0001085146-22-001884.txt : 20220510
0001085146-22-001884.hdr.sgml : 20220510
20220509182248
ACCESSION NUMBER: 0001085146-22-001884
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220510
DATE AS OF CHANGE: 20220509
EFFECTIVENESS DATE: 20220510
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: TrueWealth Financial Partners
CENTRAL INDEX KEY: 0001908108
IRS NUMBER: 872205279
STATE OF INCORPORATION: WA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22009
FILM NUMBER: 22906586
BUSINESS ADDRESS:
STREET 1: 915 118TH AVE SE
STREET 2: SUITE 140
CITY: BELLEVUE
STATE: WA
ZIP: 98005
BUSINESS PHONE: 4257487046
MAIL ADDRESS:
STREET 1: 915 118TH AVE SE
STREET 2: SUITE 140
CITY: BELLEVUE
STATE: WA
ZIP: 98005
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001908108
XXXXXXXX
03-31-2022
03-31-2022
false
TrueWealth Financial Partners
915 118TH AVE SE
SUITE 140
BELLEVUE
WA
98005
13F HOLDINGS REPORT
028-22009
N
Patrick Severson
CCO
425-748-7046
/s/Patrick Severson
BELLEVUE
WA
05-09-2022
0
14
104008
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
210
1930
SH
SOLE
0
0
1930
BOEING CO
COM
097023105
395
2063
SH
SOLE
0
0
2063
ISHARES TR
CORE 1 5 YR USD
46432F859
1759
36308
SH
SOLE
0
0
36308
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
5217
63695
SH
SOLE
0
0
63695
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
4639
88454
SH
SOLE
0
0
88454
VANGUARD INDEX FDS
MID CAP ETF
922908629
10109
42502
SH
SOLE
0
0
42502
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
10504
96931
SH
SOLE
0
0
96931
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
9939
23940
SH
SOLE
0
0
23940
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
11481
65255
SH
SOLE
0
0
65255
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
9053
157205
SH
SOLE
0
0
157205
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
9759
211561
SH
SOLE
0
0
211561
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
5402
105490
SH
SOLE
0
0
105490
VANGUARD WORLD FDS
ENERGY ETF
92204A306
14677
137121
SH
SOLE
0
0
137121
VANGUARD WORLD FDS
MATERIALS ETF
92204A801
10864
55988
SH
SOLE
0
0
55988