Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRUE LINK FINANCIAL ADVISORS LLC | 07-12-2024 | 06-30-2024 | 64 | 1,077,885,569 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM BOND ETF | ETF | 1 | $215,370,604 | 2,807,961 | 0.02 | 0.02 | 70,196 | 2.56 | 06-30-2024 |
| VANGUARD INTERMEDIATE-TERM BOND ETF | ETF | 2 | $210,643,732 | 2,812,708 | 0.02 | 0.02 | 113,418 | 4.20 | 06-30-2024 |
| ISHARES CORE S&P 500 ETF | ETF | 3 | $145,393,300 | 265,690 | 0.01 | 0.01 | -412 | -0.15 | 06-30-2024 |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | ETF | 4 | $102,033,940 | 859,016 | 0.01 | 0.01 | 8,125 | 0.95 | 06-30-2024 |
