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Name: |
TrueWealth Financial Partners |
City: |
BELLEVUE |
State: |
WA |
Zip: |
98005 |
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data |
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Filing Period: |
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Holdings
Found :
3 |
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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 |
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VDE |
Vanguard Energy VIPERS |
3 |
- |
$131.30 |
$13,762,000 |
117,340 |
10.45% |
-1,356,000 |
-1,942 |
0.198 |
Closed - End Fund - E... |
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VAW |
Vanguard Materials VIPERS |
4 |
- |
$203.03 |
$13,233,000 |
69,668 |
10.05% |
1,198,000 |
-94 |
0.051 |
Closed - End Fund - E... |
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MSFT |
Microsoft Corp |
12 |
- |
$423.08 |
$1,758,000 |
4,676 |
1.34% |
273,000 |
-27 |
0 |
Application Software |
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