TrueWealth Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Birmingham, AL
CIK
0001817714
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 197 257,903 SPY, SPAB, ACIO, CGMS 13F-HR 2/8/2024 000181771424000002
Q3 2023 196 237,002 SPY, SPAB, ACIO, CGMS 13F-HR 11/7/2023 000181771423000006
Q2 2023 186 243,629 SPY, JUCY, SPAB, SCHD 13F-HR 7/31/2023 000181771423000005
Q1 2023 183 238,379 SPY, JUCY, SPHD, DRSK 13F-HR 4/19/2023 000181771423000004
Q4 2022 181 228,621 SPHD, SPY, FTSL, FTSM 13F-HR 1/23/2023 000181771423000002
Q3 2022 162 211,083 FTSL, SPHD, FTSM, SPY 13F-HR 10/21/2022 000181771422000008
Q2 2022 170 215,041 FTSL, SPHD, DIA, DBEF 13F-HR 7/27/2022 000181771422000007
Q1 2022 178 222,775 VO, SPY, SFBS, DIA RESTATEMENT 5/5/2022 000181771422000006
Q4 2021 178 222,775 VO, SPY, SFBS, DIA 13F-HR 2/2/2022 000181771422000003
Q3 2021 139 177,767 SPAB, SPY, SJNK, SPHD 13F-HR 10/25/2021 000181771421000007
Q2 2021 131 171,326 SPAB, SJNK, SPHD, SPY 13F-HR 7/23/2021 000181771421000005
Q1 2021 125 153,952 SPAB, SPY, SJNK, VCSH 13F-HR 4/22/2021 000181771421000003
Q4 2020 83 116,360 SPAB, VCSH, SPLV, SCHG 13F-HR 1/25/2021 000181771421000001
Additional filings from TrueWealth Advisors, LLC that have since been restated