Aletheian Wealth Advisors

Aletheian Wealth Advisors as of Dec. 31, 2022

Portfolio Holdings for Aletheian Wealth Advisors

Aletheian Wealth Advisors holds 82 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 9.9 $11M 159k 71.84
Ishares Tr Core S&p Ttl Stk (ITOT) 8.9 $10M 121k 84.80
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.0 $9.3M 221k 41.97
Ishares Tr Core S&p500 Etf (IVV) 6.0 $7.0M 18k 384.20
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 3.9 $4.5M 94k 47.43
Ishares Tr Core Msci Eafe (IEFA) 3.6 $4.1M 67k 61.64
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.2 $3.7M 94k 38.98
Schwab Strategic Tr Us Tips Etf (SCHP) 3.1 $3.6M 70k 51.79
Invesco Exchange Traded Fd T Gbl Listed Pvt 3.0 $3.5M 371k 9.44
Ishares Tr National Mun Etf (MUB) 2.7 $3.1M 30k 105.52
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.5 $2.8M 28k 102.81
Vanguard Index Fds Real Estate Etf (VNQ) 2.3 $2.6M 32k 82.48
Ishares Tr Core Intl Aggr (IAGG) 2.1 $2.4M 51k 47.55
Microsoft Corporation (MSFT) 1.7 $2.0M 8.3k 239.83
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.6 $1.8M 37k 49.49
Ishares U S Etf Tr Blackrock St Mat (NEAR) 1.5 $1.8M 36k 49.27
Vanguard Index Fds Total Stk Mkt (VTI) 1.4 $1.6M 8.3k 191.19
Apple (AAPL) 1.4 $1.6M 12k 129.93
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 1.3 $1.5M 105k 14.78
Ishares Tr Jpmorgan Usd Emg (EMB) 1.2 $1.4M 17k 84.59
Spdr Ser Tr Bloomberg Invt (FLRN) 1.2 $1.4M 46k 30.39
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.2 $1.4M 18k 75.28
Ishares Core Msci Emkt (IEMG) 1.1 $1.3M 28k 46.70
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $1.3M 4.1k 308.90
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.1 $1.2M 30k 41.34
Ishares Tr Rus Mid Cap Etf (IWR) 1.0 $1.2M 18k 67.45
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 1.0 $1.1M 55k 20.53
Ishares Tr Pfd And Incm Sec (PFF) 1.0 $1.1M 37k 30.53
Ishares Tr Rus 2000 Val Etf (IWN) 0.9 $1.1M 7.6k 138.66
Select Sector Spdr Tr Financial (XLF) 0.9 $1.0M 31k 34.20
Ishares Tr Russell 2000 Etf (IWM) 0.9 $1.0M 5.8k 174.36
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.8 $944k 15k 64.34
Spdr Ser Tr Bloomberg High Y (JNK) 0.8 $917k 10k 90.00
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $907k 9.4k 96.99
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.7 $828k 28k 29.69
Johnson & Johnson (JNJ) 0.6 $702k 4.0k 176.65
Alphabet Cap Stk Cl A (GOOGL) 0.6 $678k 7.7k 88.23
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.5 $621k 30k 20.69
Select Sector Spdr Tr Energy (XLE) 0.5 $613k 7.0k 87.47
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.5 $612k 11k 56.48
Ishares Tr Tips Bd Etf (TIP) 0.5 $609k 5.7k 106.43
Deere & Company (DE) 0.5 $608k 1.4k 428.76
Schwab Strategic Tr Us Reit Etf (SCHH) 0.5 $603k 31k 19.29
Pepsi (PEP) 0.5 $551k 3.1k 180.66
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.5 $545k 10k 54.49
Boeing Company (BA) 0.5 $543k 2.9k 190.49
Nike CL B (NKE) 0.5 $536k 4.6k 117.01
McDonald's Corporation (MCD) 0.5 $531k 2.0k 263.53
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $527k 2.6k 203.81
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $522k 5.0k 104.26
Amazon (AMZN) 0.4 $511k 6.1k 84.00
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $507k 11k 44.81
EOG Resources (EOG) 0.4 $457k 3.5k 129.52
Ishares Gold Tr Ishares New (IAU) 0.4 $450k 13k 34.59
Ishares Silver Tr Ishares (SLV) 0.4 $440k 20k 22.02
Qualcomm (QCOM) 0.4 $418k 3.8k 109.94
United Parcel Service CL B (UPS) 0.4 $413k 2.4k 173.84
Honeywell International (HON) 0.3 $400k 1.9k 214.30
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.3 $391k 15k 26.77
Kinder Morgan (KMI) 0.3 $388k 22k 18.08
Alphabet Cap Stk Cl C (GOOG) 0.3 $370k 4.2k 88.73
Oracle Corporation (ORCL) 0.3 $362k 4.4k 81.74
Wal-Mart Stores (WMT) 0.3 $344k 2.4k 141.79
Ishares Msci Emrg Chn (EMXC) 0.3 $340k 7.2k 47.47
UnitedHealth (UNH) 0.3 $325k 613.00 530.34
Vanguard Index Fds Large Cap Etf (VV) 0.3 $309k 1.8k 174.20
Citigroup Com New (C) 0.2 $280k 6.2k 45.23
Tesla Motors (TSLA) 0.2 $268k 2.2k 123.18
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.2 $261k 14k 18.67
NVIDIA Corporation (NVDA) 0.2 $256k 1.8k 146.14
Walt Disney Company (DIS) 0.2 $251k 2.9k 86.88
Ishares Tr Conv Bd Etf (ICVT) 0.2 $250k 3.6k 69.47
Home Depot (HD) 0.2 $241k 762.00 315.86
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $238k 3.2k 73.63
Exxon Mobil Corporation (XOM) 0.2 $233k 2.1k 110.32
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.2 $225k 5.5k 40.90
Procter & Gamble Company (PG) 0.2 $221k 1.5k 151.56
Eli Lilly & Co. (LLY) 0.2 $218k 597.00 365.84
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $211k 873.00 241.89
Meta Platforms Cl A (META) 0.2 $203k 1.7k 120.34
JPMorgan Chase & Co. (JPM) 0.2 $201k 1.5k 134.10
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $173k 16k 11.18