All Stocks Held By True Link Financial Advisors LLC

As of 03/31/2024, we find all stocks held by True Link Financial Advisors LLC to be as follows, presented in the table below with each row detailing each True Link Financial Advisors LLC position, ordered by largest to smallest position size. The all-stocks-held-by-True Link Financial Advisors LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by True Link Financial Advisors LLC as of the latest filing.

Entity	Amount	Change 12/31/2023 to 03/31/2024	Position Size ($ in 1000's)
VANGUARD SHORT TERM BOND ETF (BSV)	2,737,765	-98,072	$209,904
BSV	2,737,765	-98,072	$209,904
VANGUARD INTERMEDIATE TERM BOND ETF (BIV)	2,699,290	+713,168	$203,526
BIV	2,699,290	+713,168	$203,526
ISHARES CORE S&P 500 ETF (IVV)	266,102	+21,997	$139,898
IVV	266,102	+21,997	$139,898
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF (ITOT)	850,891	+9,921	$98,108
ITOT	850,891	+9,921	$98,108
ISHARES SHORT TREASURY BOND ETF (SHV)	493,292	+49,430	$54,529
SHV	493,292	+49,430	$54,529
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF (SPIB)	1,594,985	+299,261	$52,140
SPIB	1,594,985	+299,261	$52,140
ISHARES CORE MSCI EAFE ETF (IEFA)	591,957	+36,225	$43,935
IEFA	591,957	+36,225	$43,935
SCHWAB US DIVIDEND EQUITY ETF (SCHD)	466,355	+43,688	$37,602
SCHD	466,355	+43,688	$37,602
DIMENSIONAL INTERNATIONAL VALUE ETF (DFIV)	1,008,283	-143,165	$37,054
DFIV	1,008,283	-143,165	$37,054
VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES ETF (VTIP)	743,546	+110,930	$35,608
VTIP	743,546	+110,930	$35,608
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF (DFAE)	1,431,811	+55,008	$35,394
DFAE	1,431,811	+55,008	$35,394
ISHARES MSCI USA QUALITY FACTOR ETF (QUAL)	173,708	+171,777	$28,549
QUAL	173,708	+171,777	$28,549
VANGUARD TOTAL INTERNATIONAL BOND ETF (BNDX)	431,910	+34,414	$21,246
BNDX	431,910	+34,414	$21,246
VANGUARD INTERMEDIATE TERM TREASURY ETF (VGIT)	71,443	+71,443	$4,183
VGIT	71,443	+71,443	$4,183
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF (DFAI)	127,615	-1,221	$3,857
DFAI	127,615	-1,221	$3,857
LOCKHEED MARTIN CORP COM	5,703	-493	$2,594
LMT	5,703	-493	$2,594
ISHARES 0 3 MONTH TREASURY BOND ETF (SGOV)	21,842	+944	$2,200
SGOV	21,842	+944	$2,200
ISHARES IBONDS DEC 2024 TERM TREASURY ETF (IBTE)	91,193	+4,480	$2,183
IBTE	91,193	+4,480	$2,183
ISHARES MSCI EAFE ETF (EFA)	27,097	-143	$2,164
EFA	27,097	-143	$2,164
BLACKROCK ULTRA SHORT TERM BOND ETF (ICSH)	40,969	+40,969	$2,071
ICSH	40,969	+40,969	$2,071
ISHARES ESG AWARE MSCI USA ETF (ESGU)	13,508	-7,443	$1,553
ESGU	13,508	-7,443	$1,553
EXXON MOBIL CORP COM	11,573	+144	$1,345
XOM	11,573	+144	$1,345
ISHARES MSCI USA VALUE FACTOR ETF (VLUE)	12,145	+12,145	$1,315
VLUE	12,145	+12,145	$1,315
MICROSOFT CORP COM	3,027	+2,264	$1,274
MSFT	3,027	+2,264	$1,274
ISHARES SHORT TERM NATIONAL MUNI BOND ETF (SUB)	12,100	+12,100	$1,267
SUB	12,100	+12,100	$1,267
SPDR S&P 500 ETF TRUST (SPY)	2,215	-136	$1,159
SPY	2,215	-136	$1,159
SCHWAB SHORT TERM US TREASURY ETF (SCHO)	22,864	+1,304	$1,102
SCHO	22,864	+1,304	$1,102
UNION PAC CORP COM	4,224	+596	$1,039
UNP	4,224	+596	$1,039
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF (IAGG)	18,218	UNCH	$910
IAGG	18,218	UNCH	$910
SPDR PORTFOLIO SHORT TERM TREASURY ETF (SPTS)	29,600	-6,900	$856
