Aletheian Wealth Advisors

Aletheian Wealth Advisors as of March 31, 2023

Portfolio Holdings for Aletheian Wealth Advisors

Aletheian Wealth Advisors holds 63 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Ttl Stk (ITOT) 11.2 $13M 140k 90.55
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 10.6 $12M 162k 73.83
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 9.5 $11M 239k 45.17
Ishares Tr Core S&p500 Etf (IVV) 6.6 $7.4M 18k 411.07
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 6.3 $7.1M 146k 48.92
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.1 $4.6M 115k 40.40
Invesco Exchange Traded Fd T Gbl Listed Pvt 4.0 $4.5M 450k 10.11
Ishares Tr National Mun Etf (MUB) 3.7 $4.2M 39k 107.74
Ishares Tr Core Msci Eafe (IEFA) 3.6 $4.1M 61k 66.85
Vanguard Index Fds Real Estate Etf (VNQ) 2.8 $3.2M 39k 83.04
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.7 $3.0M 28k 109.24
Microsoft Corporation (MSFT) 2.2 $2.5M 8.7k 288.30
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 1.8 $2.1M 145k 14.22
Apple (AAPL) 1.7 $1.9M 12k 164.90
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.7 $1.9M 47k 40.57
Ishares Tr Pfd And Incm Sec (PFF) 1.6 $1.8M 57k 31.22
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 1.5 $1.6M 25k 67.07
Ishares Tr Core Intl Aggr (IAGG) 1.4 $1.5M 31k 48.95
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.3 $1.5M 19k 76.49
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.2 $1.3M 26k 50.66
Spdr Ser Tr Bloomberg Invt (FLRN) 1.2 $1.3M 43k 30.43
Schwab Strategic Tr Us Tips Etf (SCHP) 1.1 $1.3M 24k 53.61
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $1.2M 5.9k 204.10
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 1.0 $1.1M 54k 20.80
Ishares Core Msci Emkt (IEMG) 1.0 $1.1M 23k 48.79
Ishares Tr Core Us Aggbd Et (AGG) 0.9 $1.0M 10k 99.64
Schwab Strategic Tr Us Reit Etf (SCHH) 0.9 $995k 51k 19.50
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.7 $814k 25k 32.12
Ishares Tr Jpmorgan Usd Emg (EMB) 0.7 $772k 8.9k 86.28
Spdr Ser Tr Bloomberg High Y (JNK) 0.6 $694k 7.5k 92.82
Ishares Tr Rus 2000 Val Etf (IWN) 0.6 $664k 4.8k 137.03
Amazon (AMZN) 0.6 $641k 6.2k 103.29
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.6 $634k 13k 49.60
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $613k 5.9k 104.67
McDonald's Corporation (MCD) 0.5 $597k 2.1k 279.61
Deere & Company (DE) 0.5 $597k 1.4k 412.88
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.5 $560k 49k 11.48
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $545k 2.6k 210.92
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.5 $542k 11k 47.85
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.5 $518k 8.7k 59.51
NVIDIA Corporation (NVDA) 0.4 $491k 1.8k 277.77
Alphabet Cap Stk Cl A (GOOGL) 0.4 $486k 4.7k 103.73
Alphabet Cap Stk Cl C (GOOG) 0.4 $466k 4.5k 104.00
Ishares Msci Emrg Chn (EMXC) 0.4 $401k 8.1k 49.33
Tesla Motors (TSLA) 0.3 $385k 1.9k 207.46
Ishares Tr Conv Bd Etf (ICVT) 0.3 $370k 5.1k 72.62
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $351k 1.1k 308.77
Ishares Tr Tips Bd Etf (TIP) 0.3 $334k 3.0k 110.23
UnitedHealth (UNH) 0.3 $331k 701.00 472.72
Vanguard Index Fds Large Cap Etf (VV) 0.3 $331k 1.8k 186.81
Meta Platforms Cl A (META) 0.3 $312k 1.5k 211.94
Exxon Mobil Corporation (XOM) 0.3 $303k 2.8k 109.68
Johnson & Johnson (JNJ) 0.2 $283k 1.8k 155.00
Home Depot (HD) 0.2 $256k 867.00 295.12
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $256k 5.0k 50.79
Procter & Gamble Company (PG) 0.2 $252k 1.7k 148.69
Eli Lilly & Co. (LLY) 0.2 $239k 697.00 343.42
JPMorgan Chase & Co. (JPM) 0.2 $234k 1.8k 130.31
Visa Com Cl A (V) 0.2 $229k 1.0k 225.46
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $217k 868.00 250.16
Chevron Corporation (CVX) 0.2 $205k 1.3k 163.18
Broadcom (AVGO) 0.2 $202k 315.00 641.54
Luminar Technologies Com Cl A (LAZR) 0.1 $143k 22k 6.49