StockDriftsStockDriftsTop 50 True Link Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | 25.54% | 5.36M | $413.5M | +2.53%(+132.23K) | $75.82(+1.06%) | 2026-03-31 | |
| BSV | VANGUARD SHORT-TERM BOND ETF | 12.02% | 2.48M | $194.7M | +3.89%(+92.92K) | $79.33(-1.68%) | 2026-03-31 | |
| IVV | ISHARES CORE S&P 500 ETF | 11.35% | 281.3K | $183.7M | -7.46%(-22.66K) | $434.57(+71.60%) | 2026-03-31 | |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | 11.12% | 4.26M | $180.0M | +15.23%(+563.69K) | $42.25(-0.03%) | 2026-03-31 | |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 6.53% | 742.7K | $105.8M | -4.35%(-33.74K) | $96.24(+68.33%) | 2026-03-31 | |
| IEFA | ISHARES CORE MSCI EAFE ETF | 4.86% | 869.0K | $78.7M | +0.66%(+5.72K) | $69.63(+39.51%) | 2026-03-31 | |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 4.54% | 1.47M | $73.5M | +1.27%(+18.39K) | $49.81(+1.31%) | 2026-03-31 | |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 3.8% | 1.82M | $61.6M | +2.26%(+40.22K) | $24.46(+62.48%) | 2026-03-31 | |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 3.8% | 320.6K | $61.5M | +0.16%(+523) | $177.35(+18.96%) | 2026-03-31 | |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 3.65% | 1.12M | $59.1M | -2.37%(-27.23K) | $32.45(+71.51%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.24% | +19.91% |
| Top 20 Holdings Unweighted | +6.71% | +21.52% |
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