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 DIVIDEND APPRECIATION ETF ETF 451 $208,837 1,144 0.00 0.00 -224 -16.37 06-30-2024
COSTCO WHSL CORP NEW COM Stock 452 $203,148 239 0.00 239 +Inf 06-30-2024
EXELON CORP COM Stock 453 $201,846 5,832 0.00 0.00 -985 -14.45 06-30-2024
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