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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES ESG MSCI USA LEADERS ETF | ETF | 251 | $389,623 | 3,999 | 0.00 | 0.00 | -1,927 | -32.52 | 06-30-2024 |
| FLEX LTD ORD | Stock | 252 | $380,863 | 12,915 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| CHEVRON CORP NEW COM | Stock | 253 | $369,142 | 2,360 | 0.00 | 0.00 | 552 | 30.53 | 06-30-2024 |
| GE AEROSPACE COM NEW | Stock | 254 | $350,529 | 2,205 | 0.00 | 0.00 | -4 | -0.18 | 06-30-2024 |
