News + Filings Holdings
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True Link Financial Advisors, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Schwab US Dividend Equity ETF
| SCHD | ETF | 327,045 | 327,045 | 23,750,008,000 | 23,750,008,000 | 2.87 | |
Hist
| 06/30/2023 |
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FIRST TR EXCHNG TRADED FD VI
| FNOV | ETF | 214,525 | 214,525 | 8,637,828,000 | 8,637,828,000 | 1.04 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| UAE | Common | 13,233 | 13,233 | 1,331,637,000 | 1,331,637,000 | 0.16 | |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHO | Common | 15,907 | 15,907 | 764,490,000 | 764,490,000 | 0.09 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| UAE | Common | 27,633 | 27,633 | 657,665,000 | 657,665,000 | 0.08 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| QUAL | Common | 1,771 | 1,771 | 238,855,000 | 238,855,000 | 0.03 | |
Hist
| 06/30/2023 |
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LIFE STORAGE, INC.
| LSI | REIT | 1,700 | 1,700 | 226,032,000 | 226,032,000 | 0.03 | |
Hist
| 06/30/2023 |
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SELECT SECTOR SPDR TRUST
| XLK | COM | 1,259 | 1,259 | 218,890,000 | 218,890,000 | 0.03 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IJS | S&P SMLCP VALU | 2,252 | 2,252 | 214,143,000 | 214,143,000 | 0.03 | |
Hist
| 06/30/2023 |
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VISA INC.
| V | CL A | 890 | 890 | 211,357,000 | 211,357,000 | 0.03 | |
Hist
| 06/30/2023 |
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