IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

TrueWealth Financial Partners

Q4 2021 Holdings

Filed 2022-02-14 | 13 holdings | $539.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Boeing Co(BA)COM097023105$438.0K2,17481.1%
Vanguard Index FDS(VBR)SM CP VAL ETF922908611$11.4K63,7762.1%
Vanguard Index FDS(VNQ)REAL ESTATE ETF922908553$11.0K94,9182.0%
Vanguard World FDS(VDE)ENERGY ETF92204A306$10.9K141,0042.0%
Vanguard World FDS(VAW)MATERIALS ETF92204A801$10.8K55,0062.0%
Vanguard Index FDS(VO)MID CAP ETF922908629$10.6K41,5952.0%
Vanguard Index FDS(VOO)S&P 500 ETF SHS922908363$10.2K23,3191.9%
Vanguard Intl Equity Index F(VWO)FTSE EMR MKT ETF922042858$9.7K196,1081.8%
Vanguard Intl Equity Index F(VEU)ALLWRLD EX US922042775$9.3K152,5271.7%
Vanguard BD Index FDS(BIV)INTERMED TERM921937819$5.4K62,0771.0%
Vanguard Malvern FDS(VTIP)STRM INFPROIDX922020805$5.4K104,1261.0%
Vanguard Charlotte FDS(BNDX)TOTAL INT BD ETF92203J407$5.2K94,2101.0%
Ishares TR(ISTB)CORE 1 5 YR USD46432F859$1.9K37,0070.3%