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True Link Financial Advisors

Latest statistics and disclosures from True Link Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are BIV, BSV, IVV, DFCF, ITOT, and represent 66.55% of True Link Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: DFCF (+$24M), IAGG (+$12M), BIV (+$10M), BSV (+$7.3M), DFAE, VTIP, DFAS, IBTG, VIG, IEFA.
Started 311 new stock positions in KRE, DFAC, AWK, VOOG, ASML, UBS, CMCSA, SPHY, DHI, PANW.
Reduced shares in these 10 stocks: SHV (-$42M), IVV (-$15M), ITOT, , ICSH, IVW, SPIB, VLUE, SCHD, DFIV.
Sold out of its positions in VLUE, ICSH, IBDT, BLV, VGIT, DIM, FLEX.
True Link Financial Advisors was a net seller of stock by $-9.9M.
True Link Financial Advisors has $1.6B in assets under management (AUM), dropping by -1.64%.
Central Index Key (CIK): 0001846236

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Portfolio Holdings for True Link Financial Advisors

True Link Financial Advisors holds 418 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Intermediate-term Bond Etf Etf (BIV)	25.5	$414M	+2%	5.4M	77.18	View chart
Vanguard Short-term Bond Etf Etf (BSV)	12.0	$195M	+3%	2.5M	78.41	View chart
Ishares Core S&p 500 Etf Etf (IVV)	11.3	$184M	-7%	281k	653.21	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	11.1	$180M	+15%	4.3M	42.22	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	6.5	$106M	-4%	743k	142.43	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	4.9	$79M		869k	90.53	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	4.5	$74M		1.5M	49.95	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	3.8	$62M	+2%	1.8M	33.86	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	3.8	$62M		321k	191.81	View chart
Dimensional International Value Etf Etf (DFIV)	3.7	$59M	-2%	1.1M	52.78	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	3.6	$59M		273k	215.06	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	2.8	$45M	+35%	898k	50.04	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	1.0	$16M	+4%	219k	71.13	View chart
Ishares Core Msci Europe Etf Etf (IEUR)	0.6	$9.0M		128k	70.27	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.3	$4.2M	-7%	9.7k	426.40	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.2	$4.0M	+2%	41k	97.13	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.2	$3.7M	+13%	37k	100.66	View chart
Ishares Ibonds Dec 2026 Term Treasury Etf Etf (IBTG)	0.2	$3.7M	+17%	161k	22.91	View chart
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)	0.2	$3.5M		39k	89.33	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$2.9M	-3%	4.8k	604.39	View chart
Vanguard Value Etf Etf (VTV)	0.2	$2.6M		13k	196.20	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.2	$2.5M		34k	75.10	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.1	$2.1M	-26%	25k	82.75	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.1	$1.8M	+17%	75k	24.27	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$1.4M		14k	106.50	View chart
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)	0.1	$1.3M	+7%	52k	24.91	View chart
Apple Stock (AAPL)	0.1	$1.1M	-7%	4.4k	253.81	View chart
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)	0.1	$1.0M	-4%	19k	52.54	View chart
Microsoft Corp Stock (MSFT)	0.1	$1.0M	-13%	2.7k	370.17	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.1	$992k	-4%	7.7k	128.12	View chart
Nvidia Corporation Stock (NVDA)	0.1	$932k	-9%	5.3k	174.39	View chart
Amazon Stock (AMZN)	0.1	$846k	-6%	4.1k	208.27	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.1	$836k	-3%	1.3k	650.34	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$792k	+83%	2.5k	320.81	View chart
Jpmorgan Chase & Co Stock (JPM)	0.0	$717k	+5%	2.4k	294.16	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$696k	+2%	13k	54.05	View chart
Ge Aerospace Stock (GE)	0.0	$677k		2.4k	283.77	View chart
Dimensional California Municipal Bond Etf Etf (DFCA)	0.0	$664k		13k	49.85	View chart
