|
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| Timber Creek Capital Management LLC
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| |
|---|---|
| CRD # | 146220 |
| SEC # | 801-68817 |
| CIK # | 0001510848 |
| AUM | $483.2 MM (2024-03-13) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 617-722-0855 |
| Address | 44 School Street Boston, MA 02108 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 17.3 | |
| AMZN | 1,092,997.8 | 13.0 | |
| AAPL | 2,382,844.0 | 12.3 | |
| GOOG | 1,482,566.4 | 12.1 | |
| V | 419,260.5 | 11.9 | |
| LLY | 301,789.7 | 11.4 | |
| IAU | 10.6 | ||
| GLDM | 10.3 | ||
| TSM | 437,370.3 | 10.1 | |
| SCHW | 121,688.8 | 8.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 5.3 |
| (b) Individuals (high net worth individuals) | 34 | 416.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 46 | 421.7 |
| By Discretionary | ||
| Discretionary | 46 | 421.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 46 | 421.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 420.6 | |
| Total | 46 | 421.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001510848] |
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|---|---|---|
|
Hudson Capital Management LLC
✚
|
NJ | 0.5 |
|
Cyrus J Lawrence LLC
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|
NY | 0.5 |
|
WJ Interests LLC
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|
TX | 0.5 |
|
Highmark Wealth Management LLC
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MN | 0.5 |
|
Shayne & Jacobs LLC
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|
TN | 0.5 |
|
Wells Trecaso Financial Group LLC
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|
OH | 0.5 |
|
Apollon Financial LLC
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|
SC | 0.5 |
|
WR Wealth Planners LLC
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|
MO | 0.5 |
|
Mattern Wealth Management LLC
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|
KS | 0.5 |
|
Atwater Malick LLC
✚
|
PA | 0.5 |