Aletheian Wealth Advisors

Aletheian Wealth Advisors as of March 31, 2022

Portfolio Holdings for Aletheian Wealth Advisors

Aletheian Wealth Advisors holds 54 positions in its portfolio as reported in the March 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) 9.6 $10M 127k 79.54
Ishares Tr Core S&p Ttl Stk (ITOT) 9.2 $9.7M 96k 100.94
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 8.8 $9.3M 193k 48.03
Ishares Tr Core S&p500 Etf (IVV) 8.2 $8.6M 19k 453.66
Ishares Tr National Mun Etf (MUB) 4.3 $4.5M 41k 109.65
Schwab Strategic Tr Us Tips Etf (SCHP) 4.2 $4.4M 73k 60.71
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.0 $4.3M 81k 52.44
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.7 $3.9M 85k 46.13
Ishares Tr Core Msci Eafe (IEFA) 3.4 $3.6M 52k 69.51
Invesco Exchange Traded Fd T Gbl Listed Pvt 3.3 $3.5M 269k 12.89
Vanguard Index Fds Real Estate Etf (VNQ) 3.1 $3.3M 30k 108.39
Ishares Tr Core Intl Aggr (IAGG) 2.7 $2.9M 55k 52.13
Ishares Tr Core Us Aggbd Et (AGG) 2.6 $2.7M 26k 107.09
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.4 $2.5M 21k 123.88
Vanguard Index Fds Total Stk Mkt (VTI) 2.1 $2.2M 9.8k 227.64
Invesco Activly Mangd Etc Optimum Yield (PDBC) 1.8 $1.9M 107k 17.64
Ishares U S Etf Tr Blackrock St Mat (NEAR) 1.6 $1.7M 35k 49.58
Microsoft Corporation (MSFT) 1.5 $1.6M 5.2k 308.29
Apple (AAPL) 1.4 $1.4M 8.3k 174.57
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.3 $1.4M 26k 51.94
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.3 $1.3M 17k 77.93
Spdr Ser Tr Bloomberg Invt (FLRN) 1.3 $1.3M 43k 30.50
Ishares Tr Jpmorgan Usd Emg (EMB) 1.2 $1.3M 13k 97.78
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 1.2 $1.3M 60k 21.78
Spdr Ser Tr Bloomberg High Y (JNK) 1.1 $1.2M 12k 102.46
Ishares Tr Pfd And Incm Sec (PFF) 1.1 $1.2M 33k 36.42
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.0 $1.1M 32k 34.28
Spdr Ser Tr Bloomberg Conv (CWB) 1.0 $1.1M 14k 76.93
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.9 $932k 14k 66.36
Amazon (AMZN) 0.8 $818k 251.00 3258.96
Ishares Core Msci Emkt (IEMG) 0.7 $786k 14k 55.54
Ishares Tr Rus 2000 Val Etf (IWN) 0.7 $701k 4.3k 161.37
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $615k 2.6k 237.82
Schwab Strategic Tr Us Reit Etf (SCHH) 0.6 $612k 25k 24.90
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $601k 11k 53.37
Tesla Motors (TSLA) 0.5 $548k 509.00 1076.62
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $517k 4.9k 104.61
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $505k 9.8k 51.58
Alphabet Cap Stk Cl C (GOOG) 0.4 $455k 163.00 2791.41
Alphabet Cap Stk Cl A (GOOGL) 0.4 $445k 160.00 2781.25
NVIDIA Corporation (NVDA) 0.4 $432k 1.6k 272.56
Vanguard Index Fds Large Cap Etf (VV) 0.4 $431k 2.1k 208.41
Ishares Msci Emrg Chn (EMXC) 0.4 $424k 7.3k 58.15
Meta Platforms Cl A (META) 0.4 $382k 1.7k 222.22
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.4 $378k 17k 22.61
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $353k 1.0k 353.00
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.3 $310k 9.1k 34.14
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $302k 1.1k 267.97
Ishares Tr Conv Bd Etf (ICVT) 0.3 $274k 3.3k 83.18
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.3 $272k 6.8k 40.08
UnitedHealth (UNH) 0.2 $259k 507.00 510.85
Vanguard Index Fds Small Cp Etf (VB) 0.2 $230k 1.1k 212.77
Johnson & Johnson (JNJ) 0.2 $224k 1.3k 177.08
Home Depot (HD) 0.2 $219k 731.00 299.59