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TrueWealth Advisors

Latest statistics and disclosures from TrueWealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, ACIO, CGMS, SDVY, QQQ, and represent 27.11% of TrueWealth Advisors's stock portfolio.
Added to shares of these 10 stocks: XMHQ, FBND, UCON, CGMS, OALC, VGIT, TBIL, RSP, DRSK, ACIO.
Started 22 new stock positions in OALC, FBND, TFC, APD, VRTX, VOOV, SPGI, SHYG, MTB, CL. CIBR, IR, UNP, ITA, UCON, AMGN, TBIL, LDOS, SCHW, PGR, VCR, XMHQ.
Reduced shares in these 10 stocks: SPAB, SPY, SDVY, SJNK, JUCY, CVX, TPLC, , IVV, .
Sold out of its positions in GOOG, COP, DECK, EOG, GIS, TLT, IEMG, DGRO, MPC, ODFL. PSX, SPDW, CRM, SCHM, SCHZ, NOW.
TrueWealth Advisors was a net buyer of stock by $13M.
TrueWealth Advisors has $299M in assets under management (AUM), dropping by 10.74%.
Central Index Key (CIK): 0001817714

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Portfolio Holdings for TrueWealth Advisors

TrueWealth Advisors holds 224 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	8.7	$26M	-7%	46k	573.76	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	6.6	$20M	+4%	498k	39.74	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	5.6	$17M	+14%	603k	27.84	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	3.1	$9.3M	-13%	257k	36.38	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.0	$9.1M	+5%	19k	488.06	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	2.8	$8.4M	+2%	200k	42.02	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.5	$7.5M	-4%	89k	84.53	View chart
Etf Ser Solutions Aptus Defined (DRSK)	2.3	$7.0M	+13%	247k	28.30	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	1.8	$5.3M	-40%	204k	26.14	View chart
Ishares Tr Intl Div Grwth (IGRO)	1.8	$5.3M	+4%	71k	74.59	View chart
Servisfirst Bancshares (SFBS)	1.8	$5.3M		66k	80.45	View chart
Ea Series Trust Freedom 100 Em (FRDM)	1.7	$5.1M	+2%	142k	35.78	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	1.6	$4.8M	NEW	47k	102.58	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.5	$4.6M	NEW	99k	46.74	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	1.4	$4.2M	+18%	92k	45.89	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.3	$4.0M	+27%	22k	179.16	View chart
Southern Company (SO)	1.2	$3.7M		41k	90.18	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.1	$3.4M	-2%	58k	59.51	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	1.1	$3.3M	-26%	130k	25.75	View chart
Innovative Industria A (IIPR)	1.1	$3.2M	+2%	24k	134.60	View chart
Heico Corp Cl A (HEI.A)	1.0	$3.1M		15k	203.76	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	1.0	$2.9M	+2%	6.9k	423.11	View chart
Apple (AAPL)	1.0	$2.9M	-2%	12k	233.00	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.9	$2.8M	NEW	111k	25.13	View chart
Microsoft Corporation (MSFT)	0.9	$2.7M	-3%	6.3k	430.32	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.9	$2.7M		79k	33.71	View chart
Etf Ser Solutions Opus Sml Cp Vl (OSCV)	0.9	$2.6M	-8%	69k	37.45	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.8	$2.4M	+4%	44k	54.48	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.7	$2.2M	+31%	39k	57.83	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.7	$2.2M	-13%	37k	59.02	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.7	$2.0M	+22%	34k	59.21	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$1.9M	-7%	9.8k	198.07	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.6	$1.9M		35k	53.63	View chart
Unified Ser Tr Oneascent Large (OALC)	0.6	$1.8M	NEW	63k	29.24	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.6	$1.8M	+8%	33k	54.93	View chart
At&t (T)	0.6	$1.7M		78k	22.00	View chart
Etf Ser Solutions Aptus Enhanced (JUCY)	0.6	$1.7M	-27%	73k	23.21	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$1.7M	-20%	2.9k	576.75	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.5	$1.6M	-16%	49k	33.23	View chart
Verizon Communications (VZ)	0.5	$1.6M		36k	44.91	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.5	$1.6M	+290%	26k	60.42	View chart
Exxon Mobil Corporation (XOM)	0.5	$1.6M	-3%	14k	117.22	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.5	$1.5M	-5%	23k	67.51	View chart
Roper Industries (ROP)	0.5	$1.5M	-2%	2.7k	556.49	View chart
Williams Companies (WMB)	0.5	$1.4M	+29%	31k	45.65	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$1.4M	-2%	5.3k	263.84	View chart
Amazon (AMZN)	0.5	$1.4M	+7%	7.6k	186.33	View chart
Globe Life (GL)	0.5	$1.4M		13k	105.91	View chart
JPMorgan Chase & Co. (JPM)	0.5	$1.4M	+4%	6.5k	210.87	View chart
Tesla Motors (TSLA)	0.4	$1.3M	+7%	4.9k	261.63	View chart
Ishares Tr Core Total Usd (IUSB)	0.4	$1.3M	-17%	27k	47.12	View chart
First Tr Exchange-traded Multi Asset Di (MDIV)	0.4	$1.3M		76k	16.63	View chart
Simon Property (SPG)	0.4	$1.2M		7.3k	169.02	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.4	$1.2M	-3%	27k	45.24	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$1.2M	+10%	5.9k	200.86	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.4	$1.2M	+20%	25k	46.52	View chart
Chevron Corporation (CVX)	0.4	$1.2M	-32%	7.9k	147.28	View chart
RBB Us Treas 3 Mnth (TBIL)	0.4	$1.1M	NEW	23k	50.04	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$1.1M		11k	104.18	View chart
International Business Machines (IBM)	0.4	$1.1M		5.0k	221.10	View chart
Vanguard World Mega Cap Index (MGC)	0.4	$1.1M	-2%	5.2k	206.62	View chart
Lowe's Companies (LOW)	0.4	$1.1M		4.0k	270.85	View chart
Kinder Morgan (KMI)	0.3	$1.0M		47k	22.09	View chart
NVIDIA Corporation (NVDA)	0.3	$1.0M	+19%	8.5k	121.44	View chart
