True Link Financial Advisors, LLC Top Holdings and 13F Report (2025) About True Link Financial Advisors, LLCInvestment ActivityTrue Link Financial Advisors, LLC has $1.19 billion in total holdings as of December 31, 2024.True Link Financial Advisors, LLC owns shares of 73 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 8.41% of the portfolio was purchased this quarter.About 2.52% of the portfolio was sold this quarter.This quarter, True Link Financial Advisors, LLC has purchased 66 new stocks and bought additional shares in 35 stocks.True Link Financial Advisors, LLC sold shares of 12 stocks and completely divested from 10 stocks this quarter.Largest Holdings Vanguard Intermediate-Term Bond ETF $295,402,339iShares Core S&P 500 ETF $162,915,167Vanguard Short-Term Bond ETF $139,067,683iShares Core S&P Total U.S. Stock Market ETF $119,558,485SPDR Portfolio Intermediate Term Corporate Bond ETF $104,957,391 Largest New Holdings this Quarter Schwab Intermediate-Term U.S. Treasury ETF $683,788 HoldingHome Depot $667,896 HoldingOkta $523,232 HoldingCostco Wholesale $347,266 HoldingiShares National Muni Bond ETF $281,079 Holding Largest Purchases this Quarter SPDR Portfolio Intermediate Term Corporate Bond ETF 891,252 shares (about $29.20M)Schwab US Dividend Equity ETF 1,057,006 shares (about $28.88M)Vanguard Intermediate-Term Bond ETF 245,701 shares (about $18.36M)iShares Core MSCI EAFE ETF 93,924 shares (about $6.60M)iShares Short Treasury Bond ETF 32,862 shares (about $3.62M) Largest Sales this Quarter Vanguard Short-Term Bond ETF 233,189 shares (about $18.02M)Dimensional Emerging Core Equity Market ETF 123,047 shares (about $3.12M)Dimensional International Value ETF 32,994 shares (about $1.17M)iShares Russell 1000 ETF 68 shares (about $21.91K)iShares Russell Mid-Cap ETF 222 shares (about $19.62K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTrue Link Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBIVVanguard Intermediate-Term Bond ETF$295,402,339$18,361,238 ▲6.6%3,952,92824.8%ETFIVViShares Core S&P 500 ETF$162,915,167$301,404 ▲0.2%276,74713.7%ETFBSVVanguard Short-Term Bond ETF$139,067,683$18,018,514 ▼-11.5%1,799,76311.7%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$119,558,485$1,790,133 ▲1.5%929,54810.0%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$104,957,391$29,197,412 ▲38.5%3,203,8288.8%ETFSHViShares Short Treasury Bond ETF$60,703,570$3,618,437 ▲6.3%551,2995.1%ETFIEFAiShares Core MSCI EAFE ETF$52,986,663$6,600,975 ▲14.2%753,9374.4%ETFSCHDSchwab US Dividend Equity ETF$42,852,100$28,877,402 ▲206.6%1,568,5253.6%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$38,571,372$1,476,277 ▲4.0%796,6003.2%ManufacturingDFIVDimensional International Value ETF$37,797,990$1,170,627 ▼-3.0%1,065,3323.2%ETFDFAEDimensional Emerging Core Equity Market ETF$36,301,922$3,121,701 ▼-7.9%1,430,9003.0%ETFQUALiShares MSCI USA Quality Factor ETF$34,427,316$456,419 ▲1.3%193,3252.9%ETFBNDXVanguard Total International Bond ETF$24,477,257$1,960,135 ▲8.7%499,0272.1%ETFVGITVanguard Intermediate-Term Treasury Index ETF$4,143,6940.0%71,4430.3%ETFLMTLockheed Martin$2,751,392$486 ▲0.0%5,6620.2%AerospaceICSHiShares Ultra Short-Term Bond Active ETF$2,066,0670.0%40,9690.2%ETFIBTFiShares iBonds Dec 2025 Term Treasury ETF$1,818,657$920,720 ▲102.5%77,9870.2%ManufacturingSGOViShares 0-3 Month Treasury Bond ETF$1,818,300$13,343 ▲0.7%18,1250.2%ETFEFAiShares MSCI EAFE ETF$1,771,542$2,722 ▼-0.2%23,4300.1%FinanceMSFTMicrosoft$1,613,924$246,578 ▲18.0%3,8290.