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Name: |
True Link Financial Advisors LLC |
City: |
San Fransisco |
State: |
CA |
Zip: |
94104 |
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data |
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Holdings
Found :
15 |
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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 |
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 |
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 |
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 |
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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 |
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BRK.B |
Berkshire Hathaway B |
31 |
New |
$416.94 |
$837,000 |
1,990 |
0.08% |
837,000 |
1,990 |
0 |
Property & Casualty I... |
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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 |
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DFCA |
Dfa Dimensional California ... |
36 |
New |
$0.00 |
$590,000 |
11,700 |
0.06% |
590,000 |
11,700 |
0.13 |
N/A |
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ABC |
AmerisourceBergen Corp |
38 |
New |
$222.12 |
$563,000 |
2,319 |
0.05% |
563,000 |
2,319 |
0.001 |
Drugs Wholesale |
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CMI |
Cummins Inc |
44 |
New |
$285.56 |
$453,000 |
1,539 |
0.04% |
453,000 |
1,539 |
0.001 |
Diversified Machinery |
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FLEX |
Flextronics International Ltd |
50 |
New |
$29.30 |
$369,000 |
12,915 |
0.04% |
369,000 |
12,915 |
0.003 |
Printed Circuit Boards |
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FIS |
Fidelity National Information |
53 |
New |
$78.36 |
$334,000 |
4,509 |
0.03% |
334,000 |
4,509 |
0.001 |
Business Services |
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NVDA |
NVIDIA Corporation |
55 |
New |
$924.79 |
$322,000 |
356 |
0.03% |
322,000 |
356 |
0 |
Semiconductor - Speci... |
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FE |
FirstEnergy Corp |
57 |
New |
$39.24 |
$283,000 |
7,331 |
0.03% |
283,000 |
7,331 |
0.001 |
Electric Utilities |
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EXC |
Exelon Corp |
59 |
New |
$38.58 |
$256,000 |
6,817 |
0.02% |
256,000 |
6,817 |
0.001 |
Multi Utilities |
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VTI |
Vanguard Total Stock Market... |
61 |
New |
$262.30 |
$243,000 |
934 |
0.02% |
243,000 |
934 |
0 |
Closed - End Fund - E... |
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