Global X Fds Us Pfd Etf (PFFD)	0.3	$989k		48k	20.78	View chart
Eli Lilly & Co. (LLY)	0.3	$977k		1.1k	886.09	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.3	$945k	+19%	41k	23.12	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$896k	-25%	17k	52.81	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.3	$881k	+8%	49k	18.10	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$880k	-2%	4.5k	197.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.3	$869k		29k	29.89	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$867k	-23%	5.0k	174.56	View chart
Wal-Mart Stores (WMT)	0.3	$838k	+2%	10k	80.75	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$822k	+16%	5.0k	165.84	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.3	$788k	+136%	33k	24.08	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.3	$783k	+9%	32k	24.64	View chart
Oracle Corporation (ORCL)	0.3	$768k	+20%	4.5k	170.40	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.3	$762k		15k	50.57	View chart
Select Sector Spdr Tr Energy (XLE)	0.3	$762k	-5%	8.7k	87.80	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$760k	-6%	5.0k	151.61	View chart
Johnson & Johnson (JNJ)	0.2	$738k	-16%	4.6k	162.07	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$703k	-10%	8.7k	80.78	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.2	$682k	+2%	8.5k	80.30	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$678k	+2%	4.4k	154.01	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$673k		9.9k	67.85	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.2	$659k	+27%	24k	27.46	View chart
Procter & Gamble Company (PG)	0.2	$658k		3.8k	173.18	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$653k	-34%	1.7k	384.01	View chart
Caterpillar (CAT)	0.2	$648k	+23%	1.7k	391.21	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$633k	-16%	8.0k	78.69	View chart
Meta Platforms Cl A (META)	0.2	$618k	+14%	1.1k	572.19	View chart
Emerson Electric (EMR)	0.2	$610k	+148%	5.6k	109.37	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$598k		3.1k	189.79	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$587k	+3%	9.0k	64.86	View chart
Eaton Corp SHS (ETN)	0.2	$585k	-3%	1.8k	331.44	View chart
Timothy Plan Us Lrgmd Cp Core (TPLC)	0.2	$571k	-48%	13k	43.99	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$567k		2.5k	225.75	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$554k	-17%	3.1k	179.30	View chart
Amgen (AMGN)	0.2	$543k	NEW	1.7k	322.17	View chart
Pfizer (PFE)	0.2	$541k	+2%	19k	28.94	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$536k	-16%	11k	50.28	View chart
Advanced Micro Devices (AMD)	0.2	$527k	+34%	3.2k	164.08	View chart
Diamondback Energy (FANG)	0.2	$524k	-27%	3.0k	172.39	View chart
Timothy Plan Hig Dv Stk Etf (TPHD)	0.2	$521k	+17%	14k	37.70	View chart
American Express Company (AXP)	0.2	$518k		1.9k	271.15	View chart
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)	0.2	$516k	+37%	16k	32.30	View chart
Prudential Financial (PRU)	0.2	$504k	+22%	4.2k	121.09	View chart
General Dynamics Corporation (GD)	0.2	$503k	-2%	1.7k	302.17	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$497k		3.9k	128.19	View chart
Honeywell International (HON)	0.2	$496k		2.4k	206.70	View chart
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD)	0.2	$485k	+29%	22k	22.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.2	$480k		13k	36.48	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$476k	-12%	2.0k	237.16	View chart
Pacer Fds Tr Pac Asset Fltg (FLRT)	0.2	$476k	+25%	10k	47.49	View chart
AFLAC Incorporated (AFL)	0.2	$473k		4.2k	111.79	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.2	$463k		9.1k	51.05	View chart
Lockheed Martin Corporation (LMT)	0.2	$460k		788.00	584.28	View chart
Cadence Design Systems (CDNS)	0.2	$459k	-5%	1.7k	271.03	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.2	$451k	+54%	17k	25.91	View chart
Arista Networks (ANET)	0.1	$444k	+33%	1.2k	383.82	View chart
Regions Financial Corporation (RF)	0.1	$442k	-14%	19k	23.33	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$441k	-26%	7.4k	59.87	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$438k	+91%	1.6k	280.47	View chart
W.W. Grainger (GWW)	0.1	$434k	+9%	418.00	1038.84	View chart
Cisco Systems (CSCO)	0.1	$431k	-17%	8.1k	53.22	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$420k	-20%	3.9k	107.64	View chart
McDonald's Corporation (MCD)	0.1	$417k		1.4k	304.56	View chart
Axon Enterprise (AXON)	0.1	$414k	+16%	1.0k	399.60	View chart
Equifax (EFX)	0.1	$408k		1.4k	293.90	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$405k		3.0k	135.07	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$404k	-26%	4.2k	95.75	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.1	$402k	+25%	4.2k	96.39	View chart
Intuitive Surgical Com New (ISRG)	0.1	$401k	+29%	816.00	491.27	View chart
Costco Wholesale Corporation (COST)	0.1	$401k	+33%	452.00	886.60	View chart
BP Sponsored Adr (BP)	0.1	$400k	+9%	13k	31.39	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$400k	-27%	4.2k	95.81	View chart
Colgate-Palmolive Company (CL)	0.1	$399k	NEW	3.8k	103.82	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.1	$397k	+24%	16k	25.01	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$397k		752.00	527.39	View chart
TransDigm Group Incorporated (TDG)	0.1	$394k	+40%	276.00	1427.13	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.1	$393k		2.8k	138.65	View chart
Leidos Holdings (LDOS)	0.1	$392k	NEW	2.4k	163.00	View chart
