Aletheian Wealth Advisors

Aletheian Wealth Advisors as of Dec. 31, 2023

Portfolio Holdings for Aletheian Wealth Advisors

Aletheian Wealth Advisors holds 76 positions in its portfolio as reported in the December 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) 11.0 $17M 158k 105.23
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 9.3 $14M 192k 73.55
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.8 $13M 278k 47.90
Ishares Tr Core S&p500 Etf (IVV) 5.5 $8.4M 18k 477.64
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.9 $7.4M 150k 49.37
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) 4.0 $6.1M 98k 62.20
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.3 $5.0M 122k 41.10
Vanguard Index Fds Real Estate Etf (VNQ) 2.5 $3.7M 42k 88.36
Coinbase Global Com Cl A (COIN) 2.3 $3.4M 20k 173.92
Microsoft Corporation (MSFT) 2.1 $3.2M 8.5k 376.04
Ishares Tr Core Us Aggbd Et (AGG) 2.0 $3.0M 30k 99.25
Apple (AAPL) 2.0 $3.0M 16k 192.53
Ishares Tr Core Msci Eafe (IEFA) 2.0 $3.0M 43k 70.35
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.8 $2.8M 24k 115.03
Ishares Tr Core Intl Aggr (IAGG) 1.5 $2.2M 45k 49.80
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 1.4 $2.2M 164k 13.30
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.4 $2.1M 41k 51.05
Ishares Tr National Mun Etf (MUB) 1.4 $2.1M 20k 108.41
NVIDIA Corporation (NVDA) 1.3 $1.9M 3.8k 495.22
Ishares Tr Pfd And Incm Sec (PFF) 1.2 $1.9M 61k 31.19
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.2 $1.9M 24k 77.02
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 1.1 $1.7M 24k 72.15
Amazon (AMZN) 1.1 $1.6M 11k 151.94
Alphabet Cap Stk Cl A (GOOGL) 1.1 $1.6M 12k 139.69
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.0 $1.5M 36k 42.59
Schwab Strategic Tr Us Tips Etf (SCHP) 1.0 $1.5M 29k 52.20
Spdr Ser Tr Bloomberg Invt (FLRN) 0.9 $1.4M 47k 30.59
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $1.4M 3.8k 356.66
Meta Platforms Cl A (META) 0.8 $1.2M 3.5k 353.96
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $1.2M 5.1k 237.22
Ishares Core Msci Emkt (IEMG) 0.8 $1.2M 24k 50.58
Tesla Motors (TSLA) 0.8 $1.2M 4.8k 248.48
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.8 $1.2M 55k 21.18
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.8 $1.1M 19k 61.90
UnitedHealth (UNH) 0.7 $1.0M 2.0k 526.52
Johnson & Johnson (JNJ) 0.7 $1.0M 6.6k 156.74
Visa Com Cl A (V) 0.7 $1.0M 3.9k 260.35
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.7 $1.0M 30k 34.01
JPMorgan Chase & Co. (JPM) 0.6 $970k 5.7k 170.10
Costco Wholesale Corporation (COST) 0.6 $937k 1.4k 660.08
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.6 $931k 34k 27.29
Ishares Tr Jpmorgan Usd Emg (EMB) 0.6 $893k 10k 89.05
Schwab Strategic Tr Us Reit Etf (SCHH) 0.6 $878k 42k 20.71
Ishares Tr Rus 2000 Val Etf (IWN) 0.6 $859k 5.5k 155.33
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.6 $843k 18k 46.62
Spdr Ser Tr Bloomberg High Y (JNK) 0.5 $818k 8.6k 94.74
Ishares U S Etf Tr Blackrock Sh Dur (NEAR) 0.5 $816k 16k 50.52
Exxon Mobil Corporation (XOM) 0.5 $765k 7.7k 99.99
Bank of America Corporation (BAC) 0.5 $763k 23k 33.67
Procter & Gamble Company (PG) 0.5 $758k 5.2k 146.54
McDonald's Corporation (MCD) 0.5 $706k 2.4k 296.51
Chevron Corporation (CVX) 0.4 $678k 4.5k 149.17
Deere & Company (DE) 0.4 $651k 1.6k 399.87
Boeing Company (BA) 0.4 $645k 2.5k 260.66
Coca-Cola Company (KO) 0.4 $640k 11k 58.93
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $634k 11k 55.67
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $616k 2.6k 232.64
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.4 $606k 53k 11.47
Alphabet Cap Stk Cl C (GOOG) 0.4 $599k 4.2k 140.93
Honeywell International (HON) 0.3 $455k 2.2k 209.71
Ishares Tr Conv Bd Etf (ICVT) 0.3 $452k 5.7k 78.59
Ishares Msci Emrg Chn (EMXC) 0.3 $450k 8.1k 55.41
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $448k 4.3k 105.42
Eli Lilly & Co. (LLY) 0.3 $420k 720.00 582.92
Lockheed Martin Corporation (LMT) 0.3 $398k 879.00 453.24
Vanguard Index Fds Large Cap Etf (VV) 0.3 $386k 1.8k 218.15
Ishares Tr Cre U S Reit Etf (USRT) 0.3 $379k 7.0k 54.29
Broadcom (AVGO) 0.3 $378k 339.00 1116.25
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.2 $291k 6.9k 41.93
Home Depot (HD) 0.2 $264k 762.00 346.55
Ishares Tr Tips Bd Etf (TIP) 0.2 $246k 2.3k 107.47
Vanguard Index Fds Small Cp Etf (VB) 0.2 $241k 1.1k 213.33
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $236k 853.00 277.15
Mastercard Incorporated Cl A (MA) 0.2 $228k 534.00 426.51
Abbvie (ABBV) 0.1 $211k 1.4k 155.00
Luminar Technologies Com Cl A (LAZR) 0.0 $74k 22k 3.37