| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD WORLD FDS | 8 | Q3 2023 | 14.2% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 11.1% |
| VANGUARD WORLD FDS | 8 | Q3 2023 | 10.6% |
| VANGUARD INTL EQUITY INDEX F | 8 | Q3 2023 | 10.1% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 10.4% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 10.3% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 10.8% |
| VANGUARD INTL EQUITY INDEX F | 8 | Q3 2023 | 9.8% |
| VANGUARD BD INDEX FDS | 8 | Q3 2023 | 5.8% |
| VANGUARD MALVERN FDS | 8 | Q3 2023 | 6.0% |
View TrueWealth Financial Partners's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-14 |
View TrueWealth Financial Partners's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.