Changes in Total Investment Management Inc's 13F Holdings between Q3 and Q4 2022

The fall season of 2022 marked a period of significant changes for Total Investment Management Inc (TIM). For those unaware, 13F filings are reports submitted by institutional investment managers in compliance with Section 13(f) of the Securities Exchange Act of 1934, which requires them to disclose their positions in equity securities holdings at the end of each quarter. TIM's Q3 2022 holdings, which were recorded in September, are now being compared to their Q4 2022 holdings, which were recorded by December. Here's a close look at the significant changes made by TIM in their investment holdings during this period.

Vanguard Group Remains on Top

According to the 13F filings, the Vanguard Group remained TIM's largest holding with the Vanguard Total Stock Market ETF (VTI) remaining one of their top holding. The other holdings in Vanguard Group that made the cut are the Vanguard Value ETF (VTV) and the Vanguard Small-Cap Value ETF (VBR).

Apart from Vanguard Group, Timothy Plan portfolios also reported a significant uptick in stocks of BNY Mellon ETF Trust (BKAG), First Trust Exchange-Traded AlphaDEX Fund (FNK), and Schwab Strategic Trust (SCHQ)

On the other hand, Apple, as well as Microsoft, both dominated differently by investors this year. Microsoft moved down five notches while Apple moved up six, switching the two tech giants in their portfolio. The surprising drop by Microsoft can be attributed in part to rumors about cybersecurity issues surrounding the tech company.

The Rise of Silver

A few precious metals like Gold, Silver, and World Gold Trust (GLDM) also saw significant changes during this time. Silver, represented by the iShares Silver Trust (SLV), emerged as one of the biggest gainers, with TIM buying about 20,000 more shares by the end of Q4 2022. Similarly, the World Gold Trust (GLDM) also saw massive growth, with a close to 300% increase in share value.

No Sign of Crypto Yet

Despite the surging popularity of cryptocurrencies, papers show that TIM hasn't made any dramatic crypto investment changes. Although there are rumors that TIM is considering cryptocurrency investments, all of its holdings were still in the traditional investment sector.

Conclusion

All in all, these Q3 to Q4 2022 changes initiated by TIM could have been impacted by several factors ranging from market volatility, global policy considerations, and the rumors of the cybersecurity concerns linked to Microsoft. However, one thing is certain: the investment portfolios of TIM were undeniably well-managed, making it worth-tracking for investors who want to make informed decisions.