TrueWealth Financial Partners

TrueWealth Financial Partners as of March 31, 2025

Portfolio Holdings for TrueWealth Financial Partners

TrueWealth Financial Partners holds 23 positions in its portfolio as reported in the March 2025 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) 11.6 $19M 37k 513.90
Vanguard Index Fds Sm Cp Val Etf (VBR) 9.7 $16M 86k 186.29
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 9.5 $16M 349k 45.26
Vanguard World Energy Etf (VDE) 9.0 $15M 115k 129.71
Vanguard Index Fds Mid Cap Etf (VO) 8.6 $14M 55k 258.62
Vanguard Index Fds Real Estate Etf (VNQ) 8.4 $14M 153k 90.54
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 7.9 $13M 216k 60.66
Vanguard World Materials Etf (VAW) 6.9 $11M 61k 188.81
Vanguard Malvern Fds Strm Infproidx (VTIP) 5.5 $9.2M 184k 49.90
Vanguard Bd Index Fds Intermed Term (BIV) 4.8 $8.0M 105k 76.57
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.2 $7.0M 144k 48.82
Vanguard Scottsdale Fds Short Term Treas (VGSH) 3.0 $5.0M 86k 58.69
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.7 $2.8M 39k 73.45
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.5 $2.5M 49k 50.83
Microsoft Corporation (MSFT) 1.4 $2.4M 6.3k 375.37
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.3 $2.1M 42k 49.85
Ishares Tr Core 1 5 Yr Usd (ISTB) 1.1 $1.8M 36k 48.35
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $1.7M 3.1k 559.39
Vanguard World Consum Stp Etf (VDC) 1.0 $1.6M 7.2k 218.82
Vanguard World Health Car Etf (VHT) 0.9 $1.6M 5.9k 264.73
Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $518k 3.9k 132.25
Apple (AAPL) 0.3 $483k 2.2k 222.13
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $468k 4.0k 115.95