Ishares California Muni Bond Etf Etf (CMF)	0.0	$660k		12k	56.86	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$620k		8.4k	73.64	View chart
Vanguard Large-cap Etf Etf (VV)	0.0	$596k	-2%	2.0k	298.85	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$545k	-23%	8.1k	67.53	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$523k	+18%	875.00	597.55	View chart
Ge Vernova Stock (GEV)	0.0	$495k	-7%	567.00	872.90	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.0	$495k	-27%	1.7k	287.56	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.0	$483k	+2%	1.7k	286.86	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$483k	-5%	4.9k	99.27	View chart
Exxon Mobil Corp Stock (XOM)	0.0	$442k	-8%	2.6k	169.66	View chart
International Business Machs Stock (IBM)	0.0	$441k		1.8k	242.39	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$417k	-6%	6.0k	69.75	View chart
Walmart Stock (WMT)	0.0	$415k	-8%	3.3k	124.27	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.0	$413k		2.0k	208.05	View chart
Keysight Technologies Stock (KEYS)	0.0	$412k		1.5k	282.37	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$388k	+4%	556.00	697.72	View chart
Broadcom Stock (AVGO)	0.0	$385k	-11%	1.2k	309.51	View chart
Goldman Sachs Activebeta International Equity Etf Etf (GSIE)	0.0	$376k		8.7k	43.13	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.0	$370k	+5%	3.9k	95.62	View chart
Nuveen Esg Dividend Etf Etf (NUDV)	0.0	$360k		12k	30.75	View chart
Ishares Esg Aware Usd Corporate Bond Etf Etf (SUSC)	0.0	$359k	+8%	16k	23.14	View chart
State Street Spdr S&p 500 Esg Etf Etf (EFIV)	0.0	$343k	+29%	5.4k	63.08	View chart
Visa Inc Com Cl A Stock (V)	0.0	$342k	+39%	1.1k	302.24	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$336k		5.2k	64.08	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.0	$332k	-4%	575.00	576.95	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	0.0	$324k		2.9k	110.86	View chart
Morgan Stanley Stock (MS)	0.0	$322k	-12%	2.0k	164.57	View chart
Allstate Corp Stock (ALL)	0.0	$309k	-3%	1.5k	207.34	View chart
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB)	0.0	$306k	+37%	12k	25.07	View chart
Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV)	0.0	$305k	-99%	2.8k	110.40	View chart
Hewlett Packard Enterprise Stock (HPE)	0.0	$305k		13k	23.81	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$301k	+9%	1.0k	287.18	View chart
Eli Lilly & Co Stock (LLY)	0.0	$298k	+3%	324.00	919.77	View chart
Rtx Corporation Stock (RTX)	0.0	$292k	-6%	1.5k	192.90	View chart
Tr Activebeta Us Small Cap Equity Etf Etf (GSSC)	0.0	$288k		3.9k	74.55	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$282k	-10%	1.1k	248.00	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.0	$281k		2.5k	112.27	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$280k	+9%	1.3k	213.67	View chart
Agilent Technologies Stock (A)	0.0	$278k		2.4k	113.98	View chart
Okta Inc Cl A Stock (OKTA)	0.0	$276k	-25%	3.5k	78.71	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.0	$271k	-78%	565.00	479.20	View chart
State Street Spdr Msci Acwi Ex-us Etf Etf (CWI)	0.0	$268k	-4%	7.3k	36.59	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$253k	NEW	3.3k	77.11	View chart
Cardinal Health Stock (CAH)	0.0	$250k	-12%	1.2k	211.31	View chart
HP Stock (HPQ)	0.0	$246k		13k	19.21	View chart
Johnson & Johnson Stock (JNJ)	0.0	$243k	-4%	993.00	244.44	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$241k	-21%	422.00	572.13	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$239k	+4%	879.00	272.33	View chart
Ciena Corp Stock (CIEN)	0.0	$233k	NEW	600.00	388.23	View chart
Avantis International Equity Etf Etf (AVDE)	0.0	$231k		2.7k	84.84	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.0	$229k	+2%	5.0k	45.47	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.0	$219k		1.5k	145.94	View chart
Global X S&p 500 Catholic Values Custom Etf Etf (CATH)	0.0	$217k	+5%	2.8k	78.15	View chart
