TrueWealth Financial Partners as of March 31, 2023
Portfolio Holdings for TrueWealth Financial Partners
TrueWealth Financial Partners holds 15 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard World Fds Energy Etf (VDE) | 12.0 | $14M | 122k | 114.23 | |
| Vanguard World Fds Materials Etf (VAW) | 10.3 | $12M | 67k | 177.82 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 10.3 | $12M | 75k | 158.76 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 10.0 | $12M | 286k | 40.40 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 9.9 | $11M | 30k | 376.07 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 9.8 | $11M | 212k | 53.47 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 9.7 | $11M | 53k | 210.92 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 9.0 | $10M | 125k | 83.04 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 5.8 | $6.7M | 87k | 76.74 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 5.5 | $6.4M | 133k | 47.82 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 5.5 | $6.3M | 130k | 48.92 | |
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 1.4 | $1.6M | 34k | 47.16 | |
| Boeing Company (BA) | 0.4 | $467k | 2.2k | 212.43 | |
| Microsoft Corporation (MSFT) | 0.4 | $418k | 1.5k | 288.30 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $232k | 2.3k | 102.18 |
