the performance of the Victory US Large Cap Volatility Weighted BRI Index before fees and expenses, providing exposure to large- and mid-cap U.S. equities selected through a proprietary volatility-weighting methodology combined with Biblically Responsible Investing (BRI) screening criteria. The fund invests at least 80% of its net assets in securities comprising the index, which starts with the 500 largest U.S. companies by market capitalization exhibiting positive earnings over the prior four quarters from the Nasdaq Victory US Large Cap 500 Volatility Weighted Index, then excludes firms failing eVALUEator BRI filters addressing pro-life, purity, family values, biblical lifestyle, liberty, sobriety, longevity, and stewardship principles; remaining holdings receive inverse volatility weightings based on 180-day standard deviations, favoring lower-volatility stocks. Top holdings as of recent data include CenterPoint Energy Inc., Intercontinental Exchange Inc., Evergy Inc., Waste Management Inc., Atmos Energy Corp., CME Group Inc., CMS Energy Corp., Ameren Corp., Alliant Energy Corp., and WEC Energy Group Inc., spanning sectors such as utilities (dominant weighting), industrials, financial services, technology, healthcare, and consumer defensive. Launched on May 1, 2019, and listed on the NYSE Arca exchange under ticker TPLC (CUSIP 887432359), the ETF is managed by Timothy Partners, Ltd. as investment adviser and Victory Capital Management Inc. as sub-adviser, with a net expense ratio of 0.52% and assets under management exceeding $318 million. Timothy Partners, Ltd., headquartered in Maitland, Florida, pioneers BRI-focused investment products including mutual funds and ETFs distributed via Foreside Fund Services, LLC; the firm oversees portfolios aligned with Judeo-Christian values while employing smart beta strategies to mitigate volatility relative to cap-weighted benchmarks like the S&P 500. In a significant recent reorganization approved by The Timothy Plan's Board of Trustees on July 25, 2025, at the recommendation of Timothy Partners, Ltd., the Timothy Plan US Large/Mid Cap Core Enhanced ETF (TPLE) merged into TPLC, completing after market close on October 3, 2025, with TPLE shares suspended from trading thereafter; this tax-free consolidation (except for fractional share cash-in-lieu) for Acquired Fund shareholders into equivalent Acquiring Fund shares streamlines operations under identical adviser and sub-adviser teams pursuing closely aligned volatility-weighted BRI strategies. The ETF pays monthly dividends, recently yielding 0.86% with a 30-day SEC yield of 0.82%, and reconstitutes its index every April and October to reflect updated volatility and BRI compliance. Primarily targeting U.S. institutional and retail investors seeking faith-aligned, lower-volatility large/mid-cap core equity exposure as an ESG alternative, TPLC maintains a Morningstar Large/Mid Cap Core category classification with risk metrics including a Sharpe ratio of 0.95 and R-squared of 86.06 versus the S&P 500.