True Link Financial Advisors, LLC Purchases in Q1 2025

True Link Financial Advisors, LLC

  • $1.34 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
450K
+ 11.38%
$73.78 - $76.59 $33.2M - $34.5M
4.4M $337M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
238K
+ 13.21%
$76.94 - $78.28 $18.3M - $18.6M
2.04M $159M
SHV
Ishares Tr

ETFs
80.9K
+ 14.67%
$110.11 - $110.51 $8.9M - $8.94M
632K $69.8M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
128K
New
$53.69 - $62.68 $6.86M - $8.01M
128K $7.69M
SPIB
Spdr Portfolio Intermediate Te

ETFs
184K
+ 5.74%
$32.5 - $33.3 $5.98M - $6.12M
3.39M $113M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
112K
+ 14.05%
$48.43 - $49.9 $5.42M - $5.59M
909K $45.3M
DFAE
Dimensional ETF Tr

ETFs
219K
+ 15.29%
$24.64 - $26.86 $5.39M - $5.88M
1.65M $42.7M
VCIT
Vanguard Intermediate Term Cor

ETFs
77.9K
New
$79.17 - $82.04 $6.17M - $6.39M
77.9K $6.37M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
186K
+ 11.86%
$27.01 - $28.54 $5.02M - $5.31M
1.75M $49.1M
IEFA
Ishares Tr

ETFs
23.6K
+ 3.13%
$69.57 - $78.65 $1.64M - $1.86M
778K $58.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
11.3K
New
$360.07 - $417.26 $4.07M - $4.72M
11.3K $4.08M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
45.6K
New
$76.77 - $82.22 $3.5M - $3.75M
45.6K $3.62M
BNDX
Vanguard Total International B

ETFs
74.7K
+ 14.98%
$48.33 - $49.5 $3.61M - $3.7M
574K $28M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
30K
New
$95.85 - $99.25 $2.88M - $2.98M
30K $2.97M
IVW
Ishares S&P 500 Growth ETF

ETFs
24.2K
New
$92.45 - $106.69 $2.24M - $2.58M
24.2K $2.24M
VTV
Vanguard Value ETF

ETFs
12.3K
+ 937.16%
$167.73 - $179.21 $2.06M - $2.2M
13.6K $2.34M
VEU
Vanguard Ftse All World Ex Us

ETFs
34K
New
$56.51 - $62.98 $1.92M - $2.14M
34K $2.06M
QUAL
Ishares Msci Usa Quality Facto

ETFs
16.8K
+ 8.68%
$168.16 - $186.21 $2.82M - $3.12M
210K $35.9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
13.5K
+ 57.44%
$74.85 - $84.89 $1.01M - $1.14M
36.9K $3.01M
IWP
Ishares Russell Mid Cap Growth

ETFs
9.52K
New
$114.9 - $139.6 $1.09M - $1.33M
9.52K $1.12M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
20.7K
New
$48.02 - $53.02 $993K - $1.1M
20.7K $1.02M
IWD
Ishares Russell 1000 Val ETF

ETFs
5.4K
New
$182.82 - $196.21 $987K - $1.06M
5.4K $1.02M
RSP
Invesco S&P 500 Equal Weight E

ETFs
5.42K
New
$169.43 - $182.84 $919K - $992K
5.42K $939K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
8.08K
+ 44.57%
$100.34 - $100.68 $811K - $813K
26.2K $2.64M
PRF
Invesco Exchange Traded Fd Tr

ETFs
17.6K
New
$39.4 - $42.61 $695K - $752K
17.6K $712K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
28.1K
+ 36.05%
$23.29 - $23.38 $655K - $657K
106K $2.48M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
4.81K
New
$121.0 - $142.28 $582K - $685K
4.81K $599K
IVE
Ishares S&P 500 Value ETF

ETFs
3.08K
New
$185.78 - $198.58 $573K - $612K
3.08K $587K
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
8.85K
New
$59.67 - $68.53 $528K - $606K
8.85K $585K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
770
+ 37.69%
$442.66 - $534.52 $341K - $412K
2.81K $1.5M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
8K
+ 266.67%
$66.9 - $71.57 $535K - $573K
11K $774K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
12.1K
New
$42.5 - $46.71 $516K - $567K
12.1K $549K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.12K
New
$57.21 - $65.8 $464K - $534K
8.12K $473K
DTE
Dte Energy CO

Utilities
3.23K
New
$117.6 - $138.27 $380K - $447K
3.23K $447K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
6K
New
$67.08 - $76.14 $402K - $457K
6K $442K
ALL
Allstate Corp

Financial Services
2.11K
New
$180.99 - $210.18 $382K - $444K
2.11K $437K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
807
New
$507.05 - $563.67 $409K - $455K
807 $414K
IFV
First Trust Dorsey Wright Inte

ETFs
18.9K
New
$18.61 - $20.59 $352K - $389K
18.9K $378K
DFAI
Dimensional ETF Tr

ETFs
12K
New
$28.88 - $32.4 $347K - $389K
12K $374K
WFC
Wells Fargo & Company

Financial Services
5.04K
New
$66.78 - $81.42 $337K - $410K
5.04K $361K
KEYS
Keysight Technologies, Inc.

Technology
2.34K
New
$148.16 - $185.11 $347K - $434K
2.34K $350K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
5.1K
New
$61.2 - $68.24 $312K - $348K
5.1K $336K
SCHO
Schwab Short Term Us Treasury

ETFs
12.7K
+ 33.57%
$24.1 - $24.34 $306K - $309K
50.5K $1.23M
SCHR
Schwab Intermediate Term Us Tr

ETFs
12.1K
+ 43.04%
$24.05 - $24.86 $291K - $301K
40.3K $1M
AMZN
Amazon Com Inc

Consumer Cyclical
1.85K
+ 151.06%
$190.26 - $242.06 $352K - $448K
3.07K $584K
CAH
Cardinal Health Inc

Healthcare
2.23K
New
$118.02 - $137.77 $263K - $307K
2.23K $306K
NVDA
Nvidia Corp

Technology
3.28K
+ 159.92%
$106.98 - $149.43 $351K - $490K
5.33K $577K
DFS
Discover Financial Services

Financial Services
1.75K
New
$152.99 - $203.25 $268K - $355K
1.75K $298K
CMCSA
Comcast Corp

Communication Services
7.41K
New
$33.19 - $38.23 $246K - $283K
7.41K $273K
Activity Summary
Buys All Purchases 73 New Holdings 40 Increased Positions 33 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track True Link Financial Advisors, LLC Portfolio

Follow True Link Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Link Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Link Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email