The Analysis of TrueWealth Financial Partners's Holdings
Currently, TrueWealth Financial Partners holds 25 types of securities in its portfolio with a total value $196.0M. In the most recent quarter, they have increased their positions in VOO (+23.7K shares, valued at $14.5M), VEA (+148.4K shares, valued at $8.9M), BND (+74.2K shares, valued at $5.5M); decreased their positions in VEU (-109.2K shares, valued at $7.8M), VAW (-30.2K shares, valued at $6.2M), BIV (-60.0K shares, valued at $4.7M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS73.3K shares47.84%2025-09-302025-11-21
VBR VANGUARD INDEX FDS93.4K shares5.16%2025-09-302025-11-21 VEA VANGUARD TAX-MANAGED FDS264.0K shares128.29%2025-09-302025-11-21 VWO VANGUARD INTL EQUITY INDEX F271.7K shares-14.76%2025-09-302025-11-21 VGSH VANGUARD SCOTTSDALE FDS238.8K shares62.33%2025-09-302025-11-21 BND VANGUARD BD INDEX FDS163.7K shares82.80%2025-09-302025-11-21 VDE VANGUARD WORLD FD87.6K shares-18.64%2025-09-302025-11-21 VNQ VANGUARD INDEX FDS113.2K shares-20.88%2025-09-302025-11-21 VO VANGUARD INDEX FDS34.3K shares-30.69%2025-09-302025-11-21 VHT VANGUARD WORLD FD30.6K shares95.19%2025-09-302025-11-21 VDC VANGUARD WORLD FD35.8K shares99.99%2025-09-302025-11-21 VTIP VANGUARD MALVERN FDS146.2K shares-19.70%2025-09-302025-11-21 VEU VANGUARD INTL EQUITY INDEX F58.6K shares-65.08%2025-09-302025-11-21 MSFT MICROSOFT CORP6.9K shares0.00%2025-09-302025-11-21 VAW VANGUARD WORLD FD14.1K shares-68.14%2025-09-302025-11-21 VUSB VANGUARD BD INDEX FDS41.0K shares0.00%2025-09-302025-11-21 SPY SPDR S&P 500 ETF TR3.1K shares0.00%2025-09-302025-11-21 BIV VANGUARD BD INDEX FDS19.9K shares-75.08%2025-09-302025-11-21 AMZN AMAZON COM INC4.4K shares3.72%2025-09-302025-11-21 BNDX VANGUARD CHARLOTTE FDS16.9K shares-82.27%2025-09-302025-11-21 BABA ALIBABA GROUP HLDG LTD4.4K shares1.75%2025-09-302025-11-21 VT VANGUARD INTL EQUITY INDEX F5.2K shares13.55%2025-09-302025-11-21 ISTB ISHARES TR6.5K shares-58.72%2025-09-302025-11-21 BLV VANGUARD BD INDEX FDS3.3K shares-2.65%2025-09-302025-11-21 BSV VANGUARD BD INDEX FDS2.7K shares0.00%2025-09-302025-11-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available