2026 Q1 Portfolio Activity
In 2026 Q1, True Link Financial Advisors, LLC maintained a portfolio of 425 distinct positions. The most significant new addition was VANGUARD TOTAL INTERNATIONAL S, now representing 0.02% of the total fund value. They heavily accumulated shares in DIMENSIONAL CORE FIXED INCOME , increasing the position by 15.2%. Conversely, True Link Financial Advisors, LLC completely exited their position in ISHARES TRUST ISHARES 0-1 YEAR.
Position History
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Total Positions
425
Quarter
2026 Q1
Top Holding
BIV (25.5%)
Top 10 Concentration
87.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 425
True Link Financial Advisors, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BIV
VANGUARD INTERM...
|
ETF | 25.54% | 24.72% |
#1
Prev: #1
|
6.5 |
—
|
132,227 | 2.5% |
P
S
|
5,357,768 | $413,512,565 |
$71.24
+7.1%
|
2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | ||
|
BSV
VANGUARD SHORT-...
|
ETF | 12.02% | 11.44% |
#2
1
Prev: #3
|
6.0 |
—
|
92,921 | 3.9% |
P
S
|
2,482,487 | $194,651,801 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
IVV
ISHARES CORE S&...
|
ETF | 11.35% | 12.65% |
#3
1
Prev: #2
|
5.5 |
—
|
-22,662 | -7.5% |
P
S
|
281,276 | $183,732,011 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
DFCF
DIMENSIONAL COR...
|
ETF | 11.12% | 9.57% |
#4
Prev: #4
|
6.5 |
—
|
563,687 | 15.2% |
P
S
|
4,264,532 | $180,048,541 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
ITOT
ISHARES CORE S&...
|
ETF | 6.53% | 7.01% |
#5
Prev: #5
|
3.6 |
—
|
-33,737 | -4.3% |
P
S
|
742,657 | $105,776,660 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
IEFA
ISHARES CORE MS...
|
ETF | 4.86% | 4.69% |
#6
Prev: #6
|
2.4 |
—
|
5,721 | 0.7% |
P
S
|
868,981 | $78,668,812 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
VTIP
VANGUARD SHORT-...
|
ETF | 4.54% | 4.36% |
#7
Prev: #7
|
2.3 |
—
|
18,389 | 1.3% |
P
S
|
1,471,015 | $73,477,200 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
DFAE
DIMENSIONAL EME...
|
ETF | 3.80% | 3.52% |
#8
2
Prev: #10
|
2.0 |
—
|
40,221 | 2.3% |
P
S
|
1,819,051 | $61,593,053 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
QUAL
ISHARES MSCI US...
|
ETF | 3.80% | 3.86% |
#9
1
Prev: #8
|
2.0 |
—
|
523 | 0.2% |
P
S
|
320,607 | $61,495,629 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
DFIV
DIMENSIONAL INT...
|
ETF | 3.65% | 3.48% |
#10
1
Prev: #11
|
2.0 |
—
|
-27,231 | -2.4% |
P
S
|
1,120,300 | $59,129,449 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
VIG
VANGUARD DIVIDE...
|
ETF | 3.63% | 3.62% |
#11
2
Prev: #9
|
2.0 |
—
|
2,447 | 0.9% |
P
S
|
273,431 | $58,804,071 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
IAGG
ISHARES CORE IN...
|
ETF | 2.77% | 2.01% |
#12
1
Prev: #13
|
3.6 |
—
|
237,604 | 36.0% |
P
S
|
897,660 | $44,918,906 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
DFAS
DIMENSIONAL U.S...
|
ETF | 0.96% | 0.88% |
#13
1
Prev: #14
|
0.9 |
—
|
10,072 | 4.8% |
P
S
|
218,652 | $15,552,717 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
IEUR
ISHARES CORE MS...
|
ETF | 0.55% | 0.55% |
#14
1
Prev: #15
|
1.2 |
—
|
no change | no change |
P
S
|
127,792 | $8,979,944 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
IWF
ISHARES RUSSELL...
