TrueWealth Financial Partners

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

  • Top 5 stock holdings are VBR, VOO, VWO, VO, VDE, and represent 49.27% of TrueWealth Financial Partners's stock portfolio.
  • Added to shares of these 10 stocks: VGSH, VBR, VO, VWO, BNDX, VNQ, BIV, VEU, VAW, VT.
  • Started 1 new stock position in VGSH.
  • Reduced shares in these 4 stocks: VDE, VOO, ISTB, VTIP.
  • TrueWealth Financial Partners was a net buyer of stock by $1.9M.
  • TrueWealth Financial Partners has $161M in assets under management (AUM), dropping by -2.97%.
  • Central Index Key (CIK): 0001908108

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Portfolio Holdings for TrueWealth Financial Partners

TrueWealth Financial Partners holds 19 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Sm Cp Val Etf (VBR) 10.5 $17M 85k 198.18
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 10.0 $16M 30k 538.82
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 9.9 $16M 364k 44.04
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Vanguard Index Fds Mid Cap Etf (VO) 9.8 $16M 60k 264.13
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Vanguard World Energy Etf (VDE) 9.1 $15M 121k 121.31
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Vanguard Index Fds Real Estate Etf (VNQ) 9.0 $14M 162k 89.08
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 8.9 $14M 251k 57.41
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Vanguard World Materials Etf (VAW) 8.8 $14M 75k 187.84
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Vanguard Bd Index Fds Intermed Term (BIV) 5.8 $9.4M 126k 74.73
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 5.6 $9.1M 185k 49.05
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Vanguard Malvern Fds Strm Infproidx (VTIP) 5.5 $8.9M 185k 48.42
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Microsoft Corporation (MSFT) 1.7 $2.7M 6.3k 421.48
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Ishares Tr Core 1 5 Yr Usd (ISTB) 1.2 $2.0M 42k 47.77
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.2 $1.9M 39k 49.62
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $1.8M 3.1k 586.08
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Apple (AAPL) 0.8 $1.3M 5.2k 250.42
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.7 $1.0M NEW 18k 58.18
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $341k +9% 2.9k 117.48
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Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $331k 3.9k 84.80
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Past Filings by TrueWealth Financial Partners

SEC 13F filings are viewable for TrueWealth Financial Partners going back to 2021