TL

True Link Financial Advisors, LLC

13F
True Link Financial Advisors, LLC
Last update 2024-10-25 66 Stocks (8 new)
Value $1.18 Bil Turnover 13 %
Countries:
Top Holdings: BIV(24.67%)BSV(13.58%)IVV(13.53%)ITOT(9.77%)SPIB(6.62%)
Summary Stock Picks Current Portfolio
True Link Financial Advisors, ... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BIV 		Vanguard Intermediate-Term Bond ETF
3,707,227
290,535.4
+31.80%
24.670
+5.95%
1.530
-3.00%
+2.41%
19,756.9
 
BSV 		Vanguard Short-Term Bond ETF
2,032,952
159,973.0
-27.60%
13.580
-5.51%
0.480
-0.78%
+3.71%
33,377.6
 
IVV 		iShares Core S&P 500 ETF
276,235
159,337.6
+3.97%
13.530
+0.52%
0.030
+7.89%
+28.42%
581,707.1
 
ITOT 		iShares Core S&P Total U.S. Stock Market ETF
915,630
115,021.5
+6.59%
9.770
+0.60%
0.190
+8.60%
+27.65%
66,177.7
 
SPIB 		SPDR Portfolio Intermediate Term Corporate Bond ETF
2,312,576
77,956.9
+38.64%
6.620
+1.85%
0.800
-0.90%
+4.76%
9,473.0
 
SHV 		iShares Short Treasury Bond ETF
518,437
57,354.7
-8.45%
4.870
-0.49%
0.300
+1.15%
+4.90%
18,527.5
 
IEFA 		iShares Core MSCI EAFE ETF
660,013
51,514.0
+7.58%
4.370
+0.31%
0.040
-3.35%
+6.27%
121,455.0
 
SCHD 		Schwab US Dividend Equity ETF
1,534,557
43,238.7
+218.86%
3.670
+2.52%
0.020
+1.22%
+12.01%
65,337.6
 
DFAE 		Dimensional Emerging Core Equity Market ETF
1,553,947
42,593.7
+6.73%
3.620
+0.23%
0.860
+2.09%
+10.95%
4,811.1
 
DFIV 		Dimensional International Value ETF
1,098,326
41,824.3
+7.12%
3.550
+0.24%
0.510
-1.71%
+9.49%
7,961.1
 

True Link Financial Advisors, LLC's Historical Top Holdings Breakdowns

True Link Financial Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BIV 		Vanguard Intermediate-Term Bond ETF2023-09-30Add
+6.42%
●
72.11 ($73.97) 75.67
$75.60
2.20%
Add 137.05%
1,279,988
740,013
BIV 		Vanguard Intermediate-Term Bond ETF2024-09-30Add
+5.95%
●
74.26 ($77.1) 78.84
$75.60
-1.95%
Add 31.8%
3,707,227
894,519
BIV 		Vanguard Intermediate-Term Bond ETF2023-12-31Add
+5.84%
●
70.49 ($73.24) 76.74
$75.60
3.22%
Add 55.17%
1,986,122
706,134
BSV 		Vanguard Short-Term Bond ETF2024-09-30Reduce
-5.51%
●
76.38 ($77.89) 78.87
$77.46
-0.55%
Reduce -27.6%
2,032,952
-775,009
BIV 		Vanguard Intermediate-Term Bond ETF2024-03-31Add
+5.15%
●
74.51 ($75.37) 76.61
$75.60
0.31%
Add 35.91%
2,699,290
713,168
BSV 		Vanguard Short-Term Bond ETF2023-09-30Reduce
-4.95%
●
74.97 ($75.38) 75.93
$77.46
2.76%
Reduce -16.92%
2,661,052
-541,937
SPIB 		SPDR Portfolio Intermediate Term Corporate Bond ETF2023-12-31New Buy
+4.60%
●
30.91 ($31.78) 32.89
$33.03
3.93%
New holding
1,295,724
1,295,724
ESGU 		iShares MSCI USA ESG Optimized ETF2023-06-30Reduce
-3.92%
●
88.69 ($92.1) 97.46
$133.07
44.48%
Reduce -89.5%
40,581
-345,766
DFAE 		Dimensional Emerging Core Equity Market ETF2023-12-31New Buy
+3.59%
●
21.63 ($22.86) 24.11
$26.29
15.00%
New holding
1,376,803
1,376,803
VMBS 		Vanguard Mortgage-Backed Securities ETF2023-12-31Reduce
-3.54%
●
42.3 ($44.21) 46.59
$45.78
3.55%
Reduce -98.54%
9,998
-673,519

True Link Financial Advisors, LLC Total Holding History ($B)

To

True Link Financial Advisors, LLC's Asset Allocation

To

True Link Financial Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

True Link Financial Advisors, LLC's Hypothetical Growth since 2024-09-30

True Link Financial Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

True Link Financial Advisors, LLC's Holdings Heat Map

Size field:

True Link Financial Advisors, LLC's Holdings Bubble Chart

True Link Financial Advisors, LLC News

  • 1

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