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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
LMTLockheed Martin Corp Com
Recent Activity
Increased 0.02%
0.24%
$2.751M
5,662 shares@ $485.94 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
SGOVIshares 0-3 Month Treasury Bond Etf
Recent Activity
Increased 0.74%
0.16%
$1.818M
18,125 shares@ $100.32 avg price
MSFTMicrosoft Corp Com
Recent Activity
Increased 18.04%
0.14%
$1.614M
3,829 shares@ $421.51 avg price
SPYSpdr S&p 500 Etf Trust
Recent Activity
Increased 16.94%
0.13%
$1.445M
2,465 shares@ $586.08 avg price
XOMExxon Mobil Corp Com
Recent Activity
Increased 6.88%
0.11%
$1.3M
12,081 shares@ $107.57 avg price
BRK.BBerkshire Hathaway Inc Del Cl B New
Recent Activity
Increased 3.45%
0.08%
$926,051
2,043 shares@ $453.28 avg price
SCHOSchwab Short-term Us Treasury Etf
Recent Activity
Increased 105.1%
0.08%
$910,214
37,831 shares@ $24.07 avg price
VTIVanguard Total Stock Market Etf
Recent Activity
Increased 96.43%
0.07%
$716,700
2,473 shares@ $289.81 avg price
AAPLApple Inc Com
Recent Activity
Increased 0.73%
0.06%
$664,043
2,652 shares@ $250.4 avg price