0001085146-22-003856.txt : 20221109
0001085146-22-003856.hdr.sgml : 20221109
20221109145035
ACCESSION NUMBER: 0001085146-22-003856
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221109
DATE AS OF CHANGE: 20221109
EFFECTIVENESS DATE: 20221109
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: 221372140
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
09-30-2022
09-30-2022
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
11-09-2022
0
13
92068
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
BOEING CO
COM
097023105
250
2063
SH
SOLE
0
0
2063
ISHARES TR
CORE 1 5 YR USD
46432F859
1635
35465
SH
SOLE
0
0
35465
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
5321
72421
SH
SOLE
0
0
72421
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
4868
101998
SH
SOLE
0
0
101998
VANGUARD INDEX FDS
MID CAP ETF
922908629
8906
47376
SH
SOLE
0
0
47376
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
8448
105370
SH
SOLE
0
0
105370
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
8677
26429
SH
SOLE
0
0
26429
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
9768
68118
SH
SOLE
0
0
68118
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
8138
183446
SH
SOLE
0
0
183446
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
8980
246088
SH
SOLE
0
0
246088
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
5542
115188
SH
SOLE
0
0
115188
VANGUARD WORLD FDS
ENERGY ETF
92204A306
12677
124800
SH
SOLE
0
0
124800
VANGUARD WORLD FDS
MATERIALS ETF
92204A801
8858
59681
SH
SOLE
0
0
59681