Instuitional Investor - Truewealth Financial Partners
Fund Profile
Filing Period:
| Fund Name: | Truewealth Financial Partners |
| Portfolio Value | $161,178,064 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - SM CP VAL ETF | 85,321 | $16,909,001 | 10.49% | |
| 2. | Vanguard Index Fds - S&P 500 ETF SHS | 29,824 | $16,069,630 | 9.97% | |
| 3. | VWO | 363,609 | $16,013,369 | 9.93% | |
| 4. | Vanguard Index Fds - MID CAP ETF | 59,773 | $15,787,777 | 9.79% | |
| 5. | Vanguard World Fund | 120,599 | $14,629,899 | 9.07% |
