TrueWealth Financial Partners as of Sept. 30, 2023
Portfolio Holdings for TrueWealth Financial Partners
TrueWealth Financial Partners holds 15 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard World Fds Energy Etf (VDE) | 12.4 | $15M | 119k | 126.74 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 10.5 | $13M | 80k | 159.49 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 10.2 | $12M | 32k | 392.70 | |
| Vanguard World Fds Materials Etf (VAW) | 9.9 | $12M | 70k | 172.52 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 9.8 | $12M | 303k | 39.21 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 9.6 | $12M | 56k | 208.24 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 9.5 | $12M | 223k | 51.87 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 8.4 | $10M | 135k | 75.66 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 5.6 | $6.8M | 94k | 72.31 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 5.5 | $6.6M | 140k | 47.28 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 5.4 | $6.6M | 138k | 47.83 | |
| Microsoft Corporation (MSFT) | 1.2 | $1.5M | 4.7k | 315.73 | |
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 1.2 | $1.4M | 31k | 46.38 | |
| Apple (AAPL) | 0.7 | $892k | 5.2k | 171.21 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $218k | 2.5k | 86.74 |
