True Link Financial Advisors, LLC
SAN FRANCISCO CA · SEC CIK 0001846236
$17.29亿2026Q2 申报市值
104持仓数
88.4%前十大占比 · 第一大 25.3%
6 / 320新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BIV 加仓+$2,671.37万
BSV 加仓+$980.79万
DFCF 加仓+$722.83万
VTIP 加仓+$274.41万
IEFA 加仓+$204.75万
2026Q2 卖出最多 按季末市值估算
ITOT 减仓-$638.67万
VTV 减仓-$132.70万
SGOV 减仓-$79.41万
DFIV 减仓-$77.52万
IBTG 减仓-$74.46万
2026Q2 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 | $144.11万 | 0.08% | 13,535 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE ETF | $152.90万 | 0.09% | 7,016 | -6,089 | -46.5% | -$132.70万 | 减仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $205.73万 | 0.12% | 24,892 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $239.16万 | 0.14% | 28,556 | -4,896 | -14.6% | -$41.00万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP COM | $239.29万 | 0.14% | 4,697 | -90 | -1.9% | -$4.59万 | 减仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $291.94万 | 0.17% | 29,000 | -7,888 | -21.4% | -$79.41万 | 减仓 |
| IBTG | ISHARES IBONDS DEC 2026 TERM TREASURY ETF | $292.94万 | 0.17% | 127,979 | -32,529 | -20.3% | -$74.46万 | 减仓 |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $367.20万 | 0.21% | 38,123 | -500 | -1.3% | -$4.82万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $423.93万 | 0.25% | 40,810 | -174 | -0.4% | -$1.81万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $464.69万 | 0.27% | 37,424 | -1,528 | -3.9% | -$18.97万 | 减仓 |
| IEUR | ISHARES CORE MSCI EUROPE ETF | $960.61万 | 0.56% | 127,792 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $1,816.88万 | 1.05% | 220,656 | 2,004 | 0.9% | $16.50万 | 加仓 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $4,722.71万 | 2.73% | 933,341 | 35,681 | 4.0% | $180.55万 | 加仓 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $5,974.34万 | 3.45% | 1,105,949 | -14,351 | -1.3% | -$77.52万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $6,562.85万 | 3.79% | 277,358 | 3,927 | 1.4% | $92.92万 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $7,101.65万 | 4.11% | 323,641 | 3,034 | 0.9% | $66.58万 | 加仓 |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $7,446.73万 | 4.31% | 1,851,959 | 32,908 | 1.8% | $132.32万 | 加仓 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $7,663.32万 | 4.43% | 1,525,646 | 54,631 | 3.7% | $274.41万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $8,597.36万 | 4.97% | 890,181 | 21,200 | 2.4% | $204.75万 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $1.16亿 | 6.69% | 703,778 | -38,879 | -5.2% | -$638.67万 | 减仓 |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $1.87亿 | 10.83% | 4,435,777 | 171,245 | 4.0% | $722.83万 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $2.03亿 | 11.75% | 2,608,375 | 125,888 | 5.1% | $980.79万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $2.11亿 | 12.21% | 282,065 | 789 | 0.3% | $59.09万 | 加仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $4.38亿 | 25.31% | 5,706,056 | 348,288 | 6.5% | $2,671.37万 | 加仓 |