True Link Financial Advisors, LLC Q2 2023 Filing

Filed July 20, 2023

Portfolio Value

$827.5B

Holdings

113

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (113 positions)

StockValue
BSVVANGUARD SHORT-TERM BOND ETF
$242
IVVISHARES CORE S&P 500 ETF
$97
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
$72
BIVVANGUARD INTERMEDIATE-TERM BOND ETF
$40
AQLTISHARES CORE MSCI EAFE ETF
$33
DFIVDIMENSIONAL INTERNATIONAL VALUE ETF
$29
VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF
$28
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
$26
QQQINVESCO BULLETSHARES 2023 CORPORATE BOND ETF
$25
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
$24
BSCOINVESCO BULLETSHARES 2024 CORPORATE BOND ETF
$24
BSCPINVESCO BULLETSHARES 2025 CORPORATE BOND ETF
$24
SCHDSCHWAB US DIVIDEND EQUITY ETF
$23
USMVISHARES MSCI USA MIN VOL FACTOR ETF
$17
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF
$15
FNOVFT CBOE VEST U.S. EQUITY BUFFER ETF - NOVEMBER
$8
LMBSFIRST TRUST LOW DURATION OPPORTUNITIES ETF
$3
ESGUISHARES ESG AWARE MSCI USA ETF
$3
FTSMFIRST TRUST ENHANCED SHORT MATURITY ETF
$2
STIPISHARES 0-5 YEAR TIPS BOND ETF
$2
SHYISHARES 1-3 YEAR TREASURY BOND ETF
$2
JPSTJPMORGAN ULTRA-SHORT INCOME ETF
$2
EFAISHARES MSCI EAFE ETF
$2
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE ETF
$2
IVLUISHARES MSCI INTL VALUE FACTOR ETF
$1
SUSLISHARES ESG MSCI USA LEADERS ETF
$1
AOKISHARES CORE CONSERVATIVE ALLOCATION ETF
$1
GQ9SPDR GOLD SHARES
$1
SPTSSPDR PORTFOLIO SHORT TERM TREASURY ETF
$1
SPYSPDR S&P 500 ETF TRUST
$1
SPLVINVESCO S&P 500 LOW VOLATILITY ETF
$1
MSOXADVISORSHARES NEWFLEET MULTI-SECTOR INCOME ETF
$1
TIPISHARES TIPS BOND ETF
$1
SGOVISHARES 0-3 MONTH TREASURY BOND ETF
$1
EFGISHARES MSCI EAFE GROWTH ETF
$1
IAGGISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
$1
EEMISHARES MSCI EMERGING MARKETS ETF
$1
SYSBISHARES U.S. FIXED INCOME BALANCED RISK FACTOR ETF
$1
XETYXEATON VANCE TAX-MANAGED DIVERS COM
$1
HYLSFIRST TRUST TACTICAL HIGH YIELD ETF
$1
BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF
$1
ISTBISHARES CORE 1-5 YEAR USD BOND ETF
$1
FTCFIRST TRUST LARGE CAP GROWTH ALPHADEX FUND
$1
MBBISHARES MBS ETF
$1
HYLBXTRACKERS USD HIGH YIELD CORPORATE BOND ETF
$1
VNLAJANUS HENDERSON SHORT DURATION INCOME ETF
$1
SPABSPDR PORTFOLIO AGGREGATE BOND ETF
$1
FLRNSPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
$1
XMLVINVESCO S&P MIDCAP LOW VOLATILITY ETF
$1
XOMEXXON MOBIL CORP COM
$1
IJSISHARES S&P SMALL-CAP 600 VALUE ETF
$0
IWDISHARES RUSSELL 1000 VALUE ETF
$0
MSFTMICROSOFT CORP COM
$0
LLYLILLY ELI & CO COM
$0
KRKROGER CO COM
$0
ESLTELBIT SYS LTD ORD
$0
AAPLAPPLE INC COM
$0
AGGISHARES CORE U.S. AGGREGATE BOND ETF
$0
ESGEISHARES ESG AWARE MSCI EM ETF
$0
VIGVANGUARD DIVIDEND APPRECIATION ETF
$0
UCONFIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF
$0
IWBISHARES RUSSELL 1000 ETF
$0
FXRFIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND
$0
OEFISHARES S&P 100 ETF
$0
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND
$0
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
$0
XSLVINVESCO S&P SMALLCAP LOW VOLATILITY ETF
$0
KOCOCA COLA CO COM
$0
MRKMERCK & CO INC COM
$0
FIXDFIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF
$0
GDGENERAL DYNAMICS CORP COM
$0
TLHISHARES 10-20 YEAR TREASURY BOND ETF
$0
JNJJOHNSON & JOHNSON COM
$0
FTAFIRST TRUST LARGE CAP VALUE ALPHADEX FUND
$0
SPSBSPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
$0
FTCSFIRST TRUST CAPITAL STRENGTH ETF
$0
XLKTECHNOLOGY SELECT SECTOR SPDR FUND
$0
EFVISHARES MSCI EAFE VALUE ETF
$0
UNPUNION PAC CORP COM
$0
PEPPEPSICO INC COM
$0
IBTEISHARES IBONDS DEC 2024 TERM TREASURY ETF
$0
CVSCVS HEALTH CORP COM
$0
VVISA INC COM CL A
$0
FLOFLOWERS FOODS INC COM
$0
AQLTISHARES U.S. TREASURY BOND ETF
$0
NOCNORTHROP GRUMMAN CORP COM
$0
GISGENERAL MLS INC COM
$0
XLVHEALTH CARE SELECT SECTOR SPDR FUND
$0
HSYHERSHEY CO COM
$0
SCHOSCHWAB SHORT-TERM US TREASURY ETF
$0
IYWISHARES U.S. TECHNOLOGY ETF
$0
SLQDISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
$0
HONHONEYWELL INTL INC COM
$0
IJHISHARES CORE S&P MID-CAP ETF
$0
CVXCHEVRON CORP NEW COM
$0
IEVISHARES EUROPE ETF
$0
ALBALBEMARLE CORP COM
$0
AQLTISHARES IBONDS DEC 2023 TERM TREASURY ETF
$0
FTGCFIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND
$0
QUALISHARES MSCI USA QUALITY FACTOR ETF
$0
Page 1 of 2Next