TrueWealth Financial Partners

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Bellevue, WA
CIK
0001908108
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 16 131,639 VBR, VOO, VDE, VAW 13F-HR 2/14/2024 000108514624001363
Q3 2023 15 121,599 VDE, VBR, VOO, VAW 13F-HR 11/6/2023 000108514623004111
Q2 2023 17 120,898 VDE, VBR, VOO, VAW 13F-HR 7/24/2023 000108514623002852
Q1 2023 15 115,953 VDE, VAW, VBR, VWO 13F-HR 5/11/2023 000108514623002264
Q4 2022 14 103,137 VDE, VBR, VAW, VWO 13F-HR 2/6/2023 000108514623000688
Q3 2022 13 92,068 VDE, VBR, VWO, VO 13F-HR 11/9/2022 000108514622003856
Q2 2022 14 95,364 VDE, VBR, VWO, VAW 13F-HR 8/4/2022 000108514622002806
Q1 2022 14 104,008 VDE, VBR, VAW, VNQ 13F-HR 5/9/2022 000108514622001884
Q4 2021 13 102,305 VBR, VNQ, VDE, VAW 13F-HR 2/14/2022 000108514622001020