0001085146-23-002264.txt : 20230512 0001085146-23-002264.hdr.sgml : 20230512 20230511210722 ACCESSION NUMBER: 0001085146-23-002264 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230512 DATE AS OF CHANGE: 20230511 EFFECTIVENESS DATE: 20230512 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: 23912875 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 03-31-2023 03-31-2023 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 05-11-2023 0 15 115953666 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JWB1 232255 2273 SH SOLE 0 0 2273 BOEING CO COM 097023105 BBG001S5P0V3 467346 2200 SH SOLE 0 0 2200 ISHARES TR CORE 1 5 YR USD 46432F859 BBG003HC6JD6 1602280 33979 SH SOLE 0 0 33979 MICROSOFT CORP COM 594918104 BBG001S5TD05 418035 1450 SH SOLE 0 0 1450 VANGUARD BD INDEX FDS INTERMED TERM 921937819 BBG001ST39R1 6700636 87316 SH SOLE 0 0 87316 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 BBG004N1LGK2 6346346 129729 SH SOLE 0 0 129729 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 11237392 53278 SH SOLE 0 0 53278 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 10406738 125322 SH SOLE 0 0 125322 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 11434791 30406 SH SOLE 0 0 30406 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 11969584 75394 SH SOLE 0 0 75394 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 11312645 211570 SH SOLE 0 0 211570 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 11561306 286171 SH SOLE 0 0 286171 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 BBG003H12XS7 6353894 132871 SH SOLE 0 0 132871 VANGUARD WORLD FDS ENERGY ETF 92204A306 BBG001SHTV45 13933892 121981 SH SOLE 0 0 121981 VANGUARD WORLD FDS MATERIALS ETF 92204A801 BBG001SHTTP7 11976526 67352 SH SOLE 0 0 67352