$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 | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2023 |
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.