$121 Million is the total value of TrueWealth Financial Partners's 17 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | New | AMAZON COM INC | $685,694 | – | 5,260 | +100.0% | 0.57% | – |
| AAPL | New | APPLE INC | $321,602 | – | 1,658 | +100.0% | 0.27% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD WORLD FDS | 11 | Q2 2024 | 14.2% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 11.2% |
| VANGUARD WORLD FDS | 11 | Q2 2024 | 10.6% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 10.7% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 10.4% |
| VANGUARD INTL EQUITY INDEX F | 11 | Q2 2024 | 10.1% |
| VANGUARD INTL EQUITY INDEX F | 11 | Q2 2024 | 9.8% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 10.8% |
| VANGUARD BD INDEX FDS | 11 | Q2 2024 | 5.8% |
| VANGUARD MALVERN FDS | 11 | Q2 2024 | 6.0% |
View TrueWealth Financial Partners's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-16 |
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-05-14 |
| 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 |
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.