TrueWealth Financial Partners: 13F holdings
CIK 19081082026Q2
| Positions | 28 |
|---|---|
| Reported value | $242.0m |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VOO VANGUARD INDEX FDS | 79,595 | $54.7m | 22.6% |
| VBR VANGUARD INDEX FDS | 95,773 | $23.3m | 9.6% |
| VEA VANGUARD TAX-MANAGED FDS | 290,931 | $20.7m | 8.6% |
| VWO VANGUARD INTL EQUITY INDEX F | 267,558 | $16.0m | 6.6% |
| VGSH VANGUARD SCOTTSDALE FDS | 274,010 | $15.9m | 6.6% |
| BND VANGUARD BD INDEX FDS | 201,124 | $14.8m | 6.1% |
| MSFT MICROSOFT CORP | 34,294 | $12.8m | 5.3% |
| VDE VANGUARD WORLD FD | 84,927 | $12.8m | 5.3% |
| VNQ VANGUARD INDEX FDS | 116,270 | $11.2m | 4.6% |
| VHT VANGUARD WORLD FD | 37,253 | $11.1m | 4.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1908108")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.