True Link Financial Advisors, LLC

报告期 2026-03-31 · CIK 0001846236

持仓数

418

前50大市值合计

$1.59B

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3

24Q2 调仓2024-03-31 → 2024-06-30 · 共 58 项建仓 6增持 20减持 27清仓 5

方向

标的

Δ市值

现股数(环比)

增持

SHV ISHARES SHORT TREASURY BOND ETF

+$8.0M

566,266 +15%

增持

BIV VANGUARD INTERMEDIATE-TERM BOND ETF

+$7.1M

2,812,708 +4%

减持

IVV ISHARES CORE S&P 500 ETF

+$5.5M

265,690

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

增持

BSV VANGUARD SHORT-TERM BOND ETF

+$5.5M

2,807,961 +3%

增持

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

+$3.9M

859,016 +1%

增持

QUAL ISHARES MSCI USA QUALITY FACTOR ETF

+$2.3M

180,559 +4%

增持

DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF

+$2.3M

1,455,898 +2%

增持

SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF

+$2.2M

1,668,034 +5%

清仓

ESGU ISHARES ESG AWARE MSCI USA ETF

-$1.6M

0 -100%

增持

VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF

+$939.2K

752,938 +1%

增持

IEFA ISHARES CORE MSCI EAFE ETF

+$631.0K

613,519 +4%

增持

BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF

+$593.4K

448,716 +4%

清仓

SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

-$532.3K

0 -100%

减持

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF

-$395.0K

17,920 -18%

减持

— ISHARES IBONDS DEC 2024 TERM TREASURY ETF

-$374.0K

75,445 -17%

清仓

IWD ISHARES RUSSELL 1000 VALUE ETF

-$335.5K

0 -100%

建仓

SDY SPDR S&P DIVIDEND ETF

+$281.8K

2,215

清仓

ALB ALBEMARLE CORP COM

-$270.1K

0 -100%

建仓

AVGO BROADCOM INC COM

+$250.5K

156

减持

EFA ISHARES MSCI EAFE ETF

-$249.3K

24,443 -10%

减持

DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

-$236.4K

122,013 -4%

清仓

EEM ISHARES MSCI EMERGING MARKETS ETF

-$231.8K

0 -100%

建仓

MRK MERCK & CO INC COM

+$226.6K

1,830

建仓

GOOGL ALPHABET INC CAP STK CL A

+$220.6K

1,211

建仓

JPM JPMORGAN CHASE & CO. COM

+$215.8K

1,067

增持

DFIV DIMENSIONAL INTERNATIONAL VALUE ETF

-$205.1K

1,025,300 +2%

建仓

COST COSTCO WHSL CORP NEW COM

+$203.1K

239

减持

SCHO SCHWAB SHORT-TERM US TREASURY ETF

-$190.4K

18,945 -17%

增持

SCHD SCHWAB US DIVIDEND EQUITY ETF

-$179.3K

481,262 +3%

增持

LLY ELI LILLY & CO COM

+$176.7K

825 +13%

增持

MSFT MICROSOFT CORP COM

+$173.7K

3,238 +7%

减持

SUSL ISHARES ESG MSCI USA LEADERS ETF

-$166.5K

3,999 -33%

减持

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF

-$151.5K

5,143 -38%

减持

UNP UNION PAC CORP COM

-$140.8K

3,969 -6%

减持

AAPL APPLE INC COM

-$103.8K

2,824 -31%

减持

IJR ISHARES CORE S&P SMALL CAP ETF

-$92.4K

3,887 -15%

增持

CVX CHEVRON CORP NEW COM

+$84.0K

2,360 +31%

减持

LMT LOCKHEED MARTIN CORP COM

+$64.1K

5,691 -0%

减持

VLUE ISHARES MSCI USA VALUE FACTOR ETF

-$59.5K

12,139 -0%

增持

VTI VANGUARD TOTAL STOCK MARKET ETF

+$58.5K

1,126 +21%

减持

EXC EXELON CORP COM

-$54.3K

5,832 -14%

减持

IWR ISHARES RUSSELL MIDCAP ETF

-$48.6K

5,953 -6%

减持

IJH ISHARES CORE S&P MID-CAP ETF

-$48.3K

5,579 -10%

减持

IWB ISHARES RUSSELL 1000 ETF

-$47.1K

2,374 -9%

减持

COR CENCORA INC COM

-$45.3K

2,300 -1%

减持

GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF

-$42.7K

4,262 -9%

减持

VIG VANGUARD DIVIDEND APPRECIATION ETF

-$41.0K

1,144 -16%

减持

FE FIRSTENERGY CORP COM

-$39.3K

6,371 -13%

减持

GE GE AEROSPACE COM NEW

-$37.2K

2,205 -0%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW

-$37.1K

1,966 -1%

减持

SPY SPDR S&P 500 ETF TRUST

-$36.4K

2,062 -7%

减持

IBM INTERNATIONAL BUSINESS MACHS COM

-$33.5K

1,669 -1%

增持

SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF

+$32.3K

12,430 +3%

减持

PEP PEPSICO INC COM

-$30.7K

2,279 -2%

减持

— EXXON MOBIL CORP COM

-$25.3K

11,466 -1%

增持

DFCA DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF

+$8.6K

11,950 +2%

增持

CMF ISHARES CALIFORNIA MUNI BOND ETF

+$7.4K

10,550 +2%

增持

NVDA NVIDIA CORPORATION COM

-$6.6K

2,550 +616%