True Link Financial Advisors
$3.2B Assets Reported
425 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | 10,715,536 | $827M | 25.5% |
| BSV | VANGUARD SHORT-TERM BOND ETF | 4,964,974 | $389M | 12.0% |
| IVV | ISHARES CORE S&P 500 ETF | 562,552 | $367M | 11.3% |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | 8,529,064 | $360M | 11.1% |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 1,485,314 | $212M | 6.5% |
| IEFA | ISHARES CORE MSCI EAFE ETF | 1,737,962 | $157M | 4.9% |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 2,942,030 | $147M | 4.5% |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 3,638,102 | $123M | 3.8% |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 641,214 | $123M | 3.8% |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 2,240,600 | $118M | 3.7% |
Track True Link Financial Advisors's 13F portfolio: $3.2B in reported holdings, 425 positions. Top holdings, AUM, and quarterly changes on SentiSense.