|
ETF | 0.26% | 0.30% |
#15
1
Prev: #16
|
0.6 |
—
|
-841 | -7.9% |
P
S
|
9,738 | $4,152,283 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
EFA
ISHARES MSCI EA...
|
ETF | 0.25% | 0.23% |
#16
2
Prev: #18
|
0.6 |
—
|
1,097 | 2.8% |
P
S
|
40,984 | $3,980,776 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
SGOV
ISHARES 0-3 MON...
|
ETF | 0.23% | 0.20% |
#17
3
Prev: #20
|
2.1 |
—
|
4,339 | 13.3% |
P
S
|
36,888 | $3,713,146 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
IBTG
ISHARES IBONDS ...
|
ETF | 0.23% | 0.19% |
#18
3
Prev: #21
|
2.1 |
—
|
24,168 | 17.7% |
P
S
|
160,508 | $3,678,041 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
DLN
WISDOMTREE U.S....
|
ETF | 0.21% | 0.21% |
#19
Prev: #19
|
1.1 |
—
|
no change | no change |
P
S
|
38,623 | $3,450,193 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 0.18% | 0.15% |
#20
5
Prev: #25
|
0.6 |
—
|
-190 | -3.8% |
P
S
|
4,787 | $2,893,215 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
VTV
VANGUARD VALUE ...
|
ETF | 0.16% | 0.15% |
#21
2
Prev: #23
|
0.6 |
—
|
-151 | -1.1% |
P
S
|
13,105 | $2,571,195 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
VEU
VANGUARD FTSE A...
|
ETF | 0.16% | 0.15% |
#22
2
Prev: #24
|
1.1 |
—
|
no change | no change |
P
S
|
33,452 | $2,512,245 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
VCIT
VANGUARD INTERM...
|
ETF | 0.13% | 0.17% |
#23
1
Prev: #22
|
0.1 |
—
|
-9,000 | -26.6% |
P
S
|
24,892 | $2,059,813 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
SCHO
SCHWAB SHORT-TE...
|
ETF | 0.11% | 0.09% |
#24
6
Prev: #30
|
2.0 |
—
|
11,349 | 17.8% |
P
S
|
75,278 | $1,826,997 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
SUB
ISHARES SHORT-T...
|
ETF | 0.09% | 0.09% |
#25
8
Prev: #33
|
0.5 |
—
|
65 | 0.5% |
P
S
|
13,535 | $1,441,478 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
SCHR
SCHWAB INTERMED...
|
ETF | 0.08% | 0.07% |
#26
10
Prev: #36
|
2.0 |
—
|
3,454 | 7.2% |
P
S
|
51,503 | $1,282,940 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
AAPL
APPLE INC COM
|
Technology | 0.07% | 0.08% |
#27
8
Prev: #35
|
0.5 |
—
|
-377 | -7.9% |
P
S
|
4,382 | $1,112,200 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
DON
WISDOMTREE U.S....
|
ETF | 0.06% | 0.06% |
#28
11
Prev: #39
|
0.5 |
—
|
-1,000 | -4.9% |
P
S
|
19,286 | $1,013,286 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
MSFT
MICROSOFT CORP ...
|
Technology | 0.06% | 0.09% |
#29
2
Prev: #31
|
0.5 |
—
|
-431 | -13.8% |
P
S
|
2,703 | $1,000,570 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
IWP
ISHARES RUSSELL...
|
ETF | 0.06% | 0.07% |
#30
7
Prev: #37
|
0.5 |
—
|
-354 | -4.4% |
P
S
|
7,740 | $991,649 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.06% | 0.07% |
#31
7
Prev: #38
|
0.5 |
—
|
-550 | -9.3% |
P
S
|
5,347 | $932,445 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
AMZN
AMAZON COM INC ...
