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The Analysis of TrueWealth Financial Partners's Holdings & P&L

Currently, TrueWealth Financial Partners holds 66 types of securities in its portfolio with a total value $250.9M. In the most recent quarter, they have increased their positions in N/A (+79.4K shares, valued at $47.4M), VBR (+94.7K shares, valued at $20.6M), VEA (+286.4K shares, valued at $18.4M); decreased their positions in MBB (-5.0K shares, valued at $471.2K); initiated new positions in N/A (+79.4K shares, valued at $47.4M), VBR (+94.7K shares, valued at $20.6M), VEA (+286.4K shares, valued at $18.4M).

1M P&L

+3.8M+1.79%

3M P&L

+3.1M+1.48%

HY P&L

-23.2M-9.81%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A167.5M

83.9%

2Software - Infrastructure15.3M

7.7%

3Internet Retail5.8M

2.9%

Top Industries by Stock Count

1N/A38 stocks

62.3%

2Drug Manufacturers - General3 stocks

4.9%

3Banks - Diversified3 stocks

4.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS79.4K sharesnew addition2026-03-312026-05-20

VBR VANGUARD INDEX FDS94.7K sharesnew addition2026-03-312026-05-20

VEA VANGUARD TAX-MANAGED FDS286.4K sharesnew addition2026-03-312026-05-20

MSFT MICROSOFT CORP41.3K shares9027.15%2026-03-312026-05-20

VGSH VANGUARD SCOTTSDALE FDS261.4K sharesnew addition2026-03-312026-05-20

VDE VANGUARD WORLD FD85.0K sharesnew addition2026-03-312026-05-20

VWO VANGUARD INTL EQUITY INDEX F265.9K sharesnew addition2026-03-312026-05-20

BND VANGUARD BD INDEX FDS191.3K sharesnew addition2026-03-312026-05-20

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VNQ VANGUARD INDEX FDS114.8K sharesnew addition2026-03-312026-05-20

VHT VANGUARD WORLD FD36.6K sharesnew addition2026-03-312026-05-20

VDC VANGUARD WORLD FD43.1K sharesnew addition2026-03-312026-05-20

VO VANGUARD INDEX FDS33.6K sharesnew addition2026-03-312026-05-20

VTIP VANGUARD MALVERN FDS161.9K sharesnew addition2026-03-312026-05-20

AMZN AMAZON COM INC25.2K sharesnew addition2026-03-312026-05-20

VEU VANGUARD INTL EQUITY INDEX F53.3K sharesnew addition2026-03-312026-05-20

AAPL APPLE INC15.2K sharesnew addition2026-03-312026-05-20

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VAW VANGUARD WORLD FD11.5K sharesnew addition2026-03-312026-05-20

ALPHABET INC ALPHABET INC7.6K shares992.00%2026-03-312026-05-20

VUSB VANGUARD BD INDEX FDS41.0K sharesnew addition2026-03-312026-05-20

SPY STATE STR SPDR S&P 500 ETF T3.1K sharesnew addition2026-03-312026-05-20

BIV VANGUARD BD INDEX FDS17.2K sharesnew addition2026-03-312026-05-20

NVDA NVIDIA CORPORATION6.3K sharesnew addition2026-03-312026-05-20

IEFA ISHARES TR11.6K sharesnew addition2026-03-312026-05-20

ALPHABET INC ALPHABET INC3.1K sharesnew addition2026-03-312026-05-20

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IEMG ISHARES INC12.0K sharesnew addition2026-03-312026-05-20

BNDX VANGUARD CHARLOTTE FDS17.4K sharesnew addition2026-03-312026-05-20

COST COSTCO WHOLESALE CORPORATION808 sharesnew addition2026-03-312026-05-20

QUAL ISHARES TR3.9K sharesnew addition2026-03-312026-05-20

IUSG ISHARES TR4.7K sharesnew addition2026-03-312026-05-20

VONV VANGUARD SCOTTSDALE FDS7.7K sharesnew addition2026-03-312026-05-20

VT VANGUARD INTL EQUITY INDEX F5.0K sharesnew addition2026-03-312026-05-20

TSM TAIWAN SEMICONDUCTOR MANUFAC1.9K sharesnew addition2026-03-312026-05-20

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BABA ALIBABA GROUP HLDG LTD4.7K sharesnew addition2026-03-312026-05-20

IUSV ISHARES TR5.7K sharesnew addition2026-03-312026-05-20

BLV VANGUARD BD INDEX FDS8.3K sharesnew addition2026-03-312026-05-20

INTU INTUIT1.1K sharesnew addition2026-03-312026-05-20

META META PLATFORMS INC781 sharesnew addition2026-03-312026-05-20

IVV ISHARES TR634 sharesnew addition2026-03-312026-05-20

VTI VANGUARD INDEX FDS1.3K shares98.77%2026-03-312026-05-20

GOVT ISHARES TR17.9K sharesnew addition2026-03-312026-05-20

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BROADCOM INC BROADCOM INC1.2K sharesnew addition2026-03-312026-05-20

LLY ELI LILLY & CO395 shares75.56%2026-03-312026-05-20

VONG VANGUARD SCOTTSDALE FDS3.2K sharesnew addition2026-03-312026-05-20

BA BOEING CO1.7K sharesnew addition2026-03-312026-05-20

IJR ISHARES TR2.6K sharesnew addition2026-03-312026-05-20

SBUX STARBUCKS CORP3.5K sharesnew addition2026-03-312026-05-20

ISTB ISHARES TR6.5K sharesnew addition2026-03-312026-05-20

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL657 sharesnew addition2026-03-312026-05-20

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JPM JPMORGAN CHASE & CO1.1K sharesnew addition2026-03-312026-05-20

