TrueWealth Financial Partners

TrueWealth Financial Partners as of March 31, 2024

Portfolio Holdings for TrueWealth Financial Partners

TrueWealth Financial Partners holds 18 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Sm Cp Val Etf (VBR) 11.2 $16M 83k 191.88
Vanguard World Energy Etf (VDE) 10.9 $16M 118k 131.70
Vanguard Index Fds S&p 500 Etf Shs (VOO) 10.6 $15M 32k 480.70
Vanguard World Materials Etf (VAW) 10.1 $15M 71k 204.43
Vanguard Index Fds Mid Cap Etf (VO) 10.1 $14M 57k 249.86
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 9.5 $14M 230k 58.65
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 9.3 $13M 316k 41.77
Vanguard Index Fds Real Estate Etf (VNQ) 8.4 $12M 139k 86.48
Vanguard Bd Index Fds Intermed Term (BIV) 5.3 $7.5M 100k 75.40
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 5.0 $7.1M 145k 49.19
Vanguard Malvern Fds Strm Infproidx (VTIP) 4.9 $7.0M 145k 47.89
Microsoft Corporation (MSFT) 1.4 $2.0M 4.7k 420.70
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $1.6M 3.1k 523.07
Ishares Tr Core 1 5 Yr Usd (ISTB) 1.1 $1.6M 33k 47.44
Apple (AAPL) 0.6 $893k 5.2k 171.48
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $283k 3.9k 72.37
Amazon (AMZN) 0.2 $281k 1.6k 180.38
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $251k 2.3k 110.50