True Link Financial Advisors, LLC Purchases in Q2 2025

True Link Financial Advisors, LLC

  • $1.44 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
2.82M
New
$41.1 - $42.37 $116M - $120M
2.82M $119M
IVV
Ishares Core S&P 500 ETF

ETFs
21.3K
+ 7.59%
$498.8 - $620.9 $10.6M - $13.2M
302K $188M
ITOT
Ishares Core S&P Total U.S. St

ETFs
98.9K
+ 10.3%
$108.12 - $135.04 $10.7M - $13.4M
1.06M $143M
VIG
Vanguard Dividend Appreciation

ETFs
137K
+ 12054.53%
N/A
138K $25.2M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
160K
+ 3.63%
$75.05 - $77.34 $12M - $12.3M
4.56M $353M
IEFA
Ishares Tr

ETFs
24.8K
+ 3.19%
$67.83 - $84.09 $1.68M - $2.09M
802K $67M
DFAE
Dimensional ETF Tr

ETFs
64.8K
+ 3.93%
$22.87 - $28.95 $1.48M - $1.88M
1.71M $49.6M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
67K
+ 3.29%
$77.74 - $78.78 $5.21M - $5.28M
2.1M $166M
DFIV
Dimensional ETF Tr

ETFs
1.42K
+ 0.13%
$34.67 - $43.21 $49.2K - $61.3K
1.1M $47M
SHV
Ishares Tr

ETFs
25K
+ 3.96%
$110.06 - $110.46 $2.76M - $2.77M
657K $72.6M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
16.6K
+ 63.25%
$100.35 - $100.71 $1.66M - $1.67M
42.8K $4.31M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
23.2K
+ 2.55%
$49.57 - $50.27 $1.15M - $1.16M
932K $46.8M
BNDX
Vanguard Total International B

ETFs
14.8K
+ 2.58%
$48.77 - $49.55 $722K - $733K
589K $29.1M
SCHO
Schwab Short Term Us Treasury

ETFs
35.2K
+ 69.59%
$24.19 - $24.45 $851K - $860K
85.7K $2.09M
VEA
Vanguard Ftse Developed Market

ETFs
5.78K
New
$45.65 - $57.01 $264K - $329K
5.78K $329K
COF
Capital One Financial Corp

Financial Services
1.4K
New
$150.57 - $212.76 $210K - $297K
1.4K $297K
UNP
Union Pacific Corp

Industrials
1.16K
New
$208.27 - $238.46 $242K - $277K
1.16K $267K
PG
Procter & Gamble CO

Consumer Defensive
1.53K
New
$157.66 - $172.39 $241K - $263K
1.53K $243K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.24K
New
$72.02 - $73.82 $233K - $239K
3.24K $238K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
6.05K
New
$30.87 - $39.17 $187K - $237K
6.05K $236K
VGSH
Vanguard

ETFs
3.58K
New
$58.32 - $58.95 $209K - $211K
3.58K $210K
RTX
Raytheon Technologies Corp

Industrials
1.38K
New
$113.75 - $148.48 $157K - $205K
1.38K $202K
NUDV
Nushares ETF Tr Esg Divid ETF

ETFs
5.5K
+ 59.24%
$24.71 - $28.36 $136K - $156K
14.8K $419K
GE
General Electric CO

Industrials
5
+ 0.21%
$166.81 - $257.39 $834 - $1.29K
2.42K $622K
AMZN
Amazon Com Inc

Consumer Cyclical
184
+ 5.99%
$167.32 - $223.3 $30.8K - $41.1K
3.26K $714K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.05K
+ 34.66%
$73.02 - $90.22 $76.4K - $94.4K
4.06K $362K
MS
Morgan Stanley

Financial Services
18
+ 0.78%
$99.83 - $140.86 $1.8K - $2.54K
2.31K $325K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
27
+ 0.22%
$39.89 - $49.46 $1.08K - $1.34K
12.2K $602K
SUB
Ishares Short Term National Mu

ETFs
340
+ 2.59%
$104.77 - $106.34 $35.6K - $36.2K
13.5K $1.43M
SCHR
Schwab Intermediate Term Us Tr

ETFs
36
+ 0.09%
$24.54 - $25.07 $883 - $903
40.3K $1.01M
Ge Vernova Inc Com
615
New
N/A
615 $0
Activity Summary
Buys All Purchases 32 New Holdings 11 Increased Positions 21 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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