TrueWealth Financial Partners
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD INDEX FDS | $217.3K | 0.2% |
| MICROSOFT CORP | $219.1K | 0.2% |
| Alphabet Inc. | $219.7K | 0.2% |
| STRYKER CORP | $227.0K | 0.2% |
| SPDR SERIES TRUST | $229.4K | 0.2% |
| ELI LILLY & Co | $241.8K | 0.2% |
| SPDR INDEX SHS FDS | $313.4K | 0.3% |
| Rocket Lab CorpRKLB | $313.9K | 0.3% |
| SPDR SERIES TRUST | $335.4K | 0.3% |
| FRANKLIN TEMPLETON ETF TR | $380.1K | 0.3% |
| SCHWAB STRATEGIC TR | $387.6K | 0.3% |
| SPDR SERIES TRUST | $483.3K | 0.4% |
| SPDR SERIES TRUST | $484.1K | 0.4% |
| ISHARES TR | $727.6K | 0.6% |
| CAPITAL GRP FIXED INCM ETF T | $749.5K | 0.6% |
| CAPITAL GROUP NEW GEOGRAPHY | $777.2K | 0.6% |
| VANECK ETF TRUST | $795.2K | 0.7% |
| TIDAL TRUST III | $825.6K | 0.7% |
| SPDR SERIES TRUST | $842.6K | 0.7% |
| First Trust Exchange-Traded Fund IV | $869.6K | 0.7% |
| FIRST TR EXCHANGE TRADED FD | $1.08M | 0.9% |
| iShares MSCI UAE ETF | $1.11M | 0.9% |
| CAPITAL GRP FIXED INCM ETF T | $1.45M | 1.2% |
| FIRST TR EXCHANGE-TRADED FD | $1.49M | 1.2% |
| FIRST TR EXCHANGE-TRADED FD | $1.51M | 1.2% |
| FIRST TR EXCHANGE TRADED FD | $1.69M | 1.4% |
| ISHARES TR | $1.73M | 1.4% |
| FIRST TR EXCHANGE-TRADED FD | $1.76M | 1.5% |
| ISHARES INC | $1.96M | 1.6% |
| SPDR SERIES TRUST | $2.12M | 1.8% |
| FIRST TR EXCH TRADED FD III | $2.16M | 1.8% |
| CAPITAL GRP FIXED INCM ETF T | $2.18M | 1.8% |
| CAPITAL GROUP INTL FOCUS EQT | $2.24M | 1.9% |
| ISHARES TR | $2.42M | 2.0% |
| FIRST TR EXCHANGE-TRADED FD | $2.44M | 2.0% |
| FIRST TR EXCHANGE-TRADED FD | $2.54M | 2.1% |
| CAPITAL GROUP CORE EQUITY ET | $2.88M | 2.4% |
| FIRST TR EXCHANGE-TRADED FD | $2.94M | 2.4% |
| CAPITAL GROUP DIVIDEND VALUE | $3.57M | 3.0% |
| ISHARES TR | $3.81M | 3.1% |
| CAPITAL GROUP GROWTH ETF | $3.86M | 3.2% |
| ISHARES TR | $3.91M | 3.2% |
| FIRST TR EXCH TRADED FD III | $4.04M | 3.3% |
| NUSHARES ETF TR | $4.47M | 3.7% |
| NUSHARES ETF TR | $5.56M | 4.6% |
| SPDR SERIES TRUST | $6.31M | 5.2% |
| DIMENSIONAL ETF TRUST | $6.44M | 5.3% |
| DIMENSIONAL ETF TRUST | $8.18M | 6.8% |
| FIRST TR EXCH TRADED FD III | $12.72M | 10.5% |
| SPDR SERIES TRUST | $12.87M | 10.6% |