True Link Financial Advisors
Latest statistics and disclosures from True Link Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BSV, BIV, IVV, ITOT, SHV, and represent 67.69% of True Link Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: BIV (+$54M), QUAL (+$28M), IVV (+$12M), SPIB (+$9.8M), SHV (+$5.5M), VTIP (+$5.3M), VGIT, SCHD, IEFA, ICSH.
- Started 16 new stock positions in FLEX, EXC, FE, SUB, VTI, VGIT, ICSH, COR, PEP, VLUE. BRK.B, CMF, FIS, NVDA, CMI, DFCA.
- Reduced shares in these 10 stocks: , BSV (-$7.5M), DFIV (-$5.3M), SHY, BIL, , , , ESGU, LQD.
- Sold out of its positions in T, LQD, SHY, IEV, IJS, EFV, EFG, USMV, STIP, ISTB. IVLU, SPAB, BIL, VMBS.
- True Link Financial Advisors was a net buyer of stock by $93M.
- True Link Financial Advisors has $1.0B in assets under management (AUM), dropping by 12.89%.
- Central Index Key (CIK): 0001846236
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True Link Financial Advisors holds 63 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by True Link Financial Advisors
SEC 13F filings are viewable for True Link Financial Advisors going back to 2020
- True Link Financial Advisors 2024 Q1 filed April 19, 2024
- True Link Financial Advisors 2023 Q4 filed Jan. 19, 2024
- True Link Financial Advisors 2023 Q3 filed Oct. 30, 2023
- True Link Financial Advisors 2023 Q2 filed July 20, 2023
- True Link Financial Advisors 2023 Q1 filed May 5, 2023
- True Link Financial Advisors 2022 Q4 filed Feb. 9, 2023
- True Link Financial Advisors 2022 Q3 filed Nov. 9, 2022
- True Link Financial Advisors 2022 Q2 filed Aug. 4, 2022
- True Link Financial Advisors 2022 Q1 filed May 16, 2022
- True Link Financial Advisors 2021 Q4 filed Feb. 1, 2022
- True Link Financial Advisors 2021 Q3 filed Oct. 29, 2021
- True Link Financial Advisors 2021 Q2 filed Aug. 19, 2021
- True Link Financial Advisors 2021 Q1 filed May 17, 2021
- True Link Financial Advisors 2020 Q4 filed Feb. 16, 2021