Instuitional Investor - Truewealth Financial Partners
Fund Profile
Filing Period:
| Fund Name: | Truewealth Financial Partners |
| Portfolio Value | $242,003,501 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 79,595 | $54,666,810 | 22.59% | |
| 2. | Vanguard Index Fds - SM CP VAL ETF | 95,773 | $23,271,940 | 9.62% | |
| 3. | Vanguard Tax-Managed Fds | 290,931 | $20,728,868 | 8.57% | |
| 4. | VWO | 267,558 | $15,970,549 | 6.6% | |
| 5. | VCIT | 274,010 | $15,947,379 | 6.59% |
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