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CIK: 0001846236
Total reported value
$1.7B
$1.7B
63 檔
40.8%
In Q1 2024, True Link Financial Advisors, LLC's U.S. equity holdings reached a combined market value of $1.7B, distributed across 63 disclosed stock positions.
During Q1 2024, True Link Financial Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 20.13% | -0.27% | -3.46% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-Other | 19.51% | -0.23% | +35.91% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.41% | +0.86% | +9.01% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 9.41% | +0.16% | +1.18% | |
| 5 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 5.23% | — | +11.14% | |
| 6 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 5.00% | — | EXIT | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.21% | +0.11% | +6.52% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.61% | — | EXIT | |
| 9 | DFIV | Dimensional International Va | ETF-Other | 3.55% | -0.20% | -12.43% | |
| 10 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.41% | -0.11% | +17.54% | |
| 11 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.39% | +0.51% | +4.00% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.74% | +0.31% | +8895.75% | |
| 13 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.04% | — | EXIT | |
| 14 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.40% | — | — | |
| 15 | DFAI | Dimensional International Co | ETF-Other | 0.37% | — | -0.95% | |
| 16 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.25% | -0.04% | -7.96% | |
| 17 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.21% | -0.06% | +4.52% | |
| 18 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-Other | 0.21% | — | +5.17% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.21% | — | -0.53% | |
| 20 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.20% | — | — | |
| 21 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.15% | -0.01% | EXIT | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.13% | -0.03% | EXIT | |
| 23 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.13% | — | — | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.12% | — | +296.72% | |
| 25 | SUB | Ishares Short-term National | ETF-Other | 0.12% | -0.01% | — | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.11% | +0.01% | -5.78% | |
| 27 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.11% | -0.03% | +6.05% | |
| 28 | UNP | Union Pacific CORP | Stock-Industrials | 0.10% | — | +16.43% | |
| 29 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.09% | -0.04% | — | |
| 30 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.08% | — | -18.90% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.08% | — | — | |
| 32 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.07% | — | EXIT | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.07% | — | +7.07% | |
| 34 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.06% | — | -32.80% | |
| 35 | CMF | Ishares California Muni Bond | ETF-Other | 0.06% | +0.02% | — | |
| 36 | DFCA | Dimensional Calfornia Mb ETF | ETF-Other | 0.06% | — | — | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.05% | — | -4.43% | |
| 38 | COR | Cencora Inc | Stock-Healthcare | 0.05% | — | EXIT | |
| 39 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 0.05% | — | -9.88% | |
| 40 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 0.05% | — | — | |
| 41 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.05% | — | EXIT | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.05% | -0.01% | EXIT | |
| 43 | GVI | Ishares Intermediate Governm | ETF-Other | 0.05% | -0.01% | EXIT | |
| 44 | CMI | Cummins Inc | Stock-Industrials | 0.04% | — | EXIT | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.04% | — | +0.90% | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.04% | — | EXIT | |
| 47 | HPQ | Hp Inc | Stock-Tech | 0.04% | — | -2.59% | |
| 48 | GE | General Electric | Stock-Industrials | 0.04% | +0.01% | -1.30% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.04% | +0.01% | +357.38% | |
| 50 | FLEX | Flex Ltd. | Stock-Tech | 0.04% | — | — |
According to official SEC Form 13F filings, True Link Financial Advisors, LLC reported a total U.S. public equity portfolio value of $1.7B across 63 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BSV, BIV, IVV) accounted for 40.8% of total reported equity market value during Q1 2024.
During Q1 2024, True Link Financial Advisors, LLC's top holdings by market value included BSV (20.1%)、BIV (19.5%)、IVV (13.4%). The largest single position, BSV, represented 20.1% of total portfolio value.
In Q1 2024, True Link Financial Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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