TrueWealth Financial Partners 13F Holdings
CIK 0001908108 · BELLEVUE, WA
As of Sep 30, 2025, TrueWealth Financial Partners reported 25 positions worth
CIK 0001908108 · BELLEVUE, WA
As of Sep 30, 2025, TrueWealth Financial Partners reported 25 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND | VOO | — | 73,344 | $44.9M | 22.92% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 93,357 | 9.5M | 9.94% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 264,026 | 5.8M | 8.07% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 271,718 | 4.7M | 7.51% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 238,797 | 4.1M | 7.17% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 163,714 | 2.2M | 6.21% |
| VANGUARD ENERGY INDEX FUND | VDE | — | 87,615 | 1.0M | 5.63% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 113,187 | 0.3M | 5.28% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 34,279 | 0.1M | 5.14% |
| VANGUARD HEALTH CARE INDEX FUND | VHT | — | 30,570 | $7.9M | 4.05% |
| VANGUARD CONSUMER STAPLES INDEX FUND | VDC | — | 35,807 | $7.7M | 3.91% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 146,211 | $7.4M | 3.78% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 58,611 | $4.2M | 2.13% |
| MICROSOFT CORP | MSFT | Technology | 6,944 | $3.6M | 1.84% |
| VANGUARD MATERIALS INDEX FUND | VAW | — | 14,124 | $2.9M | 1.48% |
| VANGUARD ULTRA-SHORT BOND ETF | VUSB | — | 40,967 | $2.0M | 1.05% |
| SPDR S&P 500 ETF TRUST | SPY | — | 3,059 | $2.0M | 1.04% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 19,920 | .6M | 0.79% |
| AMAZON.COM INC | AMZN | Equity | 4,374 | $960.4K | 0.49% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 16,877 | $834.7K | 0.43% |
| ALIBABA GROUP HOLDING LTD | BABA | Consumer Cyclical | 4,361 | $779.5K | 0.40% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | VT | — | 5,180 | $713.8K | 0.36% |
| ISHARES CORE 1-5 YEAR USD BOND ETF | ISTB | — | 6,524 | $318.6K | 0.16% |
| VANGUARD LONG-TERM BOND INDEX FUND | BLV | — | 3,268 | $231.6K | 0.12% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 2,653 | $209.3K | 0.11% |