Aletheian Wealth Advisors

Aletheian Wealth Advisors as of Sept. 30, 2023

Portfolio Holdings for Aletheian Wealth Advisors

Aletheian Wealth Advisors holds 75 positions in its portfolio as reported in the September 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) 11.3 $15M 157k 94.19
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 10.1 $13M 189k 69.78
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.5 $11M 253k 43.72
Ishares Tr Core S&p500 Etf (IVV) 5.8 $7.6M 18k 429.43
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 5.1 $6.6M 138k 47.83
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.7 $4.8M 124k 39.21
Ishares Tr Core Msci Eafe (IEFA) 3.2 $4.2M 65k 64.35
Microsoft Corporation (MSFT) 2.3 $3.0M 9.4k 315.75
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.3 $3.0M 28k 106.20
Apple (AAPL) 2.2 $2.9M 17k 171.21
Vanguard Index Fds Real Estate Etf (VNQ) 1.9 $2.5M 33k 75.66
Ishares Tr National Mun Etf (MUB) 1.8 $2.3M 23k 102.54
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 1.7 $2.2M 147k 14.95
NVIDIA Corporation (NVDA) 1.4 $1.8M 4.1k 434.99
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.3 $1.7M 23k 75.17
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 1.3 $1.7M 25k 67.80
Ishares Tr Core Intl Aggr (IAGG) 1.2 $1.6M 33k 48.78
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.2 $1.6M 41k 38.93
Alphabet Cap Stk Cl A (GOOGL) 1.2 $1.6M 12k 130.86
Schwab Strategic Tr Us Reit Etf (SCHH) 1.2 $1.6M 89k 17.75
Ishares Tr Core Us Aggbd Et (AGG) 1.2 $1.5M 16k 94.04
Ishares Tr Pfd And Incm Sec (PFF) 1.1 $1.5M 49k 30.15
Coinbase Global Com Cl A (COIN) 1.1 $1.5M 20k 75.08
Amazon (AMZN) 1.1 $1.5M 12k 127.12
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.1 $1.4M 29k 48.10
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $1.4M 3.9k 350.30
Spdr Ser Tr Bloomberg Invt (FLRN) 1.0 $1.3M 41k 30.72
Tesla Motors (TSLA) 0.9 $1.2M 4.9k 250.22
Ishares Core Msci Emkt (IEMG) 0.9 $1.2M 25k 47.59
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $1.2M 5.5k 212.41
Schwab Strategic Tr Us Tips Etf (SCHP) 0.9 $1.2M 23k 50.49
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.9 $1.1M 53k 20.99
Meta Platforms Cl A (META) 0.8 $1.1M 3.7k 300.21
Johnson & Johnson (JNJ) 0.8 $1.1M 6.8k 155.75
UnitedHealth (UNH) 0.8 $1.0M 2.0k 504.24
Exxon Mobil Corporation (XOM) 0.7 $935k 7.9k 117.59
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.7 $921k 30k 31.01
Visa Com Cl A (V) 0.7 $912k 4.0k 230.01
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.7 $896k 82k 10.95
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.7 $865k 20k 44.23
JPMorgan Chase & Co. (JPM) 0.7 $865k 6.0k 145.02
Costco Wholesale Corporation (COST) 0.6 $811k 1.4k 564.96
Chevron Corporation (CVX) 0.6 $793k 4.7k 168.63
Procter & Gamble Company (PG) 0.6 $784k 5.4k 145.86
Ishares Tr Jpmorgan Usd Emg (EMB) 0.6 $775k 9.4k 82.52
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.6 $744k 15k 49.89
Spdr Ser Tr Bloomberg High Y (JNK) 0.5 $707k 7.8k 90.40
Ishares Tr Rus 2000 Val Etf (IWN) 0.5 $695k 5.1k 135.55
Oracle Corporation (ORCL) 0.5 $645k 6.1k 105.92
Bank of America Corporation (BAC) 0.5 $637k 23k 27.38
McDonald's Corporation (MCD) 0.5 $629k 2.4k 263.44
Deere & Company (DE) 0.5 $623k 1.7k 377.38
Alphabet Cap Stk Cl C (GOOG) 0.5 $615k 4.7k 131.85
Coca-Cola Company (KO) 0.5 $612k 11k 55.98
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.4 $580k 10k 56.47
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $567k 11k 49.85
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $551k 2.6k 208.24
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.4 $531k 22k 23.78
Boeing Company (BA) 0.4 $489k 2.6k 191.68
Ishares Tr Conv Bd Etf (ICVT) 0.3 $410k 5.5k 74.21
Honeywell International (HON) 0.3 $406k 2.2k 184.74
Ishares Msci Emrg Chn (EMXC) 0.3 $405k 8.1k 49.83
Eli Lilly & Co. (LLY) 0.3 $401k 746.00 537.13
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $396k 3.9k 102.85
Lockheed Martin Corporation (LMT) 0.3 $363k 888.00 408.96
Vanguard Index Fds Large Cap Etf (VV) 0.3 $347k 1.8k 195.69
Ishares Tr Tips Bd Etf (TIP) 0.2 $297k 2.9k 103.70
Broadcom (AVGO) 0.2 $292k 351.00 830.58
Home Depot (HD) 0.2 $263k 869.00 302.16
Mastercard Incorporated Cl A (MA) 0.2 $232k 586.00 395.91
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $214k 858.00 249.35
Vanguard Index Fds Small Cp Etf (VB) 0.2 $214k 1.1k 189.07
Abbvie (ABBV) 0.2 $213k 1.4k 149.08
Luminar Technologies Com Cl A (LAZR) 0.1 $100k 22k 4.55
Banco Santander Adr (SAN) 0.0 $46k 12k 3.76