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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
SCHRSchwab Intermediate-term Us Treasury Etf
Recent Activity
New Position
0.06%
$683,788
28,151 shares@ $24.3 avg price
HDHome Depot Inc Com
Recent Activity
New Position
0.06%
$667,896
1,717 shares@ $389.0 avg price
OKTAOkta Inc Cl A
Recent Activity
New Position
0.05%
$523,232
6,640 shares@ $78.8 avg price
COSTCostco Whsl Corp New Com
Recent Activity
New Position
0.03%
$347,266
379 shares@ $916.27 avg price
MUBIshares National Muni Bond Etf
Recent Activity
New Position
0.03%
$281,079
2,638 shares@ $106.56 avg price
PGProcter And Gamble Co Com
Recent Activity
New Position
0.03%
$278,299
1,660 shares@ $167.65 avg price
ESGDIshares Esg Aware Msci Eafe Etf
Recent Activity
New Position
0.03%
$270,069
3,547 shares@ $76.15 avg price
JNJJohnson & Johnson Com
Recent Activity
New Position
0.03%
$257,568
1,781 shares@ $144.62 avg price
TAt&t Inc Com
Recent Activity
New Position
0.03%
$251,813
11,059 shares@ $22.77 avg price
VUGVanguard Growth Etf
Recent Activity
New Position
0.03%
$251,600
613 shares@ $410.45 avg price