Aletheian Wealth Advisors

Aletheian Wealth Advisors as of June 30, 2022

Portfolio Holdings for Aletheian Wealth Advisors

Aletheian Wealth Advisors holds 56 positions in its portfolio as reported in the June 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) 11.4 $11M 149k 75.26
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 9.8 $9.6M 236k 40.80
Ishares Tr Core S&p Ttl Stk (ITOT) 8.8 $8.7M 104k 83.78
Ishares Tr Core S&p500 Etf (IVV) 7.1 $7.0M 18k 379.15
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 5.2 $5.1M 103k 49.54
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.6 $3.5M 84k 41.65
Schwab Strategic Tr Us Tips Etf (SCHP) 3.3 $3.3M 59k 55.80
Invesco Exchange Traded Fd T Gbl Listed Pvt 3.2 $3.2M 321k 9.82
Ishares Tr National Mun Etf (MUB) 3.1 $3.1M 29k 106.36
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 3.1 $3.0M 29k 103.21
Vanguard Index Fds Real Estate Etf (VNQ) 2.8 $2.8M 31k 91.13
Ishares Tr Core Msci Eafe (IEFA) 2.6 $2.6M 44k 58.85
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.2 $2.1M 42k 49.92
Ishares Tr Core Intl Aggr (IAGG) 2.1 $2.0M 41k 49.80
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 1.9 $1.9M 104k 18.04
Vanguard Index Fds Total Stk Mkt (VTI) 1.9 $1.8M 9.8k 188.64
Ishares U S Etf Tr Blackrock St Mat (NEAR) 1.8 $1.8M 36k 49.26
Microsoft Corporation (MSFT) 1.5 $1.5M 5.9k 256.88
Apple (AAPL) 1.4 $1.4M 10k 136.69
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.4 $1.4M 31k 44.28
Spdr Ser Tr Bloomberg Invt (FLRN) 1.4 $1.4M 46k 30.11
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.4 $1.3M 18k 76.78
Ishares Tr Jpmorgan Usd Emg (EMB) 1.3 $1.3M 16k 85.30
Ishares Core Msci Emkt (IEMG) 1.3 $1.3M 27k 49.08
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 1.3 $1.3M 64k 20.27
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 1.2 $1.2M 18k 64.57
Ishares Tr Pfd And Incm Sec (PFF) 1.1 $1.1M 33k 32.89
Ishares Tr Tips Bd Etf (TIP) 1.1 $1.1M 9.3k 113.97
Spdr Ser Tr Bloomberg High Y (JNK) 1.0 $986k 11k 90.67
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.9 $909k 32k 28.83
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $799k 7.9k 101.63
Amazon (AMZN) 0.6 $621k 5.8k 106.23
Ishares Tr Shrt Nat Mun Etf (SUB) 0.6 $548k 5.2k 104.64
Schwab Strategic Tr Us Reit Etf (SCHH) 0.5 $526k 25k 21.10
Ishares Tr Rus 2000 Val Etf (IWN) 0.5 $511k 3.8k 136.09
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $509k 2.6k 196.83
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.5 $498k 11k 44.15
Alphabet Cap Stk Cl C (GOOG) 0.4 $440k 201.00 2189.05
Alphabet Cap Stk Cl A (GOOGL) 0.4 $436k 200.00 2180.00
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $406k 8.5k 47.87
Tesla Motors (TSLA) 0.4 $372k 553.00 672.69
Ishares Msci Emrg Chn (EMXC) 0.3 $342k 7.2k 47.71
UnitedHealth (UNH) 0.3 $311k 606.00 513.20
Vanguard Index Fds Large Cap Etf (VV) 0.3 $305k 1.8k 172.22
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.3 $290k 16k 18.50
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $288k 1.1k 272.73
NVIDIA Corporation (NVDA) 0.3 $278k 1.8k 151.58
Johnson & Johnson (JNJ) 0.3 $277k 1.6k 177.34
Meta Platforms Cl A (META) 0.3 $263k 1.6k 161.35
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.3 $248k 6.1k 40.88
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.2 $235k 8.3k 28.21
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $232k 19k 12.34
Home Depot (HD) 0.2 $226k 825.00 273.94
Procter & Gamble Company (PG) 0.2 $217k 1.5k 143.71
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $207k 2.8k 73.46
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $207k 3.8k 54.60