True Link Financial Advisors, LLC
SAN FRANCISCO CA · SEC CIK 0001846236
$16.19亿2026Q1 申报市值
418持仓数
87.2%前十大占比 · 第一大 25.5%
307 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DFCF 加仓+$2,379.89万
IAGG 加仓+$1,188.97万
BIV 加仓+$1,020.53万
BSV 加仓+$728.59万
DFAE 加仓+$136.19万
2026Q1 卖出最多 按季末市值估算
SHV 减仓-$4,193.15万
IVV 减仓-$1,480.30万
ITOT 减仓-$480.52万
VGIT 清仓-$428.16万
ICSH 清仓-$207.22万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $144.15万 | 0.09% | 13,535 | 65 | 0.5% | $6,923 | 加仓 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $182.70万 | 0.11% | 75,278 | 11,349 | 17.8% | $27.54万 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $205.98万 | 0.13% | 24,892 | -9,000 | -26.6% | -$74.47万 | 减仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $251.22万 | 0.16% | 33,452 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE ETF | $257.12万 | 0.16% | 13,105 | -151 | -1.1% | -$2.96万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP COM | $289.32万 | 0.18% | 4,787 | -190 | -3.8% | -$11.48万 | 减仓 |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $345.02万 | 0.21% | 38,623 | 0 | 0.0% | — | 不变 |
| IBTG | ISHARES IBONDS DEC 2026 TERM TREASURY ETF | $367.80万 | 0.23% | 160,508 | 24,168 | 17.7% | $55.38万 | 加仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $371.31万 | 0.23% | 36,888 | 4,339 | 13.3% | $43.68万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $398.08万 | 0.25% | 40,984 | 1,097 | 2.8% | $10.66万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $415.23万 | 0.26% | 9,738 | -841 | -7.9% | -$35.86万 | 减仓 |
| IEUR | ISHARES CORE MSCI EUROPE ETF | $897.99万 | 0.55% | 127,792 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $1,555.27万 | 0.96% | 218,652 | 10,072 | 4.8% | $71.64万 | 加仓 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $4,491.89万 | 2.77% | 897,660 | 237,604 | 36.0% | $1,188.97万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $5,880.41万 | 3.63% | 273,431 | 2,447 | 0.9% | $52.63万 | 加仓 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $5,912.94万 | 3.65% | 1,120,300 | -27,231 | -2.4% | -$143.73万 | 减仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $6,149.56万 | 3.80% | 320,607 | 523 | 0.2% | $10.03万 | 加仓 |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $6,159.31万 | 3.80% | 1,819,051 | 40,221 | 2.3% | $136.19万 | 加仓 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $7,347.72万 | 4.54% | 1,471,015 | 18,389 | 1.3% | $91.85万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $7,866.88万 | 4.86% | 868,981 | 5,721 | 0.7% | $51.79万 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $1.06亿 | 6.53% | 742,657 | -33,737 | -4.3% | -$480.52万 | 减仓 |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $1.80亿 | 11.12% | 4,264,532 | 563,687 | 15.2% | $2,379.89万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $1.84亿 | 11.35% | 281,276 | -22,662 | -7.5% | -$1,480.30万 | 减仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $1.95亿 | 12.02% | 2,482,487 | 92,921 | 3.9% | $728.59万 | 加仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $4.14亿 | 25.54% | 5,357,768 | 132,227 | 2.5% | $1,020.53万 | 加仓 |