Instuitional Investor - Truewealth Financial Partners
Fund Profile
Filing Period:
| Fund Name: | Truewealth Financial Partners |
| Portfolio Value | $250,879,265 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 79,356 | $47,419,127 | 18.9% | |
| 2. | Vanguard Index Fds - SM CP VAL ETF | 94,707 | $20,575,177 | 8.2% | |
| 3. | Vanguard Tax-Managed Fds | 286,411 | $18,353,242 | 7.32% | |
| 4. | MSFT | 41,346 | $15,304,954 | 6.1% | |
| 5. | Vanguard Scottsdale Funds | 261,409 | $15,302,886 | 6.1% |
Hedge Fund Resource Center 
