Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
True Link Financial Advisors, LLC (CIK 1846236) reported $1.73B across 104 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BIV ($437.7M, 25.31%), IVV ($211.2M, 12.21%), BSV ($203.2M, 11.75%), DFCF ($187.2M, 10.83%), ITOT ($115.6M, 6.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $437.7M | 25.31% | 5.7M | Added |
| 2 | IVV | ISHARES CORE S&P 500 ETF | $211.2M | 12.21% | 282,065 | Added |
| 3 | BSV | VANGUARD SHORT-TERM BOND ETF | $203.2M | 11.75% | 2.6M | Added |
| 4 | DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $187.2M | 10.83% | 4.4M | Added |
| 5 | ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $115.6M | 6.69% | 703,778 | Trimmed |
| 6 | IEFA | ISHARES CORE MSCI EAFE ETF | $86.0M | 4.97% | 890,181 | Added |
| 7 | VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $76.6M | 4.43% | 1.5M | Added |
| 8 | DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $74.5M | 4.31% | 1.9M | Added |
| 9 | QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $71.0M | 4.11% | 323,641 | Added |
| 10 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $65.6M | 3.79% | 277,358 | Added |
| 11 | DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $59.7M | 3.45% | 1.1M | Trimmed |
| 12 | IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $47.2M | 2.73% | 933,341 | Added |
| 13 | DFAS | DIMENSIONAL U.S. SMALL CAP ETF | $18.2M | 1.05% | 220,656 | Added |
| 14 | IEUR | ISHARES CORE MSCI EUROPE ETF | $9.6M | 0.56% | 127,792 | Hold |
| 15 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | $4.6M | 0.27% | 37,424 | Added |
| 16 | EFA | ISHARES MSCI EAFE ETF | $4.2M | 0.25% | 40,810 | Trimmed |
| 17 | DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $3.7M | 0.21% | 38,123 | Trimmed |
| 18 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $2.9M | 0.17% | 29,000 | Trimmed |
| 19 | IBTG | ISHARES IBONDS DEC 2026 TERM TREASURY ETF | $2.9M | 0.17% | 127,979 | Trimmed |
| 20 | VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $2.4M | 0.14% | 28,556 | Trimmed |
| 21 | LMT | LOCKHEED MARTIN CORP COM | $2.4M | 0.14% | 4,697 | Trimmed |
| 22 | VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $2.1M | 0.12% | 24,892 | Hold |
| 23 | VTV | VANGUARD VALUE ETF | $1.5M | 0.09% | 7,016 | Trimmed |
| 24 | SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $1.4M | 0.08% | 58,937 | Trimmed |
| 25 | SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $1.3M | 0.08% | 53,016 | Added |
Source: SEC Form 13F filings · as of 2026-06-30