Aletheian Wealth Advisors

Aletheian Wealth Advisors as of June 30, 2024

Portfolio Holdings for Aletheian Wealth Advisors

Aletheian Wealth Advisors holds 86 positions in its portfolio as reported in the June 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) 10.9 $21M 175k 118.78
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 9.1 $17M 240k 72.05
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.6 $16M 329k 49.42
Ishares Tr Core S&p500 Etf (IVV) 5.0 $9.6M 18k 547.24
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.5 $8.6M 177k 48.67
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) 3.6 $6.9M 113k 61.09
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.5 $6.6M 151k 43.76
Microsoft Corporation (MSFT) 3.1 $5.9M 13k 446.95
NVIDIA Corporation (NVDA) 3.0 $5.7M 47k 123.54
Vanguard Index Fds Real Estate Etf (VNQ) 2.4 $4.5M 54k 83.76
Amazon (AMZN) 1.8 $3.4M 18k 193.25
Apple (AAPL) 1.7 $3.3M 15k 210.62
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.6 $3.1M 26k 117.49
Ishares Tr Core Msci Eafe (IEFA) 1.6 $3.1M 43k 72.64
Alphabet Cap Stk Cl A (GOOGL) 1.6 $3.1M 17k 182.15
Meta Platforms Cl A (META) 1.6 $3.0M 6.0k 504.22
Ishares Tr Core Us Aggbd Et (AGG) 1.5 $2.9M 30k 97.07
Coinbase Global Com Cl A (COIN) 1.4 $2.7M 12k 222.23
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 1.4 $2.7M 189k 14.05
Ishares Tr Pfd And Incm Sec (PFF) 1.4 $2.6M 83k 31.55
Ishares Tr National Mun Etf (MUB) 1.2 $2.3M 22k 106.55
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.2 $2.3M 30k 76.70
Ishares Tr Core Intl Aggr (IAGG) 1.2 $2.2M 44k 49.92
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 1.2 $2.2M 31k 72.06
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.0 $1.9M 48k 40.57
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.0 $1.9M 38k 50.11
Costco Wholesale Corporation (COST) 0.9 $1.7M 2.0k 849.99
Schwab Strategic Tr Us Tips Etf (SCHP) 0.9 $1.7M 32k 52.01
Spdr Ser Tr Bloomberg Invt (FLRN) 0.8 $1.6M 52k 30.85
Oracle Corporation (ORCL) 0.8 $1.5M 11k 141.20
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $1.4M 3.5k 406.80
JPMorgan Chase & Co. (JPM) 0.7 $1.4M 6.7k 202.26
UnitedHealth (UNH) 0.7 $1.3M 2.6k 509.30
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.7 $1.3M 61k 21.04
Procter & Gamble Company (PG) 0.7 $1.3M 7.7k 164.92
Ishares Core Msci Emkt (IEMG) 0.7 $1.3M 23k 53.53
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.2M 4.6k 267.51
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.6 $1.1M 19k 61.64
Exxon Mobil Corporation (XOM) 0.6 $1.1M 9.8k 115.13
Johnson & Johnson (JNJ) 0.6 $1.1M 7.5k 146.16
Bank of America Corporation (BAC) 0.6 $1.1M 26k 39.77
Tesla Motors (TSLA) 0.5 $1.0M 5.2k 197.88
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.5 $1.0M 29k 35.08
Ishares Tr Jpmorgan Usd Emg (EMB) 0.5 $998k 11k 88.48
Ishares U S Etf Tr Blackrock Sh Dur (NEAR) 0.5 $992k 20k 50.33
Visa Com Cl A (V) 0.5 $972k 3.7k 262.47
Alphabet Cap Stk Cl C (GOOG) 0.5 $969k 5.3k 183.42
Lockheed Martin Corporation (LMT) 0.5 $967k 2.1k 467.10
Ishares Tr Rus 2000 Val Etf (IWN) 0.5 $934k 6.1k 152.31
Spdr Ser Tr Bloomberg High Y (JNK) 0.5 $921k 9.8k 94.27
McDonald's Corporation (MCD) 0.5 $905k 3.6k 254.84
Deere & Company (DE) 0.5 $880k 2.4k 373.63
Schwab Strategic Tr Us Reit Etf (SCHH) 0.4 $842k 42k 19.97
Eli Lilly & Co. (LLY) 0.4 $831k 918.00 905.38
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $825k 18k 45.58
Chevron Corporation (CVX) 0.4 $821k 5.2k 156.43
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.4 $803k 34k 24.00
Advanced Micro Devices (AMD) 0.4 $724k 4.5k 162.21
Broadcom (AVGO) 0.4 $700k 436.00 1605.53
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $697k 11k 62.87
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $612k 2.5k 242.10
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.3 $596k 52k 11.55
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $516k 4.9k 104.54
Ishares Tr Conv Bd Etf (ICVT) 0.3 $511k 6.5k 78.63
Ishares Msci Emrg Chn (EMXC) 0.3 $481k 8.1k 59.20
Vanguard Index Fds Large Cap Etf (VV) 0.2 $442k 1.8k 249.62
Ishares Tr Cre U S Reit Etf (USRT) 0.2 $373k 7.0k 53.56
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $352k 2.0k 173.81
Mastercard Incorporated Cl A (MA) 0.2 $338k 765.00 441.16
Home Depot (HD) 0.2 $332k 963.00 344.24
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.2 $327k 7.8k 41.80
Abbvie (ABBV) 0.2 $318k 1.9k 171.54
Merck & Co (MRK) 0.2 $301k 2.4k 123.80
Wal-Mart Stores (WMT) 0.2 $298k 4.4k 67.71
Ishares Tr Tips Bd Etf (TIP) 0.1 $277k 2.6k 106.76
Netflix (NFLX) 0.1 $267k 395.00 674.88
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $250k 4.3k 58.52
Vanguard Index Fds Small Cp Etf (VB) 0.1 $243k 1.1k 218.04
Accenture Plc Ireland Shs Class A (ACN) 0.1 $225k 743.00 303.41
Novo-nordisk A S Adr (NVO) 0.1 $210k 1.5k 142.74
Applied Materials (AMAT) 0.1 $206k 873.00 235.99
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $203k 4.0k 50.75
Coca-Cola Company (KO) 0.1 $203k 3.2k 63.65
salesforce (CRM) 0.1 $202k 786.00 257.10
Banco Santander Adr (SAN) 0.0 $57k 12k 4.63
Luminar Technologies Com Cl A (LAZR) 0.0 $33k 22k 1.49