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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 : 5     View All Holdings Currently Viewing:  Unchanged 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
   (IAGG)1 Year Chart         IAGG Ishares International Aggre... 29 - $0.00 $910,000 18,218 0.09% 3,000 0 0.02    N/A
   (IWB)1 Year Chart         IWB ishares trust Russell 1000 32 - $290.91 $753,000 2,616 0.07% 67,000 0 0.002    Closed - End Fund - E...
   (SLQD)1 Year Chart         SLQD iShares 0-5 Year Investment... 40 - $49.13 $532,000 10,815 0.05% 0 0 0.027    N/A
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value 52 - $179.05 $335,000 1,873 0.03% 25,000 0 0.001    Closed - End Fund - E...
   (ALB)1 Year Chart         ALB Albemarle Corp 58 - $131.12 $270,000 2,050 0.03% -26,000 0 0.002    Synthetics

      5 Records Found
  1    
Page 1 of 1
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