0001085146-23-000688.txt : 20230207
0001085146-23-000688.hdr.sgml : 20230207
20230206182521
ACCESSION NUMBER: 0001085146-23-000688
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230207
DATE AS OF CHANGE: 20230206
EFFECTIVENESS DATE: 20230207
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: 23592007
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
X0202
13F-HR
LIVE
false
false
false
0001908108
XXXXXXXX
12-31-2022
12-31-2022
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
02-06-2023
0
14
103137402
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
BBG006G2JWB1
200229
2273
SH
SOLE
0
0
2273
BOEING CO
COM
097023105
BBG001S5P0V3
392981
2063
SH
SOLE
0
0
2063
ISHARES TR
CORE 1 5 YR USD
46432F859
BBG003HC6JD6
1554068
33464
SH
SOLE
0
0
33464
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
BBG001ST39R1
5708594
76811
SH
SOLE
0
0
76811
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
BBG004N1LGK2
5116464
107874
SH
SOLE
0
0
107874
VANGUARD INDEX FDS
MID CAP ETF
922908629
BBG001SHVTS1
10012166
49125
SH
SOLE
0
0
49125
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
BBG001SMD2X3
9089048
110197
SH
SOLE
0
0
110197
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
BBG001TC6MC1
9636553
27428
SH
SOLE
0
0
27428
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
BBG001SHVTR2
11108513
69953
SH
SOLE
0
0
69953
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
BBG001SP7T00
9643727
192336
SH
SOLE
0
0
192336
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
BBG001SHTTZ6
10019429
257040
SH
SOLE
0
0
257040
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
BBG003H12XS7
5515797
118086
SH
SOLE
0
0
118086
VANGUARD WORLD FDS
ENERGY ETF
92204A306
BBG001SHTV45
14649896
120794
SH
SOLE
0
0
120794
VANGUARD WORLD FDS
MATERIALS ETF
92204A801
BBG001SHTTP7
10489937
61633
SH
SOLE
0
0
61633