TrueWealth Financial Partners as of Sept. 30, 2022
Portfolio Holdings for TrueWealth Financial Partners
TrueWealth Financial Partners holds 13 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard World Fds Energy Etf (VDE) | 13.8 | $13M | 125k | 101.58 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 10.6 | $9.8M | 68k | 143.40 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 9.8 | $9.0M | 246k | 36.49 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 9.7 | $8.9M | 47k | 187.99 | |
| Vanguard World Fds Materials Etf (VAW) | 9.6 | $8.9M | 60k | 148.42 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 9.4 | $8.7M | 26k | 328.31 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 9.2 | $8.4M | 105k | 80.17 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 8.8 | $8.1M | 183k | 44.36 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 6.0 | $5.5M | 115k | 48.11 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 5.8 | $5.3M | 72k | 73.47 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 5.3 | $4.9M | 102k | 47.73 | |
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 1.8 | $1.6M | 36k | 46.10 | |
| Boeing Company (BA) | 0.3 | $250k | 2.1k | 121.18 |
