True Link Financial Advisors, LLC 13F Holdings
CIK 0001846236 · SAN FRANCISCO, CA
As of Sep 30, 2025, True Link Financial Advisors, LLC reported 92 positions worth
CIK 0001846236 · SAN FRANCISCO, CA
As of Sep 30, 2025, True Link Financial Advisors, LLC reported 92 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 4,852,251 | $378.9M | 24.38% |
| ISHARES CORE S&P 500 ETF | IVV | — | 303,423 | $203.1M | 13.07% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 2,238,626 | 76.6M | 11.37% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 1,065,791 | 55.2M | 9.99% |
| DIMENSIONAL CORE FIXED INCOME ETF | DFCF | — | 3,413,129 | 45.9M | 9.39% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 839,508 | $73.3M | 4.72% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 1,360,330 | $68.9M | 4.43% |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | DFAE | — | 1,756,250 | $55.4M | 3.56% |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | — | 1,125,835 | $51.9M | 3.34% |
| ISHARES SHORT TREASURY BOND ETF | SHV | — | 365,540 | $40.4M | 2.60% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 1,177,029 | $32.1M | 2.07% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 161,941 | $31.5M | 2.03% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 631,120 | $31.2M | 2.01% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 135,593 | $29.3M | 1.88% |
| ISHARES CORE MSCI EUROPE ETF | IEUR | — | 127,792 | $8.7M | 0.56% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 10,733 | $5.0M | 0.32% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 71,443 | $4.3M | 0.28% |
| WISDOMTREE US LARGECAP DIVIDEND FUND | DLN | — | 43,623 | $3.8M | 0.24% |
| ISHARES MSCI EAFE ETF | EFA | — | 35,060 | $3.3M | 0.21% |
| ISHARES 0-3 MONTH TREASURY BOND ETF | SGOV | — | 31,835 | $3.2M | 0.21% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 21,059 | $2.5M | 0.16% |
| LOCKHEED MARTIN CORP | LMT | Industrials | 5,028 | $2.5M | 0.16% |
| VANGUARD VALUE INDEX FUND | VTV | — | 13,329 | $2.5M | 0.16% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 33,452 | $2.4M | 0.15% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 28,307 | $2.4M | 0.15% |