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  Name: True Link Financial Advisors LLC
  City: San Fransisco
  State: CA
  Zip: 94104
   
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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 : 14     View All Holdings Currently Viewing:  Closed 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
   (VMBS)1 Year Chart         VMBS Vanguard Mortgage-Backed S 67 Closed $45.30 $0 0 0% -464,000 -9,998 0    Closed - End Fund - Debt
   (LAG)1 Year Chart         LAG Lagardere S.C.A 73 Closed $25.06 $0 0 0% -916,000 -35,719 0    Closed - End Fund - E...
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... 66 Closed $81.47 $0 0 0% -1,732,000 -21,110 0    Closed - End Fund - E...
   (IVLU)1 Year Chart         IVLU Ishares Edge Msci Intl Valu... 72 Closed $28.99 $0 0 0% -341,000 -12,848 0    N/A
   (EFV)1 Year Chart         EFV iShares MSCI EAFE Value Ind... 65 Closed $0.00 $0 0 0% -630,000 -12,091 0    Closed - End Fund - E...
   (BIL)1 Year Chart         BIL Spdr Brcly Cap 1-3 Mnth Tb 71 Closed $0.00 $0 0 0% -1,629,000 -17,820 0    Closed - End Fund - E...
   (T)1 Year Chart         T AT&T Corp 77 Closed $17.30 $0 0 0% -177,000 -10,519 0    Long Distance Carriers
   (STIP)1 Year Chart         STIP Ishares Barclays 0-5 Year T... 64 Closed $99.33 $0 0 0% -1,549,000 -15,712 0    N/A
   (IJS)1 Year Chart         IJS iShares S&P SmCp 600/BRR Vl 70 Closed $102.01 $0 0 0% -232,000 -2,252 0    Closed - End Fund - E...
   (ISTB)1 Year Chart         ISTB Ishares Core Short Term Us ... 76 Closed $47.29 $0 0 0% -1,093,000 -22,974 0    N/A
   (USMV)1 Year Chart         USMV iShares MSCI USA Minimum Vo... 69 Closed $0.00 $0 0 0% -22,145,000 -283,807 0    N/A
   (EFG)1 Year Chart         EFG iShares MSCI EAFE Growth ETF 75 Closed $0.00 $0 0 0% -610,000 -6,303 0    Closed - End Fund - E...
   (LQD)1 Year Chart         LQD iShares Trust Goldman Sachs 68 Closed $107.44 $0 0 0% -830,000 -7,500 0    Closed - End Fund - E...
   (IEV)1 Year Chart         IEV iShares S&P Europe 350 Index 74 Closed $57.74 $0 0 0% -230,000 -4,356 0    Closed - End Fund - E...
      14 Records Found
  1    
Page 1 of 1
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