True Link Financial Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
San Francisco, CA
CIK
0001846236
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 63 1,042,934 BSV, BIV, IVV, ITOT 13F-HR 4/19/2024 000184623624000003
Q4 2023 61 923,849 BSV, BIV, IVV, ITOT 13F-HR 1/19/2024 000184623624000001
Q3 2023 103 833,586 BSV, IVV, BIV, ITOT 13F-HR 10/30/2023 000184623623000004
Q2 2023 113 827,508 BSV, IVV, ITOT, BIV 13F-HR 7/20/2023 000184623623000003
Q1 2023 119 798,633 BSV, IVV, ITOT, ESGU 13F-HR 5/5/2023 000184623623000002
Q4 2022 115 737,613 BSV, IVV, ESGU, ITOT 13F-HR 2/9/2023 000184623623000001
Q3 2022 127 690,071 BSV, IVV, ESGU, VTIP 13F-HR 11/9/2022 000184623622000002
Q2 2022 122 661,478 BSV, IVV, ESGU, VTIP 13F-HR 8/4/2022 000184623622000001
Q1 2022 128 691,733 BSV, IGSB, IVV, ESGU 13F-HR 5/16/2022 000095012322006505
Q4 2021 770 749,275 BSV, IGSB, IVV, BIV 13F-HR 2/1/2022 000095012322000757
Q3 2021 805 728,889 BSV, IGSB, BIV, IVV 13F-HR 10/28/2021 000095012321013668
Q2 2021 730 681,818 BSV, IGSB, BIV, IVV 13F-HR 8/19/2021 000095012321011704
Q1 2021 701 689,751 BSV, BIV, IVV, IGSB 13F-HR 5/17/2021 000095012321006785
Q4 2020 703 638,286 BSV, IVV, IGSB, BIV 13F-HR 2/16/2021 000095012321002351