Abbvie Stock (ABBV)	0.0	$208k	-10%	954.00	217.49	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.0	$204k	NEW	3.5k	58.54	View chart
Cisco Sys Stock (CSCO)	0.0	$201k	NEW	2.6k	77.59	View chart
Ishares U.s. Industrials Etf Etf (IYJ)	0.0	$200k		1.4k	147.54	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.0	$198k	NEW	1.4k	141.42	View chart
Suncor Energy Stock (SU)	0.0	$197k	NEW	3.0k	66.11	View chart
Union Pac Corp Stock (UNP)	0.0	$194k	-22%	799.00	242.62	View chart
Xcel Energy Stock (XEL)	0.0	$194k	-20%	2.4k	79.44	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.0	$184k		3.7k	49.37	View chart
Dt Midstream Stock (DTM)	0.0	$183k	-27%	1.4k	134.67	View chart
Ww Grainger Stock (GWW)	0.0	$179k	NEW	164.00	1090.81	View chart
Dte Energy Stock (DTE)	0.0	$178k	-32%	1.2k	146.20	View chart
Exelon Corp Stock (EXC)	0.0	$178k	NEW	3.6k	49.02	View chart
Nextera Energy Stock (NEE)	0.0	$177k	NEW	1.9k	92.88	View chart
Applied Matls Stock (AMAT)	0.0	$175k	NEW	512.00	341.79	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.0	$174k	NEW	3.8k	45.89	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.0	$163k	NEW	1.7k	95.44	View chart
Tjx Cos Stock (TJX)	0.0	$160k	NEW	1.0k	159.70	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.0	$160k	-24%	1.2k	132.90	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$158k	NEW	1.7k	93.00	View chart
Wells Fargo & Co Stock (WFC)	0.0	$157k	-16%	2.0k	79.61	View chart
Capital One Finl Corp Stock (COF)	0.0	$156k	-19%	857.00	182.43	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.0	$152k	NEW	1.9k	81.98	View chart
Corteva Stock (CTVA)	0.0	$151k	NEW	1.8k	83.71	View chart
Tapestry Stock (TPR)	0.0	$148k	NEW	1.1k	141.11	View chart
Global X S&p Catholic Values Developed Ex-us Etf Etf (CEFA)	0.0	$146k	NEW	4.0k	36.89	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$144k	NEW	330.00	436.79	View chart
Conocophillips Stock (COP)	0.0	$142k	NEW	1.1k	132.00	View chart
Alps Sector Dividend Dogs Etf Etf (SDOG)	0.0	$137k	NEW	2.1k	65.04	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.0	$137k	NEW	2.2k	61.26	View chart
Procter & Gamble Stock (PG)	0.0	$136k	-42%	940.00	144.44	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$133k	NEW	900.00	148.10	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$130k	-71%	1.0k	124.31	View chart
Constellation Energy Corp Stock (CEG)	0.0	$128k	NEW	458.00	279.25	View chart
American Express Stock (AXP)	0.0	$128k	NEW	422.00	302.48	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$126k	NEW	4.9k	25.64	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.0	$125k	NEW	371.00	337.95	View chart
Fidelity Msci Consumer Discretionary Index Etf Etf (FDIS)	0.0	$125k	NEW	1.3k	93.26	View chart
Firstenergy Corp Stock (FE)	0.0	$125k	NEW	2.5k	50.65	View chart
Costco Wholesale Corporation Stock (COST)	0.0	$125k	-50%	125.00	996.43	View chart
Consolidated Edison Stock (ED)	0.0	$125k	NEW	1.1k	113.19	View chart
Caterpillar Stock (CAT)	0.0	$123k	NEW	174.00	708.46	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.0	$121k	NEW	1.1k	108.98	View chart
Mcdonalds Corp Stock (MCD)	0.0	$119k	NEW	384.00	310.79	View chart
Chevron Corporation Stock (CVX)	0.0	$118k	NEW	569.00	206.90	View chart
Telephone & Data Sys Stock (TDS)	0.0	$114k	NEW	2.7k	42.10	View chart
Verizon Communications Stock (VZ)	0.0	$114k	NEW	2.3k	50.20	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.0	$112k	NEW	1.6k	70.18	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$111k	NEW	225.00	491.53	View chart
Blackrock Stock (BLK)	0.0	$109k	NEW	113.00	961.71	View chart
3M Stock (MMM)	0.0	$108k	NEW	744.00	145.23	View chart
Vanguard Consumer Staples Etf Etf (VDC)	0.0	$108k	NEW	479.00	224.59	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$107k	NEW	709.00	151.41	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.0	$107k	NEW	2.1k	50.81	View chart
Labcorp Holdings Stock (LH)	0.0	$107k	NEW	400.00	266.81	View chart
Csx Corp Stock (CSX)	0.0	$106k	NEW	2.6k	41.04	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$103k	NEW	570.00	181.42	View chart