ASML ASML HLDG NV219 sharesnew addition2026-03-312026-05-20

V VISA INC938 sharesnew addition2026-03-312026-05-20

IGF ISHARES TR3.9K sharesnew addition2026-03-312026-05-20

MBB ISHARES TR2.7K shares-64.94%2026-03-312026-05-20

MA MASTERCARD INCORPORATED501 sharesnew addition2026-03-312026-05-20

IVE ISHARES TR1.2K sharesnew addition2026-03-312026-05-20

SHEL SHELL PLC2.5K sharesnew addition2026-03-312026-05-20

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BSV VANGUARD BD INDEX FDS2.9K sharesnew addition2026-03-312026-05-20

NVS NOVARTIS AG1.5K sharesnew addition2026-03-312026-05-20

NFLX NETFLIX INC.2.3K sharesnew addition2026-03-312026-05-20

WMT WALMART INC1.7K sharesnew addition2026-03-312026-05-20

HSBC HSBC HLDGS PLC2.6K sharesnew addition2026-03-312026-05-20

JNJ JOHNSON & JOHNSON884 sharesnew addition2026-03-312026-05-20

IVW ISHARES TR1.9K sharesnew addition2026-03-312026-05-20

PDBC INVESCO ACTVELY MNGD ETC FD12.1K sharesnew addition2026-03-312026-05-20

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RY ROYAL BK CDA1.3K sharesnew addition2026-03-312026-05-20

DYNF BLACKROCK ETF TRUST3.5K sharesnew addition2026-03-312026-05-20

VANGUARD INDEX FDS

New

Shares79.4K

Event2026-03-31

Filed2026-05-20

VBR

VANGUARD INDEX FDS

New

Shares94.7K

Event2026-03-31

Filed2026-05-20

VEA

VANGUARD TAX-MANAGED FDS

New

Shares286.4K

Event2026-03-31

Filed2026-05-20

MSFT

MICROSOFT CORP

9027.15%

Shares41.3K

Event2026-03-31

Filed2026-05-20

VGSH

VANGUARD SCOTTSDALE FDS

New

Shares261.4K

Event2026-03-31

Filed2026-05-20

VDE

VANGUARD WORLD FD

New

Shares85.0K

Event2026-03-31

Filed2026-05-20

VWO

VANGUARD INTL EQUITY INDEX F

New

Shares265.9K

Event2026-03-31

Filed2026-05-20

BND

VANGUARD BD INDEX FDS

New

Shares191.3K

Event2026-03-31

Filed2026-05-20

VNQ

VANGUARD INDEX FDS

New

Shares114.8K

Event2026-03-31

Filed2026-05-20

VHT

VANGUARD WORLD FD

New

Shares36.6K

Event2026-03-31

Filed2026-05-20

VDC

VANGUARD WORLD FD

New

Shares43.1K

Event2026-03-31

Filed2026-05-20

VANGUARD INDEX FDS

New

Shares33.6K

Event2026-03-31

Filed2026-05-20

VTIP

VANGUARD MALVERN FDS

New

Shares161.9K

Event2026-03-31

Filed2026-05-20

AMZN

AMAZON COM INC

New

Shares25.2K

Event2026-03-31

Filed2026-05-20

VEU

VANGUARD INTL EQUITY INDEX F

New

Shares53.3K

Event2026-03-31

Filed2026-05-20

AAPL

APPLE INC

New

Shares15.2K

Event2026-03-31

Filed2026-05-20

VAW

VANGUARD WORLD FD

New

Shares11.5K

Event2026-03-31

Filed2026-05-20

ALPHABET INC

992.00%

Shares7.6K

Event2026-03-31

Filed2026-05-20

VUSB

VANGUARD BD INDEX FDS

New

Shares41.0K

Event2026-03-31

Filed2026-05-20

SPY

STATE STR SPDR S&P 500 ETF T

New

Shares3.1K

Event2026-03-31

Filed2026-05-20

BIV

VANGUARD BD INDEX FDS

New

Shares17.2K

Event2026-03-31

Filed2026-05-20

NVDA

NVIDIA CORPORATION

New

Shares6.3K

Event2026-03-31

Filed2026-05-20

IEFA

ISHARES TR

New

Shares11.6K

Event2026-03-31

Filed2026-05-20

ALPHABET INC

New

Shares3.1K

Event2026-03-31

Filed2026-05-20

IEMG

ISHARES INC

New

Shares12.0K

Event2026-03-31

Filed2026-05-20

BNDX

VANGUARD CHARLOTTE FDS

New

Shares17.4K

Event2026-03-31

Filed2026-05-20

COST

COSTCO WHOLESALE CORPORATION

New

Shares808

Event2026-03-31

Filed2026-05-20

QUAL

ISHARES TR

New

Shares3.9K

Event2026-03-31

Filed2026-05-20

IUSG

ISHARES TR

New

Shares4.7K

Event2026-03-31

Filed2026-05-20

VONV

VANGUARD SCOTTSDALE FDS

New

Shares7.7K

Event2026-03-31

Filed2026-05-20

VANGUARD INTL EQUITY INDEX F

New

Shares5.0K

Event2026-03-31

Filed2026-05-20

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares1.9K

Event2026-03-31

Filed2026-05-20

BABA

ALIBABA GROUP HLDG LTD

New

Shares4.7K

Event2026-03-31

Filed2026-05-20

IUSV

ISHARES TR

New

Shares5.7K

Event2026-03-31

Filed2026-05-20

BLV

VANGUARD BD INDEX FDS

New

Shares8.3K

Event2026-03-31

Filed2026-05-20

INTU

INTUIT

New

Shares1.1K

Event2026-03-31

Filed2026-05-20