TrueWealth Financial Partners

TrueWealth Financial Partners as of June 30, 2023

Portfolio Holdings for TrueWealth Financial Partners

TrueWealth Financial Partners holds 17 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard World Fds Energy Etf (VDE) 11.3 $14M 121k 112.89
Vanguard Index Fds Sm Cp Val Etf (VBR) 10.5 $13M 77k 165.40
Vanguard Index Fds S&p 500 Etf Shs (VOO) 10.3 $12M 31k 407.28
Vanguard World Fds Materials Etf (VAW) 10.2 $12M 68k 181.97
Vanguard Index Fds Mid Cap Etf (VO) 9.8 $12M 54k 220.16
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 9.7 $12M 290k 40.68
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 9.6 $12M 214k 54.41
Vanguard Index Fds Real Estate Etf (VNQ) 8.8 $11M 127k 83.56
Vanguard Bd Index Fds Intermed Term (BIV) 5.6 $6.8M 90k 75.23
Vanguard Malvern Fds Strm Infproidx (VTIP) 5.4 $6.5M 137k 47.42
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 5.4 $6.5M 132k 48.88
Ishares Tr Core 1 5 Yr Usd (ISTB) 1.3 $1.5M 33k 46.64
Microsoft Corporation (MSFT) 0.8 $915k 2.7k 340.51
Amazon (AMZN) 0.6 $686k 5.3k 130.36
Boeing Company (BA) 0.4 $465k 2.2k 211.16
Apple (AAPL) 0.3 $322k 1.7k 193.97
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $200k 2.4k 83.35