TrueWealth Financial Partners

TrueWealth Financial Partners as of June 30, 2024

Portfolio Holdings for TrueWealth Financial Partners

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 10.7 $17M 33k 500.13
Vanguard Index Fds Sm Cp Val Etf (VBR) 10.5 $16M 89k 182.52
Vanguard World Energy Etf (VDE) 10.3 $16M 125k 127.57
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 9.7 $15M 343k 43.76
Vanguard Index Fds Mid Cap Etf (VO) 9.6 $15M 61k 242.10
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 9.5 $15M 252k 58.64
Vanguard World Materials Etf (VAW) 9.4 $15M 75k 192.63
Vanguard Index Fds Real Estate Etf (VNQ) 8.2 $13M 151k 83.76
Vanguard Bd Index Fds Intermed Term (BIV) 5.5 $8.5M 114k 74.89
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 5.1 $7.9M 163k 48.67
Vanguard Malvern Fds Strm Infproidx (VTIP) 5.0 $7.7M 160k 48.54
Microsoft Corporation (MSFT) 1.8 $2.8M 6.3k 446.93
Ishares Tr Core 1 5 Yr Usd (ISTB) 1.3 $2.0M 41k 47.37
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.2 $1.9M 39k 49.52
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $1.7M 3.1k 544.22
Apple (AAPL) 0.7 $1.1M 5.2k 210.62
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $287k 2.6k 112.63
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $281k 3.9k 72.01