S&p Global (SPGI)	0.1	$389k	NEW	753.00	516.64	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$389k		1.4k	283.14	View chart
Garmin SHS (GRMN)	0.1	$388k	+31%	2.2k	176.05	View chart
Netflix (NFLX)	0.1	$388k	+35%	547.00	709.27	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.1	$386k	+42%	16k	23.96	View chart
Clorox Company (CLX)	0.1	$382k		2.3k	162.90	View chart
Bank of America Corporation (BAC)	0.1	$378k	+2%	9.5k	39.68	View chart
Compass Diversified Sh Ben Int (CODI)	0.1	$378k		17k	22.13	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.1	$374k	+25%	14k	26.26	View chart
Coca-Cola Company (KO)	0.1	$372k	+4%	5.2k	71.86	View chart
Zscaler Incorporated (ZS)	0.1	$365k	+31%	2.1k	170.94	View chart
Palo Alto Networks (PANW)	0.1	$362k	+26%	1.1k	341.80	View chart
Carlisle Companies (CSL)	0.1	$360k		800.00	449.75	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$356k	NEW	766.00	465.08	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$355k	+10%	6.2k	57.53	View chart
Citigroup Com New (C)	0.1	$347k	+9%	5.5k	62.60	View chart
Linde SHS (LIN)	0.1	$347k		727.00	477.00	View chart
Kla Corp Com New (KLAC)	0.1	$346k	+41%	447.00	774.43	View chart
Broadcom (AVGO)	0.1	$343k	+804%	2.0k	172.49	View chart
Ingersoll Rand (IR)	0.1	$342k	NEW	3.5k	98.16	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$342k		4.8k	71.73	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.1	$333k		4.2k	79.13	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.1	$325k		4.2k	77.48	View chart
Draftkings Com Cl A (DKNG)	0.1	$320k	+7%	8.2k	39.20	View chart
Gilead Sciences (GILD)	0.1	$319k	-22%	3.8k	83.84	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$316k		2.9k	107.65	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$315k		300.00	1051.24	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$311k		2.6k	117.63	View chart
Dow (DOW)	0.1	$311k	+9%	5.7k	54.63	View chart
Abbvie (ABBV)	0.1	$308k	-2%	1.6k	197.53	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$307k		524.00	586.52	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.1	$307k	+7%	13k	24.08	View chart
Advisorshares Tr Advisorshs Etf (CWS)	0.1	$306k	+11%	4.5k	68.72	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$299k		2.6k	117.29	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$291k	-12%	2.9k	101.29	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$288k	+7%	6.3k	45.49	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$287k	-5%	2.1k	135.42	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$284k	-27%	2.4k	116.95	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$282k	-16%	3.8k	75.17	View chart
Home Depot (HD)	0.1	$282k	-22%	695.00	405.27	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$280k	-17%	3.6k	78.38	View chart
Altria (MO)	0.1	$276k		5.4k	51.04	View chart
Duke Energy Corp Com New (DUK)	0.1	$264k		2.3k	115.31	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$256k	-4%	4.1k	62.32	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$251k	+3%	2.8k	90.80	View chart
Boeing Company (BA)	0.1	$251k		1.6k	152.04	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$248k		2.4k	103.90	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$248k	-26%	5.0k	49.41	View chart
Super Micro Computer (SMCI)	0.1	$247k	+98%	593.00	416.40	View chart
Target Corporation (TGT)	0.1	$245k	-11%	1.6k	155.88	View chart
Merck & Co (MRK)	0.1	$244k		2.1k	113.58	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$240k	-9%	988.00	243.06	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.1	$240k	-20%	4.9k	49.47	View chart
Chemed Corp Com Stk (CHE)	0.1	$238k	-5%	396.00	601.22	View chart
Raytheon Technologies Corp (RTX)	0.1	$236k	-2%	1.9k	121.15	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$236k	-30%	4.9k	47.85	View chart
Zoetis Cl A (ZTS)	0.1	$234k	-24%	1.2k	195.38	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.1	$234k		11k	22.27	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.1	$233k	+5%	4.0k	57.67	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$232k		4.5k	51.04	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$231k	-19%	4.9k	47.21	View chart
Comcast Corp Cl A (CMCSA)	0.1	$231k	-24%	5.5k	41.77	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$227k	-16%	9.7k	23.45	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$226k	NEW	3.8k	59.23	View chart
Copart (CPRT)	0.1	$222k	-2%	4.2k	52.40	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$221k	+30%	14k	16.05	View chart
Progressive Corporation (PGR)	0.1	$221k	NEW	870.00	253.84	View chart
Visa Com Cl A (V)	0.1	$221k	-31%	802.00	274.88	View chart
CSX Corporation (CSX)	0.1	$219k	-24%	6.3k	34.53	View chart
Pepsi (PEP)	0.1	$217k	+4%	1.3k	170.10	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$216k	NEW	1.1k	190.66	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.1	$215k		11k	19.20	View chart
Union Pacific Corporation (UNP)	0.1	$215k	NEW	870.00	246.51	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$213k		2.0k	108.63	View chart
Charles Schwab Corporation (SCHW)	0.1	$213k	NEW	3.3k	64.81	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$211k	NEW	619.00	340.48	View chart
M&T Bank Corporation (MTB)	0.1	$210k	NEW	1.2k	178.12	View chart
Air Products & Chemicals (APD)	0.1	$208k	NEW	698.00	297.83	View chart
Truist Financial Corp equities (TFC)	0.1	$208k	NEW	4.9k	42.77	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$206k	NEW	1.4k	149.61	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	0.1	$205k		4.0k	51.24	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$204k	NEW	4.7k	43.42	View chart

