TrueWealth Financial Partners
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in TrueWealth Financial Partners
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | VOO | VANGUARD INDEX FDS | 18.90% | 47.419 M $ | 79356 | 2021/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VBR | VANGUARD INDEX FDS | 8.20% | 20.575 M $ | 94707 | 2021/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VEA | VANGUARD TAX-MANAGED FDS | 7.32% | 18.353 M $ | 286411 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 6.10% | 15.305 M $ | 41346 | 2023/03/31 | -51.392 K $ | -23.46 % |
| 2026/03/31 | VGSH | VANGUARD SCOTTSDALE FDS | 6.10% | 15.303 M $ | 261409 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VDE | VANGUARD WORLD FD | 5.86% | 14.706 M $ | 84984 | 2021/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VWO | VANGUARD INTL EQUITY INDEX F | 5.73% | 14.371 M $ | 265886 | 2021/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | BND | VANGUARD BD INDEX FDS | 5.61% | 14.086 M $ | 191281 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VNQ | VANGUARD INDEX FDS | 4.06% | 10.182 M $ | 114788 | 2021/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VHT | VANGUARD WORLD FD | 3.98% | 9.978 M $ | 36638 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VDC | VANGUARD WORLD FD | 3.86% | 9.677 M $ | 43086 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VO | VANGUARD INDEX FDS | 3.85% | 9.648 M $ | 33597 | 2021/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VTIP | VANGUARD MALVERN FDS | 3.22% | 8.088 M $ | 161930 | 2021/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 2.09% | 5.253 M $ | 25223 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | VEU | VANGUARD INTL EQUITY INDEX F | 1.60% | 4.004 M $ | 53320 | 2021/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | AAPL | APPLE INC | 1.53% | 3.847 M $ | 15158 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VAW | VANGUARD WORLD FD | 1.04% | 2.602 M $ | 11549 | 2021/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | GOOG | ALPHABET INC | 0.87% | 2.193 M $ | 7644 | 2025/12/31 | -18.858 K $ | -8.59 % |
| 2026/03/31 | VUSB | VANGUARD BD INDEX FDS | 0.81% | 2.040 M $ | 40967 | 2024/06/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 0.79% | 1.989 M $ | 3059 | 2024/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | BIV | VANGUARD BD INDEX FDS | 0.53% | 1.326 M $ | 17184 | 2021/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 0.44% | 1.098 M $ | 6296 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IEFA | ISHARES TR | 0.42% | 1.053 M $ | 11632 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 0.36% | 891.150 K $ | 3099 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IEMG | ISHARES INC | 0.33% | 839.484 K $ | 12036 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | BNDX | VANGUARD CHARLOTTE FDS | 0.33% | 835.027 K $ | 17378 | 2021/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | COST | COSTCO WHOLESALE CORPORATION | 0.32% | 805.114 K $ | 808 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | QUAL | ISHARES TR | 0.30% | 745.561 K $ | 3887 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IUSG | ISHARES TR | 0.29% | 723.896 K $ | 4667 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VONV | VANGUARD SCOTTSDALE FDS | 0.29% | 717.768 K $ | 7657 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VT | VANGUARD INTL EQUITY INDEX F | 0.28% | 697.964 K $ | 5046 | 2024/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 0.26% | 654.947 K $ | 1938 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | BABA | ALIBABA GROUP HLDG LTD | 0.24% | 595.216 K $ | 4744 | 2022/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IUSV | ISHARES TR | 0.23% | 578.641 K $ | 5659 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | BLV | VANGUARD BD INDEX FDS | 0.23% | 570.142 K $ | 8289 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | INTU | INTUIT | 0.19% | 471.295 K $ | 1090 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | META | META PLATFORMS INC | 0.18% | 446.835 K $ | 781 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IVV | ISHARES TR | 0.17% | 414.135 K $ | 634 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VTI | VANGUARD INDEX FDS | 0.16% | 413.201 K $ | 1288 | 2025/12/31 | -9.370 K $ | -4.31 % |
| 2026/03/31 | GOVT | ISHARES TR | 0.16% | 410.294 K $ | 17909 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | AVGO | BROADCOM INC | 0.15% | 372.341 K $ | 1203 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | LLY | ELI LILLY & CO | 0.14% | 363.307 K $ | 395 | 2025/12/31 | -34.854 K $ | -14.41 % |
