account_balance
Investment manager · 13F filer · SEC CIK 1908108
TrueWealth Financial Partners
Reported value$242Mas of Jun 30, 2026
Positions28 0 new, 38 sold out
Top 10 weight79.9%VOO alone is 23%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
22.6%
VBRVanguard Index FDS
9.6%
VEAVanguard Tax-Managed FDS
8.6%
VWOVanguard Intl Equity Index F
6.6%
VGSHVanguard Scottsdale FDS
6.6%Added +5%
BNDVanguard Bd Index FDS
6.1%Added +5%
MSFTMicrosoft Corp
5.3%Trimmed −17%
VDEVanguard World Fd
5.3%
VNQVanguard Index FDS
4.6%
VHTVanguard World Fd
4.6%
VOVanguard Index FDS
4.5%
VDCVanguard World Fd
4.1%Added +2%
VOOVanguard Index FDS
22.6%
VBRVanguard Index FDS
9.6%
VEAVanguard Tax-Managed FDS
8.6%
VWOVanguard Intl Equity Index F
6.6%
VGSHVanguard Scottsdale FDS
6.6%+5%
BNDVanguard Bd Index FDS
6.1%
MSFTMicrosoft Corp
5.3%
VDEVanguard World Fd
5.3%
VNQVanguard Index FDS
4.6%
VHT4.6%
VO4.5%
VDC4.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 22.6% Held
VBR Vanguard Index FDS 9.6% Held
VEA Vanguard Tax-Managed FDS 8.6% Held
VWO Vanguard Intl Equity Index F 6.6% Held
VGSH Vanguard Scottsdale FDS 6.6% Added +5%
BND Vanguard Bd Index FDS 6.1% Added +5%
MSFT Microsoft Corp 5.3% Trimmed −17%VDE Vanguard World Fd 5.3% Held
VNQ Vanguard Index FDS 4.6% Held
VHT Vanguard World Fd 4.6% Held
VO Vanguard Index FDS 4.5% Held
VDC Vanguard World Fd 4.1% Added +2%
What changed
Biggest moves since Mar 31, 2026
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