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  Name: TrueWealth Financial Partners
  City: BELLEVUE
  State: WA
  Zip: 98005
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $142,544,000
  Total Value Change : $10,904,000
  Securities Held Change : 2
   
All Securities Held : 18
  New Positions : 2
  Closed Positions : 0
  Increased Positions : 12
  Unchanged Positions : 2
  Decreased Positions : 2

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Holdings Found : 12     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER 1 - $185.15 $15,940,000 83,071 11.18% 1,256,000 1,481 0.069    Closed - End Fund - E...
   (VDE)1 Year Chart         VDE Vanguard Energy VIPERS 2 - $126.27 $15,486,000 117,587 10.86% 1,724,000 247 0.198    Closed - End Fund - E...
   (VAW)1 Year Chart         VAW Vanguard Materials VIPERS 4 - $199.30 $14,454,000 70,705 10.14% 1,221,000 1,037 0.052    Closed - End Fund - E...
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 5 - $243.28 $14,340,000 57,392 10.06% 1,231,000 1,044 0.029    Closed - End Fund - E...
   (VEU)1 Year Chart         VEU Vanguard FTSE All-World ETF 6 - $57.31 $13,482,000 229,870 9.46% 802,000 4,001 0.047    Closed - End Fund - F...
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 7 - $43.58 $13,210,000 316,257 9.27% 513,000 7,335 0.002    Closed - End Fund - E...
   (VNQ)1 Year Chart         VNQ Vanguard REIT Index VIPERs 8 - $83.75 $12,021,000 138,999 8.43% -65,000 2,218 0.039    Closed - End Fund - E...
   (BIV)1 Year Chart         BIV Vanguard Intermediate-Term ... 9 - $75.06 $7,514,000 99,651 5.27% 247,000 4,514 0.062    Closed - End Fund - Debt
   (BNDX)1 Year Chart         BNDX Vanguard Total Internationa... 10 - $48.73 $7,147,000 145,292 5.01% 281,000 6,198 0.016    N/A
   (VTIP)1 Year Chart         VTIP Vanguard Short Term Inflati... 11 - $48.39 $6,959,000 145,315 4.88% 240,000 3,842 0.008    N/A
   (ISTB)1 Year Chart         ISTB Ishares Core Short Term Us ... 14 - $47.32 $1,564,000 32,962 1.1% 72,000 1,584 0.004    N/A
   (BABA)1 Year Chart         BABA Alibaba Group Holding Limited 16 - $80.01 $283,000 3,907 0.2% 22,000 537 0    N/A
      12 Records Found
  1    
Page 1 of 1
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