Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRUE LINK FINANCIAL ADVISORS LLC | 04-19-2024 | 03-31-2024 | 63 | 1,042,934,660 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM BOND ETF | ETF | 1 | $209,904,438 | 2,737,765 | 0.02 | 0.02 | -98,072 | -3.46 | 03-31-2024 |
| VANGUARD INTERMEDIATE-TERM BOND ETF | ETF | 2 | $203,526,496 | 2,699,290 | 0.02 | 0.02 | 713,168 | 35.91 | 03-31-2024 |
| ISHARES CORE S&P 500 ETF | ETF | 3 | $139,897,575 | 266,102 | 0.01 | 0.01 | 21,997 | 9.01 | 03-31-2024 |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | ETF | 4 | $98,107,752 | 850,891 | 0.01 | 0.01 | 9,921 | 1.18 | 03-31-2024 |