SPTS	29,600	-6,900	$856
BERKSHIRE HATHAWAY INC DEL CL B NEW			$837
BRK.B	1,990	+1,990	$837
ISHARES RUSSELL 1000 ETF (IWB)	2,616	UNCH	$753
IWB	2,616	UNCH	$753
APPLE INC COM	4,074	+269	$699
AAPL	4,074	+269	$699
FT VEST U.S. EQUITY BUFFER ETF NOVEMBER (FNOV)	13,725	-6,700	$614
FNOV	13,725	-6,700	$614
ISHARES CALIFORNIA MUNI BOND ETF (CMF)	10,300	+10,300	$593
CMF	10,300	+10,300	$593
DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF (DFCA)	11,700	+11,700	$590
DFCA	11,700	+11,700	$590
ELI LILLY & CO COM	733	-34	$570
LLY	733	-34	$570
CENCORA INC COM	2,319	+2,319	$563
COR	2,319	+2,319	$563
ISHARES ESG MSCI USA LEADERS ETF (SUSL)	5,926	-650	$556
SUSL	5,926	-650	$556
ISHARES 0 5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (SLQD)	10,815	UNCH	$532
SLQD	10,815	UNCH	$532
ISHARES RUSSELL MIDCAP ETF (IWR)	6,318	-261	$531
IWR	6,318	-261	$531
ISHARES CORE S&P SMALL CAP ETF (IJR)	4,587	+1,364	$507
IJR	4,587	+1,364	$507
ISHARES INTERMEDIATE GOVERNMENT CREDIT BOND ETF (GVI)	4,662	-3,500	$485
GVI	4,662	-3,500	$485
CUMMINS INC COM	1,539	+1,539	$453
CMI	1,539	+1,539	$453
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG)	8,272	+74	$427
IEMG	8,272	+74	$427
PEPSICO INC COM	2,323	+2,323	$407
PEP	2,323	+2,323	$407
HP INC COM	13,166	-350	$398
HPQ	13,166	-350	$398
GE AEROSPACE COM NEW	2,209	-29	$388
GE	2,209	-29	$388
ISHARES CORE S&P MID CAP ETF (IJH)	6,170	+4,821	$375
IJH	6,170	+4,821	$375
FLEX LTD ORD	12,915	+12,915	$369
FLEX	12,915	+12,915	$369
AGILENT TECHNOLOGIES INC COM	2,454	-11	$357
A	2,454	-11	$357
ISHARES RUSSELL 1000 VALUE ETF (IWD)	1,873	UNCH	$335
IWD	1,873	UNCH	$335
FIDELITY NATL INFORMATION SVCS COM	4,509	+4,509	$334
FIS	4,509	+4,509	$334
INTERNATIONAL BUSINESS MACHS COM	1,687	-44	$322
IBM	1,687	-44	$322
NVIDIA CORPORATION COM	356	+356	$322
NVDA	356	+356	$322
CHEVRON CORP NEW COM	1,808	-171	$285
CVX	1,808	-171	$285
FIRSTENERGY CORP COM	7,331	+7,331	$283
FE	7,331	+7,331	$283
ALBEMARLE CORP COM	2,050	UNCH	$270
ALB	2,050	UNCH	$270
EXELON CORP COM	6,817	+6,817	$256
EXC	6,817	+6,817	$256
VANGUARD DIVIDEND APPRECIATION ETF (VIG)	1,368	-397	$250
VIG	1,368	-397	$250
VANGUARD TOTAL STOCK MARKET ETF (VTI)	934	+934	$243
VTI	934	+934	$243
ISHARES MSCI EMERGING MARKETS ETF (EEM)	5,642	-89	$232
EEM	5,642	-89	$232
HEWLETT PACKARD ENTERPRISE CO COM	13,086	-335	$232
HPE	13,086	-335	$232
SPDR BLOOMBERG 1 3 MONTH T BILL ETF			$0 (exited)
BIL	0	-17,820	$0
ISHARES MSCI EAFE GROWTH ETF			$0 (exited)
EFG	0	-6,303	$0
ISHARES MSCI EAFE VALUE ETF			$0 (exited)
EFV	0	-12,091	$0
ISHARES EUROPE ETF			$0 (exited)
IEV	0	-4,356	$0
ISHARES S&P SMALL CAP 600 VALUE ETF			$0 (exited)
IJS	0	-2,252	$0
ISHARES CORE 1 5 YEAR USD BOND ETF			$0 (exited)
ISTB	0	-22,974	$0
ISHARES MSCI INTL VALUE FACTOR ETF			$0 (exited)
IVLU	0	-12,848	$0
ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF			$0 (exited)
LQD	0	-7,500	$0
ISHARES 1 3 YEAR TREASURY BOND ETF			$0 (exited)
SHY	0	-21,110	$0
SPDR PORTFOLIO AGGREGATE BOND ETF			$0 (exited)
SPAB	0	-35,719	$0
ISHARES 0 5 YEAR TIPS BOND ETF			$0 (exited)
STIP	0	-15,712	$0
AT&T INC COM			$0 (exited)
T	0	-10,519	$0
ISHARES MSCI USA MIN VOL FACTOR ETF			$0 (exited)
USMV	0	-283,807	$0
VANGUARD MORTGAGE BACKED SECURITIES ETF	0	-9,998	$0 (exited)
VMBS	0	-9,998	$0

