| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SHORT-TERM BOND INDEX FUND | 15 | Q2 2024 | 30.1% |
| ISHARES CORE S&P 500 ETF IV | 15 | Q2 2024 | 13.5% |
| VANGUARD INTERMEDIATE-TERM BOND INDEX FUND | 15 | Q2 2024 | 19.5% |
| ISHARES TOTAL US STOCK MARKET ETF IV | 15 | Q2 2024 | 9.6% |
| ISHARES CORE MSCI EAFE ETF IV | 15 | Q2 2024 | 5.5% |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | 15 | Q2 2024 | 2.1% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | 15 | Q2 2024 | 3.0% |
| ISHARES ESG MSCI USA LEADERS ETF | 15 | Q2 2024 | 1.8% |
| ISHARES MSCI EAFE ETF IV | 15 | Q2 2024 | 0.4% |
| SPDR SHORT TERM TREASURY ETF IV | 15 | Q2 2024 | 0.2% |
View True Link Financial Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-16 |
View True Link Financial Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.