13F filer
True Link Financial Advisors
13F Value
$1.74B
Positions
100
Top Position
BIV25.1%
Top 5
66.7%
Latest filing changes
vs Jun 30, 2026Holdings100
| # | Trend (4Q) | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | BIV | 25.1% | $436.1M | +4.9% | 5.99M | 25.3% | ETF | |
| 2 | IVV | 12.4% | $215.8M | -0.1% | 281.8K | 12.2% | ETF | |
| 3 | BSV | 11.9% | $206.7M | +3.7% | 2.71M | 11.8% | ETF | |
| 4 | DFCF | 10.7% | $186.4M | +4.7% | 4.65M | 10.8% | ETF | |
| 5 | ITOT | 6.6% | $114.5M | -2.2% | 688.4K | 6.7% | ETF | |
| 6 | IEFA | 5.0% | $87.5M | +1.5% | 903.1K | 5.0% | ETF | |
| 7 | VTIP | 4.4% | $77.0M | +2.5% | 1.56M | 4.4% | ETF | |
| 8 | DFAE | 4.2% | $73.4M | +0.8% | 1.87M | 4.3% | ETF | |
| 9 | QUAL | 4.1% | $71.8M | -0.2% | 323.0K | 4.1% | ETF | |
| 10 | VIG | 3.8% | $65.3M | +1.0% | 280.0K | 3.8% | ETF | |
| 11 | DFIV | 3.6% | $61.8M | -0.0% | 1.11M | 3.5% | ETF | |
| 12 | IAGG | 2.7% | $46.8M | +1.9% | 951.2K | 2.7% | ETF | |
| 13 | DFA INVT DIMENSIONS GROUP INC U.S. SML CP PORT — ETF | 1.0% | $17.4M | NEW | 224.8K | — | ETF | |
| 14 | IEUR | 0.5% | $9.4M | — | 127.8K | 0.6% | ETF | |
| 15 | IWF | 0.3% | $4.6M | -2.8% | 36.4K | 0.3% | ETF | |
| 16 | EFA | 0.3% | $4.5M | +6.0% | 43.3K | 0.2% | ETF | |
| 17 | AAPL | 0.2% | $4.1M | +190.2% | 12.4K | 0.1% | Common Stock | |
| 18 | SGOV | 0.2% | $4.0M | +36.6% | 39.6K | 0.2% | ETF | |
| 19 | DLN | 0.2% | $3.7M | — | 38.1K | 0.2% | Equity | |
| 20 | LMT | 0.1% | $2.3M | -2.1% | 4.6K | 0.1% | Common Stock |
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing13
Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.