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TrueWealth Advisors, LLC
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Q1 2025 Filing
TrueWealth Advisors, LLC
Q1 2025 Filing
Filed April 10, 2025
Portfolio Value
$304.5B
Holdings
208
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (208 positions)
#
Stock
Shares
Value
% Portfolio
Type
201
GBTC
GRAYSCALE BITCOIN TRUST ETF
3,185
$208K
0.00%
202
SEIC
SEI INVTS CO
2,640
$205K
0.00%
203
TFC
TRUIST FINL CORP
4,964
$204K
0.00%
204
NEAR
ISHARES U S ETF TR
4,000
$203K
0.00%
205
VCR
VANGUARD WORLD FD
619
$201K
0.00%
206
DYNF
BLACKROCK ETF TRUST
4,115
$201K
0.00%
207
MBB
ISHARES TR
2,137
$200K
0.00%
208
CALY
TOPGOLF CALLAWAY BRANDS CORP
20,400
$134K
0.00%
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