0001085146-24-002448.txt : 20240514 0001085146-24-002448.hdr.sgml : 20240514 20240513175529 ACCESSION NUMBER: 0001085146-24-002448 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240514 DATE AS OF CHANGE: 20240513 EFFECTIVENESS DATE: 20240514 FILER: COMPANY DATA: COMPANY CONFORMED NAME: TrueWealth Financial Partners CENTRAL INDEX KEY: 0001908108 ORGANIZATION NAME: 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: 24940630 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 03-31-2024 03-31-2024 false TrueWealth Financial Partners

915 118TH AVE SE SUITE 140 BELLEVUE WA 98005

13F HOLDINGS REPORT 028-22009 N Patrick Severson 425-748-7046 /s/Patrick Severson BELLEVUE WA 05-13-2024 0 18 142543387 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JWB1 282745 3907 SH SOLE 0 0 3907 AMAZON COM INC COM 023135106 BBG001S5PQL7 281393 1560 SH SOLE 0 0 1560 APPLE INC COM 037833100 BBG001S5N8V8 893410 5210 SH SOLE 0 0 5210 ISHARES TR CORE 1 5 YR USD 46432F859 BBG003HC6JD6 1563716 32962 SH SOLE 0 0 32962 MICROSOFT CORP COM 594918104 BBG001S5TD05 1956661 4651 SH SOLE 0 0 4651 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 1600071 3059 SH SOLE 0 0 3059 VANGUARD BD INDEX FDS INTERMED TERM 921937819 BBG001ST39R1 7513683 99651 SH SOLE 0 0 99651 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 BBG004N1LGK2 7146916 145292 SH SOLE 0 0 145292 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 14339962 57392 SH SOLE 0 0 57392 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 12020640 138999 SH SOLE 0 0 138999 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 15161771 31541 SH SOLE 0 0 31541 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 15939645 83071 SH SOLE 0 0 83071 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 13481879 229870 SH SOLE 0 0 229870 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 13210037 316257 SH SOLE 0 0 316257 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 BBG001T2YZG9 251281 2274 SH SOLE 0 0 2274 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 BBG003H12XS7 6959137 145315 SH SOLE 0 0 145315 VANGUARD WORLD FD ENERGY ETF 92204A306 BBG001SHTV45 15486221 117587 SH SOLE 0 0 117587 VANGUARD WORLD FD MATERIALS ETF 92204A801 BBG001SHTTP7 14454219 70705 SH SOLE 0 0 70705