IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

True Link Financial Advisors, LLC

Q3 2023 Holdings

Filed 2023-10-30 | 103 holdings | $833.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Short-Term Bond ETF(BSV)ETF921937827$200.0M2,661,05224.0%
Ishares Core S&P 500 ETF(IVV)ETF464287200$94.3M219,56611.3%
Vanguard Intermediate-Term Bond ETF(BIV)ETF921937819$92.6M1,279,98811.1%
Ishares Core S&P Total U.S. Stock Market ETF(ITOT)ETF464287150$70.2M745,3068.4%
Ishares Core Msci Eafe ETF(IEFA)ETF46432F842$33.4M518,3964.0%
Vanguard Mortgage-Backed Securities ETF(VMBS)ETF92206C771$29.9M683,5173.6%
Dimensional International Value ETF(DFIV)ETF25434V807$29.8M913,0203.6%
Vanguard Short-Term Inflation-Protected Securities ETF(VTIP)ETF922020805$27.8M589,0053.3%
Ishares Short Treasury Bond ETF(SHV)ETF464288679$27.0M244,4433.2%
Invesco Bulletshares 2023 Corporate Bond ETFETF46138J866$25.6M1,207,3853.1%
Invesco Bulletshares 2024 Corporate Bond ETF(BSCO)ETF46138J841$25.5M1,231,5523.1%
Ishares Core Msci Emerging Markets ETF(IEMG)ETF46434G103$25.0M524,7373.0%
Schwab US Dividend Equity ETF(SCHD)ETF808524797$24.5M346,9122.9%
Ishares Msci USA MIN VOL Factor ETF(USMV)ETF46429B697$17.8M246,2252.1%
Vanguard Total International Bond ETF(BNDX)ETF92203J407$16.8M350,9602.0%
FT Cboe Vest U.S. Equity Buffer ETF - November(FNOV)ETF33740F847$8.3M214,5251.0%
First Trust LOW Duration Opportunities ETF(LMBS)ETF33739Q200$3.9M83,3350.5%
Ishares ESG Aware Msci USA ETF(ESGU)ETF46435G425$3.3M35,6330.4%
First Trust Enhanced Short Maturity ETF(FTSM)ETF33739Q408$2.3M39,0780.3%
Ishares Msci Eafe ETF(EFA)ETF464287465$2.2M32,6270.3%
Pimco Enhanced Short Maturity Active ETF(MINT)ETF72201R833$2.1M21,3860.3%
Ishares 1-3 Year Treasury Bond ETF(SHY)ETF464287457$2.1M26,0140.3%
Ishares 0-5 Year Tips Bond ETF(STIP)ETF46429B747$2.0M21,0620.2%
JPMorgan Ultra-Short Income ETF(JPST)ETF46641Q837$2.0M40,2500.2%
Ishares Core 1-5 Year USD Bond ETF(ISTB)ETF46432F859$1.9M41,5850.2%
Spdr Bloomberg Investment Grade Floating Rate ETF(FLRN)ETF78468R200$1.9M62,5340.2%
Invesco S&P 500 LOW Volatility ETF(SPLV)ETF46138E354$1.9M31,4870.2%
Ishares U.S. Fixed Income Balanced Risk Factor ETF(SYSB)ETF46435U796$1.8M21,7920.2%
Ishares Msci Intl Value Factor ETF(IVLU)ETF46435G409$1.7M67,1500.2%
Spdr Bloomberg 1-3 Month T-Bill ETF(BIL)ETF78468R663$1.6M17,9500.2%
Ishares 0-3 Month Treasury Bond ETF(SGOV)ETF46436E718$1.6M16,0910.2%
Ishares Core Conservative Allocation ETF(AOK)ETF464289883$1.6M46,7820.2%
Spdr Portfolio Aggregate Bond ETF(SPAB)ETF78464A649$1.6M63,7740.2%
Eaton Vance Tax-Managed Divers COM(XETYX)CEF27828N102$1.5M130,5330.2%
Spdr Portfolio Short Term Treasury ETF(SPTS)ETF78468R101$1.5M51,6750.2%
Ishares MBS ETF(MBB)ETF464288588$1.5M16,5980.2%
Ishares Msci Emerging Markets ETF(EEM)ETF464287234$1.5M38,4330.2%
Ishares Tips Bond ETF(TIP)ETF464287176$1.5M14,0330.2%
Schwab Short-Term US Treasury ETF(SCHO)ETF808524862$1.3M27,6990.2%
Spdr Gold Shares(GLD)ETF78463V107$1.3M7,7000.2%
Exxon Mobil Corp COM(XOM)Stock30231G102$1.3M10,7450.2%
Janus Henderson Short Duration Income ETF(VNLA)ETF47103U886$1.3M26,2500.2%
Ishares Core International Aggregate Bond ETF(IAGG)ETF46435G672$1.3M25,7120.2%
Ishares ESG Msci USA Leaders ETF(SUSL)ETF46435U218$1.2M16,3050.1%
Xtrackers USD High Yield Corporate Bond ETF(HYLB)ETF233051432$1.1M33,4400.1%
First Trust Tactical High Yield ETF(HYLS)ETF33738D408$1.1M28,4060.1%
Ishares Msci Eafe Growth ETF(EFG)ETF464288885$1.1M12,3670.1%
Invesco S&P Midcap LOW Volatility ETF(XMLV)ETF46138E198$1.1M21,4180.1%
First Trust Large Cap Growth Alphadex Fund(FTC)ETF33735K108$991.5K10,2470.1%
Spdr S&P 500 ETF Trust(SPY)ETF78462F103$985.3K2,3050.1%
Page 1 of 3Next