Past Filings by TrueWealth Advisors

SEC 13F filings are viewable for TrueWealth Advisors going back to 2020

TrueWealth Advisors 2024 Q3 filed Oct. 29, 2024
TrueWealth Advisors 2024 Q2 filed July 24, 2024
TrueWealth Advisors 2024 Q1 filed April 23, 2024
TrueWealth Advisors 2023 Q4 filed Feb. 8, 2024
TrueWealth Advisors 2023 Q3 filed Nov. 7, 2023
TrueWealth Advisors 2023 Q2 filed July 31, 2023
TrueWealth Advisors 2023 Q1 filed April 19, 2023
TrueWealth Advisors 2022 Q4 filed Jan. 23, 2023
TrueWealth Advisors 2022 Q3 filed Oct. 21, 2022
TrueWealth Advisors 2022 Q2 filed July 27, 2022
TrueWealth Advisors 2022 Q1 restated filed May 5, 2022
TrueWealth Advisors 2022 Q1 filed May 4, 2022
TrueWealth Advisors 2021 Q4 filed Feb. 2, 2022
TrueWealth Advisors 2021 Q3 filed Oct. 25, 2021
TrueWealth Advisors 2021 Q2 filed July 23, 2021
TrueWealth Advisors 2021 Q1 filed April 22, 2021

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