Scott Parker

@True Link Financial Advisors, Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$1.191B

Total holdings73

Assets growth rate1.18%

Assets growth rate (2-Q avg)5.22%

Continuous growth in asset value10 quarters

Portfolio positions

This chart displays the top 10 holdings in True Link Financial Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 73 positions.

Assets under management

The assets under management (AUM) of True Link Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.191B in assets, with a quarterly growth rate of 1.18% and a 2-quarter average growth rate of 5.22%. The portfolio is managed by Scott Parker, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BIVVanguard Intermediate-term Bond Etf Recent Activity Increased 6.63%	24.8%	$295.402M 3.953M shares@ $74.74 avg price	Increased 6.63%
IVVIshares Core S&p 500 Etf Recent Activity Increased 0.19%	13.68%	$162.915M 276,747 shares@ $588.68 avg price	Increased 0.19%
BSVVanguard Short-term Bond Etf Recent Activity Decreased -11.47%	11.68%	$139.068M 1.8M shares@ $77.27 avg price	Decreased -11.47%
ITOTIshares Core S&p Total U.s. Stock Market Etf Recent Activity Increased 1.53%	10.04%	$119.558M 929,548 shares@ $128.63 avg price	Increased 1.53%
SPIBSpdr Portfolio Intermediate Term Corporate Bond Etf Recent Activity Increased 38.54%	8.81%	$104.957M 3.204M shares@ $32.76 avg price	Increased 38.54%
SHVIshares Short Treasury Bond Etf Recent Activity Increased 6.34%	5.1%	$60.704M 551,299 shares@ $110.12 avg price	Increased 6.34%
IEFAIshares Core Msci Eafe Etf Recent Activity Increased 14.24%	4.45%	$52.987M 753,937 shares@ $70.28 avg price	Increased 14.24%
SCHDSchwab Us Dividend Equity Etf Recent Activity Increased 206.65%	3.6%	$42.852M 1.569M shares@ $27.32 avg price	Increased 206.65%
VTIPVanguard Short-term Inflation-protected Securities Etf Recent Activity Increased 3.98%	3.24%	$38.571M 796,600 shares@ $48.42 avg price	Increased 3.98%
DFIVDimensional International Value Etf Recent Activity Decreased -3%	3.18%	$37.798M 1.065M shares@ $35.49 avg price	Decreased -3%