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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
DFCADimensional California Municipal Bond Etf
Recent Activity
Increased 9.71%
0.06%
$656,156
13,110 shares@ $50.06 avg price
CMFIshares California Muni Bond Etf
Recent Activity
Increased 8.54%
0.06%
$655,856
11,450 shares@ $57.28 avg price
CMICummins Inc Com
Recent Activity
Increased 0.07%
0.05%
$536,844
1,540 shares@ $348.6 avg price
CORCencora Inc Com
Recent Activity
Increased 0.09%
0.05%
$509,574
2,268 shares@ $224.68 avg price
IJRIshares Core S&p Small Cap Etf
Recent Activity
Increased 10.24%
0.05%
$493,718
4,285 shares@ $115.23 avg price
IBMInternational Business Machs Com
Recent Activity
Increased 4.64%
0.04%
$422,074
1,920 shares@ $219.84 avg price
GEGe Aerospace Com New
Recent Activity
Increased 12.18%
0.04%
$411,971
2,470 shares@ $166.79 avg price
CVXChevron Corp New Com
Recent Activity
Increased 19.35%
0.04%
$378,024
2,610 shares@ $144.84 avg price
FISFidelity Natl Information Svcs Com
Recent Activity
Increased 0.05%
0.04%
$364,353
4,511 shares@ $80.77 avg price
IEMGIshares Core Msci Emerging Markets Etf
Recent Activity
Increased 0.94%
0.03%
$339,952
6,510 shares@ $52.22 avg price