True Link Financial Advisors, LLC Q4 2022 Filing
Filed February 9, 2023
Portfolio Value
$737.6B
Holdings
115
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (115 positions)
| Stock | Value |
|---|---|
BSVVANGUARD SHORT-TERM BOND ETF | $217K |
IVVISHARES CORE S&P 500 ETF | $66K |
ESGUISHARES ESG AWARE MSCI USA ETF | $41K |
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $34K |
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $33K |
DFIVDIMENSIONAL INTERNATIONAL VALUE ETF | $26K |
AQLTISHARES CORE MSCI EAFE ETF | $25K |
VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF | $25K |
BSCPINVESCO BULLETSHARES 2025 CORPORATE BOND ETF | $22K |
QQQINVESCO BULLETSHARES 2023 CORPORATE BOND ETF | $22K |
BSCQINVESCO BULLETSHARES 2026 CORPORATE BOND ETF | $22K |
IEMGISHARES CORE MSCI EMERGING MARKETS ETF | $21K |
BSCOINVESCO BULLETSHARES 2024 CORPORATE BOND ETF | $21K |
VLUEISHARES MSCI USA VALUE FACTOR ETF | $16K |
VBVANGUARD SMALL-CAP ETF | $15K |
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF | $13K |
USMVISHARES MSCI USA MIN VOL FACTOR ETF | $12K |
FNOVFT CBOE VEST U.S. EQUITY BUFFER ETF - NOVEMBER | $7K |
SHYISHARES 1-3 YEAR TREASURY BOND ETF | $5K |
LMBSFIRST TRUST LOW DURATION OPPORTUNITIES ETF | $3K |
EFAISHARES MSCI EAFE ETF | $2K |
SPLVINVESCO S&P 500 LOW VOLATILITY ETF | $2K |
FTSMFIRST TRUST ENHANCED SHORT MATURITY ETF | $2K |
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE ETF | $2K |
SUSLISHARES ESG MSCI USA LEADERS ETF | $2K |
JPSTJPMORGAN ULTRA-SHORT INCOME ETF | $2K |
STIPISHARES 0-5 YEAR TIPS BOND ETF | $2K |
TIPISHARES TIPS BOND ETF | $1K |
FLRNSPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $1K |
XMLVINVESCO S&P MIDCAP LOW VOLATILITY ETF | $1K |
MSOXADVISORSHARES NEWFLEET MULTI-SECTOR INCOME ETF | $1K |
EEMISHARES MSCI EMERGING MARKETS ETF | $1K |
HYLSFIRST TRUST TACTICAL HIGH YIELD ETF | $1K |
SYSBISHARES U.S. FIXED INCOME BALANCED RISK FACTOR ETF | $1K |
IWXISHARES RUSSELL TOP 200 VALUE ETF | $1K |
IJRISHARES CORE S&P SMALL CAP ETF | $1K |
XOMEXXON MOBIL CORP COM | $1K |
IJHISHARES CORE S&P MID-CAP ETF | $1K |
EFGISHARES MSCI EAFE GROWTH ETF | $1K |
XETYXEATON VANCE TAX-MANAGED DIVERS COM | $1K |
MBBISHARES MBS ETF | $1K |
IVLUISHARES MSCI INTL VALUE FACTOR ETF | $1K |
HYLBXTRACKERS USD HIGH YIELD CORPORATE BOND ETF | $1K |
AOKISHARES CORE CONSERVATIVE ALLOCATION ETF | $1K |
VNLAJANUS HENDERSON SHORT DURATION INCOME ETF | $1K |
GQ9SPDR GOLD SHARES | $1K |
IAGGISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $1K |
ISTBISHARES CORE 1-5 YEAR USD BOND ETF | $1K |
BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $1K |
SPTSSPDR PORTFOLIO SHORT TERM TREASURY ETF | $1K |
SPABSPDR PORTFOLIO AGGREGATE BOND ETF | $1K |
IYWISHARES U.S. TECHNOLOGY ETF | $0 |
SLQDISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $0 |
HONHONEYWELL INTL INC COM | $0 |
AQLTISHARES SELECT DIVIDEND ETF | $0 |
REMISHARES MORTGAGE REAL ESTATE ETF | $0 |
IWBISHARES RUSSELL 1000 ETF | $0 |
FTAFIRST TRUST LARGE CAP VALUE ALPHADEX FUND | $0 |
PEPPEPSICO INC COM | $0 |
BIVVANGUARD INTERMEDIATE-TERM BOND ETF | $0 |
NOCNORTHROP GRUMMAN CORP COM | $0 |
VGSHVANGUARD SHORT-TERM TREASURY ETF | $0 |
IYEISHARES U.S. ENERGY ETF | $0 |
AQLTISHARES U.S. TREASURY BOND ETF | $0 |
FTCSFIRST TRUST CAPITAL STRENGTH ETF | $0 |
FIXDFIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF | $0 |
HSYHERSHEY CO COM | $0 |
DGDOLLAR GEN CORP NEW COM | $0 |
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $0 |
FXRFIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND | $0 |
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF | $0 |
LLYLILLY ELI & CO COM | $0 |
SPYSPDR S&P 500 ETF TRUST | $0 |
IEVISHARES EUROPE ETF | $0 |
BNDVANGUARD TOTAL BOND MARKET ETF | $0 |
CVSCVS HEALTH CORP COM | $0 |
KOCOCA COLA CO COM | $0 |
ESGEISHARES ESG AWARE MSCI EM ETF | $0 |
AAPLAPPLE INC COM | $0 |
IWRISHARES RUSSELL MIDCAP ETF | $0 |
LMTLOCKHEED MARTIN CORP COM | $0 |
BACVERIZON COMMUNICATIONS INC COM | $0 |
CVXCHEVRON CORP NEW COM | $0 |
ALBALBEMARLE CORP COM | $0 |
FTGCFIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | $0 |
QUALISHARES MSCI USA QUALITY FACTOR ETF | $0 |
PSMJPACER SWAN SOS MODERATE (JULY) ETF | $0 |
TLTISHARES 20 YEAR TREASURY BOND ETF | $0 |
LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $0 |
FTXLFIRST TRUST NASDAQ SEMICONDUCTOR ETF | $0 |
PFEPFIZER INC COM | $0 |
IJSISHARES S&P SMALL-CAP 600 VALUE ETF | $0 |
IWDISHARES RUSSELL 1000 VALUE ETF | $0 |
MSFTMICROSOFT CORP COM | $0 |
KRKROGER CO COM | $0 |
ESLTELBIT SYS LTD ORD | $0 |
AGGISHARES CORE U.S. AGGREGATE BOND ETF | $0 |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $0 |
UCONFIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF | $0 |
OEFISHARES S&P 100 ETF | $0 |
Page 1 of 2Next