Duke Energy Corp Stock (DUK)	0.0	$102k	NEW	780.00	130.94	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$101k	NEW	1.4k	74.35	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.0	$99k	NEW	936.00	106.15	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.0	$99k	NEW	1.7k	56.58	View chart
Public Svc Enterprise Group Stock (PEG)	0.0	$97k	NEW	1.2k	80.95	View chart
Ishares Intermediate Government/credit Bond Etf Etf (GVI)	0.0	$97k	NEW	905.00	106.68	View chart
Moodys Corp Stock (MCO)	0.0	$95k	NEW	217.00	436.25	View chart
Mastec Stock (MTZ)	0.0	$93k	NEW	288.00	321.74	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$90k	NEW	392.00	229.79	View chart
Jpmorgan Active Growth Etf Etf (JGRO)	0.0	$90k	NEW	1.1k	84.52	View chart
Amphenol Corp Cl A Stock (APH)	0.0	$89k	NEW	707.00	126.35	View chart
Southern Stock (SO)	0.0	$89k	NEW	920.00	96.53	View chart
Stryker Corporation Stock (SYK)	0.0	$89k	NEW	270.00	328.59	View chart
Netflix Stock (NFLX)	0.0	$89k	NEW	920.00	96.15	View chart
L3harris Technologies Stock (LHX)	0.0	$87k	NEW	251.00	345.15	View chart
Cognizant Technology Solutions Cl A Stock (CTSH)	0.0	$86k	NEW	1.4k	61.35	View chart
Tenet Healthcare Corp Stock (THC)	0.0	$85k	NEW	450.00	188.71	View chart
Oreilly Automotive Stock (ORLY)	0.0	$84k	NEW	905.00	92.31	View chart
Vanguard Materials Etf Etf (VAW)	0.0	$83k	NEW	366.00	225.34	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.0	$81k	NEW	1.0k	80.58	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.0	$80k	NEW	1.0k	79.06	View chart
Corning Stock (GLW)	0.0	$79k	NEW	580.00	135.97	View chart
At&t Stock (T)	0.0	$79k	NEW	2.7k	28.99	View chart
Analog Devices Stock (ADI)	0.0	$78k	NEW	245.00	318.14	View chart
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)	0.0	$78k	-95%	2.3k	33.53	View chart
Parker-hannifin Corp Stock (PH)	0.0	$77k	NEW	86.00	895.24	View chart
Merck & Co Stock (MRK)	0.0	$77k	NEW	636.00	120.29	View chart
Lowes Cos Stock (LOW)	0.0	$76k	NEW	323.00	236.28	View chart
Fox Corp Cl A Stock (FOXA)	0.0	$76k	NEW	1.3k	58.40	View chart
Bank Of Amer Corp Stock (BAC)	0.0	$76k	NEW	1.6k	48.75	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$74k	NEW	259.00	287.00	View chart
Motorola Solutions Stock (MSI)	0.0	$74k	NEW	171.00	433.97	View chart
Marathon Pete Corp Stock (MPC)	0.0	$73k	NEW	300.00	244.18	View chart
Oracle Corp Stock (ORCL)	0.0	$73k	NEW	497.00	147.11	View chart
Unitedhealth Group Stock (UNH)	0.0	$72k	NEW	267.00	270.59	View chart
State Str Corp Stock (STT)	0.0	$72k	NEW	571.00	126.50	View chart
Lincoln Elec Hldgs Stock (LECO)	0.0	$72k	NEW	288.00	249.08	View chart
Fidelity Natl Finl Stock (FNF)	0.0	$70k	NEW	1.5k	46.38	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.0	$69k	NEW	170.00	407.69	View chart
Coca Cola Stock (KO)	0.0	$68k	NEW	892.00	76.05	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.0	$68k	NEW	902.00	75.19	View chart
Advanced Micro Devices Stock (AMD)	0.0	$68k	NEW	333.00	203.43	View chart
Blackstone Stock (BX)	0.0	$66k	NEW	573.00	114.99	View chart
Emerson Elec Stock (EMR)	0.0	$65k	NEW	495.00	131.02	View chart
Copart Stock (CPRT)	0.0	$64k	NEW	1.9k	33.20	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$63k	NEW	93.00	682.24	View chart
S&p Global Stock (SPGI)	0.0	$62k	NEW	145.00	425.34	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.0	$61k	NEW	491.00	125.13	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$61k	NEW	332.00	184.28	View chart
Linde Stock (LIN)	0.0	$61k	NEW	122.00	495.76	View chart
Cheniere Energy Stock (LNG)	0.0	$60k	NEW	213.00	283.76	View chart
Honeywell Intl Stock (HON)	0.0	$60k	NEW	266.00	226.03	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$57k	NEW	1.9k	30.96	View chart
Goldman Sachs Group Stock (GS)	0.0	$55k	NEW	65.00	845.98	View chart
Home Depot Stock (HD)	0.0	$55k	NEW	167.00	328.89	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$55k	NEW	1.5k	37.84	View chart
