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CIK: 0001846236
Total reported value
$1.7B
$1.7B
66 檔
46.4%
At the close of Q3 2024, True Link Financial Advisors, LLC disclosed equity holdings valued at approximately $1.7B, spread across 66 reported holdings.
In Q3 2024, True Link Financial Advisors, LLC displayed an active expansion posture, initiating 8 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | ETF-Other | 24.67% | -0.23% | +31.80% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 13.58% | -0.27% | -27.60% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.53% | +0.86% | +3.97% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 9.77% | +0.16% | +6.59% | |
| 5 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 6.62% | — | EXIT | |
| 6 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 4.87% | — | -8.45% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.37% | +0.11% | +7.58% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.67% | — | EXIT | |
| 9 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.62% | +0.51% | +6.73% | |
| 10 | DFIV | Dimensional International Va | ETF-Other | 3.55% | -0.20% | +7.12% | |
| 11 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.21% | -0.11% | +1.75% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.90% | +0.31% | +5.65% | |
| 13 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.96% | — | EXIT | |
| 14 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.37% | — | — | |
| 15 | DFAI | Dimensional International Co | ETF-Other | 0.33% | — | -1.23% | |
| 16 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.28% | -0.04% | -0.53% | |
| 17 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.18% | — | — | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.17% | — | -4.00% | |
| 19 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.15% | -0.06% | +0.40% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.12% | — | +0.19% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.11% | -0.03% | EXIT | |
| 22 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.11% | — | — | |
| 23 | SUB | Ishares Short-term National | ETF-Other | 0.11% | -0.01% | — | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.10% | +0.01% | +2.23% | |
| 25 | UNP | Union Pacific CORP | Stock-Industrials | 0.08% | — | +1.18% | |
| 26 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.08% | -0.04% | — | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.08% | — | +0.46% | |
| 28 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.08% | -0.03% | -2.63% | |
| 29 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-Other | 0.08% | — | -50.16% | |
| 30 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.08% | — | — | |
| 31 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.07% | — | -3.38% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.06% | — | +0.24% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.05% | — | -6.76% | |
| 34 | CMF | Ishares California Muni Bond | ETF-Other | 0.05% | +0.02% | — | |
| 35 | DFCA | Dimensional Calfornia Mb ETF | ETF-Other | 0.05% | — | — | |
| 36 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.04% | — | EXIT | |
| 37 | COR | Cencora Inc | Stock-Healthcare | 0.04% | — | EXIT | |
| 38 | CMI | Cummins Inc | Stock-Industrials | 0.04% | — | EXIT | |
| 39 | HPQ | Hp Inc | Stock-Tech | 0.04% | — | -0.90% | |
| 40 | GVI | Ishares Intermediate Governm | ETF-Other | 0.04% | -0.01% | EXIT | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.04% | -0.01% | EXIT | |
| 42 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.04% | — | EXIT | |
| 43 | FLEX | Flex Ltd. | Stock-Tech | 0.04% | — | -1.22% | |
| 44 | GE | General Electric | Stock-Industrials | 0.04% | +0.01% | -0.14% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.03% | — | EXIT | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.03% | — | +9.95% | |
| 47 | FIS | Fidelity National Info Serv | Stock-Tech | 0.03% | — | — | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.03% | — | +25.41% | |
| 49 | A | Agilent Technologies Inc | Stock-Healthcare | 0.03% | — | -0.37% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.03% | — | +11.81% |
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 66 disclosed positions in Q3 2024.
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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 BIV, BSV, IVV) accounted for 46.4% of total reported equity market value during Q3 2024.
Top New Position Initiated
TLT
市值: $901.8K
Top Position Liquidated / Trimmed
FNOV
前期市值: $631.8K
During Q3 2024, True Link Financial Advisors, LLC's top holdings by market value included BIV (24.7%)、BSV (13.6%)、IVV (13.5%). The largest single position, BIV, represented 24.7% of total portfolio value.
In Q3 2024, True Link Financial Advisors, LLC made 44 total portfolio adjustments, initiating 8 new buys, adding to 18 positions, trimming 12 holdings, and fully liquidating 6 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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