|
Consumer Cyclical | 0.05% | 0.06% |
#32
8
Prev: #40
|
0.5 |
—
|
-282 | -6.5% |
P
S
|
4,062 | $845,993 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
SPY
STATE STREET SP...
|
ETF | 0.05% | 0.06% |
#33
8
Prev: #41
|
0.5 |
—
|
-48 | -3.6% |
P
S
|
1,285 | $835,687 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
VTI
VANGUARD TOTAL ...
|
ETF | 0.05% | 0.03% |
#34
25
Prev: #59
|
3.0 |
—
|
1,126 | 83.9% |
P
S
|
2,468 | $791,759 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.04% | 0.05% |
#35
9
Prev: #44
|
2.0 |
—
|
120 | 5.2% |
P
S
|
2,438 | $717,162 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
VWO
VANGUARD FTSE E...
|
ETF | 0.04% | 0.04% |
#36
13
Prev: #49
|
0.5 |
—
|
320 | 2.5% |
P
S
|
12,878 | $696,056 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
GE
GE AEROSPACE CO...
|
Industrials | 0.04% | 0.04% |
#37
9
Prev: #46
|
0.5 |
—
|
-15 | -0.6% |
P
S
|
2,386 | $677,075 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
DFCA
DIMENSIONAL CAL...
|
ETF | 0.04% | 0.04% |
#38
12
Prev: #50
|
1.0 |
—
|
no change | no change |
P
S
|
13,310 | $663,504 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
CMF
ISHARES CALIFOR...
|
ETF | 0.04% | 0.04% |
#39
9
Prev: #48
|
0.5 |
—
|
-200 | -1.7% |
P
S
|
11,610 | $660,145 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
BND
VANGUARD TOTAL ...
|
ETF | 0.04% | 0.04% |
#40
12
Prev: #52
|
0.5 |
—
|
-123 | -1.4% |
P
S
|
8,421 | $620,122 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
VV
VANGUARD LARGE-...
|
ETF | 0.04% | 0.04% |
#41
10
Prev: #51
|
0.5 |
—
|
-44 | -2.2% |
P
S
|
1,994 | $595,907 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
IJH
ISHARES CORE S&...
|
ETF | 0.03% | 0.04% |
#42
5
Prev: #47
|
0.0 |
—
|
-2,497 | -23.6% |
P
S
|
8,075 | $545,305 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
VOO
VANGUARD S&P 50...
|
ETF | 0.03% | 0.03% |
#43
15
Prev: #58
|
2.0 |
—
|
137 | 18.6% |
P
S
|
875 | $522,856 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
GEV
GE VERNOVA INC ...
|
Industrials | 0.03% | 0.02% |
#44
21
Prev: #65
|
0.5 |
—
|
-49 | -8.0% |
P
S
|
567 | $494,934 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
GOOGL
ALPHABET INC CA...
|
Communication Services | 0.03% | 0.05% |
#45
Prev: #45
|
0.0 |
—
|
-650 | -27.4% |
P
S
|
1,721 | $494,891 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
GOOG
ALPHABET INC CA...
|
Communication Services | 0.03% | 0.03% |
#46
9
Prev: #55
|
0.5 |
—
|
33 | 2.0% |
P
S
|
1,682 | $482,499 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
AGG
ISHARES CORE U....
|
ETF | 0.03% | 0.03% |
#47
9
Prev: #56
|
0.5 |
—
|
-281 | -5.5% |
P
S
|
4,860 | $482,452 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.03% | 0.02% |
#48
27
Prev: #75
|
0.5 |
—
|
-249 | -8.7% |
P
S
|
2,606 | $442,134 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.03% | 0.03% |
#49
5
Prev: #54
|
0.5 |
—
|
-23 | -1.2% |
P
S
|
1,818 | $440,665 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
IEMG
ISHARES CORE MS...
|
ETF | 0.03% | 0.03% |
#50
12
Prev: #62
|
0.5 |
—
|
-413 | -6.5% |
P
S
|
5,976 | $416,826 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 |
Showing 1-50 of 425 holdings