True Link Financial Advisors, LLC: 13F holdings

CIK 18462362026Q2

Positions104
Reported value$1.7bn
Filed2026-07-31

Change since last quarter

Positions104 (-314 vs prior quarter)
Reported value$1.7bn (+6.8%)

Top 10 holdings

SecuritySharesValueWeight
BIV VANGUARD INTERMEDIATE-TERM BOND ETF5,706,056$437.7m25.3%
IVV ISHARES CORE S&P 500 ETF282,065$211.2m12.2%
BSV VANGUARD SHORT-TERM BOND ETF2,608,375$203.2m11.8%
DFCF DIMENSIONAL CORE FIXED INCOME ETF4,435,777$187.2m10.8%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF703,778$115.6m6.7%
IEFA ISHARES CORE MSCI EAFE ETF890,181$86.0m5.0%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF1,525,646$76.6m4.4%
DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF1,851,959$74.5m4.3%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF323,641$71.0m4.1%
VIG VANGUARD DIVIDEND APPRECIATION ETF277,358$65.6m3.8%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1846236")

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