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
DFAEDimensional Emerging Core Equity Market Etf Recent Activity Decreased -7.91%	3.05%	$36.302M 1.431M shares@ $25.37 avg price	Decreased -7.91%
QUALIshares Msci Usa Quality Factor Etf Recent Activity Increased 1.35%	2.89%	$34.427M 193,325 shares@ $178.08 avg price	Increased 1.35%
BNDXVanguard Total International Bond Etf Recent Activity Increased 8.71%	2.06%	$24.477M 499,027 shares@ $49.05 avg price	Increased 8.71%
VGITVanguard Intermediate-term Treasury Etf Recent Activity	0.35%	$4.144M 71,443 shares@ $58.0 avg price
LMTLockheed Martin Corp Com Recent Activity Increased 0.02%	0.24%	$2.751M 5,662 shares@ $485.94 avg price	Increased 0.02%
ICSHIshares Ultra Short-term Bond Active Etf Recent Activity	0.18%	$2.066M 40,969 shares@ $50.44 avg price
IBTFIshares Ibonds Dec 2025 Term Treasury Etf Recent Activity Increased 102.54%	0.16%	$1.819M 77,987 shares@ $23.33 avg price	Increased 102.54%
SGOVIshares 0-3 Month Treasury Bond Etf Recent Activity Increased 0.74%	0.16%	$1.818M 18,125 shares@ $100.32 avg price	Increased 0.74%
EFAIshares Msci Eafe Etf Recent Activity Decreased -0.15%	0.15%	$1.772M 23,430 shares@ $75.61 avg price	Decreased -0.15%
MSFTMicrosoft Corp Com Recent Activity Increased 18.04%	0.14%	$1.614M 3,829 shares@ $421.51 avg price	Increased 18.04%