Wec Energy Group Stock (WEC)	0.0	$54k	NEW	465.00	115.77	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$53k	NEW	400.00	132.50	View chart
Gilead Sciences Stock (GILD)	0.0	$53k	NEW	380.00	139.37	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.0	$52k	NEW	136.00	383.40	View chart
Edison Intl Stock (EIX)	0.0	$51k	NEW	700.00	73.18	View chart
Astrazeneca Plc Ord Adr (AZN)	0.0	$51k	NEW	259.00	197.22	View chart
Simon Ppty Group Reit (SPG)	0.0	$50k	NEW	270.00	186.53	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$49k	NEW	693.00	71.18	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$49k	NEW	162.00	302.25	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$49k	NEW	486.00	100.62	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$49k	NEW	410.00	118.45	View chart
Evergy Stock (EVRG)	0.0	$48k	NEW	590.00	81.92	View chart
Wisdomtree Dynamic International Equity Fund Etf (DDWM)	0.0	$48k	NEW	1.1k	44.11	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.0	$48k	NEW	763.00	62.68	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.0	$48k	-79%	993.00	48.03	View chart
Chemed Corp Stock (CHE)	0.0	$46k	NEW	122.00	377.74	View chart
Cencora Stock (COR)	0.0	$45k	NEW	142.00	314.14	View chart
Ishares Tips Bond Etf Etf (TIP)	0.0	$44k	NEW	400.00	110.36	View chart
Palo Alto Networks Stock (PANW)	0.0	$44k	NEW	274.00	160.32	View chart
Us Foods Hldg Corp Stock (USFD)	0.0	$43k	NEW	467.00	92.21	View chart
Intercontinental Exchange Stock (ICE)	0.0	$42k	NEW	269.00	157.28	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$42k	-97%	1.4k	30.69	View chart
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)	0.0	$42k	NEW	881.00	47.55	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$42k	NEW	407.00	102.25	View chart
Adobe Stock (ADBE)	0.0	$42k	NEW	171.00	243.08	View chart
American Elec Pwr Stock (AEP)	0.0	$41k	NEW	315.00	131.08	View chart
Iron Mtn Inc Del Reit (IRM)	0.0	$41k	NEW	400.00	102.14	View chart
Church & Dwight Stock (CHD)	0.0	$41k	NEW	437.00	93.32	View chart
Ishares Mbs Etf Etf (MBB)	0.0	$40k	NEW	425.00	94.95	View chart
D R Horton Stock (DHI)	0.0	$39k	NEW	285.00	137.22	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.0	$39k	NEW	1.0k	38.86	View chart
Entergy Corp Stock (ETR)	0.0	$39k	NEW	345.00	112.36	View chart
Hca Healthcare Stock (HCA)	0.0	$38k	NEW	81.00	473.23	View chart
Moog Inc Cl A Stock (MOG.A)	0.0	$38k	NEW	130.00	292.64	View chart
Northern Tr Corp Stock (NTRS)	0.0	$38k	NEW	270.00	139.57	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$37k	NEW	237.00	157.23	View chart
Boeing Stock (BA)	0.0	$37k	NEW	185.00	199.03	View chart
Spdr Gold Shares Etf (GLD)	0.0	$37k	NEW	85.00	430.29	View chart
Salesforce Stock (CRM)	0.0	$36k	NEW	195.00	186.67	View chart
Eversource Energy Stock (ES)	0.0	$36k	NEW	524.00	69.28	View chart
Donaldson Stock (DCI)	0.0	$36k	NEW	426.00	84.87	View chart
Qualcomm Stock (QCOM)	0.0	$35k	NEW	270.00	128.78	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.0	$34k	NEW	433.00	79.27	View chart
Iqvia Hldgs Stock (IQV)	0.0	$34k	NEW	197.00	170.54	View chart
Lam Research Corp Stock (LRCX)	0.0	$34k	NEW	157.00	213.66	View chart
Monster Beverage Corp Stock (MNST)	0.0	$33k	NEW	455.00	72.46	View chart
Chubb Ltd Switz Stock (CB)	0.0	$33k	NEW	101.00	325.93	View chart
Old Rep Intl Corp Stock (ORI)	0.0	$33k	NEW	820.00	39.90	View chart
Disney Walt Stock (DIS)	0.0	$33k	NEW	337.00	96.38	View chart
Boston Scientific Corp Stock (BSX)	0.0	$32k	NEW	517.00	62.75	View chart
Eqt Corp Stock (EQT)	0.0	$32k	NEW	500.00	63.64	View chart
Philip Morris Intl Stock (PM)	0.0	$31k	NEW	190.00	165.34	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$31k	NEW	322.00	97.23	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$31k	NEW	1.1k	28.71	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.0	$30k	NEW	203.00	146.61	View chart
Eaton Corp Stock (ETN)	0.0	$29k	NEW	82.00	357.67	View chart
