§ 13F · FUND PROFILE
True Link Financial Advisors, LLC.
AUM · $1.8B (13F)Positions · 208Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$673K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | 5.71M | $438M | 25.0% | +7% |
| 2 | IVV | ISHARES CORE S&P 500 ETF | 282K | $211M | 12.1% | — |
| 3 | BSV | VANGUARD SHORT-TERM BOND ETF | 2.61M | $203M | 11.6% | +5% |
| 4 | DFCF | DIMENSIONAL CORE FIXED INCOME ETF | 4.44M | $187M | 10.7% | +4% |
| 5 | ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 704K | $116M | 6.6% | −5% |
| 6 | IEFA | ISHARES CORE MSCI EAFE ETF | 890K | $86M | 4.9% | +2% |
| 7 | VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 1.53M | $77M | 4.4% | — |
| 8 | DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 1.85M | $74M | 4.3% | — |
| 9 | QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 324K | $71M | 4.1% | — |
| 10 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | 277K | $66M | 3.7% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TRUE SIGNAL
AC read
True Link Financial Advisors, LLC is a Other fund managing $1.8 billion in assets. The fund runs a broad portfolio of 208 positions.
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