Aletheian Wealth Advisors

Aletheian Wealth Advisors as of Sept. 30, 2022

Portfolio Holdings for Aletheian Wealth Advisors

Aletheian Wealth Advisors holds 51 positions in its portfolio as reported in the September 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) 12.5 $11M 155k 71.33
Ishares Tr Core S&p Ttl Stk (ITOT) 9.5 $8.3M 105k 79.54
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.3 $7.3M 200k 36.36
Ishares Tr Core S&p500 Etf (IVV) 7.5 $6.6M 18k 358.65
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 5.3 $4.7M 99k 47.73
Ishares Tr National Mun Etf (MUB) 3.5 $3.1M 30k 102.59
Schwab Strategic Tr Us Tips Etf (SCHP) 3.4 $3.0M 58k 51.80
Ishares Tr Core Msci Eafe (IEFA) 3.1 $2.7M 52k 52.66
Invesco Exchange Traded Fd T Gbl Listed Pvt 3.0 $2.6M 312k 8.46
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.9 $2.5M 69k 36.50
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.7 $2.4M 25k 92.79
Ishares Tr Core Intl Aggr (IAGG) 2.5 $2.2M 45k 48.33
Vanguard Index Fds Real Estate Etf (VNQ) 2.4 $2.1M 26k 80.15
Vanguard Index Fds Total Stk Mkt (VTI) 2.3 $2.0M 11k 179.48
Ishares U S Etf Tr Blackrock St Mat (NEAR) 2.0 $1.8M 36k 49.26
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.0 $1.8M 37k 48.14
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 1.9 $1.6M 101k 16.18
Spdr Ser Tr Bloomberg Invt (FLRN) 1.6 $1.4M 46k 30.30
Ishares Core Msci Emkt (IEMG) 1.6 $1.4M 32k 42.99
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.5 $1.3M 18k 74.79
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 1.4 $1.3M 62k 20.18
Ishares Tr Jpmorgan Usd Emg (EMB) 1.4 $1.2M 15k 79.42
Microsoft Corporation (MSFT) 1.3 $1.2M 5.0k 232.81
Apple (AAPL) 1.3 $1.2M 8.4k 138.26
Ishares Tr Tips Bd Etf (TIP) 1.2 $1.1M 10k 104.93
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.2 $1.0M 27k 38.16
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 1.1 $953k 15k 63.30
Ishares Tr Core Us Aggbd Et (AGG) 1.0 $912k 9.5k 96.39
Ishares Tr Pfd And Incm Sec (PFF) 1.0 $890k 28k 31.66
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.9 $809k 31k 25.81
Spdr Ser Tr Bloomberg High Y (JNK) 0.9 $789k 9.0k 87.90
Schwab Strategic Tr Us Reit Etf (SCHH) 0.6 $559k 30k 18.69
Amazon (AMZN) 0.6 $536k 4.7k 113.03
Ishares Tr Shrt Nat Mun Etf (SUB) 0.6 $521k 5.1k 102.58
Ishares Tr Rus 2000 Val Etf (IWN) 0.6 $487k 3.8k 128.84
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $486k 2.6k 187.94
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.5 $474k 11k 41.96
Tesla Motors (TSLA) 0.4 $363k 1.4k 265.55
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.4 $333k 20k 16.92
Alphabet Cap Stk Cl C (GOOG) 0.4 $327k 3.4k 96.01
Alphabet Cap Stk Cl A (GOOGL) 0.4 $324k 3.4k 95.74
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.4 $318k 6.5k 48.84
Ishares Msci Emrg Chn (EMXC) 0.4 $317k 7.2k 44.22
Vanguard Index Fds Large Cap Etf (VV) 0.3 $290k 1.8k 163.75
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.3 $283k 24k 11.87
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.3 $279k 12k 24.14
UnitedHealth (UNH) 0.3 $256k 507.00 504.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $232k 868.00 267.28
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.3 $230k 6.4k 35.72
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $223k 3.1k 71.43
Johnson & Johnson (JNJ) 0.2 $214k 1.3k 163.36