Williams Cos Stock (WMB)	0.0	$29k	NEW	400.00	72.78	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$29k	NEW	323.00	88.70	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$28k	NEW	132.00	211.15	View chart
Oneok Stock (OKE)	0.0	$27k	NEW	300.00	90.39	View chart
State Street Spdr S&p Regional Banking Etf Etf (KRE)	0.0	$27k	NEW	416.00	65.15	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$27k	-98%	239.00	113.11	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$27k	NEW	1.1k	25.10	View chart
M & T Bk Corp Stock (MTB)	0.0	$27k	NEW	130.00	206.72	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$26k	NEW	1.0k	24.75	View chart
Enbridge Stock (ENB)	0.0	$25k	NEW	460.00	54.14	View chart
Artisan Partners Asset Mgmt I Cl A Stock (APAM)	0.0	$25k	NEW	680.00	36.39	View chart
American Wtr Wks Stock (AWK)	0.0	$25k	NEW	180.00	136.09	View chart
Vanguard Financials Etf Etf (VFH)	0.0	$24k	NEW	200.00	120.81	View chart
Chesapeake Utils Corp Stock (CPK)	0.0	$23k	NEW	185.00	126.37	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$23k	NEW	157.00	146.28	View chart
Medtronic Stock (MDT)	0.0	$23k	NEW	263.00	86.65	View chart
Dominion Energy Stock (D)	0.0	$22k	NEW	360.00	61.82	View chart
Yum Brands Stock (YUM)	0.0	$22k	NEW	142.00	155.48	View chart
State Street Spdr Portfolio Msci Global Stock Market Etf Etf (SPGM)	0.0	$21k	NEW	281.00	75.71	View chart
Huntington Bancshares Stock (HBAN)	0.0	$21k	NEW	1.4k	15.65	View chart
Travelers Companies Stock (TRV)	0.0	$21k	NEW	72.00	291.68	View chart
Watts Water Technologies Inc Cl A Stock (WTS)	0.0	$21k	NEW	72.00	290.29	View chart
Varex Imaging Corp Stock (VREX)	0.0	$20k	NEW	1.9k	10.61	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$20k	NEW	210.00	93.98	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.0	$19k	NEW	119.00	161.73	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$19k	NEW	90.00	208.09	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$19k	NEW	57.00	327.07	View chart
Citigroup Stock (C)	0.0	$19k	NEW	163.00	113.41	View chart
Trane Technologies Stock (TT)	0.0	$18k	NEW	43.00	416.74	View chart
Texas Instrs Stock (TXN)	0.0	$18k	NEW	91.00	194.14	View chart
Manulife Finl Corp Stock (MFC)	0.0	$17k	NEW	498.00	34.44	View chart
Abbott Laboratories Stock (ABT)	0.0	$17k	NEW	167.00	102.67	View chart
Curtiss Wright Corp Stock (CW)	0.0	$17k	NEW	25.00	681.12	View chart
Aflac Stock (AFL)	0.0	$17k	NEW	153.00	109.71	View chart
Chart Inds Stock (GTLS)	0.0	$16k	NEW	78.00	206.76	View chart
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG)	0.0	$16k	NEW	129.00	124.46	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$16k	NEW	45.00	356.56	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$16k	NEW	172.00	93.00	View chart
Automatic Data Processing Stock (ADP)	0.0	$16k	NEW	78.00	203.18	View chart
Cal Maine Foods Stock (CALM)	0.0	$16k	NEW	200.00	79.15	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$15k	NEW	512.00	29.13	View chart
Totalenergies Se Act Stock (TTE)	0.0	$15k	NEW	162.00	90.98	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.0	$15k	NEW	319.00	46.19	View chart
Pfizer Stock (PFE)	0.0	$14k	NEW	508.00	28.08	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.0	$14k	NEW	429.00	32.95	View chart
Sempra Stock (SRE)	0.0	$14k	NEW	145.00	97.17	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.0	$14k	NEW	456.00	30.50	View chart
Dxc Technology Stock (DXC)	0.0	$14k	NEW	1.1k	12.57	View chart
Eagle Matls Stock (EXP)	0.0	$14k	NEW	72.00	189.44	View chart
Te Connectivity Plc Ord Stock (TEL)	0.0	$14k	NEW	65.00	209.02	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.0	$13k	NEW	10.00	1320.80	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$13k	NEW	68.00	191.93	View chart
Zimmer Biomet Holdings Stock (ZBH)	0.0	$13k	NEW	142.00	90.42	View chart
Nuveen Amt Free Mun Cr Cef (NVG)	0.0	$13k	NEW	1.0k	12.33	View chart
Toronto Dominion Bk Ont Stock (TD)	0.0	$13k	NEW	137.00	93.31	View chart
Sap Se Adr (SAP)	0.0	$12k	NEW	72.00	171.21	View chart
Wisdomtree Emerging Markets High Dividend Fund Etf (DEM)	0.0	$12k	NEW	243.00	49.69	View chart
