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CIK: 0001846236
Total reported value
$1.7B
$1.7B
73 檔
47.5%
In Q4 2024, True Link Financial Advisors, LLC's U.S. equity holdings reached a combined market value of $1.7B, distributed across 73 disclosed stock positions.
In Q4 2024, True Link Financial Advisors, LLC displayed an active expansion posture, initiating 15 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 | 24.79% | -0.23% | +6.63% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.67% | +0.86% | +0.19% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 11.67% | -0.27% | -11.47% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 10.04% | +0.16% | +1.52% | |
| 5 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 8.81% | — | EXIT | |
| 6 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 5.10% | — | +6.34% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.45% | +0.11% | +14.23% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.60% | — | EXIT | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.24% | -0.11% | +3.98% | |
| 10 | DFIV | Dimensional International Va | ETF-Other | 3.17% | -0.20% | -3.00% | |
| 11 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.05% | +0.51% | -7.92% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.89% | +0.31% | +1.34% | |
| 13 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.05% | — | EXIT | |
| 14 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.35% | — | — | |
| 15 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.23% | -0.04% | +0.02% | |
| 16 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.17% | — | — | |
| 17 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.15% | — | +102.54% | |
| 18 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.15% | -0.06% | +0.74% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.15% | — | -0.15% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.14% | — | +18.03% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.12% | +0.01% | +16.94% | |
| 22 | SUB | Ishares Short-term National | ETF-Other | 0.11% | -0.01% | — | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.11% | -0.03% | EXIT | |
| 24 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.11% | — | -0.09% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.08% | — | +3.44% | |
| 26 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.08% | -0.03% | +105.09% | |
| 27 | UNP | Union Pacific CORP | Stock-Industrials | 0.08% | — | -1.32% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.06% | — | +96.43% | |
| 29 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.06% | — | — | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.06% | — | EXIT | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.06% | — | +0.72% | |
| 32 | DFCA | Dimensional Calfornia Mb ETF | ETF-Other | 0.06% | — | +9.71% | |
| 33 | CMF | Ishares California Muni Bond | ETF-Other | 0.06% | +0.02% | +8.53% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.05% | — | -0.97% | |
| 35 | CMI | Cummins Inc | Stock-Industrials | 0.05% | — | EXIT | |
| 36 | OKTA | Okta Inc | Stock-Tech | 0.04% | — | — | |
| 37 | COR | Cencora Inc | Stock-Healthcare | 0.04% | — | EXIT | |
| 38 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.04% | — | EXIT | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.04% | -0.01% | EXIT | |
| 40 | FLEX | Flex Ltd. | Stock-Tech | 0.04% | — | — | |
| 41 | GVI | Ishares Intermediate Governm | ETF-Other | 0.04% | -0.01% | EXIT | |
| 42 | HPQ | Hp Inc | Stock-Tech | 0.04% | — | — | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.04% | — | +4.63% | |
| 44 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.04% | — | EXIT | |
| 45 | GE | General Electric | Stock-Industrials | 0.03% | +0.01% | +12.17% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.03% | -0.01% | EXIT | |
