TF

TrueWealth Financial Partners

13F
TrueWealth Financial Partners
Last update 2024-11-14 18 Stocks (0 new)
Value $166.00 Mil Turnover 3 %
Countries:
Top Holdings: VWO(10.38%)VBR(10.15%)VAW(9.54%)VOO(9.49%)VEU(9.47%)
Summary Stock Picks Current Portfolio
TrueWealth Financial Partners Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VWO 		Vanguard FTSE Emerging Markets ETF
360,313
17,241.0
+4.93%
10.380
+0.49%
0.020
+4.78%
+13.89%
82,458.7
 
VBR 		Vanguard Small Cap Value ETF
83,968
16,859.1
-5.96%
10.150
-0.63%
0.060
+7.29%
+17.81%
29,934.4
 
VAW 		Vanguard Materials ETF
74,939
15,847.3
-0.53%
9.540
-0.05%
0.530
-1.06%
+6.50%
2,904.5
 
VOO 		Vanguard S&P 500 ETF
29,862
15,757.3
-10.14%
9.490
-1.09%
0.000
+7.89%
+28.46%
535,241.3
 
VEU 		Vanguard FTSE All-World ex-US ETF
249,599
15,724.7
-0.74%
9.470
-0.07%
0.040
-1.12%
+8.54%
39,168.4
 
VNQ 		Vanguard Real Estate Index Fund ETF
161,015
15,686.1
+6.54%
9.440
+0.58%
0.040
-4.05%
+9.37%
36,094.6
 
VO 		Vanguard Mid-Cap ETF
59,182
15,614.0
-3.50%
9.400
-0.34%
0.020
+7.90%
+20.18%
68,607.5
 
VDE 		Vanguard Energy ETF
122,007
14,942.2
-2.54%
9.000
-0.26%
0.180
+6.35%
+9.73%
7,541.0
 
BIV 		Vanguard Intermediate-Term Bond ETF
124,476
9,755.2
+9.52%
5.870
+0.51%
0.050
-3.00%
+2.41%
19,756.9
 
BNDX 		Vanguard Total International Bond ETF
182,324
9,167.3
+11.85%
5.520
+0.58%
0.020
+0.61%
+4.02%
60,923.0
 

TrueWealth Financial Partners's Historical Top Holdings Breakdowns

TrueWealth Financial Partners's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VUSB 		Vanguard Ultra-Short Bond ETF2024-06-30New Buy
+1.24%
●
49.27 ($49.41) 49.54
$49.72
0.63%
New holding
38,672
38,672
SPY 		S&P 500 ETF TRUST ETF2024-03-31New Buy
+1.12%
●
467.28 ($497.86) 523.17
$604.27
21.37%
New holding
3,059
3,059
VOO 		Vanguard S&P 500 ETF2024-09-30Reduce
-1.09%
●
475.2 ($508.3) 527.7
$555.61
9.31%
Reduce -10.14%
29,862
-3,369
VNQ 		Vanguard Real Estate Index Fund ETF2023-03-31Add
+1.08%
●
76.82 ($85.14) 92.77
$93.85
10.23%
Add 13.73%
125,322
15,125
VWO 		Vanguard FTSE Emerging Markets ETF2023-03-31Add
+1.01%
●
38.42 ($40.72) 43.15
$46.45
14.07%
Add 11.33%
286,171
29,131
VOO 		Vanguard S&P 500 ETF2023-03-31Add
+0.97%
●
347.23 ($365.38) 381.37
$555.61
52.06%
Add 10.86%
30,406
2,978
BNDX 		Vanguard Total International Bond ETF2023-03-31Add
+0.92%
●
47.38 ($48.24) 49.09
$50.29
4.25%
Add 20.26%
129,729
21,855
VEU 		Vanguard FTSE All-World ex-US ETF2023-03-31Add
+0.89%
●
50.31 ($52.89) 54.91
$60.00
13.44%
Add 10%
211,570
19,234
VAW 		Vanguard Materials ETF2023-03-31Add
+0.88%
●
165.92 ($178.22) 187.88
$199.97
12.20%
Add 9.28%
67,352
5,719
VEU 		Vanguard FTSE All-World ex-US ETF2024-06-30Add
+0.82%
●
56.22 ($58.67) 60.47
$60.00
2.27%
Add 9.39%
251,453
21,583

TrueWealth Financial Partners Total Holding History ($B)

To

TrueWealth Financial Partners's Asset Allocation

To

TrueWealth Financial Partners Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

TrueWealth Financial Partners's Hypothetical Growth since 2024-09-30

TrueWealth Financial Partners's Yearly Returns

Year Portfolio % % Excess Gain %

TrueWealth Financial Partners's Holdings Heat Map

Size field:

TrueWealth Financial Partners's Holdings Bubble Chart

TrueWealth Financial Partners News

  • 1

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