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  Name: TrueWealth Financial Partners
  City: BELLEVUE
  State: WA
  Zip: 98005
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $131,640,000
  Total Value Change : $10,042,000
  Securities Held Change : 1
   
All Securities Held : 16
  New Positions : 0
  Closed Positions : 0
  Increased Positions : 12
  Unchanged Positions : 1
  Decreased Positions : 3

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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 - $189.97 $14,684,000 81,590 11.15% 1,928,000 1,610 0.068    Closed - End Fund - E...
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 2 - $485.97 $13,786,000 31,561 10.47% 1,421,000 73 0.004    Closed - End Fund - E...
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 5 - $248.23 $13,109,000 56,348 9.96% 1,478,000 493 0.028    Closed - End Fund - E...
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 6 - $44.57 $12,697,000 308,922 9.65% 826,000 6,160 0.002    Closed - End Fund - E...
   (VEU)1 Year Chart         VEU Vanguard FTSE All-World ETF 7 - $57.31 $12,680,000 225,869 9.63% 1,113,000 2,871 0.046    Closed - End Fund - F...
   (VNQ)1 Year Chart         VNQ Vanguard REIT Index VIPERs 8 - $84.90 $12,086,000 136,781 9.18% 1,891,000 2,028 0.038    Closed - End Fund - E...
   (BIV)1 Year Chart         BIV Vanguard Intermediate-Term ... 9 - $74.69 $7,267,000 95,137 5.52% 461,000 1,019 0.059    Closed - End Fund - Debt
   (BNDX)1 Year Chart         BNDX Vanguard Total Internationa... 10 - $48.86 $6,866,000 139,094 5.22% 267,000 1,122 0.023    N/A
   (VTIP)1 Year Chart         VTIP Vanguard Short Term Inflati... 11 - $48.16 $6,719,000 141,473 5.1% 81,000 1,071 0.008    N/A
   (ISTB)1 Year Chart         ISTB Ishares Core Short Term Us ... 13 - $47.29 $1,492,000 31,378 1.13% 70,000 716 0.003    N/A
   (BABA)1 Year Chart         BABA Alibaba Group Holding Limited 15 - $86.70 $261,000 3,370 0.2% 43,000 855 0    N/A
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 16 - $183.63 $237,000 1,560 0.18% 237,000 1,560 0    Internet Software & S...
      12 Records Found
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