True Link Financial Advisors, LLC

True Link Financial Advisors, LLC is an institution, managing $1.6B across 92 long positions as of Q3 2025 with 97% ETF concentration, 87% concentrated in top 10 holdings, and 24% allocation to BIV.

Portfolio Value: $1.6B
Positions: 92
Top Holding: BIV at 24.38%
Last Reported: Q3 2025

Top Holdings

Largest long holdings in True Link Financial Advisors, LLC's portfolio (86.9% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Intermediate-Term Bond BIV	ETF ETF	$378.9M	24.38%	+$22.6M Bought	— 4.9M shares	Q4 2020 Held for 4y 11m
2 iShares Core S&P 500 ETF IVV	ETF ETF	$203.1M	13.07%	+$662.6K Bought	— 303.4K shares	Q4 2020 Held for 4y 11m
3 Vanguard Short-Term Bond BSV	ETF ETF	$176.6M	11.37%	+$10.6M Bought	— 2.2M shares	Q4 2020 Held for 4y 11m
4 iShares Core S&P Total U.S. Stock Market ITOT	ETF ETF	$155.2M	9.99%	+$963.3K Bought	— 1.1M shares	Q4 2020 Held for 4y 11m
5 DFCF Dimensional Core Fixed Income DFCF	ETF ETF	$145.9M	9.39%	+$25.2M Bought	— 3.4M shares	Q2 2025 Held for 5 months
6 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$73.3M	4.72%	+$3.2M Bought	— 839.5K shares	Q4 2020 Held for 4y 11m
7 VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP	ETF ETF	$68.9M	4.43%	+$21.7M Bought	— 1.4M shares	Q2 2022 Held for 3y 5m
8 DFAE Dimensional Emerging Core Equity Market DFAE	ETF ETF	$55.4M	3.56%	+$1.3M Bought	— 1.8M shares	Q4 2023 Held for 1y 11m
9 Dimensional International Value DFIV	ETF ETF	$51.9M	3.34%	+$1.3M Bought	— 1.1M shares	Q2 2022 Held for 3y 5m
10 iShares Short Treasury Bond SHV	ETF ETF	$40.4M	2.60%	-$32.2M Sold	— 365.5K shares	Q3 2023 Held for 2y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in True Link Financial Advisors, LLC's latest filing

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Market Value

$1.6B

Prior: $1.4B

Q/Q Change

+7.23%

+$104.8M

Net Flows % of MV

+3.4%

Turnover Ratio

4.23%

New Purchases

3 stocks

$726.5K

Added To

21 stocks

+$90.7M

Sold Out Of

3 stocks

$1.1M

Reduced Holdings

44 stocks

-$37.5M

Increased Positions

Position	Shares Δ	Change
1 Vanguard ESG U.S. Stock ESGV	New	0 → 2.5K +$296.6K
2 Ciena CIEN	New	0 → 1.5K +$218.5K
3 iShares ESG Aware USD Corporate Bond ETF SUSC	New	0 → 9.0K +$211.4K
4 Vanguard Total Bond Market BND	+80.85%	3.2K → 5.9K +$194.9K
5 VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP	+46.0%	931.7K → 1.4M +$21.7M

Decreased Positions

Position	Shares Δ	Change
1 Invesco FTSE RAFI US 1000 PRF	Sold	11.6K → 0 −$492.0K
2 iShares S&P Small-Cap 600 Growth ETF IJT	Sold	2.9K → 0 −$387.4K
3 Johnson & Johnson JNJ	Sold	1.3K → 0 −$205.3K
4 iShares Short Treasury Bond SHV	-44.38%	657.2K → 365.5K −$32.2M
5 iShares S&P 500 Value IVE	-28.9%	2.1K → 1.5K −$127.0K