| 2026/03/31 | VONG | VANGUARD SCOTTSDALE FDS | 0.14% | 355.066 K $ | 3237 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | BA | BOEING CO | 0.13% | 333.972 K $ | 1678 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IJR | ISHARES TR | 0.13% | 321.963 K $ | 2590 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SBUX | STARBUCKS CORP | 0.13% | 317.507 K $ | 3544 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | ISTB | ISHARES TR | 0.13% | 316.152 K $ | 6524 | 2021/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.13% | 314.832 K $ | 657 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 0.12% | 311.809 K $ | 1060 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | ASML | ASML HLDG NV | 0.12% | 289.261 K $ | 219 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | V | VISA INC | 0.11% | 283.499 K $ | 938 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IGF | ISHARES TR | 0.11% | 264.114 K $ | 3942 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | MBB | ISHARES TR | 0.10% | 254.371 K $ | 2679 | 2025/12/31 | -2.063 K $ | -0.28 % |
| 2026/03/31 | MA | MASTERCARD INCORPORATED | 0.10% | 250.331 K $ | 501 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IVE | ISHARES TR | 0.10% | 244.089 K $ | 1156 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SHEL | SHELL PLC | 0.09% | 227.850 K $ | 2450 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | BSV | VANGUARD BD INDEX FDS | 0.09% | 226.997 K $ | 2895 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | NVS | NOVARTIS AG | 0.09% | 221.797 K $ | 1452 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | NFLX | NETFLIX INC. | 0.09% | 218.744 K $ | 2275 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | WMT | WALMART INC | 0.09% | 217.242 K $ | 1748 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | HSBC | HSBC HLDGS PLC | 0.09% | 216.207 K $ | 2621 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | JNJ | JOHNSON & JOHNSON | 0.09% | 216.084 K $ | 884 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IVW | ISHARES TR | 0.08% | 212.985 K $ | 1883 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | PDBC | INVESCO ACTVELY MNGD ETC FD | 0.08% | 209.898 K $ | 12119 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | RY | ROYAL BK CDA | 0.08% | 208.859 K $ | 1291 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | DYNF | BLACKROCK ETF TRUST | 0.08% | 202.873 K $ | 3487 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | LQD | ISHARES TR | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | DSI | ISHARES TR | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | RKLB | ROCKET LAB CORP | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SCHB | SCHWAB STRATEGIC TR | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SYK | STRYKER CORPORATION | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | FMB | FIRST TR EXCH TRADED FD III | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | CGGR | CAPITAL GROUP GROWTH ETF | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | CGCP | CAPITAL GRP FIXED INCM ETF T | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | DFAC | DIMENSIONAL ETF TRUST | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | DFAX | DIMENSIONAL ETF TRUST | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | FSMB | FIRST TR EXCH TRADED FD III | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | CGNG | CAPITAL GROUP NEW GEOGRAPHY | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SPDW | SPDR INDEX SHS FDS | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | LMBS | FIRST TR EXCHANGE-TRADED FD | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | ESGE | ISHARES INC | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | FTSL | FIRST TR EXCHANGE-TRADED FD | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | NUSC | NUSHARES ETF TR | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | FPXI | FIRST TR EXCHANGE TRADED FD | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | NULG | NUSHARES ETF TR | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | ESGU | ISHARES TR | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | FRI | FIRST TR EXCHANGE-TRADED FD | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | FSIG | FIRST TR EXCHANGE-TRADED FD | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | EMLP | FIRST TR EXCHANGE-TRADED FD | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | ESGD | ISHARES TR | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | RDVY | FIRST TR EXCHANGE TRADED FD | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | HYLS | FIRST TR EXCHANGE-TRADED FD | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | FVD | FIRST TR EXCHANGE-TRADED FD | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SPMB | SPDR SERIES TRUST | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SPIB | SPDR SERIES TRUST | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SPYG | SPDR SERIES TRUST | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SPSM | SPDR SERIES TRUST | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | GRNB | VANECK ETF TRUST | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |