Portfolio Holdings & Fund Performance - TrueWealth Advisors LLC

List of top 200 securities held by TrueWealth Advisors LLC:

  1. Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
  2. The table below lists top 200 holdings for the reported quarter.
  3. Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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Quarter: 2023Q4
Total Holdings: 189
Assets Under Management (AUM) :
$254,981,569 ($254.98M)
Reporting Manager: Dorothy Broadhead
Address:

2000 SOUTHLAKE PARK
SUITE 200
BIRMINGHAM, AL 35244

Since : total money flow = , gains and losses =

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