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Apple shares owned by TrueWealth Financial Partners

Quarter-by-quarter ownership of Apple (AAPL) shares owned by TrueWealth Financial Partners from 13F filings

Historical chart of TrueWealth Financial Partners investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by TrueWealth Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by TrueWealth Financial Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0M 5.2k 192.53
2023-09-30 $892k 5.2k 171.21
2023-06-30 $322k 1.7k 193.97

More positions owned by TrueWealth Financial Partners

Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Fds Energy Etf (VDE)
Vanguard World Fds Materials Etf (VAW)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Microsoft Corporation (MSFT)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Apple (AAPL)
Alibaba Group Hldg Sponsored Ads (BABA)

View all positions for TrueWealth Financial Partners

Top funds holding Apple

Vanguard Group
Berkshire Hathaway
T. Rowe Price Associates
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Jpmorgan Chase & Co
Bank of New York Mellon
Goldman Sachs Group
Charles Schwab Investment Management
Ubs Global Asset Management Americas
Royal Bank of Canada
Wellington Management Company
Wells Fargo & Company
Citadel Advisors

View all funds holding Apple