Notify me when True Link Financial Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 114 | $1,646,309,599 | +$187,309,807 | -$108,947,125 | +$78,362,682 | BIV, IVV, BSV, DFCF, ITOT | 13F-HR | 29 Jan 2026, 11:42 |
| Q3 2025 | 92 | $1,553,919,602 | +$92,808,972 | -$38,564,326 | +$54,244,646 | BIV, IVV, BSV, ITOT, DFCF | 13F-HR | 06 Nov 2025, 12:52 |
| Q2 2025 | 87 | $1,449,113,584 | +$207,583,469 | -$153,127,832 | +$54,455,637 | BIV, IVV, BSV, ITOT, DFCF | 13F-HR | 24 Jul 2025, 11:21 |
| Q1 2025 | 94 | $1,339,784,059 | +$151,495,362 | -$9,976,297 | +$141,519,065 | BIV, BSV, IVV, ITOT, SPIB | 13F-HR | 21 Apr 2025, 15:57 |
| Q4 2024 | 72 | $1,191,412,235 | +$100,250,231 | -$29,992,809 | +$70,257,422 | BIV, IVV, BSV, ITOT, SPIB | 13F-HR | 16 Jan 2025, 12:21 |
| Q3 2024 | 66 | $1,177,601,316 | +$122,438,827 | -$69,973,190 | +$52,465,637 | BIV, BSV, IVV, ITOT, SPIB | 13F-HR | 25 Oct 2024, 10:32 |
| Q2 2024 | 64 | $1,077,885,569 | +$33,734,873 | -$5,650,414 | +$28,084,459 | BSV, BIV, IVV, ITOT, SHV | 13F-HR | 12 Jul 2024, 16:29 |
| Q1 2024 | 63 | $1,042,934,660 | +$140,497,909 | -$47,663,948 | +$92,833,961 | BSV, BIV, IVV, ITOT, SHV | 13F-HR | 19 Apr 2024, 15:06 |
| Q4 2023 | 61 | $923,849,194 | +$221,743,027 | -$175,256,095 | +$46,486,932 | BSV, BIV, IVV, ITOT, SHV | 13F-HR | 19 Jan 2024, 15:56 |
| Q3 2023 | 103 | $833,586,306 | +$93,993,253 | -$70,812,976 | +$23,180,277 | BSV, IVV, BIV, ITOT, IEFA | 13F-HR | 30 Oct 2023, 12:07 |
| Q2 2023 | 113 | $827,508,744 | +$109,481,827 | -$91,977,478 | +$17,504,349 | BSV, IVV, ITOT, BIV, IEFA | 13F-HR | 20 Jul 2023, 12:32 |
| Q1 2023 | 119 | $798,633,503 | +$68,267,488 | -$30,741,658 | +$37,525,830 | BSV, IVV, ITOT, ESGU, IEFA | 13F-HR | 05 May 2023, 10:45 |
| Q4 2022 | 115 | $737,613,934 | +$43,951,682 | -$23,763,955 | +$20,187,727 | BSV, IVV, ESGU, ITOT, VTIP | 13F-HR | 09 Feb 2023, 11:55 |
| Q3 2022 | 127 | $690,071,000 | +$81,129,183 | -$22,576,855 | +$58,552,328 | BSV, IVV, ESGU, VTIP, ITOT | 13F-HR | 09 Nov 2022, 12:27 |
| Q2 2022 | 122 | $661,478,000 | +$199,464,038 | -$171,410,125 | +$28,053,913 | BSV, IVV, ESGU, VTIP, ITOT | 13F-HR | 04 Aug 2022, 10:47 |
| Q1 2022 | 128 | $691,733,000 | +$107,582,351 | -$127,977,413 | -$20,395,062 | BSV, IGSB, IVV, ESGU, BIV | 13F-HR | 16 May 2022, 16:37 |
| Q4 2021 | 752 | $741,166,000 | +$35,469,025 | -$28,849,688 | +$6,619,337 | BSV, IGSB, IVV, BIV, ESGU | 13F-HR | 01 Feb 2022, 15:05 |
| Q3 2021 | 785 | $720,865,000 | +$65,297,734 | -$7,983,251 | +$57,314,483 | BSV, IGSB, BIV, IVV, ESGU | 13F-HR | 28 Oct 2021, 21:33 |
| Q2 2021 | 713 | $673,692,000 | +$63,850,875 | -$92,053,657 | -$28,202,782 | BSV, IGSB, BIV, IVV, ESGU | 13F-HR | 19 Aug 2021, 10:22 |
| Q1 2021 | 689 | $681,779,000 | +$66,796,356 | -$22,542,705 | +$44,253,651 | BSV, BIV, IVV, IGSB, ESGU | 13F-HR | 17 May 2021, 09:00 |
| Q4 2020 | 690 | $630,094,000 | $0 | $0 | $0 | BSV, IVV, IGSB, BIV, ESGU | 13F-HR | 16 Feb 2021, 07:16 |