TrueWealth Financial Partners

TrueWealth Financial Partners as of Sept. 30, 2024

Portfolio Holdings for TrueWealth Financial Partners

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 10.4 $17M 360k 47.85
Vanguard Index Fds Sm Cp Val Etf (VBR) 10.1 $17M 84k 200.78
Vanguard World Materials Etf (VAW) 9.5 $16M 75k 211.47
Vanguard Index Fds S&p 500 Etf Shs (VOO) 9.5 $16M 30k 527.67
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 9.5 $16M 250k 63.00
Vanguard Index Fds Real Estate Etf (VNQ) 9.4 $16M 161k 97.42
Vanguard Index Fds Mid Cap Etf (VO) 9.4 $16M 59k 263.83
Vanguard World Energy Etf (VDE) 9.0 $15M 122k 122.47
Vanguard Bd Index Fds Intermed Term (BIV) 5.9 $9.8M 125k 78.37
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 5.5 $9.2M 182k 50.28
Vanguard Malvern Fds Strm Infproidx (VTIP) 5.5 $9.1M 185k 49.31
Microsoft Corporation (MSFT) 1.6 $2.7M 6.3k 430.28
Ishares Tr Core 1 5 Yr Usd (ISTB) 1.2 $2.1M 42k 48.68
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.2 $1.9M 39k 49.94
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $1.8M 3.1k 573.76
Apple (AAPL) 0.7 $1.2M 5.2k 233.00
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $415k 3.9k 106.13
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $317k 2.7k 119.70