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Size ($ in 1000's)
At 12/31/2023: $131,640 At 09/30/2023: $121,598
TrueWealth Financial Partners holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from TrueWealth Financial Partners 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the TrueWealth Financial Partners top holdings by largest position size, as per the latest 13f filing made by TrueWealth Financial Partners.
In the TrueWealth Financial Partners-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by TrueWealth Financial Partners in that top holding, then the share count change between reporting periods, and finally the TrueWealth Financial Partners top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
VANGUARD INDEX FDS (VBR) |
81,590 |
+1,610 |
$14,684 | VBR | 81,590 | +1,610 | $14,684 | VANGUARD INDEX FDS (VOO) |
31,561 |
+73 |
$13,786 | VOO | 31,561 | +73 | $13,786 | VANGUARD WORLD FDS (VDE) |
117,340 |
-1,942 |
$13,762 | VDE | 117,340 | -1,942 | $13,762 | VANGUARD WORLD FDS (VAW) |
69,668 |
-94 |
$13,233 | VAW | 69,668 | -94 | $13,233 | VANGUARD INDEX FDS (VO) |
56,348 |
+493 |
$13,109 | VO | 56,348 | +493 | $13,109 | VANGUARD INTL EQUITY INDEX F (VWO) |
308,922 |
+6,160 |
$12,697 | VWO | 308,922 | +6,160 | $12,697 | VANGUARD INTL EQUITY INDEX F (VEU) |
225,869 |
+2,871 |
$12,680 | VEU | 225,869 | +2,871 | $12,680 | VANGUARD INDEX FDS (VNQ) |
136,781 |
+2,028 |
$12,086 | VNQ | 136,781 | +2,028 | $12,086 | VANGUARD BD INDEX FDS (BIV) |
95,137 |
+1,019 |
$7,267 | BIV | 95,137 | +1,019 | $7,267 | VANGUARD CHARLOTTE FDS (BNDX) |
139,094 |
+1,122 |
$6,866 | BNDX | 139,094 | +1,122 | $6,866 | VANGUARD MALVERN FDS (VTIP) |
141,473 |
+1,071 |
$6,719 | VTIP | 141,473 | +1,071 | $6,719 | MICROSOFT CORP |
4,676 |
-27 |
$1,758 | MSFT | 4,676 | -27 | $1,758 | ISHARES TR (ISTB) |
31,378 |
+716 |
$1,492 | ISTB | 31,378 | +716 | $1,492 | APPLE INC |
5,210 |
UNCH |
$1,003 | AAPL | 5,210 | UNCH | $1,003 | ALIBABA GROUP HLDG LTD |
3,370 |
+855 |
$261 | BABA | 3,370 | +855 | $261 |
See Full List: All Stocks Held By TrueWealth Financial Partners
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By TrueWealth Financial Partners
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