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