Aletheian Wealth Advisors

Aletheian Wealth Advisors as of Dec. 31, 2021

Portfolio Holdings for Aletheian Wealth Advisors

Aletheian Wealth Advisors holds 48 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 12.2 $12M 243k 51.06
Ishares Tr Core S&p Ttl Stk (ITOT) 12.1 $12M 115k 106.98
Ishares Tr Core S&p500 Etf (IVV) 10.9 $11M 23k 476.99
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 10.4 $11M 126k 84.75
Ishares Tr National Mun Etf (MUB) 4.9 $5.0M 43k 116.29
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.5 $4.6M 84k 55.16
Vanguard Index Fds Real Estate Etf (VNQ) 3.9 $4.0M 35k 116.00
Invesco Exchange Traded Fd T Gbl Listed Pvt 3.7 $3.8M 247k 15.46
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.2 $3.3M 66k 49.45
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 3.1 $3.2M 24k 133.94
Invesco Activly Mangd Etc Optimum Yield (PDBC) 3.0 $3.1M 221k 14.06
Ishares Tr Core Us Aggbd Et (AGG) 1.7 $1.7M 15k 114.08
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.4 $1.4M 27k 53.94
Ishares U S Etf Tr Blackrock St Mat (NEAR) 1.4 $1.4M 28k 49.95
Vanguard Index Fds Large Cap Etf (VV) 1.4 $1.4M 6.4k 221.05
Microsoft Corporation (MSFT) 1.4 $1.4M 4.2k 336.28
Ishares Tr Jpmorgan Usd Emg (EMB) 1.3 $1.4M 13k 109.05
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.2 $1.3M 16k 80.81
Apple (AAPL) 1.2 $1.3M 7.1k 177.56
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.2 $1.2M 33k 36.49
Ishares Core Msci Emkt (IEMG) 1.1 $1.1M 19k 59.85
Ishares Tr Pfd And Incm Sec (PFF) 0.9 $962k 24k 39.41
Spdr Ser Tr Bloomberg Conv (CWB) 0.9 $958k 12k 82.93
Schwab Strategic Tr Us Tips Etf (SCHP) 0.9 $945k 15k 62.91
Spdr Ser Tr Bloomberg Invt (FLRN) 0.9 $939k 31k 30.58
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.9 $925k 42k 22.11
Spdr Ser Tr Bloomberg High Y (JNK) 0.8 $842k 7.8k 108.56
Ishares Tr Core Intl Aggr (IAGG) 0.7 $747k 14k 54.50
Ishares Tr Rus 2000 Val Etf (IWN) 0.7 $729k 4.4k 166.02
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.7 $705k 6.2k 112.94
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $701k 2.5k 283.12
Ishares Tr Core Msci Eafe (IEFA) 0.7 $674k 9.0k 74.65
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $659k 2.6k 254.83
Amazon (AMZN) 0.6 $604k 181.00 3337.02
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $553k 5.2k 107.32
Alphabet Cap Stk Cl C (GOOG) 0.4 $385k 133.00 2894.74
Alphabet Cap Stk Cl A (GOOGL) 0.4 $382k 132.00 2893.94
Meta Platforms Cl A (META) 0.4 $374k 1.1k 336.63
Tesla Motors (TSLA) 0.3 $356k 337.00 1056.38
Schwab Strategic Tr Us Reit Etf (SCHH) 0.3 $353k 6.7k 52.69
Vanguard Index Fds Small Cp Etf (VB) 0.3 $308k 1.4k 225.97
NVIDIA Corporation (NVDA) 0.3 $286k 974.00 293.63
Ishares Msci Emrg Chn (EMXC) 0.3 $278k 4.6k 60.74
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $259k 865.00 299.42
Home Depot (HD) 0.2 $242k 583.00 415.09
UnitedHealth (UNH) 0.2 $214k 426.00 502.35
Johnson & Johnson (JNJ) 0.2 $207k 1.2k 170.93
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $202k 1.8k 114.32