Latest TrueWealth Financial Partners Stock Portfolio
$142Million
Equity Portfolio Value
Last Reported on: 14 May, 2024
About TrueWealth Financial Partners and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, TrueWealth Financial Partners reported an equity portfolio of $142.5 Millions as of 31 Mar, 2024.
The top stock holdings of TrueWealth Financial Partners are VOO, VAW, VOO. The fund has invested 11.2% of it's portfolio in VANGUARD INDEX FDS and 10.9% of portfolio in VANGUARD WORLD FD.
They significantly reduced their stock positions in MICROSOFT CORP (MSFT) and VANGUARD INDEX FDS (VOO). TrueWealth Financial Partners opened new stock positions in SPDR S&P 500 ETF TR (SPY) and VANGUARD INTL EQUITY INDEX F (VEU). The fund showed a lot of confidence in some stocks as they added substantially to ALIBABA GROUP HLDG LTD (BABA), ISHARES TR (IBCE) and VANGUARD BD INDEX FDS (BIV).
The top stock holdings of TrueWealth Financial Partners are VOO, VAW, VOO. The fund has invested 11.2% of it's portfolio in VANGUARD INDEX FDS and 10.9% of portfolio in VANGUARD WORLD FD.
They significantly reduced their stock positions in MICROSOFT CORP (MSFT) and VANGUARD INDEX FDS (VOO). TrueWealth Financial Partners opened new stock positions in SPDR S&P 500 ETF TR (SPY) and VANGUARD INTL EQUITY INDEX F (VEU). The fund showed a lot of confidence in some stocks as they added substantially to ALIBABA GROUP HLDG LTD (BABA), ISHARES TR (IBCE) and VANGUARD BD INDEX FDS (BIV).
New Buys
| Ticker | $ Bought |
|---|---|
| SPDR S&P 500 ETF TR | 1,600,070 |
| VANGUARD INTL EQUITY INDEX F | 251,281 |
New stocks bought by TrueWealth Financial Partners
Additions
| Ticker | % Inc. |
|---|---|
| ALIBABA GROUP HLDG LTD | 15.93 |
| ISHARES TR | 5.05 |
| VANGUARD BD INDEX FDS | 4.74 |
| VANGUARD CHARLOTTE FDS | 4.46 |
| VANGUARD MALVERN FDS | 2.72 |
| VANGUARD INTL EQUITY INDEX F | 2.37 |
| VANGUARD INDEX FDS | 1.85 |
| VANGUARD INDEX FDS | 1.82 |
Additions to existing portfolio by TrueWealth Financial Partners
Reductions
| Ticker | % Reduced |
|---|---|
| MICROSOFT CORP | -0.53 |
| VANGUARD INDEX FDS | -0.06 |
TrueWealth Financial Partners reduced stake in above stock
Sold off
Current Stock Holdings of TrueWealth Financial Partners
Last Reported on: 14 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 0.63 | 5,210 | 893,410 | UNCHANGED | 0.00 | |
| AMZN | AMAZON COM INC | 0.20 | 1,560 | 281,393 | UNCHANGED | 0.00 | |
| BABA | ALIBABA GROUP HLDG LTD | 0.20 | 3,907 | 282,745 | ADDED | 15.93 | |
| BIV | VANGUARD BD INDEX FDS | 5.27 | 99,651 | 7,513,680 | ADDED | 4.74 | |
| BNDX | VANGUARD CHARLOTTE FDS | 5.01 | 145,292 | 7,146,920 | ADDED | 4.46 | |
| IBCE | ISHARES TR | 1.10 | 32,962 | 1,563,720 | ADDED | 5.05 | |
| MSFT | MICROSOFT CORP | 1.37 | 4,651 | 1,956,660 | REDUCED | -0.53 | |
| SPY | SPDR S&P 500 ETF TR | 1.12 | 3,059 | 1,600,070 | NEW | ||
| VAW | VANGUARD WORLD FD | 10.86 | 117,587 | 15,486,200 | ADDED | 0.21 | |
| VAW | VANGUARD WORLD FD | 10.14 | 70,705 | 14,454,200 | ADDED | 1.49 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 9.46 | 229,870 | 13,481,900 | ADDED | 1.77 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 9.27 | 316,257 | 13,210,000 | ADDED | 2.37 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 0.18 | 2,274 | 251,281 | NEW | ||
| VOO | VANGUARD INDEX FDS | 11.18 | 83,071 | 15,939,600 | ADDED | 1.82 | |
| VOO | VANGUARD INDEX FDS | 10.64 | 31,541 | 15,161,800 | REDUCED | -0.06 | |
| VOO | VANGUARD INDEX FDS | 10.06 | 57,392 | 14,340,000 | ADDED | 1.85 | |
| VOO | VANGUARD INDEX FDS | 8.43 | 138,999 | 12,020,600 | ADDED | 1.62 | |
| VTIP | VANGUARD MALVERN FDS | 4.88 | 145,315 | 6,959,140 | ADDED | 2.72 |