Instuitional Investor - Truewealth Financial Partners
Fund Profile
Filing Period:
Fund Name: | Truewealth Financial Partners |
Portfolio Value | $131,639,196 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds | 81,590 | $14,683,802 | 11.15% | |
2. | Vanguard Index Fds | 31,561 | $13,785,843 | 10.47% | |
3. | Vanguard World Fund | 117,340 | $13,761,635 | 10.45% | |
4. | Vanguard World Fund | 69,668 | $13,232,735 | 10.05% | |
5. | Vanguard Index Fds | 56,348 | $13,108,798 | 9.95% |