Aletheian Wealth Advisors

Aletheian Wealth Advisors as of March 31, 2024

Portfolio Holdings for Aletheian Wealth Advisors

Aletheian Wealth Advisors holds 83 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Ttl Stk (ITOT) 10.5 $19M 168k 115.30
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 9.1 $17M 231k 72.63
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.2 $15M 302k 50.17
Ishares Tr Core S&p500 Etf (IVV) 5.0 $9.2M 18k 525.74
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.5 $8.3M 169k 49.19
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) 3.8 $7.0M 106k 65.96
Microsoft Corporation (MSFT) 3.1 $5.7M 14k 420.72
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.1 $5.7M 136k 41.77
NVIDIA Corporation (NVDA) 2.5 $4.7M 5.2k 903.56
Apple (AAPL) 2.5 $4.6M 27k 171.48
Vanguard Index Fds Real Estate Etf (VNQ) 2.2 $4.1M 48k 86.48
Coinbase Global Com Cl A (COIN) 2.1 $3.9M 15k 265.12
Amazon (AMZN) 1.9 $3.5M 19k 180.38
Ishares Tr Core Msci Eafe (IEFA) 1.7 $3.2M 43k 74.22
Meta Platforms Cl A (META) 1.6 $3.0M 6.2k 485.58
Alphabet Cap Stk Cl A (GOOGL) 1.6 $3.0M 20k 150.93
Ishares Tr Core Us Aggbd Et (AGG) 1.6 $3.0M 30k 97.94
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.6 $2.9M 25k 116.84
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 1.4 $2.5M 182k 13.87
Ishares Tr National Mun Etf (MUB) 1.2 $2.2M 21k 107.60
Ishares Tr Pfd And Incm Sec (PFF) 1.2 $2.2M 69k 32.23
Ishares Tr Core Intl Aggr (IAGG) 1.2 $2.2M 45k 49.95
Advanced Micro Devices (AMD) 1.2 $2.2M 12k 180.49
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.2 $2.2M 29k 76.67
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.1 $2.1M 41k 50.60
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 1.1 $2.0M 27k 73.04
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.0 $1.8M 43k 42.14
Schwab Strategic Tr Us Tips Etf (SCHP) 0.9 $1.6M 31k 52.16
Spdr Ser Tr Bloomberg Invt (FLRN) 0.8 $1.5M 50k 30.83
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $1.5M 3.6k 420.52
Costco Wholesale Corporation (COST) 0.8 $1.4M 1.9k 732.63
JPMorgan Chase & Co. (JPM) 0.8 $1.4M 6.9k 200.30
Oracle Corporation (ORCL) 0.7 $1.3M 10k 125.61
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.7 $1.3M 60k 21.15
UnitedHealth (UNH) 0.7 $1.2M 2.5k 494.74
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $1.2M 4.7k 259.90
Ishares Core Msci Emkt (IEMG) 0.7 $1.2M 23k 51.60
Procter & Gamble Company (PG) 0.7 $1.2M 7.4k 162.25
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.6 $1.2M 19k 63.33
Johnson & Johnson (JNJ) 0.6 $1.1M 7.2k 158.19
Bank of America Corporation (BAC) 0.6 $1.1M 29k 37.92
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.6 $1.1M 29k 35.84
Exxon Mobil Corporation (XOM) 0.5 $1.0M 8.6k 116.25
Ishares Tr Jpmorgan Usd Emg (EMB) 0.5 $984k 11k 89.67
McDonald's Corporation (MCD) 0.5 $967k 3.4k 281.95
Visa Com Cl A (V) 0.5 $966k 3.5k 279.08
Deere & Company (DE) 0.5 $965k 2.3k 410.74
Ishares U S Etf Tr Blackrock Sh Dur (NEAR) 0.5 $964k 19k 50.46
Lockheed Martin Corporation (LMT) 0.5 $940k 2.1k 454.87
Ishares Tr Rus 2000 Val Etf (IWN) 0.5 $939k 5.9k 158.81
Spdr Ser Tr Bloomberg High Y (JNK) 0.5 $915k 9.6k 95.20
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.5 $887k 34k 26.09
Schwab Strategic Tr Us Reit Etf (SCHH) 0.5 $856k 42k 20.30
Tesla Motors (TSLA) 0.5 $851k 4.8k 175.79
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.5 $832k 18k 46.00
Chevron Corporation (CVX) 0.4 $785k 5.0k 157.75
Alphabet Cap Stk Cl C (GOOG) 0.4 $708k 4.7k 152.26
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $695k 11k 61.05
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $651k 2.6k 249.86
Eli Lilly & Co. (LLY) 0.3 $629k 809.00 777.96
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.3 $627k 53k 11.88
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $514k 4.9k 104.72
Broadcom (AVGO) 0.3 $501k 378.00 1325.41
Ishares Msci Emrg Chn (EMXC) 0.3 $468k 8.1k 57.57
Ishares Tr Conv Bd Etf (ICVT) 0.2 $458k 5.7k 79.83
Vanguard Index Fds Large Cap Etf (VV) 0.2 $425k 1.8k 239.76
Ishares Tr Cre U S Reit Etf (USRT) 0.2 $375k 7.0k 53.80
Home Depot (HD) 0.2 $340k 886.00 383.60
Mastercard Incorporated Cl A (MA) 0.2 $307k 638.00 481.57
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.2 $299k 7.1k 42.11
Abbvie (ABBV) 0.2 $293k 1.6k 182.13
Merck & Co (MRK) 0.2 $277k 2.1k 131.95
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $259k 4.3k 60.74
Vanguard Index Fds Small Cp Etf (VB) 0.1 $254k 1.1k 228.59
Ishares Tr Tips Bd Etf (TIP) 0.1 $250k 2.3k 107.39
Wal-Mart Stores (WMT) 0.1 $227k 3.8k 60.17
Accenture Plc Ireland Shs Class A (ACN) 0.1 $220k 635.00 346.61
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $204k 4.0k 50.74
ConocoPhillips (COP) 0.1 $203k 1.6k 127.28
Netflix (NFLX) 0.1 $202k 333.00 607.33
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $202k 1.5k 136.05
Banco Santander Adr (SAN) 0.0 $60k 12k 4.84
Luminar Technologies Com Cl A (LAZR) 0.0 $43k 22k 1.97