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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 : 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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  Decreased 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
   (VDE)1 Year Chart         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...
   (VAW)1 Year Chart         VAW Vanguard Materials VIPERS 4 - $203.03 $13,233,000 69,668 10.05% 1,198,000 -94 0.051    Closed - End Fund - E...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 12 - $423.08 $1,758,000 4,676 1.34% 273,000 -27 0    Application Software

      3 Records Found
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