Aletheian Wealth Advisors

Aletheian Wealth Advisors as of Dec. 31, 2024

Portfolio Holdings for Aletheian Wealth Advisors

Aletheian Wealth Advisors holds 77 positions in its portfolio as reported in the December 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) 13.4 $23M 176k 128.62
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 11.4 $19M 269k 71.91
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 9.4 $16M 334k 47.82
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 5.4 $9.1M 185k 49.05
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) 4.3 $7.3M 109k 66.77
Ishares Tr Core S&p500 Etf (IVV) 4.2 $7.1M 12k 588.69
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.0 $6.8M 154k 44.04
Vanguard Index Fds Real Estate Etf (VNQ) 2.9 $5.0M 56k 89.08
Apple (AAPL) 2.3 $3.9M 16k 250.42
Microsoft Corporation (MSFT) 2.1 $3.5M 8.3k 421.50
NVIDIA Corporation (NVDA) 1.9 $3.2M 24k 134.29
Ishares Tr Core Us Aggbd Et (AGG) 1.9 $3.2M 33k 96.90
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.9 $3.2M 28k 114.48
Ishares Tr National Mun Etf (MUB) 1.8 $3.1M 29k 106.55
Ishares Tr Pfd And Incm Sec (PFF) 1.6 $2.7M 86k 31.44
Ishares Tr Core Msci Eafe (IEFA) 1.6 $2.7M 38k 70.28
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.5 $2.5M 32k 77.27
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 1.4 $2.3M 30k 77.89
Ishares Tr Core Intl Aggr (IAGG) 1.3 $2.2M 43k 49.92
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.2 $2.0M 50k 39.56
Coinbase Global Com Cl A (COIN) 1.1 $1.8M 7.3k 248.30
Amazon (AMZN) 1.0 $1.8M 8.1k 219.39
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.0 $1.8M 35k 50.13
Schwab Strategic Tr Us Tips Etf (SCHP) 1.0 $1.7M 68k 25.83
Spdr Ser Tr Bloomberg Invt (FLRN) 1.0 $1.7M 55k 30.73
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 1.0 $1.7M 129k 12.99
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.8 $1.3M 64k 21.07
Meta Platforms Cl A (META) 0.7 $1.2M 2.1k 585.51
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $1.2M 4.0k 289.81
Ishares Core Msci Emkt (IEMG) 0.7 $1.1M 22k 52.22
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.1M 5.9k 189.30
Broadcom (AVGO) 0.7 $1.1M 4.7k 231.84
Ishares Tr Jpmorgan Usd Emg (EMB) 0.6 $1.1M 12k 89.04
Ishares Tr Rus 2000 Val Etf (IWN) 0.6 $1.1M 6.5k 164.17
Ishares U S Etf Tr Short Duration B (NEAR) 0.6 $1.0M 21k 50.50
Spdr Ser Tr Bloomberg High Y (JNK) 0.6 $998k 11k 95.47
Alphabet Cap Stk Cl C (GOOG) 0.6 $998k 5.2k 190.44
Tesla Motors (TSLA) 0.6 $998k 2.5k 403.84
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.6 $989k 39k 25.31
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.5 $879k 15k 60.75
Schwab Strategic Tr Us Reit Etf (SCHH) 0.5 $843k 40k 21.06
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.5 $821k 36k 22.70
Eli Lilly & Co. (LLY) 0.4 $759k 983.00 772.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $754k 1.7k 453.28
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $737k 7.0k 105.47
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.4 $692k 30k 23.04
JPMorgan Chase & Co. (JPM) 0.4 $688k 2.9k 239.71
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $671k 30k 22.70
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $669k 20k 34.13
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.3 $542k 47k 11.53
Ishares Tr Conv Bd Etf (ICVT) 0.3 $498k 5.9k 84.97
Visa Com Cl A (V) 0.3 $488k 1.5k 316.04
Vanguard Index Fds Large Cap Etf (VV) 0.3 $478k 1.8k 269.70
Costco Wholesale Corporation (COST) 0.3 $473k 516.00 916.27
UnitedHealth (UNH) 0.3 $462k 913.00 505.96
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $446k 2.3k 197.49
Mastercard Incorporated Cl A (MA) 0.3 $437k 829.00 526.57
Wal-Mart Stores (WMT) 0.2 $423k 4.7k 90.35
Procter & Gamble Company (PG) 0.2 $419k 2.5k 167.65
Exxon Mobil Corporation (XOM) 0.2 $385k 3.6k 107.58
Home Depot (HD) 0.2 $375k 964.00 388.99
Netflix (NFLX) 0.2 $374k 419.00 891.32
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $369k 1.4k 264.13
Abbvie (ABBV) 0.2 $330k 1.9k 177.72
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.2 $318k 7.6k 41.73
Oracle Corporation (ORCL) 0.2 $295k 1.8k 166.64
Bank of America Corporation (BAC) 0.2 $257k 5.8k 43.95
Ishares Tr Tips Bd Etf (TIP) 0.1 $250k 2.3k 106.57
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $244k 4.8k 50.71
Vanguard Index Fds Small Cp Etf (VB) 0.1 $240k 1.0k 240.28
Accenture Plc Ireland Shs Class A (ACN) 0.1 $234k 665.00 351.79
Wells Fargo & Company (WFC) 0.1 $232k 3.3k 70.24
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $232k 4.1k 57.31
Johnson & Johnson (JNJ) 0.1 $223k 1.5k 144.62
salesforce (CRM) 0.1 $221k 660.00 334.33
Banco Santander Adr (SAN) 0.0 $59k 13k 4.56
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $36k 13k 2.72