TrueWealth Financial Partners

TrueWealth Financial Partners as of Sept. 30, 2025

Portfolio Holdings for TrueWealth Financial Partners

TrueWealth Financial Partners holds 25 positions in its portfolio as reported in the September 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) 22.9 $45M 73k 612.38
Vanguard Index Fds Sm Cp Val Etf (VBR) 9.9 $20M 93k 208.71
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.1 $16M 264k 59.92
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 7.5 $15M 272k 54.18
Vanguard Scottsdale Fds Short Term Treas (VGSH) 7.2 $14M 239k 58.85
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 6.2 $12M 164k 74.37
Vanguard World Energy Etf (VDE) 5.6 $11M 88k 125.86
Vanguard Index Fds Real Estate Etf (VNQ) 5.3 $10M 113k 91.42
Vanguard Index Fds Mid Cap Etf (VO) 5.1 $10M 34k 293.74
Vanguard World Health Car Etf (VHT) 4.0 $7.9M 31k 259.60
Vanguard World Consum Stp Etf (VDC) 3.9 $7.7M 36k 213.73
Vanguard Malvern Fds Strm Infproidx (VTIP) 3.8 $7.4M 146k 50.63
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 2.1 $4.2M 59k 71.37
Microsoft Corporation (MSFT) 1.8 $3.6M 6.9k 517.93
Vanguard World Materials Etf (VAW) 1.5 $2.9M 14k 204.86
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.0 $2.0M 41k 49.99
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $2.0M 3.1k 666.18
Vanguard Bd Index Fds Intermed Term (BIV) 0.8 $1.6M 20k 78.09
Amazon (AMZN) 0.5 $960k 4.4k 219.57
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.4 $835k 17k 49.46
Alibaba Group Hldg Sponsored Ads (BABA) 0.4 $780k 4.4k 178.74
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.4 $714k 5.2k 137.80
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.2 $319k 6.5k 48.84
Vanguard Bd Index Fds Long Term Bond (BLV) 0.1 $232k 3.3k 70.86
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $209k 2.7k 78.91