True Link Financial Advisors, LLC Purchases in Q3 2024

True Link Financial Advisors, LLC

  • $1.18 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
895K
+ 31.8%
$74.26 - $78.84 $66.4M - $70.5M
3.71M $291M
SPIB
Spdr Portfolio Intermediate Te

ETFs
645K
+ 38.64%
$32.36 - $33.78 $20.9M - $21.8M
2.31M $78M
IVV
Ishares Core S&P 500 ETF

ETFs
10.5K
+ 3.97%
$520.18 - $576.82 $5.49M - $6.08M
276K $159M
ITOT
Ishares Core S&P Total U.S. St

ETFs
56.6K
+ 6.59%
$113.41 - $125.62 $6.42M - $7.11M
916K $115M
IEFA
Ishares Tr

ETFs
46.5K
+ 7.58%
$70.09 - $78.74 $3.26M - $3.66M
660K $51.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
30.3K
+ 6.29%
$77.02 - $85.06 $2.33M - $2.57M
512K $43.2M
DFIV
Dimensional ETF Tr

ETFs
73K
+ 7.12%
$34.66 - $38.38 $2.53M - $2.8M
1.1M $41.8M
DFAE
Dimensional ETF Tr

ETFs
98K
+ 6.73%
$24.46 - $27.82 $2.4M - $2.73M
1.55M $42.6M
QUAL
Ishares Msci Usa Quality Facto

ETFs
10.2K
+ 5.65%
$162.64 - $179.3 $1.66M - $1.83M
191K $34.2M
BNDX
Vanguard Total International B

ETFs
10.3K
+ 2.31%
$48.42 - $50.35 $501K - $521K
459K $23.1M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
38.5K
New
$23.13 - $23.43 $891K - $902K
38.5K $901K
FFIV
F5, Inc.

Technology
1.05K
New
$170.44 - $223.6 $178K - $234K
1.05K $230K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
3K
New
$69.16 - $76.64 $207K - $230K
3K $225K
AMZN
Amazon Com Inc

Consumer Cyclical
1.2K
New
$161.02 - $200.0 $194K - $241K
1.2K $224K
FNDX
Schwab Fundamental U S Large C

ETFs
3.08K
New
$65.36 - $71.76 $202K - $221K
3.08K $221K
IBMP
Ishares Tr Ibonds December 202

ETFs
8.59K
New
$24.92 - $25.47 $214K - $219K
8.59K $218K
EEM
Ishares Msci Emerging Markets

ETFs
4.69K
New
$40.42 - $46.7 $190K - $219K
4.69K $215K
ALB
Albemarle Corp

Basic Materials
2.26K
New
$72.85 - $100.09 $165K - $226K
2.26K $214K
IBM
International Business Machines Corp

Technology
166
+ 9.95%
$175.1 - $223.38 $29.1K - $37.1K
1.84K $405K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9
+ 0.46%
$405.19 - $478.57 $3.65K - $4.31K
1.98K $909K
UNP
Union Pacific Corp

Industrials
47
+ 1.18%
$221.78 - $256.09 $10.4K - $12K
4.02K $988K
SPY
Spdr S&P 500 ETF Trust

ETFs
46
+ 2.23%
$517.38 - $573.86 $23.8K - $26.4K
2.11K $1.21M
IEMG
Ishares Inc

ETFs
1.31K
+ 25.41%
$53.64 - $53.64 $70.1K - $70.1K
6.45K $345K
VTI
Vanguard Total Stock Market Et

ETFs
133
+ 11.81%
$255.18 - $283.2 $33.9K - $37.7K
1.26K $356K
GOOGL
Alphabet Inc.

Communication Services
344
+ 28.41%
$148.65 - $191.18 $51.1K - $65.8K
1.56K $257K
JPM
Jpmorgan Chase & CO

Financial Services
131
+ 12.28%
$194.9 - $224.8 $25.5K - $29.4K
1.2K $252K
PEP
Pepsico Inc

Consumer Defensive
121
+ 5.31%
$161.9 - $179.3 $19.6K - $21.7K
2.4K $408K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
72
+ 0.4%
$100.3 - $100.74 $7.22K - $7.25K
18K $1.81M
LLY
Eli Lilly & CO

Healthcare
2
+ 0.24%
$772.14 - $960.02 $1.54K - $1.92K
827 $732K
MSFT
Microsoft Corp

Technology
6
+ 0.19%
$395.15 - $467.56 $2.37K - $2.81K
3.24K $1.4M
Activity Summary
Buys All Purchases 31 New Holdings 8 Increased Positions 23 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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