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
DFAIDimensional International Core Equity Market Etf Recent Activity Exited	0%	$3.83M 120,515 shares@ $31.79 avg price	Exited
IAGGIshares Core International Aggregate Bond Etf Recent Activity Exited	0%	$944,057 18,218 shares@ $51.83 avg price	Exited
IBTEIshares Ibonds Dec 2024 Term Treasury Etf Recent Activity Exited	0%	$902,400 37,600 shares@ $24.0 avg price	Exited
SPTSSpdr Portfolio Short Term Treasury Etf Recent Activity Exited	0%	$841,126 28,600 shares@ $29.41 avg price	Exited
FNDXSchwab Fundamental U.s. Large Company Etf Recent Activity Exited	0%	$221,308 3,084 shares@ $71.77 avg price	Exited
IBMPIshares Ibonds Dec 2027 Term Muni Bond Etf Recent Activity Exited	0%	$218,666 8,592 shares@ $25.45 avg price	Exited
EEMIshares Msci Emerging Markets Etf Recent Activity Exited	0%	$215,175 4,692 shares@ $45.86 avg price	Exited
ALBAlbemarle Corp Com Recent Activity Exited	0%	$214,045 2,260 shares@ $94.72 avg price	Exited
EXCExelon Corp Com Recent Activity Exited	0%	$206,075 5,082 shares@ $40.55 avg price	Exited