TRUEWEALTH FINANCIAL PARTNERS

CIK: 0001908108

Securities

Total Securities Securities Added Securities Removed Average Holding Period
16.00 0 0 7

Securities

Market Value Previous Market Value Change In Market Value Change In Market Value (%)
131.64M 121.60M 10.04M 8.26 %

Securities

Performance Performance 1 Year Performance 3 Years Performance 5 Years Performance Since Inception
8.74M 10.15M 484.11K 484.11K 484.11K

VWO

Inst. Shares Owned: 308.92K

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VEU

Inst. Shares Owned: 225.87K

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VTIP

Inst. Shares Owned: 141.47K

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BNDX

Inst. Shares Owned: 139.09K

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VNQ

Inst. Shares Owned: 136.78K

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VDE

Inst. Shares Owned: 117.34K

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BIV

Inst. Shares Owned: 95.14K

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VBR

Inst. Shares Owned: 81.59K

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VAW

Inst. Shares Owned: 69.67K

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VO

Inst. Shares Owned: 56.35K

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VOO

Inst. Shares Owned: 31.56K

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ISTB

Inst. Shares Owned: 31.38K

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AAPL

Inst. Shares Owned: 5.21K

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MSFT

Inst. Shares Owned: 4.68K

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BABA

Inst. Shares Owned: 3.37K

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AMZN

Inst. Shares Owned: 1.56K

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