Burke Herbert Finl Svcs Corp Stock (BHRB)	0.0	$12k	NEW	185.00	62.29	View chart
Electronic Arts Stock (EA)	0.0	$11k	NEW	54.00	203.87	View chart
Sysco Corp Stock (SYY)	0.0	$11k	NEW	150.00	71.33	View chart
Ppg Inds Stock (PPG)	0.0	$11k	NEW	100.00	106.88	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$11k	NEW	40.00	261.93	View chart
General Mtrs Stock (GM)	0.0	$10k	NEW	139.00	74.50	View chart
Pepsico Stock (PEP)	0.0	$10k	-96%	65.00	155.29	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$10k	NEW	46.00	217.26	View chart
Caseys Gen Stores Stock (CASY)	0.0	$9.5k	NEW	13.00	727.85	View chart
Cme Group Stock (CME)	0.0	$9.5k	NEW	32.00	295.34	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.0	$9.4k	NEW	100.00	93.93	View chart
Waters Corp Stock (WAT)	0.0	$9.2k	NEW	31.00	297.81	View chart
Banco Santander Sa Adr (SAN)	0.0	$9.0k	NEW	800.00	11.28	View chart
Smith A O Corp Stock (AOS)	0.0	$8.9k	NEW	135.00	65.94	View chart
Expeditors Intl Wash Stock (EXPD)	0.0	$8.9k	NEW	62.00	143.23	View chart
Ubs Group Stock (UBS)	0.0	$8.4k	NEW	216.00	39.07	View chart
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV)	0.0	$8.4k	NEW	129.00	64.73	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.0	$8.2k	NEW	105.00	78.41	View chart
Cameco Corp Stock (CCJ)	0.0	$8.1k	NEW	75.00	108.61	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$8.0k	NEW	55.00	145.75	View chart
Cummins Stock (CMI)	0.0	$7.5k	NEW	14.00	538.00	View chart
The Cigna Group Stock (CI)	0.0	$7.5k	NEW	28.00	266.75	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$7.5k	NEW	67.00	111.37	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.0	$7.3k	NEW	100.00	73.14	View chart
Fedex Corp Stock (FDX)	0.0	$7.1k	NEW	20.00	356.20	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.0	$6.4k	NEW	27.00	237.63	View chart
Fabrinet Stock (FN)	0.0	$6.3k	NEW	12.00	521.50	View chart
Nike Inc Cl B Stock (NKE)	0.0	$6.2k	NEW	118.00	52.82	View chart
Ralph Lauren Corp Cl A Stock (RL)	0.0	$6.2k	NEW	18.00	344.00	View chart
Molson Coors Beverage Co Cl B Stock (TAP)	0.0	$6.1k	NEW	142.00	43.06	View chart
Bank New York Mellon Corp Stock (BK)	0.0	$6.1k	NEW	51.00	118.63	View chart
Signet Jewelers Stock (SIG)	0.0	$5.9k	NEW	70.00	84.64	View chart
Freeport Mcmoran Inc Cl B Stock (FCX)	0.0	$5.9k	NEW	100.00	58.78	View chart
Dimensional Emerging Markets Value Etf Etf (DFEV)	0.0	$5.7k	NEW	160.00	35.78	View chart
Barclays Adr (BCS)	0.0	$5.7k	NEW	270.00	21.16	View chart
Stonex Group Stock (SNEX)	0.0	$5.6k	NEW	70.00	80.66	View chart
Jones Lang Lasalle Stock (JLL)	0.0	$5.5k	NEW	18.00	304.33	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$5.5k	NEW	90.00	60.66	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.0	$5.3k	NEW	94.00	56.68	View chart
Huntington Ingalls Inds Stock (HII)	0.0	$5.3k	NEW	14.00	379.93	View chart
Mgm Resorts International Stock (MGM)	0.0	$5.3k	NEW	142.00	37.01	View chart
Mgic Invt Corp Wis Stock (MTG)	0.0	$5.3k	NEW	200.00	26.25	View chart
Nuveen Amt Free Qlty Mun Incme Cef (NEA)	0.0	$5.2k	NEW	467.00	11.23	View chart
GSK Adr (GSK)	0.0	$5.2k	NEW	95.00	55.19	View chart
Valero Energy Corp Stock (VLO)	0.0	$5.2k	NEW	21.00	247.10	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.0	$5.1k	NEW	82.00	62.56	View chart
Unilever Adr (UL)	0.0	$5.1k	NEW	90.00	56.97	View chart
Illinois Tool Wks Stock (ITW)	0.0	$4.9k	NEW	19.00	260.32	View chart
Target Corp Stock (TGT)	0.0	$4.8k	NEW	40.00	121.20	View chart
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)	0.0	$4.6k	NEW	126.00	36.84	View chart
Intuitive Surgical Stock (ISRG)	0.0	$4.6k	NEW	10.00	461.00	View chart
Lloyds Banking Group Adr (LYG)	0.0	$4.6k	NEW	912.00	5.03	View chart
Live Nation Entertainment Stock (LYV)	0.0	$4.6k	NEW	30.00	152.50	View chart
Ishares Msci Acwi Etf Etf (ACWI)	0.0	$4.6k	NEW	33.00	138.36	View chart
HSBC HLDGS Adr (HSBC)	0.0	$4.5k	NEW	55.00	82.49	View chart
Kla Corp Stock (KLAC)	0.0	$4.4k	NEW	3.00	1472.33	View chart
