News + Filings Holdings
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True Link Financial Advisors, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Vanguard BD Index Fund Inc Sho
| BSV | ETF | 3,202,989 | 426,219 | 242,049,879,000 | 241,842,121,000 | 29.25 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IVV | Common | 219,551 | 49,924 | 97,856,076,000 | 97,795,239,000 | 11.83 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| ISI | Common | 744,770 | 381,747 | 72,868,297,000 | 72,839,422,000 | 8.81 | |
Hist
| 06/30/2023 |
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VANGUARD BOND INDEX FUNDS
| BIV | Common | 539,975 | 534,233 | 40,622,319,000 | 40,621,897,000 | 4.91 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IEFA | Common | 500,592 | 118,282 | 33,789,960,000 | 33,769,824,000 | 4.08 | |
Hist
| 06/30/2023 |
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VANGUARD SCOTTSDALE FUNDS
| VMBS | Common | 623,935 | 98,812 | 28,694,771,000 | 28,671,093,000 | 3.47 | |
Hist
| 06/30/2023 |
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INVESCO EXCH TRD SLF IDX FD
| BSCN | EXCHANGE TRADED FUND | 1,184,000 | 154,546 | 25,065,280,000 | 25,043,795,000 | 3.03 | |
Hist
| 06/30/2023 |
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iShares, Inc.
| IEMG | Common | 505,376 | 91,330 | 24,909,983,000 | 24,892,187,000 | 3.01 | |
Hist
| 06/30/2023 |
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INVESCO EXCH TRD SLF IDX FD
| BSCP | EXCHANGE TRADED FUND | 1,229,499 | 178,036 | 24,749,815,000 | 24,728,844,000 | 2.99 | |
Hist
| 06/30/2023 |
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INVESCO EXCH TRD SLF IDX FD
| BSCO | EXCHANGE TRADED FUND | 1,194,847 | 159,933 | 24,578,003,000 | 24,556,901,000 | 2.97 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| USMV | Common | 240,617 | 78,471 | 17,885,056,000 | 17,874,338,000 | 2.16 | |
Hist
| 06/30/2023 |
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Vanguard Charlotte Funds
| BNDX | Common | 325,207 | 54,527 | 15,896,118,000 | 15,883,198,000 | 1.92 | |
Hist
| 06/30/2023 |
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LMBS
| LMBS | ETF | 82,652 | 3,750 | 3,940,021,000 | 3,936,285,000 | 0.48 | |
Hist
| 06/30/2023 |
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FIRST TRUST EXCHANGE-TRADED FUND IV
| FTSM | Exchange Traded Fund | 38,444 | 2,000 | 2,283,958,000 | 2,281,796,000 | 0.28 | |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| BNDS | Common | 64,174 | 3,470 | 1,628,094,000 | 1,626,579,000 | 0.20 | |
Hist
| 06/30/2023 |
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SPDR S&P 500 ETF TRUST
| SPY | Common | 2,310 | 954 | 1,023,977,000 | 1,023,493,000 | 0.12 | |
Hist
| 06/30/2023 |
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Apple Inc.
| AAPL | Common | 5,080 | 2,443 | 985,348,000 | 984,984,000 | 0.12 | |
Hist
| 06/30/2023 |
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