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,444,687$209,231 ▲16.9%2,4650.1%FinanceSUBiShares Short-Term National Muni Bond ETF$1,311,1160.0%12,4300.1%ETFXOMExxon Mobil$1,299,553$83,582 ▲6.9%12,0810.1%Oils/EnergyVLUEiShares MSCI USA Value Factor ETF$1,280,838$1,162 ▼-0.1%12,1280.1%ETFBRK.BBerkshire Hathaway$926,051$30,823 ▲3.4%2,0430.1%FinanceSCHOSchwab Short-Term U.S. Treasury ETF$910,214$466,403 ▲105.1%37,8310.1%ETFUNPUnion Pacific$903,723$12,086 ▼-1.3%3,9630.1%TransportationVTIVanguard Total Stock Market ETF$716,700$351,829 ▲96.4%2,4730.1%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$683,788$683,788 ▲New Holding28,1510.1%ETFHDHome Depot$667,896$667,896 ▲New Holding1,7170.1%Retail/WholesaleAAPLApple$664,043$4,757 ▲0.7%2,6520.1%Computer and TechnologyDFCADimensional California Municipal Bond ETF$656,156$58,058 ▲9.7%13,1100.1%ETFCMFiShares California Muni Bond ETF$655,856$51,552 ▲8.5%11,4500.1%ETFLLYEli Lilly and Company$632,268$6,176 ▼-1.0%8190.1%MedicalCMICummins$536,844$349 ▲0.1%1,5400.0%Auto/Tires/TrucksOKTAOkta$523,232$523,232 ▲New Holding6,6400.0%Computer and TechnologyCORCencora$509,574$449 ▲0.1%2,2680.0%MedicalIWRiShares Russell Mid-Cap ETF$506,620$19,625 ▼-3.7%5,7310.0%ETFIJRiShares Core S&P Small-Cap ETF$493,718$45,858 ▲10.2%4,2850.0%ETFFLEXFlex$489,7800.0%12,7580.0%Computer and TechnologyGVIiShares Intermediate Government/Credit Bond ETF$444,2280.0%4,2620.0%ETFHPQHP$425,7560.0%13,0480.0%Computer and TechnologyIBMInternational Business Machines$422,074$18,686 ▲4.6%1,9200.0%Computer and TechnologyIWBiShares Russell 1000 ETF$420,097$21,907 ▼-5.0%1,3040.0%ETFGEGeneral Electric$411,971$44,700 ▲12.2%2,4700.0%TransportationCVXChevron$378,024$61,266 ▲19.3%2,6100.0%Oils/EnergyFISFidelity National Information Services$364,353$162 ▲0.0%4,5110.0%Business ServicesPEPPepsiCo$360,230$4,714 ▼-1.3%2,3690.0%Consumer StaplesCOSTCostco Wholesale$347,266$347,266 ▲New Holding3790.0%Retail/WholesaleIEMGiShares Core MSCI Emerging Markets ETF$339,952$3,133 ▲0.9%6,5100.0%ETFAAgilent Technologies$328,4610.0%2,4450.0%Computer and TechnologyJPMJPMorgan Chase & Co.$299,158$11,985 ▲4.2%1,2480.0%FinanceSDYSPDR S&P Dividend ETF$292,6530.0%2,2150.0%ETFHPEHewlett Packard Enterprise$289,207$11,956 ▲4.3%13,5460.0%Computer and TechnologyGOOGLAlphabet$287,168$7,193 ▼-2.4%1,5170.0%Computer and TechnologyMUBiShares National Muni Bond ETF$281,079$281,079 ▲New Holding2,6380.0%ETFPGProcter & Gamble$278,299$278,299 ▲New Holding1,6600.0%Consumer StaplesNVDANVIDIA$275,429$13,563 ▼-4.7%2,0510.0%Computer and TechnologyESGDiShares ESG Aware MSCI EAFE ETF$270,069$270,069 ▲New Holding3,5470.0%ManufacturingAMZNAmazon.com$268,533$4,388 ▲1.7%1,2240.0%Retail/WholesaleFFIVF5$262,7860.0%1,0450.0%Computer and TechnologyJNJJohnson & Johnson$257,568$257,568 ▲New Holding1,7810.0%MedicalVIGVanguard Dividend Appreciation ETF$254,371$45,822 ▲22.0%1,2990.0%ETFTAT&T$251,813$251,813 ▲New Holding11,0590.0%Computer and TechnologyVUGVanguard Growth ETF$251,600$251,600 ▲New Holding6130.0%ETFSYKStryker$233,672$233,672 ▲New Holding6490.0%MedicalCATHGlobal X S&P 500 Catholic Values ETF$227,680$227,680 ▲New Holding3,2140.0%ManufacturingVTVVanguard Value ETF$221,440$221,440 ▲New Holding1,3080.0%ETFFEFirstEnergy$219,785$2,148 ▲1.0%5,5250.0%UtilitiesVZVerizon Communications$218,465$218,465 ▲New Holding5,4630.0%Computer and TechnologyVVisa$208,270$208,270 ▲New Holding6590.0%Business ServicesBLVVanguard Long-Term Bond ETF$205,2900.0%3,0000.0%ETFVIVAKOR INC COM NEW$0New Holding21,4000.0%StockDFAIDimensional International Core Equity Market ETF$0$3,829,967 ▼-100.0%00.0%ETFIAGGiShares Core International Aggregate Bond ETF$0$944,057 ▼-100.0%00.0%ETFIBTEiShares iBonds Dec 2024 Term Treasury ETF$0$902,400 ▼-100.0%00.0%ManufacturingSPTSSPDR Portfolio Short Term Treasury ETF$0$841,126 ▼-100.0%00.0%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$0$221,308 ▼-100.0%00.0%ETFIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$0$218,666 ▼-100.0%00.0%ETFEEMiShares MSCI Emerging Markets ETF$0$215,175 ▼-100.0%00.0%FinanceALBAlbemarle$0$214,045 ▼-100.0%00.0%Basic MaterialsEXCExelon$0$206,075 ▼-100.0%00.0%UtilitiesShowing largest 100 holdings. 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