True Link Financial Advisors, LLC Q1 2021 Filing

Filed May 17, 2021

Portfolio Value

$689.8M

Holdings

700

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (700 positions)

StockValue
IYEISHARES
$51K
US TREASU NT
$51K
INTERNTNL BUSIN
$51K
FREDDIE MAC
$51K
APPLE INC
$51K
HARRIS CN TX MUD
$50K
IVWISHARES
$50K
PONTIAC MI WW FAC
$50K
MASSMUTUAL SELECT MID CA P GROWTH I
$50K
STATE STREET COR
$50K
NATIONWIDE LOOMIS CORE B OND A
$49K
IVEISHARES
$49K
SAN JOSE CALIFO
$49K
PTTRXPIMCO
$47K
ABBVIE INC
$47K
THE CLOROX CO
$46K
MIDLXMFS INTERNATIONAL NEW DI SCOVERY R
$46K
TEMPLETON GLOBAL BOND A
$43K
BAGIXBAIRD FUNDS, INC
$43K
T 2 11/15/26US TREASUR NT
$42K
VFSUXVANGUARD
$41K
TRBCXT. ROWE
$41K
WMWASTE MANAGEMENT INC
$41K
IMTBISHARES
$39K
SCHOSCHWAB
$37K
SWTSXSCHWAB
$36K
ILLINOIS TOOL WO
$35K
SWSBXSCHWAB
$34K
CARRCARRIER GLOBAL CORP
$33K
WGIFXAMERICAN FUNDS CAPITAL W ORLD GR
$33K
BNP PARIBAS SA
$33K
CHURCH DWIGHT
$33K
TBGVXTWEEDY BROWNE GLOBAL VA LUE
$32K
GA MUN ELEC AUTH
$32K
T 2.25 11/15/25US TREASUR NT
$32K
HFMIXHARTFORD MUTUAL, INC
$32K
PPGPPG INDUSTRIES INC
$30K
VFIDXVANGUARD
$28K
ILTBISHARES
$28K
NOVARTIS CAPITAL CO
$27K
RI ST PROV PL
$27K
HD 3 04/01/26THE HOME DEPOT INC
$27K
GFAFXAMERICAN FUNDS GROWTH FU ND OF AMER F
$27K
FIDELITY NTNL I
$27K
METLIFE
$27K
WELLS FARGO
$27K
OH ST WTR POLL
$27K
TRIBORO BRDG
$26K
KS CITY MO SPL O
$26K
DOLLAR GENERAL C
$26K
US TREASUR NT
$26K
DODIXDODGE COX INCOME
$26K
APPLE INC
$26K
BEXIXBARON
$26K
CINTAS CORP NO
$25K
WESTERN MASSACHUS
$25K
US TREASU NT
$25K
PMDIXPRINCIPAL FUNDS, INC
$25K
SWVXXSCHWAB
$25K
US TREASUR NT
$25K
COMMONWEALTH FA
$25K
RSPINVESCO
$24K
COLUMBIA DIVIDEND INCOME INST
$24K
VEIPXVANGUARD
$24K
FGSIXFEDERATED HERMES MDT MID CAP GROWTH IS
$24K
VGSLXVANGUARD
$24K
FXNAXFIDELITY
$23K
FTRBXFEDERATED HERMES TOTAL R ETURN BOND IS
$22K
ENTERGY LOUISIAN
$22K
AMERICAN BEACON LARGE CA P VALUE R
$21K
ADPAUTO DATA PROCESSING
$20K
FCGAXFRANKLIN GROWTH ADV
$20K
ORANGE CN VA ECO
$20K
MHYIXTHE MAINSTAY FUNDS
$19K
UNHUNITEDHEALTH GRP INC
$19K
US TREASU NT
$19K
WFMIXWELLS FARGO
$19K
TWGIXAMERICAN CENTURY INVESTMENTS
$18K
AEPFXAMERICAN FUNDS, INC
$18K
DISWALT DISNEY CO
$18K
SPYENERGY SELECT SECTOR SPDR ETF
$18K
JANUS HENDERSON GROWTH A ND INCOME T
$18K
VFCVF CORP
$18K
PRUFXT ROWE PRICE
$18K
DUNHAM MONTHLY DISTRIBUT ION N
$17K
FEUPXAMERICAN FUNDS EUROPACIF IC GROWTH F
$17K
SCHRSCHWAB
$17K
RTXRAYTHEON TECHNOLOGIES CO
$17K
CSCOCISCO SYSTEMS INC
$16K
THE GOLDMAN SACH
$16K
DFEQXDFA FUNDS
$16K
WELLS FARGO
$15K
SGUXXJP MORGAN
$15K
JPMJPMORGAN CHASE
$15K
VIRTUS
$15K
AGZISHARES
$15K
$14K
USBU S BANCORP
$14K
ONLNPROSHARES
$14K
LOWLOWES COS INC
$13K
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