TrueWealth Financial Partners holdings history

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17 is the total number of securities TrueWealth Financial Partners has owned. The longest TrueWealth Financial Partners has owned a single stock is 8 quarters.

TrueWealth Financial Partners historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VDE VANGUARD WORLD FDS8810.70%12.80%14.20%Q4 2021Q3 20238
VBR VANGUARD INDEX FDS8810.32%10.68%11.15%Q4 2021Q3 20238
VAW VANGUARD WORLD FDS889.62%10.13%10.59%Q4 2021Q3 20238
VWO VANGUARD INTL EQUITY I...889.38%9.74%10.14%Q4 2021Q3 20238
VO VANGUARD INDEX FDS889.38%9.74%10.36%Q4 2021Q3 20238
VOO VANGUARD INDEX FDS889.30%9.74%10.29%Q4 2021Q3 20238
VNQ VANGUARD INDEX FDS888.38%9.35%10.76%Q4 2021Q3 20238
VEU VANGUARD INTL EQUITY I...888.70%9.23%9.76%Q4 2021Q3 20238
BIV VANGUARD BD INDEX FDS885.02%5.51%5.78%Q4 2021Q3 20238
VTIP VANGUARD MALVERN FDS885.19%5.49%6.02%Q4 2021Q3 20238
BNDX VANGUARD CHARLOTTE FDS884.46%5.12%5.47%Q4 2021Q3 20238
ISTB ISHARES TR881.17%1.51%1.82%Q4 2021Q3 20238
BA BOEING CO770.27%0.36%0.43%Q4 2021Q2 20237
BABA ALIBABA GROUP HLDG LTD420.16%0.20%0.26%Q1 2022Q3 20236
MSFT MICROSOFT CORP330.36%0.78%1.22%Q1 2023Q3 20233
AAPL APPLE INC220.27%0.50%0.73%Q2 2023Q3 20232
AMZN AMAZON COM INC110.57%0.57%0.57%Q2 2023Q2 20231
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The securities at the top of the list , including VANGUARD WORLD FDS, VANGUARD INDEX FDS, and VANGUARD WORLD FDS, are the highest-conviction holdings of TrueWealth Financial Partners.

The conviction is calculated by counting the number of quarters a security has been reported by TrueWealth Financial Partners. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that TrueWealth Financial Partners owns currently or has owned in the past.