| 47 | FIS | Fidelity National Info Serv | Stock-Tech | 0.03% | — | +0.04% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.03% | — | EXIT | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.03% | -0.01% | EXIT | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.03% | — | +0.93% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPIB | Ss Spdr P Int C CORP ETF | +2.2% | +38.54% | Add |
| 2 | ITOT | Ishares Core S&p Total U.s. | +0.3% | +1.52% | Add |
| 3 | SHV | Ishares 0-1 Year Treasury Bo | +0.2% | +6.34% | Add |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.1% | +0.19% | Add |
| 5 | BIV | Vanguard Intermediate-term B | +0.1% | +6.63% | Add |
| 6 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +8.71% | Add |
| 7 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +14.23% | Add |
| 8 | TLT | iShares 20+ Year Treasury Bond ETF | +0.1% | +102.54% | Add |
| 9 | SCHR | Schwab Intermediate-term US | +0.1% | NEW | New buy |
| 10 | HD | Home Depot Inc | +0.1% | NEW | New buy |
| 11 | OKTA | Okta Inc | 0% | NEW | New buy |
| 12 | VTIP | Vanguard Short-term Tips | 0% | +3.98% | Add |
| 13 | VTI | Vanguard Total Stock Mkt ETF | 0% | +96.43% | Add |
| 14 | COST | Costco Wholesale CORP | 0% | NEW | New buy |
| 15 | MUB | Ishares National Muni Bond E | 0% | NEW | New buy |
| 16 | PG | Procter & Gamble Co/the | 0% | NEW | New buy |
| 17 | ESGD | Ishares Trust Ishares Esg Aw | 0% | NEW | New buy |
| 18 | JNJ | Johnson & Johnson | 0% | NEW | New buy |
| 19 | T | At&t Inc | 0% | NEW | New buy |
| 20 | VUG | Vanguard Growth ETF | 0% | NEW | New buy |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +16.94% | Add |
| 22 | SYK | Stryker CORP | 0% | NEW | New buy |
| 23 | CATH | Global X S&p 500 Ca Val ETF | 0% | NEW | New buy |
| 24 | VTV | Vanguard Value ETF | 0% | NEW | New buy |
| 25 | VZ | Verizon Communications Inc | 0% | NEW | New buy |
| 26 | MSFT | Microsoft CORP | 0% | +18.03% | Add |
| 27 | V | Visa Inc-class A Shares | 0% | NEW | New buy |
| 28 | AAPL | Apple Inc | 0% | +0.72% | Add |
| 29 | DFCA | Dimensional Calfornia Mb ETF | 0% | +9.71% | Add |
| 30 | UNP | Union Pacific CORP | — | -1.32% | Trim |
| 31 | FLEX | Flex Ltd. | — | — | Unchanged |
| 32 | CVX | Chevron CORP | — | +19.34% | Add |
| 33 | QUAL | Ishares Msci USA Quality Fac | 0% | +1.34% | Add |
| 34 | LLY | Eli Lilly & Co | 0% | -0.97% | Trim |
| 35 | FNDX | Schwab Fndmntl US Lrg Co ETF | 0% | EXIT | Sold out |
| 36 | IBMP | Ishares Ibonds Dec 2027 Term | 0% | EXIT | Sold out |
| 37 | EEM | Ishares Msci Emerging Market | 0% | EXIT | Sold out |
| 38 | ALB | Albemarle CORP | 0% | EXIT | Sold out |
| 39 | EXC | Exelon CORP | 0% | EXIT | Sold out |
| 40 | EFA | Ishares Msci Eafe ETF | 0% | -0.15% | Trim |
| 41 | VGIT | Vanguard Intermediate-term T | 0% | — | Unchanged |
| 42 | LMT | Lockheed Martin CORP | -0.1% | +0.02% | Add |
| 43 | SPTS | Ss Spdr P St Term Tsy ETF | -0.1% | EXIT | Sold out |
| 44 | SCHD | Schwab US Dvd Equity ETF | -0.1% | +206.64% | Add |
| 45 | IAGG | Ishares Intl Aggregate Bond | -0.1% | EXIT | Sold out |
| 46 | IBTE | Ishares Ibonds Dec 2024 Term | -0.1% | EXIT | Sold out |
| 47 | DFAI | Dimensional International Co | -0.3% | EXIT | Sold out |
| 48 | DFIV | Dimensional International Va | -0.4% | -3.00% | Trim |
| 49 | DFAE | Dimensional Emerging Core Eq | -0.6% | -7.92% | Trim |
| 50 | BSV | Vanguard Short-term Bond ETF | -1.9% | -11.47% | Trim |
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 73 disclosed positions in Q4 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 BIV, IVV, BSV) accounted for 47.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
SCHR
市值: $683.8K
Top Position Liquidated / Trimmed
DFAI
前期市值: $3.8M
During Q4 2024, True Link Financial Advisors, LLC's top holdings by market value included BIV (24.8%)、IVV (13.7%)、BSV (11.7%). The largest single position, BIV, represented 24.8% of total portfolio value.
In Q4 2024, True Link Financial Advisors, LLC made 48 total portfolio adjustments, initiating 15 new buys, adding to 18 positions, trimming 6 holdings, and fully liquidating 9 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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