True Link Financial Advisors, LLC
CIK: 0001846236SEC EDGAR →
Portfolio Value
$1.6B
Holdings
114
As of
Q4 2025
New Positions
114
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INTERMEDIATE-TERM BOND ETF | 5,225,541 | $407.0M | 24.72% |
| 2 | ISHARES CORE S&P 500 ETF | 303,938 | $208.2M | 12.65% |
| 3 | VANGUARD SHORT-TERM BOND ETF | 2,389,566 | $188.3M | 11.44% |
| 4 | DIMENSIONAL CORE FIXED INCOME ETF | 3,700,845 | $157.5M | 9.57% |
| 5 | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 776,394 | $115.4M | 7.01% |
| 6 | ISHARES CORE MSCI EAFE ETF | 863,260 | $77.2M | 4.69% |
| 7 | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 1,452,626 | $71.8M | 4.36% |
| 8 | ISHARES MSCI USA QUALITY FACTOR ETF | 320,084 | $63.6M | 3.86% |
| 9 | VANGUARD DIVIDEND APPRECIATION ETF | 270,984 | $59.6M | 3.62% |
| 10 | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 1,778,830 | $57.9M | 3.52% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (114)
$407.0M · 5.2M shares
$208.2M · 304K shares
$188.3M · 2.4M shares
$157.5M · 3.7M shares
$115.4M · 776K shares
$77.2M · 863K shares
$71.8M · 1.5M shares
$63.6M · 320K shares
$59.6M · 271K shares
$57.9M · 1.8M shares
$57.3M · 1.1M shares
$42.1M · 383K shares
$33.0M · 660K shares
$14.5M · 209K shares
$9.1M · 128K shares
$5.0M · 11K shares
$4.3M · 71K shares
$3.8M · 40K shares
$3.4M · 39K shares
$3.3M · 33K shares
$3.1M · 136K shares
$2.8M · 34K shares
$2.5M · 13K shares
$2.5M · 33K shares
$2.4M · 5K shares
$2.2M · 18K shares
$2.1M · 41K shares
$1.9M · 57K shares
$1.7M · 12K shares
$1.6M · 64K shares
$1.5M · 3K shares
$1.5M · 54K shares
$1.4M · 13K shares
$1.3M · 3K shares
$1.3M · 5K shares
$1.2M · 48K shares
$1.1M · 8K shares
$1.1M · 6K shares
$1.0M · 20K shares
$1.0M · 4K shares
$908K · 1K shares
$770K · 13K shares
$764K · 11K shares
$746K · 2K shares
$742K · 2K shares
$739K · 2K shares
$697K · 11K shares
$678K · 12K shares
$675K · 13K shares
$666K · 13K shares
$641K · 2K shares
$632K · 9K shares
$631K · 8K shares
$545K · 2K shares
$517K · 2K shares
$513K · 5K shares
$484K · 1K shares
$462K · 738 shares
$449K · 1K shares
$446K · 2K shares
$444K · 4K shares
$429K · 6K shares
$408K · 5K shares
$406K · 4K shares
$402K · 616 shares
$399K · 530 shares
$396K · 2K shares
$396K · 16K shares
$374K · 9K shares
$369K · 602 shares
$356K · 540 shares
$354K · 12K shares
$350K · 3K shares
$347K · 4K shares
$343K · 3K shares
$335K · 312 shares
$334K · 14K shares
$332K · 2K shares
$324K · 5K shares
$320K · 2K shares
$311K · 1K shares
$307K · 13K shares
$303K · 2K shares
$302K · 3K shares
$296K · 1K shares
$295K · 2K shares
$292K · 4K shares
$285K · 13K shares
$284K · 810 shares
$278K · 4K shares
$277K · 1K shares
$277K · 955 shares
$275K · 8K shares
$256K · 1K shares
$251K · 1K shares
$243K · 1K shares
$241K · 839 shares
$238K · 1K shares
$237K · 5K shares
$235K · 2K shares
$233K · 2K shares
$228K · 2K shares
$226K · 3K shares
$225K · 2K shares
$223K · 3K shares
$223K · 9K shares
$220K · 2K shares
$219K · 254 shares
$216K · 5K shares
$216K · 3K shares
$215K · 1K shares
$208K · 2K shares
$205K · 4K shares
$200K · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 77 | $1.5B | 94.1% |
| Unknown | 7 | $80.2M | 4.9% |
| Technology | 9 | $6.7M | 0.4% |
| Industrials | 4 | $3.7M | 0.2% |
| Communication Services | 3 | $1.6M | 0.1% |
| Consumer Defensive | 4 | $1.2M | 0.1% |
| Healthcare | 4 | $1.1M | 0.1% |
| Consumer Cyclical | 1 | $1.0M | 0.1% |
| Utilities | 3 | $861K | 0.1% |
| Energy | 2 | $568K | 0.0% |