TrueWealth Financial Partners as of Dec. 31, 2022
Portfolio Holdings for TrueWealth Financial Partners
TrueWealth Financial Partners holds 14 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard World Fds Energy Etf (VDE) | 14.2 | $15M | 121k | 121.28 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 10.8 | $11M | 70k | 158.80 | |
| Vanguard World Fds Materials Etf (VAW) | 10.2 | $11M | 62k | 170.20 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 9.7 | $10M | 257k | 38.98 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 9.7 | $10M | 49k | 203.81 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 9.4 | $9.6M | 192k | 50.14 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 9.3 | $9.6M | 27k | 351.34 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 8.8 | $9.1M | 110k | 82.48 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 5.5 | $5.7M | 77k | 74.32 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 5.3 | $5.5M | 118k | 46.71 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 5.0 | $5.1M | 108k | 47.43 | |
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 1.5 | $1.6M | 34k | 46.44 | |
| Boeing Company (BA) | 0.4 | $393k | 2.1k | 190.49 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $200k | 2.3k | 88.09 |
