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 |
|---|---|---|---|---|---|---|---|---|---|
| UNION PAC CORP COM | Stock | 151 | $898,026 | 3,969 | 0.00 | 0.00 | -255 | -6.04 | 06-30-2024 |
| SPDR PORTFOLIO SHORT TERM TREASURY ETF | ETF | 152 | $854,552 | 29,600 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 153 | $799,769 | 1,966 | 0.00 | 0.00 | -24 | -1.21 | 06-30-2024 |
| ELI LILLY & CO COM | Stock | 154 | $746,939 | 825 | 0.00 | 0.00 | 92 | 12.55 | 06-30-2024 |
