TrueWealth Financial Partners

TrueWealth Financial Partners as of June 30, 2025

Portfolio Holdings for TrueWealth Financial Partners

TrueWealth Financial Partners holds 26 positions in its portfolio as reported in the June 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) 15.5 $28M 50k 568.03
Vanguard Index Fds Sm Cp Val Etf (VBR) 9.5 $17M 89k 195.01
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 8.7 $16M 319k 49.46
Vanguard Index Fds Mid Cap Etf (VO) 7.6 $14M 50k 279.83
Vanguard World Energy Etf (VDE) 7.1 $13M 108k 119.12
Vanguard Index Fds Real Estate Etf (VNQ) 7.0 $13M 143k 89.06
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 6.2 $11M 168k 67.22
Vanguard Malvern Fds Strm Infproidx (VTIP) 5.0 $9.2M 182k 50.27
Vanguard Scottsdale Fds Short Term Treas (VGSH) 4.8 $8.6M 147k 58.78
Vanguard World Materials Etf (VAW) 4.8 $8.6M 44k 194.83
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.6 $6.6M 90k 73.63
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.6 $6.6M 116k 57.01
Vanguard Bd Index Fds Intermed Term (BIV) 3.4 $6.2M 80k 77.34
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.6 $4.7M 95k 49.51
Vanguard World Consum Stp Etf (VDC) 2.2 $3.9M 18k 219.00
Vanguard World Health Car Etf (VHT) 2.1 $3.9M 16k 248.34
Microsoft Corporation (MSFT) 1.9 $3.5M 6.9k 497.39
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.1 $2.0M 41k 49.87
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $1.9M 3.1k 617.85
Amazon (AMZN) 0.5 $925k 4.2k 219.39
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.4 $769k 16k 48.65
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $586k 4.6k 128.52
Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $486k 4.3k 113.42
Apple (AAPL) 0.3 $474k 2.3k 205.17
Vanguard Bd Index Fds Long Term Bond (BLV) 0.1 $233k 3.4k 69.53
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $209k 2.7k 78.70