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CIK: 0001908108
Total reported value
$242.0M
$242.0M
19 檔
32.8%
In Q4 2024, TrueWealth Financial Partners's U.S. equity holdings reached a combined market value of $242.0M, distributed across 19 disclosed stock positions.
In Q4 2024, TrueWealth Financial Partners displayed an active expansion posture, initiating 1 new positions and adding to 9 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 10.49% | +1.42% | +1.61% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.97% | +3.69% | -0.13% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 9.94% | +0.87% | +0.91% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 9.80% | +0.61% | +1.00% | |
| 5 | VDE | Vanguard Energy ETF | ETF-Other | 9.08% | -0.59% | -1.15% | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-Other | 8.96% | +0.57% | +0.70% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 8.93% | +0.25% | +0.45% | |
| 8 | VAW | Vanguard Materials ETF | ETF-Other | 8.77% | +0.05% | +0.42% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-Other | 5.83% | -0.02% | +0.94% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 5.62% | -0.02% | +1.35% | |
| 11 | VTIP | Vanguard Short-term Tips | ETF-Other | 5.55% | +0.10% | -0.08% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.65% | -0.81% | — | |
| 13 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 1.24% | -0.01% | -0.87% | |
| 14 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.19% | +0.03% | — | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.11% | +0.15% | — | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.81% | -1.31% | — | |
| 17 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.65% | +0.49% | — | |
| 18 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.21% | +0.05% | +9.39% | |
| 19 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.21% | -0.07% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | +0.7% | NEW | New buy |
| 2 | VOO | Vanguard S&p 500 ETF | +0.5% | -0.13% | Trim |
| 3 | VO | Vanguard Mid-cap ETF | +0.4% | +1.00% | Add |
| 4 | VBR | Vanguard Small-cap Value ETF | +0.3% | +1.61% | Add |
| 5 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +1.35% | Add |
| 6 | VDE | Vanguard Energy ETF | +0.1% | -1.15% | Trim |
| 7 | AAPL | Apple Inc | +0.1% | — | Unchanged |
| 8 | VTIP | Vanguard Short-term Tips | +0.1% | -0.08% | Trim |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | — | Unchanged |
| 10 | VUSB | Vanguard Ultra Short Bond Et | 0% | — | Unchanged |
| 11 | VT | Vanguard Tot World Stk ETF | 0% | +9.39% | Add |
| 12 | MSFT | Microsoft CORP | 0% | — | Unchanged |
| 13 | ISTB | Ishares Core 1-5 Year Usd Bo | — | -0.87% | Trim |
| 14 | BIV | Vanguard Intermediate-term B | 0% | +0.94% | Add |
| 15 | BABA | Alibaba Group Holding-sp Adr | 0% | — | Unchanged |
| 16 | VWO | Vanguard Ftse Emerging Marke | -0.4% | +0.91% | Add |
| 17 | VNQ | Vanguard Real Estate ETF | -0.5% | +0.70% | Add |
| 18 | VEU | Vanguard Ftse All-world Ex-u | -0.5% | +0.45% | Add |
| 19 | VAW | Vanguard Materials ETF | -0.8% | +0.42% | Add |
According to official SEC Form 13F filings, TrueWealth Financial Partners reported a total U.S. public equity portfolio value of $242.0M across 19 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VBR, VOO, VWO) accounted for 32.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
VGSH
市值: $1.0M
Top Position Liquidated / Trimmed
VOO
前期市值: $15.8M
During Q4 2024, TrueWealth Financial Partners's top holdings by market value included VBR (10.5%)、VOO (10.0%)、VWO (9.9%). The largest single position, VBR, represented 10.5% of total portfolio value.
In Q4 2024, TrueWealth Financial Partners made 14 total portfolio adjustments, initiating 1 new buys, adding to 9 positions, trimming 4 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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