True Link Financial Advisors, LLC
Annual return '25
+12.9%
SPY '25
+17.7%
Alpha
-4.8ptsvs SPY
Invested
$1.6B
Holdings
418
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
Held since at least Q1 2024
25.5%
02
$BSV
VANGUARD SHORT-TERM BOND ETF
Held since at least Q1 2024
12.0%
03
$IVV
ISHARES CORE S&P 500 ETF
Held since at least Q1 2024
11.3%
04
$DFCF
DIMENSIONAL CORE FIXED INCOME ETF
Held since at least Q1 2024
11.1%
05
$ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
Held since at least Q1 2024
6.5%
06
$IEFA
ISHARES CORE MSCI EAFE ETF
Held since at least Q1 2024
4.9%
07
$VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
Held since at least Q1 2024
4.5%
08
$DFAE
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
Held since at least Q1 2024
3.8%
09
$QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
Held since at least Q1 2024
3.8%
10
$DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
Held since at least Q1 2024
3.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 07:56 UTC.