Scott Parker

True Link Financial Advisors, Llc

Assets Managed

$1.619B

Holdings

418

Last Quarter

2026 - Q1

Filed Date

1mo 5d ago

Growth Rate

-1.64%(2Q avg: 2.16%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in True Link Financial Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 418 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.619B in assets, with a quarterly growth rate of -1.64% and a 2-quarter average growth rate of 2.16%. The portfolio is managed by Scott Parker, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
BIV Vanguard Intermediate-term B Recent Activity Increased 2.54%	25.54%	$413.513M 5.358M shares@ $77.19 avg price	Increased 2.54%
BSV Vanguard Short-term Bond Etf Recent Activity Increased 3.89%	12.03%	$194.652M 2.482M shares@ $78.41 avg price	Increased 3.89%
IVV Ishares Core S&p 500 Etf Recent Activity Decreased -7.45%	11.35%	$183.732M 281,276 shares@ $653.21 avg price	Decreased -7.45%
DFCF Dimensional Core Fixed Inc Recent Activity Increased 15.24%	11.12%	$180.049M 4.265M shares@ $42.22 avg price	Increased 15.24%
ITOT Ishares Core S&p Total U.s. Recent Activity Decreased -4.34%	6.54%	$105.777M 742,657 shares@ $142.44 avg price	Decreased -4.34%
IEFA Ishares Core Msci Eafe Etf Recent Activity Increased 0.67%	4.86%	$78.669M 868,981 shares@ $90.53 avg price	Increased 0.67%
VTIP Vanguard Short-term Tips Recent Activity Increased 1.27%	4.54%	$73.477M 1.471M shares@ $49.96 avg price	Increased 1.27%
DFAE Dimensional Emerging Core Eq Recent Activity Increased 2.27%	3.81%	$61.593M 1.819M shares@ $33.86 avg price	Increased 2.27%
QUAL Ishares Msci Usa Quality Fac Recent Activity Increased 0.17%	3.8%	$61.496M 320,607 shares@ $191.82 avg price	Increased 0.17%
DFIV Dimensional International Va Recent Activity Decreased -2.37%	3.66%	$59.129M 1.12M shares@ $52.79 avg price	Decreased -2.37%

1-10 of 418