HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD INDEX FDS (VBR) |
81,590 | +1,610 | $14,684 |
| VBR | 81,590 | +1,610 | $14,684 |
| VANGUARD INDEX FDS (VOO) |
31,561 | +73 | $13,786 |
| VOO | 31,561 | +73 | $13,786 |
| VANGUARD WORLD FDS (VDE) |
117,340 | -1,942 | $13,762 |
| VDE | 117,340 | -1,942 | $13,762 |
| VANGUARD WORLD FDS (VAW) |
69,668 | -94 | $13,233 |
| VAW | 69,668 | -94 | $13,233 |
| VANGUARD INDEX FDS (VO) |
56,348 | +493 | $13,109 |
| VO | 56,348 | +493 | $13,109 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
308,922 | +6,160 | $12,697 |
| VWO | 308,922 | +6,160 | $12,697 |
| VANGUARD INTL EQUITY INDEX F (VEU) |
225,869 | +2,871 | $12,680 |
| VEU | 225,869 | +2,871 | $12,680 |
| VANGUARD INDEX FDS (VNQ) |
136,781 | +2,028 | $12,086 |
| VNQ | 136,781 | +2,028 | $12,086 |
| VANGUARD BD INDEX FDS (BIV) |
95,137 | +1,019 | $7,267 |
| BIV | 95,137 | +1,019 | $7,267 |
| VANGUARD CHARLOTTE FDS (BNDX) |
139,094 | +1,122 | $6,866 |
| BNDX | 139,094 | +1,122 | $6,866 |
| VANGUARD MALVERN FDS (VTIP) |
141,473 | +1,071 | $6,719 |
| VTIP | 141,473 | +1,071 | $6,719 |
| MICROSOFT CORP |
4,676 | -27 | $1,758 |
| MSFT | 4,676 | -27 | $1,758 |
| ISHARES TR (ISTB) |
31,378 | +716 | $1,492 |
| ISTB | 31,378 | +716 | $1,492 |
| APPLE INC |
5,210 | UNCH | $1,003 |
| AAPL | 5,210 | UNCH | $1,003 |
| ALIBABA GROUP HLDG LTD |
3,370 | +855 | $261 |
| BABA | 3,370 | +855 | $261 |
See Full List: All Stocks Held By TrueWealth Financial Partners
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By TrueWealth Financial Partners
|
Size ($ in 1000's)
At 12/31/2023: $131,640 At 09/30/2023: $121,598 TrueWealth Financial Partners holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from TrueWealth Financial Partners 13F filings. Link to 13F filings: SEC filings |
