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  Name: Sprinkle Financial Consultants LLC
  City: LITTLETON
  State: CO
  Zip: 80120
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $117,129,000
  Total Value Change : $18,899,000
  Securities Held Change : 5
   
All Securities Held : 64
  New Positions : 9
  Closed Positions : 4
  Increased Positions : 36
  Unchanged Positions : 8
  Decreased Positions : 11

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Holdings Found : 9     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (TCAF)1 Year Chart         TCAF T Rowe Price Capital Apprec... 12 New $0.00 $2,165,000 71,605 1.85% 2,165,000 71,605 0.08    N/A
   (QLTY)1 Year Chart         QLTY Gmo Us Quality Etf 23 New $0.00 $1,194,000 40,186 1.02% 1,194,000 40,186 0    N/A
   (DFSV)1 Year Chart         DFSV Dfa Dimensional Us Small Ca... 34 New $0.00 $668,000 22,196 0.57% 668,000 22,196 0.025    N/A
   (DFAU)1 Year Chart         DFAU Dfa Dimensional Us Core Equ... 51 New $0.00 $307,000 8,411 0.26% 307,000 8,411 0.009    N/A
   (DIS)1 Year Chart         DIS Walt Disney Co 56 New $103.02 $254,000 2,072 0.22% 254,000 2,072 0    Entertainment - Diver...
   (PYLD)1 Year Chart         PYLD Pimco Multisector Bond Acti... 57 New $25.65 $231,000 8,971 0.2% 231,000 8,971 0.01    N/A
   (LIN)1 Year Chart         LIN Linde Plc 59 New $434.79 $209,000 450 0.18% 209,000 450 0    N/A
   (AVSU)1 Year Chart         AVSU Avantis Responsible Us Equi... 60 New $0.00 $203,000 3,302 0.17% 203,000 3,302 0.037    N/A
   (WFC)1 Year Chart         WFC Wells Fargo & Co 61 New $60.93 $201,000 3,473 0.17% 201,000 3,473 0    Domestic Money Center...

      9 Records Found
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