Eog Res Stock (EOG)	0.0	$4.2k	NEW	29.00	144.59	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Stock (SUN)	0.0	$4.1k	NEW	63.00	64.97	View chart
Marsh & Mclennan Cos Stock (MRSH)	0.0	$4.0k	NEW	23.00	173.43	View chart
Kyndryl Hldgs Stock (KD)	0.0	$4.0k	NEW	304.00	13.12	View chart
Koninklijke Philips N V Ny Regis Adr (PHG)	0.0	$4.0k	NEW	145.00	27.40	View chart
Carpenter Technology Corp Stock (CRS)	0.0	$3.9k	NEW	10.00	394.20	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.0	$3.7k	NEW	60.00	62.45	View chart
Rio Tinto Adr (RIO)	0.0	$3.7k	NEW	40.00	93.30	View chart
United Rentals Stock (URI)	0.0	$3.6k	NEW	5.00	728.60	View chart
Uber Technologies Stock (UBER)	0.0	$3.6k	NEW	50.00	71.94	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.0	$3.5k	NEW	45.00	78.67	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$3.5k	NEW	7.00	499.71	View chart
Mckesson Corp Stock (MCK)	0.0	$3.5k	NEW	4.00	865.25	View chart
Ing Groep Adr (ING)	0.0	$3.4k	NEW	130.00	26.05	View chart
Solventum Corp Stock (SOLV)	0.0	$3.3k	NEW	50.00	65.30	View chart
Ares Capital Corp Cef (ARCC)	0.0	$3.2k	NEW	180.00	18.02	View chart
Ncr Atleos Corporation Stock (NATL)	0.0	$3.1k	NEW	71.00	43.58	View chart
Royal Bk Cda Stock (RY)	0.0	$3.1k	NEW	19.00	161.79	View chart
Arista Networks Stock (ANET)	0.0	$3.1k	NEW	25.00	122.80	View chart
Alliancebernstein Natl Mun Inm Cef (AFB)	0.0	$3.0k	NEW	279.00	10.69	View chart
Tesla Stock (TSLA)	0.0	$3.0k	NEW	8.00	371.75	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.0	$3.0k	NEW	59.00	50.34	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$3.0k	NEW	25.00	118.64	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.0	$3.0k	NEW	30.00	98.37	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.0	$2.9k	NEW	32.00	91.62	View chart
Schwab 5-10 Year Corporate Bond Etf Etf (SCHI)	0.0	$2.9k	NEW	128.00	22.68	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.0	$2.9k	NEW	20.00	144.70	View chart
Stifel Finl Corp Stock (SF)	0.0	$2.9k	NEW	39.00	73.92	View chart
Raymond James Finl Stock (RJF)	0.0	$2.6k	NEW	18.00	144.78	View chart
Credit Suisse High Yield Credi Sh Ben Int Cef (DHY)	0.0	$2.6k	NEW	1.4k	1.90	View chart
Netapp Stock (NTAP)	0.0	$2.6k	NEW	25.00	102.40	View chart
Novartis Adr (NVS)	0.0	$2.4k	NEW	16.00	152.75	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$2.3k	NEW	44.00	52.27	View chart
Cintas Corp Stock (CTAS)	0.0	$2.2k	NEW	13.00	169.15	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$2.1k	NEW	21.00	97.90	View chart
State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.0	$2.0k	NEW	85.00	23.32	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)	0.0	$2.0k	NEW	42.00	47.02	View chart
Nuveen Esg Small-cap Etf Etf (NUSC)	0.0	$1.9k	NEW	43.00	45.07	View chart
Dexcom Stock (DXCM)	0.0	$1.9k	NEW	30.00	62.80	View chart
Colgate Palmolive Stock (CL)	0.0	$1.7k	NEW	20.00	85.25	View chart
Servicenow Stock (NOW)	0.0	$1.6k	NEW	15.00	104.53	View chart
Simplify Health Care Etf Etf (PINK)	0.0	$942.001200	NEW	28.00	33.64	View chart
Ncr Voyix Corporation Stock (VYX)	0.0	$899.002000	NEW	142.00	6.33	View chart
F/m Us Treasury 3 Month Bill Fund Etf (TBIL)	0.0	$697.999400	NEW	14.00	49.86	View chart
Versant Media Group Inc Com Cl A Stock (VSNT)	0.0	$555.000000	NEW	15.00	37.00	View chart

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 2026 Q1 restated filed April 29, 2026
True Link Financial Advisors 2026 Q1 filed April 29, 2026
True Link Financial Advisors 2025 Q4 filed Jan. 29, 2026
True Link Financial Advisors 2025 Q3 filed Nov. 6, 2025
True Link Financial Advisors 2025 Q2 filed July 24, 2025
True Link Financial Advisors 2025 Q1 filed April 21, 2025
True Link Financial Advisors 2024 Q4 filed Jan. 16, 2025
True Link Financial Advisors 2024 Q3 filed Oct. 25, 2024
True Link Financial Advisors 2024 Q2 filed July 12, 2024
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

View all past filings

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