True Link Financial Advisors, LLC Reduced Holdings in Q2 2025

True Link Financial Advisors, LLC

  • $1.44 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPIB
Spdr Portfolio Intermediate Te

ETFs
-3.33M
- 98.21%
$32.62 - $33.58 $109M - $112M
60.5K $2.03M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-591K
- 33.66%
$24.32 - $27.87 $14.4M - $16.5M
1.16M $30.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-47K
- 22.36%
$152.42 - $182.82 $7.16M - $8.59M
163K $29.8M
VCIT
Vanguard Intermediate Term Cor

ETFs
-49.6K
- 63.67%
$79.56 - $82.92 $3.95M - $4.11M
28.3K $2.35M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-16.2K
- 15.23%
$23.29 - $23.38 $376K - $378K
89.9K $2.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.26K
- 56.87%
$90.56 - $109.49 $295K - $357K
2.47K $270K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-235
- 8.35%
$483.48 - $539.8 $114K - $127K
2.58K $1.25M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.75K
- 51.9%
$121.58 - $136.74 $213K - $239K
1.62K $220K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-6K
- 34.01%
$35.77 - $42.27 $215K - $254K
11.6K $492K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-1.9K
- 39.48%
$108.87 - $133.04 $207K - $253K
2.91K $387K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-600
- 46.37%
$272.36 - $339.57 $163K - $204K
694 $235K
SPY
Spdr S&P 500 ETF Trust

ETFs
-386
- 28.07%
$496.48 - $617.85 $192K - $238K
989 $611K
AAPL
Apple Inc.

Technology
-184
- 5.62%
$172.42 - $223.89 $31.7K - $41.2K
3.09K $634K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-222
- 27.51%
$456.74 - $568.03 $101K - $126K
585 $332K
WFC
Wells Fargo & Company

Financial Services
-1.54K
- 30.6%
$60.98 - $80.12 $94K - $124K
3.5K $280K
PEP
Pepsico Inc

Consumer Defensive
-266
- 11.11%
$128.02 - $151.37 $34.1K - $40.3K
2.13K $281K
OKTA
Okta, Inc.

Technology
-400
- 6.67%
$91.24 - $127.3 $36.5K - $50.9K
5.6K $559K
VTV
Vanguard Value ETF

ETFs
-709
- 5.23%
$153.67 - $176.74 $109K - $125K
12.9K $2.27M
ALL
Allstate Corp

Financial Services
-273
- 12.92%
$180.53 - $212.64 $49.3K - $58.1K
1.84K $370K
JNJ
Johnson & Johnson

Healthcare
-244
- 15.37%
$146.36 - $159.82 $35.7K - $39K
1.34K $205K
LMT
Lockheed Martin Corp

Industrials
-305
- 5.59%
$430.82 - $486.45 $131K - $148K
5.15K $2.39M
HPQ
Hp Inc

Technology
-134
- 1.04%
$21.88 - $29.32 $2.93K - $3.93K
12.8K $313K
XOM
Exxon Mobil Corp

Energy
-137
- 5.6%
$99.93 - $119.04 $13.7K - $16.3K
2.31K $248K
IEMG
Ishares Inc

ETFs
-622
- 10.0%
N/A
5.6K $300K
CMF
Ishares California Muni Bond E

ETFs
-350
- 2.88%
$54.52 - $56.7 $19.1K - $19.8K
11.8K $658K
XEL
Xcel Energy Inc

Utilities
-150
- 3.92%
$65.65 - $72.39 $9.85K - $10.9K
3.68K $250K
CAH
Cardinal Health Inc

Healthcare
-511
- 22.95%
$125.0 - $168.0 $63.9K - $85.8K
1.72K $288K
VTI
Vanguard Total Stock Market Et

ETFs
-252
- 11.22%
$243.75 - $303.93 $61.4K - $76.6K
1.99K $605K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-392
- 1.9%
$43.28 - $50.37 $17K - $19.7K
20.3K $1.02M
Dimensional California Municipal Bond ETF
-550
- 3.97%
N/A
13.3K $0
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
-1K
- 11.31%
$60.05 - $75.31 $60.1K - $75.3K
7.85K $590K
CATH
Global X Fds Global X S&P 500

ETFs
-240
- 7.76%
$59.85 - $75.45 $14.4K - $18.1K
2.85K $215K
GOOGL
Alphabet Inc.

Communication Services
-96
- 5.34%
$144.7 - $178.6 $13.9K - $17.1K
1.7K $299K
DTM
Dt Midstream, Inc.

Energy
-75
- 3.04%
$87.23 - $109.91 $6.54K - $8.24K
2.4K $263K
JPM
Jpmorgan Chase & CO

Financial Services
-130
- 7.96%
$210.28 - $289.91 $27.3K - $37.7K
1.5K $436K
HPE
Hewlett Packard Enterprise CO

Technology
-652
- 4.85%
$12.51 - $20.45 $8.16K - $13.3K
12.8K $261K
IBM
International Business Machines Corp

Technology
-42
- 2.16%
$221.03 - $294.78 $9.28K - $12.4K
1.91K $561K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.74K
- 4.71%
$72.96 - $90.39 $127K - $157K
35.2K $3.14M
NVDA
Nvidia Corp

Technology
-848
- 15.91%
$94.31 - $157.99 $80K - $134K
4.48K $708K
VEU
Vanguard Ftse All World Ex Us

ETFs
-746
- 2.19%
$54.19 - $67.22 $40.4K - $50.1K
33.3K $2.24M
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.13K
- 8.82%
$82.96 - $110.1 $177K - $235K
22K $2.43M
MSFT
Microsoft Corp

Technology
-9
- 0.38%
$354.56 - $497.45 $3.19K - $4.48K
2.35K $1.17M
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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