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  Name: True Link Financial Advisors LLC
  City: San Fransisco
  State: CA
  Zip: 94104
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,042,933,000
  Total Value Change : $119,081,000
  Securities Held Change : 2
   
All Securities Held : 63
  New Positions : 15
  Closed Positions : 14
  Increased Positions : 22
  Unchanged Positions : 5
  Decreased Positions : 21

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Holdings Found : 15     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
   (VGIT)1 Year Chart         VGIT Vanguard Intermediate -Ter 14 New $57.93 $4,183,000 71,443 0.4% 4,183,000 71,443 0.008    Closed - End Fund - Debt
   (ICSH)1 Year Chart         ICSH Ishares Ultra Short Term Bo... 20 New $0.00 $2,071,000 40,969 0.2% 2,071,000 40,969 0.005    N/A
   (VLUE)1 Year Chart         VLUE Ishares Msci Usa Value Factor 23 New $0.00 $1,315,000 12,145 0.13% 1,315,000 12,145 0.001    N/A
   (SUB)1 Year Chart         SUB iShares S&P S/T Natnl AMT-F... 25 New $104.63 $1,267,000 12,100 0.12% 1,267,000 12,100 0.013    Closed - End Fund - Debt
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 31 New $416.94 $837,000 1,990 0.08% 837,000 1,990 0    Property & Casualty I...
   (CMF)1 Year Chart         CMF iShares S&P CA AMT-Free Mun... 35 New $57.03 $593,000 10,300 0.06% 593,000 10,300 0.011    N/A
   (DFCA)1 Year Chart         DFCA Dfa Dimensional California ... 36 New $0.00 $590,000 11,700 0.06% 590,000 11,700 0.13    N/A
   (ABC)1 Year Chart         ABC AmerisourceBergen Corp 38 New $222.12 $563,000 2,319 0.05% 563,000 2,319 0.001    Drugs Wholesale
   (CMI)1 Year Chart         CMI Cummins Inc 44 New $285.56 $453,000 1,539 0.04% 453,000 1,539 0.001    Diversified Machinery
   (FLEX)1 Year Chart         FLEX Flextronics International Ltd 50 New $29.30 $369,000 12,915 0.04% 369,000 12,915 0.003    Printed Circuit Boards
   (FIS)1 Year Chart         FIS Fidelity National Information 53 New $78.36 $334,000 4,509 0.03% 334,000 4,509 0.001    Business Services
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 55 New $924.79 $322,000 356 0.03% 322,000 356 0    Semiconductor - Speci...
   (FE)1 Year Chart         FE FirstEnergy Corp 57 New $39.24 $283,000 7,331 0.03% 283,000 7,331 0.001    Electric Utilities
   (EXC)1 Year Chart         EXC Exelon Corp 59 New $38.58 $256,000 6,817 0.02% 256,000 6,817 0.001    Multi Utilities
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 61 New $262.30 $243,000 934 0.02% 243,000 934 0    Closed - End Fund - E...
      15 Records Found
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