Instuitional Investor - Truewealth Financial Partners

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%