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 |
