Filing Research | MATTHEWS ASIA FDS Institutional Holdings

Snapshot holdings

3 / 3 loaded

#		Instrument	quantity
1	Welch Financial Planning, LLC	Shares	78.7KSH	$2.3M
2	J.E. Simmons & Co., P.C.	Shares	17.9KSH	$517.0K
3	Farther Finance Advisors, LLC	Shares	2.5KSH	$73.1K

Manager changes2026-06-30 vs 2026-03-31

3 / 3 loaded

#		Instrument
1	Welch Financial Planning, LLC trimmed	Shares	-1.2K	+$167.4K	$2.3M
2	J.E. Simmons & Co., P.C. trimmed	Shares	-1.3K	+$10.2K	$517.0K
3	Farther Finance Advisors, LLC unchanged	Shares	0	+$5.9K	$73.1K