account_balance

Investment manager · 13F filer · SEC CIK 1846236

True Link Financial Advisors, LLC

Reported value$1.74Bas of Sep 30, 2026

Positions100 8 new, 12 sold out

Top 10 weight88.2%BIV alone is 25%

FiledOct 2727 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

BIVVanguard Intermediate-Term Bond ETF

25.1%Added +5%

IVViShares Core S&P 500 ETF

12.4%

BSVVanguard Short-Term Bond ETF

11.9%Added +4%

DFCFDimensional Core Fixed Income ETF

10.7%Added +5%

ITOTiShares Core S&P Total U.S. Stock Market ETF

6.6%Trimmed −2%

IEFAiShares Core MSCI EAFE ETF

5.0%

VTIPVanguard Short-Term Inflation-Protected Securities ETF

4.4%Added +3%

DFAEDimensional Emerging Core Equity Market ETF

4.2%

QUALiShares MSCI USA Quality Factor ETF

4.1%

VIGVanguard Dividend Appreciation ETF

3.8%

DFIVDimensional International Value ETF

3.6%

IAGG2.7%

BIVVanguard Intermediate-Term Bond ETF

25.1%Added +5%

IVViShares Core S&P 500 ETF

12.4%

BSVVanguard Short-Term Bond ETF

11.9%+4%

DFCFDimensional Core Fixed Income ETF

10.7%+5%

ITOTiShares Core S&P Total U.S. Stock Market ETF

6.6%−2%

IEFAiShares Core MSCI EAFE ETF

5.0%

VTIP4.4%

DFAE4.2%

QUAL

VIG3.8%

DFIV3.6%

IAGG

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

BIV Vanguard Intermediate-Term Bond ETF 25.1% Added +5%

IVV iShares Core S&P 500 ETF 12.4% Held

BSV Vanguard Short-Term Bond ETF 11.9% Added +4%

DFCF Dimensional Core Fixed Income ETF 10.7% Added +5%

ITOT iShares Core S&P Total U.S. Stock Market ETF 6.6% Trimmed −2%

IEFA iShares Core MSCI EAFE ETF 5.0% Held

VTIP Vanguard Short-Term Inflation-Protected Securities ETF 4.4% Added +3%

DFAE Dimensional Emerging Core Equity Market ETF 4.2% Held

QUAL iShares MSCI USA Quality Factor ETF 4.1% Held

VIG Vanguard Dividend Appreciation ETF 3.8% Held

DFIV Dimensional International Value ETF 3.6% Held

IAGG iShares Core International Aggregate Bond ETF 2.7% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 27, 2026, compared with the Jul 31, 2026 filing

add_circleNew

IBTH $1.89M
SPYM $478K
VUG $380K
IJR $337K

arrow_upwardAdded

DFAS +7744%
AAPL +190%
SGOV +37%
EFA +6%

arrow_downwardTrimmed

IWF −3%
ITOT −2%

remove_circleSold out

OVT $23.5K
OVB $12.2K
BND $9.69K
OVF $7.7K

True Link Financial Advisors, LLC

Where the money is

Biggest moves since Jun 30, 2026

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