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True Link Financial Advisors, LLC | Tormere

True Link Financial Advisors, LLC

Est. AUM

$1.62B

13F long equity, this entity only

Positions

418

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INTERMEDIATE-TERM BOND ETF	ETF	$413.5M	5357768	25.54%	SOLE
2	VANGUARD SHORT-TERM BOND ETF	ETF	$194.7M	2482487	12.02%	SOLE
3	ISHARES CORE S&P 500 ETF	ETF	$183.7M	281276	11.35%	SOLE
4	DIMENSIONAL CORE FIXED INCOME ETF	ETF	$180.0M	4264532	11.12%	SOLE
5	ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	ETF	$105.8M	742657	6.53%	SOLE
6	ISHARES CORE MSCI EAFE ETF	ETF	$78.7M	868981	4.86%	SOLE
7	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF	ETF	$73.5M	1471015	4.54%	SOLE
8	DIMENSIONAL EMERGING CORE EQUITY MARKET ETF	ETF	$61.6M	1819051	3.80%	SOLE
9	ISHARES MSCI USA QUALITY FACTOR ETF	ETF	$61.5M	320607	3.80%	SOLE
10	DIMENSIONAL INTERNATIONAL VALUE ETF	ETF	$59.1M	1120300	3.65%	SOLE
11	VANGUARD DIVIDEND APPRECIATION ETF	ETF	$58.8M	273431	3.63%	SOLE
12	ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF	ETF	$44.9M	897660	2.77%	SOLE
13	DIMENSIONAL U.S. SMALL CAP ETF	ETF	$15.6M	218652	0.96%	SOLE
14	ISHARES CORE MSCI EUROPE ETF	ETF	$9.0M	127792	0.55%	SOLE
15	ISHARES RUSSELL 1000 GROWTH ETF	ETF	$4.2M	9738	0.26%	SOLE
16	ISHARES MSCI EAFE ETF	ETF	$4.0M	40984	0.25%	SOLE
17	ISHARES 0-3 MONTH TREASURY BOND ETF	ETF	$3.7M	36888	0.23%	SOLE
18	ISHARES IBONDS DEC 2026 TERM TREASURY ETF	ETF	$3.7M	160508	0.23%	SOLE
19	WISDOMTREE U.S. LARGECAP DIVIDEND FUND	ETF	$3.5M	38623	0.21%	SOLE
20	LOCKHEED MARTIN CORP COM	Stock	$2.9M	4787	0.18%	SOLE
21	VANGUARD VALUE ETF	ETF	$2.6M	13105	0.16%	SOLE
22	VANGUARD FTSE ALL-WORLD EX-US INDEX FUND	ETF	$2.5M	33452	0.16%	SOLE
23	VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF	ETF	$2.1M	24892	0.13%	SOLE
24	SCHWAB SHORT-TERM US TREASURY ETF	ETF	$1.8M	75278	0.11%	SOLE
25	ISHARES SHORT-TERM NATIONAL MUNI BOND ETF	ETF	$1.4M	13535	0.09%	SOLE
26	SCHWAB INTERMEDIATE-TERM US TREASURY ETF	ETF	$1.3M	51503	0.08%	SOLE
27	APPLE INC COM	Stock	$1.1M	4382	0.07%	SOLE
28	WISDOMTREE U.S. MIDCAP DIVIDEND FUND	ETF	$1.0M	19286	0.06%	SOLE
29	MICROSOFT CORP COM	Stock	$1.0M	2703	0.06%	SOLE
30	ISHARES RUSSELL MID-CAP GROWTH ETF	ETF	$992K	7740	0.06%	SOLE
31	NVIDIA CORPORATION COM	Stock	$932K	5347	0.06%	SOLE
32	AMAZON COM INC COM	Stock	$846K	4062	0.05%	SOLE
33	STATE STREET SPDR S&P 500 ETF	ETF	$836K	1285	0.05%	SOLE
34	VANGUARD TOTAL STOCK MARKET ETF	ETF	$792K	2468	0.05%	SOLE
35	JPMORGAN CHASE & CO COM	Stock	$717K	2438	0.04%	SOLE
36	VANGUARD FTSE EMERGING MARKETS ETF	ETF	$696K	12878	0.04%	SOLE
37	GE AEROSPACE COM NEW	Stock	$677K	2386	0.04%	SOLE
38	DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF	ETF	$664K	13310	0.04%	SOLE
39	ISHARES CALIFORNIA MUNI BOND ETF	ETF	$660K	11610	0.04%	SOLE
40	VANGUARD TOTAL BOND MARKET ETF	ETF	$620K	8421	0.04%	SOLE
41	VANGUARD LARGE-CAP ETF	ETF	$596K	1994	0.04%	SOLE
42	ISHARES CORE S&P MID-CAP ETF	ETF	$545K	8075	0.03%	SOLE
43	VANGUARD S&P 500 ETF	ETF	$523K	875	0.03%	SOLE
44	GE VERNOVA INC COM	Stock	$495K	567	0.03%	SOLE
45	ALPHABET INC CAP STK CL A	Stock	$495K	1721	0.03%	SOLE
46	ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	$482K	4860	0.03%	SOLE
47	ALPHABET INC CAP STK CL C	Stock	$482K	1682	0.03%	SOLE
48	EXXON MOBIL CORP COM	Stock	$442K	2606	0.03%	SOLE
49	INTERNATIONAL BUSINESS MACHS COM	Stock	$441K	1818	0.03%	SOLE
50	ISHARES CORE MSCI EMERGING MARKETS ETF	ETF	$417K	5976	0.03%	SOLE

1–50 of 418

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.