TrueWealth Financial Partners as of Dec. 31, 2021
Portfolio Holdings for TrueWealth Financial Partners
TrueWealth Financial Partners holds 13 positions in its portfolio as reported in the December 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Index Fds Sm Cp Val Etf (VBR) | 11.1 | $11M | 64k | 178.84 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 10.8 | $11M | 95k | 116.01 | |
Vanguard World Fds Energy Etf (VDE) | 10.7 | $11M | 141k | 77.61 | |
Vanguard World Fds Materials Etf (VAW) | 10.6 | $11M | 55k | 196.89 | |
Vanguard Index Fds Mid Cap Etf (VO) | 10.4 | $11M | 42k | 254.77 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 10.0 | $10M | 23k | 436.55 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 9.5 | $9.7M | 196k | 49.46 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 9.1 | $9.3M | 153k | 61.28 | |
Vanguard Bd Index Fds Intermed Term (BIV) | 5.3 | $5.4M | 62k | 87.62 | |
Vanguard Malvern Fds Strm Infproidx (VTIP) | 5.2 | $5.4M | 104k | 51.40 | |
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 5.1 | $5.2M | 94k | 55.16 | |
Ishares Tr Core 1 5 Yr Usd (ISTB) | 1.8 | $1.9M | 37k | 50.42 | |
Boeing Company (BA) | 0.4 | $438k | 2.2k | 201.47 |