84. True Link Financial Advisors

Rank: 84
Location: San Francisco, CA
Total Assets: $906,716,416
ETF Assets: $698,022,976
Website: www.truelinkfinancial.com

Firm Data Provided By: RIA DatabaseETF Data as of 12/31/22

All ETF Holdings

Number of ETFs: 87
Total Value of All ETF Holdings: $698,022,976
Number of Issuers: 14
Number of Sectors: 30
  • Top 5 ETF Holdings
    1. BSV: $217,849,179
    2. IVV: $66,318,488
    3. ESGU: $41,647,930
    4. ITOT: $34,392,506
    5. VTIP: $33,210,997
  • Top 5 ETF Sectors
    1. Total Bond Market
    2. Large Cap Growth Equities
    3. Inflation-Protected Bonds
    4. Foreign Large Cap Equities
    5. Mortgage Backed Securities
  • Top 5 ETF Issuers
    1. Vanguard
    2. iShares
    3. Invesco
    4. First Trust
    5. PIMCO

Top 20 ETF Holdings

ETF Ownership - By Year

ETF Ownership - By Quarter



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For details on how firms qualified for this list, please see our METHODOLOGY.

https://www.truelinkfinancial.com 2023 Top 100 ETF Power Users