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

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
VGIT	+71,443	+$4,183
ICSH	+40,969	+$2,071
VLUE	+12,145	+$1,315
SUB	+12,100	+$1,267
BRK	+1,990	+$837
CMF	+10,300	+$593
DFCA	+11,700	+$590
COR	+2,319	+$563
CMI	+1,539	+$453
PEP	+2,323	+$407

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
USMV	-283,807	-$22,145
SHY	-21,110	-$1,732
BIL	-17,820	-$1,629
STIP	-15,712	-$1,549
ISTB	-22,974	-$1,093
SPAB	-35,719	-$916
LQD	-7,500	-$830
EFV	-12,091	-$630
EFG	-6,303	-$610
VMBS	-9,998	-$464

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
BIV	+713,168	+$51,826
SPIB	+299,261	+$9,601
QUAL	+171,777	+$28,265
VTIP	+110,930	+$5,565
DFAE	+55,008	+$2,199
SHV	+49,430	+$5,646
SCHD	+43,688	+$5,424
IEFA	+36,225	+$4,839
BNDX	+34,414	+$1,624
IVV	+21,997	+$23,306

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
DFIV	-143,165	-$2,510
BSV	-98,072	-$8,512
ESGU	-7,443	-$645
SPTS	-6,900	-$204
FNOV	-6,700	-$254
GVI	-3,500	-$370
DFAI	-1,221	+$167
SUSL	-650	+$1
LMT	-493	-$214

True Link Financial Advisors LLC Info

Size ($ in 1000's)
At 03/31/2024: $1,042,933
At 12/31/2023: $923,852

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

All Stocks Held By True Link Financial Advisors LLC | www.HoldingsChannel.com