0001085146-23-002852.txt : 20230724 0001085146-23-002852.hdr.sgml : 20230724 20230724140047 ACCESSION NUMBER: 0001085146-23-002852 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230724 DATE AS OF CHANGE: 20230724 EFFECTIVENESS DATE: 20230724 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: 231104626 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 06-30-2023 06-30-2023 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 07-24-2023 0 17 120898965 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JWB1 200040 2400 SH SOLE 0 0 2400 AMAZON COM INC COM 023135106 BBG001S5PQL7 685694 5260 SH SOLE 0 0 5260 APPLE INC COM 037833100 BBG001S5N8V8 321602 1658 SH SOLE 0 0 1658 BOEING CO COM 097023105 BBG001S5P0V3 464552 2200 SH SOLE 0 0 2200 ISHARES TR CORE 1 5 YR USD 46432F859 BBG003HC6JD6 1540379 33027 SH SOLE 0 0 33027 MICROSOFT CORP COM 594918104 BBG001S5TD05 915284 2688 SH SOLE 0 0 2688 VANGUARD BD INDEX FDS INTERMED TERM 921937819 BBG001ST39R1 6762579 89892 SH SOLE 0 0 89892 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 BBG004N1LGK2 6471667 132399 SH SOLE 0 0 132399 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 11869478 53913 SH SOLE 0 0 53913 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 10649549 127448 SH SOLE 0 0 127448 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 12437099 30537 SH SOLE 0 0 30537 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 12695992 76759 SH SOLE 0 0 76759 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 11625187 213659 SH SOLE 0 0 213659 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 11777174 289508 SH SOLE 0 0 289508 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 BBG003H12XS7 6504222 137162 SH SOLE 0 0 137162 VANGUARD WORLD FDS ENERGY ETF 92204A306 BBG001SHTV45 13649088 120906 SH SOLE 0 0 120906 VANGUARD WORLD FDS MATERIALS ETF 92204A801 BBG001SHTTP7 12329379 67755 SH SOLE 0 0 67755