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 $1.62B across 417 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BIV ($413.5M, 25.54%), BSV ($194.7M, 12.02%), IVV ($183.7M, 11.35%), DFCF ($180.0M, 11.12%), ITOT ($105.8M, 6.53%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $413.5M | 25.54% | 5.4M | Added |
| 2 | BSV | VANGUARD SHORT-TERM BOND ETF | $194.7M | 12.02% | 2.5M | Added |
| 3 | IVV | ISHARES CORE S&P 500 ETF | $183.7M | 11.35% | 281,276 | Trimmed |
| 4 | DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $180.0M | 11.12% | 4.3M | Added |
| 5 | ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $105.8M | 6.53% | 742,657 | Trimmed |
| 6 | IEFA | ISHARES CORE MSCI EAFE ETF | $78.7M | 4.86% | 868,981 | Added |
| 7 | VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $73.5M | 4.54% | 1.5M | Added |
| 8 | QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $61.5M | 3.80% | 320,607 | Added |
| 9 | DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $61.6M | 3.80% | 1.8M | Added |
| 10 | DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $59.1M | 3.65% | 1.1M | Trimmed |
| 11 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $58.8M | 3.63% | 273,431 | Added |
| 12 | IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $44.9M | 2.77% | 897,660 | Added |
| 13 | DFAS | DIMENSIONAL U.S. SMALL CAP ETF | $15.6M | 0.96% | 218,652 | Added |
| 14 | IEUR | ISHARES CORE MSCI EUROPE ETF | $9.0M | 0.55% | 127,792 | Hold |
| 15 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | $4.2M | 0.26% | 9,738 | Trimmed |
| 16 | EFA | ISHARES MSCI EAFE ETF | $4.0M | 0.25% | 40,984 | Added |
| 17 | IBTG | ISHARES IBONDS DEC 2026 TERM TREASURY ETF | $3.7M | 0.23% | 160,508 | Added |
| 18 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $3.7M | 0.23% | 36,888 | Added |
| 19 | DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $3.5M | 0.21% | 38,623 | Hold |
| 20 | LMT | LOCKHEED MARTIN CORP COM | $2.9M | 0.18% | 4,787 | Trimmed |
| 21 | VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $2.5M | 0.16% | 33,452 | Hold |
| 22 | VTV | VANGUARD VALUE ETF | $2.6M | 0.16% | 13,105 | Trimmed |
| 23 | VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $2.1M | 0.13% | 24,892 | Trimmed |
| 24 | SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $1.8M | 0.11% | 75,278 | Added |
| 25 | SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $1.4M | 0.09% | 13,535 | Added |
Source: SEC Form 13F filings · as of 2026-03-31