test

Scott Parker

@True Link Financial Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$1.191BTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BSVVanguard Short-term Bond Etf
Recent Activity
Decreased -11.47%
11.68%
$139.068M
1.8M shares@ $77.27 avg price
DFIVDimensional International Value Etf
Recent Activity
Decreased -3%
3.18%
$37.798M
1.065M shares@ $35.49 avg price
DFAEDimensional Emerging Core Equity Market Etf
Recent Activity
Decreased -7.91%
3.05%
$36.302M
1.431M shares@ $25.37 avg price
EFAIshares Msci Eafe Etf
Recent Activity
Decreased -0.15%
0.15%
$1.772M
23,430 shares@ $75.61 avg price
VLUEIshares Msci Usa Value Factor Etf
Recent Activity
Decreased -0.09%
0.11%
$1.281M
12,128 shares@ $105.61 avg price
UNPUnion Pac Corp Com
Recent Activity
Decreased -1.31%
0.08%
$903,723
3,963 shares@ $228.05 avg price
LLYEli Lilly & Co Com
Recent Activity
Decreased -0.96%
0.06%
$632,268
819 shares@ $772.0 avg price
IWRIshares Russell Midcap Etf
Recent Activity
Decreased -3.72%
0.05%
$506,620
5,731 shares@ $88.4 avg price
IWBIshares Russell 1000 Etf
Recent Activity
Decreased -4.95%
0.04%
$420,097
1,304 shares@ $322.17 avg price
PEPPepsico Inc Com
Recent Activity
Decreased -1.29%
0.04%
$360,230
2,369 shares@ $152.06 avg price