True Link Financial Advisors, LLC
419 holdingsFiling period: 2026-03-31Current AUM: $1.69Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | 5.36M | $413.5M | $404.7M | 23.92% | +132.2K | 2026-03-31 |
| 2 | BSV | VANGUARD SHORT-TERM BOND ETF | 2.48M | $194.7M | $192.6M | 11.38% | +92.9K | 2026-03-31 |
| 3 | IVV | ISHARES CORE S&P 500 ETF | 281.3K | $183.7M | $211.0M | 12.47% | -22,662 | 2026-03-31 |
| 4 | DFCF | DIMENSIONAL CORE FIXED INCOME ETF | 4.26M | $180.0M | $177.0M | 10.46% | +563.7K | 2026-03-31 |
| 5 | ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 742.7K | $105.8M | $121.5M | 7.18% | -33,737 | 2026-03-31 |
| 6 | IEFA | ISHARES CORE MSCI EAFE ETF | 869.0K | $78.7M | $85.4M | 5.05% | +5.7K | 2026-03-31 |
| 7 | VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 1.47M | $73.5M | $73.1M | 4.32% | +18.4K | 2026-03-31 |
| 8 | DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 1.82M | $61.6M | $68.3M | 4.03% | +40.2K | 2026-03-31 |
| 9 | QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 320.6K | $61.5M | $70.3M | 4.16% | +523 | 2026-03-31 |
| 10 | DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 1.12M | $59.1M | $64.2M | 3.79% | -27,231 | 2026-03-31 |
| 11 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | 273.4K | $58.8M | $65.4M | 3.87% | +2.4K | 2026-03-31 |
| 12 | IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | 897.7K | $44.9M | $44.7M | 2.64% | +237.6K | 2026-03-31 |
| 13 | DFAS | DIMENSIONAL U.S. SMALL CAP ETF | 218.7K | $15.6M | $17.7M | 1.05% | +10.1K | 2026-03-31 |
| 14 | IEUR | ISHARES CORE MSCI EUROPE ETF | 127.8K | $9.0M | $9.8M | 0.58% | -- | 2026-03-31 |
| 15 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | 9.7K | $4.2M | $4.6M | 0.27% | -841 | 2026-03-31 |
| 16 | EFA | ISHARES MSCI EAFE ETF | 41.0K | $4.0M | $4.3M | 0.26% | +1.1K | 2026-03-31 |
| 17 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 36.9K | $3.7M | $3.7M | 0.22% | +4.3K | 2026-03-31 |
| 18 | IBTG | ISHARES IBONDS DEC 2026 TERM TREASURY ETF | 160.5K | $3.7M | $3.7M | 0.22% | +24.2K | 2026-03-31 |
| 19 | DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | 38.6K | $3.5M | $3.8M | 0.23% | -- | 2026-03-31 |
| 20 | LMT | LOCKHEED MARTIN CORP COM | 4.8K | $2.9M | $2.8M | 0.16% | -190 | 2026-03-31 |
| 21 | VTV | VANGUARD VALUE ETF | 13.1K | $2.6M | $2.9M | 0.17% | -151 | 2026-03-31 |
| 22 | VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 33.5K | $2.5M | $2.8M | 0.16% | -- | 2026-03-31 |
| 23 | VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 24.9K | $2.1M | $2.0M | 0.12% | -9,000 | 2026-03-31 |
| 24 | SCHO | SCHWAB SHORT-TERM US TREASURY ETF | 75.3K | $1.8M | $1.8M | 0.11% | +11.3K | 2026-03-31 |
| 25 | SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 13.5K | $1.4M | $1.4M | 0.08% | +65 | 2026-03-31 |
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