HoldingsChannel.com
True Link Financial Advisors LLC Top Holdings
As of  09/30/2022, below is a summary of the True Link Financial Advisors LLC top holdings by largest position size, as per the latest 13f filing made by True Link Financial Advisors LLC. In the True Link Financial Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by True Link Financial Advisors LLC in that top holding, then the share count change between reporting periods, and finally the True Link Financial Advisors LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
VANGUARD SHORT TERM BOND ETF (BSV) 2,776,770 +248,010 $207,758
     BSV2,776,770+248,010$207,758
ISHARES CORE S&P 500 ETF (IVV) 169,627 +9,100 $60,837
     IVV169,627+9,100$60,837
ISHARES ESG AWARE MSCI USA ETF (ESGU) 506,292 -4,119 $40,205
     ESGU506,292-4,119$40,205
VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES ETF (VTIP) 670,509 +66,867 $32,258
     VTIP670,509+66,867$32,258
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF (ITOT) 363,023 +44,232 $28,875
     ITOT363,023+44,232$28,875
VANGUARD MORTGAGE BACKED SECURITIES ETF (VMBS) 525,123 +49,363 $23,678
     VMBS525,123+49,363$23,678
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF (BSCN) 1,029,454 +100,818 $21,485
     BSCN1,029,454+100,818$21,485
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF (BSCO) 1,034,914 +113,034 $21,102
     BSCO1,034,914+113,034$21,102
DIMENSIONAL INTERNATIONAL VALUE ETF (DFIV) 817,172 +168,069 $21,050
     DFIV817,172+168,069$21,050
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF (BSCP) 1,051,463 +113,993 $20,971
     BSCP1,051,463+113,993$20,971
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF (BSCQ) 1,112,237 +123,470 $20,732
     BSCQ1,112,237+123,470$20,732
ISHARES CORE MSCI EAFE ETF (IEFA) 382,310 +69,312 $20,136
     IEFA382,310+69,312$20,136
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) 414,046 +239,545 $17,796
     IEMG414,046+239,545$17,796
ISHARES MSCI USA VALUE FACTOR ETF (VLUE) 167,185 +19,307 $13,686
     VLUE167,185+19,307$13,686
VANGUARD SMALL CAP ETF (VB) 76,196 +30,299 $13,023
     VB76,196+30,299$13,023
VANGUARD TOTAL INTERNATIONAL BOND ETF (BNDX) 270,680 +15,898 $12,920
     BNDX270,680+15,898$12,920
ISHARES MSCI USA MIN VOL FACTOR ETF (USMV) 162,146 +50,249 $10,718
     USMV162,146+50,249$10,718
JPMORGAN ULTRA SHORT INCOME ETF (JPST) 97,819 UNCH $4,907
     JPST97,819UNCH$4,907
FIRST TRUST LOW DURATION OPPORTUNITIES ETF (LMBS) 78,902 +22,973 $3,736
     LMBS78,902+22,973$3,736
VANGUARD INTERMEDIATE TERM TREASURY ETF (VGIT) 51,637 UNCH $3,011
     VGIT51,637UNCH$3,011
ISHARES ESG MSCI USA LEADERS ETF (SUSL) 44,819 -16,945 $2,768
     SUSL44,819-16,945$2,768
ISHARES MSCI EAFE GROWTH ETF (EFG) 36,826 -13,893 $2,672
     EFG36,826-13,893$2,672
ISHARES CORE 1 5 YEAR USD BOND ETF (ISTB) 51,091 +11,156 $2,355
     ISTB51,091+11,156$2,355
FIRST TRUST ENHANCED SHORT MATURITY ETF (FTSM) 36,444 +5,814 $2,162
     FTSM36,444+5,814$2,162
PIMCO ENHANCED SHORT MATURITY ACTIVE ETF (MINT) 21,561 UNCH $2,132
     MINT21,561UNCH$2,132
ISHARES 0 5 YEAR TIPS BOND ETF (STIP) 22,052 +815 $2,119
     STIP22,052+815$2,119
ISHARES 1 3 YEAR TREASURY BOND ETF (SHY) 26,060 UNCH $2,116
     SHY26,060UNCH$2,116
ISHARES MSCI EAFE ETF (EFA) 34,084 -3,338 $1,909
     EFA34,084-3,338$1,909
SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF (FLRN) 62,534 UNCH $1,895
     FLRN62,534UNCH$1,895
INVESCO S&P 500 LOW VOLATILITY ETF (SPLV) 31,487 UNCH $1,821
     SPLV31,487UNCH$1,821
ISHARES U.S. FIXED INCOME BALANCED RISK FACTOR ETF (FIBR) 21,792 UNCH $1,786
     FIBR21,792UNCH$1,786
ISHARES MBS ETF (MBB) 19,067 +674 $1,746
     MBB19,067+674$1,746
ISHARES CORE S&P MID CAP ETF (IJH) 7,694 -14 $1,687
     IJH7,694-14$1,687
SPDR BLOOMBERG 1 3 MONTH T BILL ETF (BIL) 18,372 UNCH $1,683
     BIL18,372UNCH$1,683
ISHARES MSCI EMERGING MARKETS ETF (EEM) 44,608 +35,360 $1,556
     EEM44,608+35,360$1,556
ISHARES TIPS BOND ETF (TIP) 14,689 -92 $1,541
     TIP14,689-92$1,541
ISHARES CORE CONSERVATIVE ALLOCATION ETF (AOK) 46,782 -150 $1,526
     AOK46,782-150$1,526
FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND (FTGC) 59,900 UNCH $1,518
     FTGC59,900UNCH$1,518
SPDR PORTFOLIO AGGREGATE BOND ETF (SPAB) 60,704 UNCH $1,515
     SPAB60,704UNCH$1,515
SPDR PORTFOLIO SHORT TERM TREASURY ETF (SPTS) 52,075 UNCH $1,505
     SPTS52,075UNCH$1,505
ISHARES MSCI INTL VALUE FACTOR ETF (IVLU) 75,940 -88,183 $1,500
     IVLU75,940-88,183$1,500
VANGUARD REAL ESTATE ETF (VNQ) 18,389 -445 $1,474
     VNQ18,389-445$1,474
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF (IAGG) 29,999 +1,137 $1,450
     IAGG29,999+1,137$1,450
EATON VANCE TAX MANAGED DIVERS COM 132,469 UNCH $1,439
     ETY132,469UNCH$1,439
ISHARES CORE S&P SMALL CAP ETF (IJR) 15,544 +1,029 $1,355
     IJR15,544+1,029$1,355
ISHARES RUSSELL TOP 200 VALUE ETF (IWX) 22,054 +22,054 $1,273
     IWX22,054+22,054$1,273
JANUS HENDERSON SHORT DURATION INCOME ETF (VNLA) 26,250 UNCH $1,273
     VNLA26,250UNCH$1,273
ISHARES S&P SMALL CAP 600 GROWTH ETF (IJT) 12,358 +12,358 $1,256
     IJT12,358+12,358$1,256
SPDR GOLD SHARES (GLD) 7,788 UNCH $1,205
     GLD7,788UNCH$1,205
ISHARES S&P 100 ETF (OEF) 6,977 -9,308 $1,134
     OEF6,977-9,308$1,134

See Full List: All Stocks Held By True Link Financial Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By True Link Financial Advisors LLC

Size ($ in 1000's)
At 09/30/2022: $690,071
At 06/30/2022: $661,478

True Link Financial Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from True Link Financial Advisors LLC 13F filings. Link to 13F filings: SEC filings

True Link Financial Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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