0001085146-22-001020.txt : 20220214
0001085146-22-001020.hdr.sgml : 20220214
20220214132227
ACCESSION NUMBER: 0001085146-22-001020
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220214
DATE AS OF CHANGE: 20220214
EFFECTIVENESS DATE: 20220214
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: 22628771
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
12-31-2021
12-31-2021
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
02-11-2022
0
13
102305
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
BOEING CO
COM
097023105
438
2174
SH
SOLE
0
0
2174
ISHARES TR
CORE 1 5 YR USD
46432F859
1866
37007
SH
SOLE
0
0
37007
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
5439
62077
SH
SOLE
0
0
62077
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
5197
94210
SH
SOLE
0
0
94210
VANGUARD INDEX FDS
MID CAP ETF
922908629
10597
41595
SH
SOLE
0
0
41595
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
11011
94918
SH
SOLE
0
0
94918
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
10180
23319
SH
SOLE
0
0
23319
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
11406
63776
SH
SOLE
0
0
63776
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
9347
152527
SH
SOLE
0
0
152527
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
9699
196108
SH
SOLE
0
0
196108
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
5352
104126
SH
SOLE
0
0
104126
VANGUARD WORLD FDS
ENERGY ETF
92204A306
10943
141004
SH
SOLE
0
0
141004
VANGUARD WORLD FDS
MATERIALS ETF
92204A801
10830
55006
SH
SOLE
0
0
55006