Aletheian Wealth Advisors

Aletheian Wealth Advisors as of Sept. 30, 2024

Portfolio Holdings for Aletheian Wealth Advisors

Aletheian Wealth Advisors holds 82 positions in its portfolio as reported in the September 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) 13.2 $23M 180k 125.62
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 11.6 $20M 265k 75.11
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 10.2 $17M 330k 52.81
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 5.4 $9.3M 185k 50.28
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.4 $7.5M 158k 47.85
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) 4.4 $7.5M 109k 68.22
Ishares Tr Core S&p500 Etf (IVV) 4.1 $7.0M 12k 576.83
Vanguard Index Fds Real Estate Etf (VNQ) 3.1 $5.3M 55k 97.42
Microsoft Corporation (MSFT) 2.1 $3.5M 8.2k 430.30
Apple (AAPL) 2.0 $3.5M 15k 233.00
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.0 $3.4M 27k 125.96
Ishares Tr Core Us Aggbd Et (AGG) 1.8 $3.1M 31k 101.27
Ishares Tr Core Msci Eafe (IEFA) 1.8 $3.0M 39k 78.05
Ishares Tr Pfd And Incm Sec (PFF) 1.6 $2.8M 85k 33.23
NVIDIA Corporation (NVDA) 1.5 $2.6M 21k 121.44
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.5 $2.5M 32k 78.69
Ishares Tr National Mun Etf (MUB) 1.4 $2.4M 22k 108.63
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 1.4 $2.3M 31k 76.59
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.3 $2.3M 49k 46.91
Ishares Tr Core Intl Aggr (IAGG) 1.2 $2.1M 41k 51.82
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.1 $1.9M 37k 51.12
Schwab Strategic Tr Us Tips Etf (SCHP) 1.0 $1.8M 33k 53.63
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 1.0 $1.7M 128k 13.43
Spdr Ser Tr Bloomberg Invt (FLRN) 1.0 $1.7M 54k 30.85
Amazon (AMZN) 0.8 $1.4M 7.5k 186.33
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.8 $1.3M 63k 21.01
Ishares Core Msci Emkt (IEMG) 0.8 $1.3M 22k 57.41
Coinbase Global Com Cl A (COIN) 0.8 $1.3M 7.2k 178.17
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $1.2M 4.3k 283.16
Ishares Tr Jpmorgan Usd Emg (EMB) 0.7 $1.1M 12k 93.58
Meta Platforms Cl A (META) 0.6 $1.1M 1.9k 572.44
Ishares Tr Rus 2000 Val Etf (IWN) 0.6 $1.1M 6.4k 166.81
Ishares U S Etf Tr Blackrock Sh Dur (NEAR) 0.6 $1.0M 20k 51.24
Spdr Ser Tr Bloomberg High Y (JNK) 0.6 $1.0M 10k 97.79
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.6 $1.0M 39k 25.91
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.6 $997k 15k 67.70
Schwab Strategic Tr Us Reit Etf (SCHH) 0.6 $951k 41k 23.17
Alphabet Cap Stk Cl A (GOOGL) 0.5 $941k 5.7k 165.85
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.5 $860k 18k 47.52
Alphabet Cap Stk Cl C (GOOG) 0.5 $845k 5.1k 167.19
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.5 $826k 30k 27.57
Eli Lilly & Co. (LLY) 0.5 $812k 917.00 885.94
Broadcom (AVGO) 0.4 $755k 4.4k 172.50
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $736k 20k 37.56
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $726k 1.6k 460.26
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $655k 9.8k 66.52
Tesla Motors (TSLA) 0.4 $607k 2.3k 261.63
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.3 $591k 48k 12.35
JPMorgan Chase & Co. (JPM) 0.3 $569k 2.7k 210.86
UnitedHealth (UNH) 0.3 $542k 926.00 584.80
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $526k 5.0k 106.18
Ishares Tr Conv Bd Etf (ICVT) 0.3 $512k 6.1k 83.67
Exxon Mobil Corporation (XOM) 0.3 $494k 4.2k 117.23
Vanguard Index Fds Large Cap Etf (VV) 0.3 $466k 1.8k 263.29
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $451k 1.7k 263.83
Costco Wholesale Corporation (COST) 0.3 $432k 487.00 886.52
Visa Com Cl A (V) 0.2 $414k 1.5k 274.95
Procter & Gamble Company (PG) 0.2 $411k 2.4k 173.20
Home Depot (HD) 0.2 $396k 976.00 405.20
Mastercard Incorporated Cl A (MA) 0.2 $383k 776.00 493.80
Abbvie (ABBV) 0.2 $367k 1.9k 197.51
Wal-Mart Stores (WMT) 0.2 $356k 4.4k 80.75
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $351k 2.0k 173.67
Johnson & Johnson (JNJ) 0.2 $329k 2.0k 162.06
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.2 $319k 7.6k 41.76
Netflix (NFLX) 0.2 $281k 396.00 709.27
Oracle Corporation (ORCL) 0.2 $279k 1.6k 170.40
Advanced Micro Devices (AMD) 0.1 $253k 1.5k 164.08
Ishares Tr Tips Bd Etf (TIP) 0.1 $252k 2.3k 110.45
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $249k 4.1k 61.57
Accenture Plc Ireland Shs Class A (ACN) 0.1 $243k 686.00 353.48
Vanguard Index Fds Small Cp Etf (VB) 0.1 $242k 1.0k 237.21
Merck & Co (MRK) 0.1 $236k 2.1k 113.56
Coca-Cola Company (KO) 0.1 $231k 3.2k 71.86
Bank of America Corporation (BAC) 0.1 $225k 5.7k 39.68
Chevron Corporation (CVX) 0.1 $220k 1.5k 147.29
Thermo Fisher Scientific (TMO) 0.1 $213k 344.00 618.57
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $202k 4.0k 50.94
Linde SHS (LIN) 0.1 $201k 422.00 476.86
Banco Santander Adr (SAN) 0.0 $71k 14k 5.10
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $34k 11k 3.12
Luminar Technologies Com Cl A 0.0 $20k 22k 0.90