Aletheian Wealth Advisors

Aletheian Wealth Advisors as of June 30, 2023

Portfolio Holdings for Aletheian Wealth Advisors

Aletheian Wealth Advisors holds 79 positions in its portfolio as reported in the June 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) 10.4 $15M 155k 97.84
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 9.0 $13M 182k 72.69
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.9 $12M 248k 46.18
Ishares Tr Core S&p500 Etf (IVV) 5.1 $7.5M 17k 445.72
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 5.0 $7.2M 148k 48.88
Invesco Exchange Traded Fd T Gbl Listed Pvt 3.6 $5.2M 496k 10.52
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.4 $4.9M 121k 40.68
Ishares Tr Core Msci Eafe (IEFA) 3.0 $4.4M 65k 67.50
Ishares Tr National Mun Etf (MUB) 2.9 $4.2M 39k 106.73
Apple (AAPL) 2.4 $3.5M 18k 193.97
Microsoft Corporation (MSFT) 2.4 $3.5M 10k 340.54
Vanguard Index Fds Real Estate Etf (VNQ) 2.3 $3.4M 41k 83.56
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.1 $3.0M 27k 110.48
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 1.4 $2.0M 147k 13.61
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.3 $1.9M 47k 40.19
NVIDIA Corporation (NVDA) 1.3 $1.8M 4.3k 423.02
Amazon (AMZN) 1.2 $1.8M 14k 130.36
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.2 $1.8M 23k 75.57
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 1.2 $1.7M 25k 69.95
Ishares Tr Core Intl Aggr (IAGG) 1.1 $1.6M 33k 49.29
Ishares Tr Core Us Aggbd Et (AGG) 1.1 $1.6M 17k 97.95
Alphabet Cap Stk Cl A (GOOGL) 1.1 $1.6M 14k 119.70
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $1.5M 4.4k 341.00
Tesla Motors (TSLA) 1.0 $1.5M 5.7k 261.77
Ishares Tr Pfd And Incm Sec (PFF) 1.0 $1.5M 48k 30.93
Coinbase Global Com Cl A (COIN) 1.0 $1.4M 20k 71.55
Spdr Ser Tr Bloomberg Invt (FLRN) 0.9 $1.3M 43k 30.69
UnitedHealth (UNH) 0.9 $1.3M 2.7k 480.67
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $1.3M 26k 50.22
Johnson & Johnson (JNJ) 0.9 $1.3M 7.8k 165.52
Visa Com Cl A (V) 0.9 $1.3M 5.4k 237.48
Schwab Strategic Tr Us Tips Etf (SCHP) 0.9 $1.3M 24k 52.43
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $1.3M 5.7k 220.28
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.8 $1.2M 57k 21.04
Ishares Core Msci Emkt (IEMG) 0.8 $1.2M 24k 49.29
Meta Platforms Cl A (META) 0.7 $1.0M 3.6k 286.98
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.7 $1.0M 22k 46.16
Schwab Strategic Tr Us Reit Etf (SCHH) 0.7 $1.0M 52k 19.53
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.6 $928k 82k 11.37
JPMorgan Chase & Co. (JPM) 0.6 $917k 6.3k 145.44
Exxon Mobil Corporation (XOM) 0.6 $907k 8.5k 107.26
Procter & Gamble Company (PG) 0.6 $879k 5.8k 151.74
Ishares Tr Jpmorgan Usd Emg (EMB) 0.6 $866k 10k 86.54
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.6 $825k 25k 32.54
Costco Wholesale Corporation (COST) 0.5 $798k 1.5k 538.38
Chevron Corporation (CVX) 0.5 $792k 5.0k 157.36
McDonald's Corporation (MCD) 0.5 $769k 2.6k 298.41
Deere & Company (DE) 0.5 $755k 1.9k 405.19
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.5 $733k 15k 49.72
Ishares Tr Rus 2000 Val Etf (IWN) 0.5 $732k 5.2k 140.80
Coca-Cola Company (KO) 0.5 $729k 12k 60.22
Oracle Corporation (ORCL) 0.5 $725k 6.1k 119.09
Bank of America Corporation (BAC) 0.5 $718k 25k 28.69
Spdr Ser Tr Bloomberg High Y (JNK) 0.5 $693k 7.5k 92.03
Raytheon Technologies Corp (RTX) 0.5 $693k 7.1k 97.96
Bristol Myers Squibb (BMY) 0.5 $670k 11k 63.95
Honeywell International (HON) 0.4 $651k 3.1k 207.50
Advanced Micro Devices (AMD) 0.4 $647k 5.7k 113.91
Nextera Energy (NEE) 0.4 $642k 8.7k 74.20
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.4 $611k 10k 58.98
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $610k 5.9k 104.03
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $587k 11k 51.70
Alphabet Cap Stk Cl C (GOOG) 0.4 $570k 4.7k 120.97
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $514k 2.3k 220.16
Ishares Msci Emrg Chn (EMXC) 0.3 $422k 8.1k 51.98
Ishares Tr Conv Bd Etf (ICVT) 0.3 $408k 5.3k 76.36
Vanguard Index Fds Large Cap Etf (VV) 0.2 $359k 1.8k 202.72
Eli Lilly & Co. (LLY) 0.2 $348k 741.00 468.98
Ishares Tr Tips Bd Etf (TIP) 0.2 $346k 3.2k 107.60
Broadcom (AVGO) 0.2 $305k 352.00 867.43
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.2 $300k 12k 24.77
Home Depot (HD) 0.2 $288k 926.00 310.64
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $252k 5.0k 50.65
Mastercard Incorporated Cl A (MA) 0.2 $230k 585.00 393.30
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $227k 868.00 261.48
Merck & Co (MRK) 0.2 $223k 1.9k 115.39
Pepsi (PEP) 0.1 $207k 1.1k 185.22
Luminar Technologies Com Cl A (LAZR) 0.1 $152k 22k 6.88
Banco Santander Adr (SAN) 0.0 $49k 13k 3.71