Aletheian Wealth Advisors

Aletheian Wealth Advisors as of March 31, 2025

Portfolio Holdings for Aletheian Wealth Advisors

Aletheian Wealth Advisors holds 95 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 12.0 $21M 291k 73.45
Ishares Tr Core S&p Ttl Stk (ITOT) 11.1 $20M 162k 122.01
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 9.9 $18M 348k 50.83
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 5.2 $9.3M 190k 48.82
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) 4.0 $7.1M 112k 64.07
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.9 $7.0M 154k 45.26
Ishares Tr Core S&p500 Etf (IVV) 3.8 $6.8M 12k 561.91
Vanguard Index Fds Real Estate Etf (VNQ) 3.0 $5.4M 59k 90.54
Apple (AAPL) 2.4 $4.2M 19k 222.13
Microsoft Corporation (MSFT) 2.0 $3.5M 9.4k 375.39
Ishares Tr National Mun Etf (MUB) 2.0 $3.5M 33k 105.44
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.0 $3.5M 30k 115.60
Ishares Tr Core Us Aggbd Et (AGG) 1.8 $3.2M 33k 98.92
Ishares Tr Pfd And Incm Sec (PFF) 1.6 $2.9M 93k 30.73
Ishares Tr Core Msci Eafe (IEFA) 1.6 $2.9M 38k 75.65
NVIDIA Corporation (NVDA) 1.6 $2.8M 26k 108.38
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.5 $2.7M 34k 78.28
Ishares Tr Core Intl Aggr (IAGG) 1.5 $2.6M 53k 49.99
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 1.3 $2.3M 31k 76.62
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.3 $2.3M 56k 40.46
Schwab Strategic Tr Us Tips Etf (SCHP) 1.1 $1.9M 70k 26.89
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 1.0 $1.8M 133k 13.63
Spdr Ser Tr Bloomberg Invt (FLRN) 1.0 $1.8M 58k 30.82
Amazon (AMZN) 1.0 $1.7M 9.0k 190.26
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.0 $1.7M 34k 49.62
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.8 $1.3M 65k 20.70
Meta Platforms Cl A (META) 0.7 $1.3M 2.2k 576.36
Coinbase Global Com Cl A (COIN) 0.7 $1.2M 7.2k 172.23
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.7 $1.2M 46k 26.47
Ishares Core Msci Emkt (IEMG) 0.7 $1.2M 21k 53.97
Ishares Tr Jpmorgan Usd Emg (EMB) 0.6 $1.2M 13k 90.59
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.1M 4.2k 274.84
Ishares U S Etf Tr Short Duration B (NEAR) 0.6 $1.1M 22k 50.87
Alphabet Cap Stk Cl A (GOOGL) 0.6 $1.0M 6.6k 154.64
Spdr Ser Tr Bloomberg High Y (JNK) 0.6 $1.0M 11k 95.30
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $932k 1.8k 532.58
Eli Lilly & Co. (LLY) 0.5 $926k 1.1k 825.91
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.5 $915k 14k 63.53
Broadcom (AVGO) 0.5 $911k 5.4k 167.43
Ishares Tr Rus 2000 Val Etf (IWN) 0.5 $908k 6.0k 150.96
Tesla Motors (TSLA) 0.5 $864k 3.3k 259.16
Schwab Strategic Tr Us Reit Etf (SCHH) 0.5 $849k 40k 21.51
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.5 $838k 36k 23.16
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $830k 7.9k 105.59
Alphabet Cap Stk Cl C (GOOG) 0.5 $817k 5.2k 156.23
JPMorgan Chase & Co. (JPM) 0.4 $781k 3.2k 245.30
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.4 $760k 31k 24.48
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $714k 20k 36.41
Visa Com Cl A (V) 0.4 $643k 1.8k 350.46
Ishares Tr Conv Bd Etf (ICVT) 0.3 $582k 7.0k 83.61
Ishares Msci Emrg Chn (EMXC) 0.3 $557k 10k 55.09
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $557k 26k 21.53
Exxon Mobil Corporation (XOM) 0.3 $541k 4.5k 118.94
Costco Wholesale Corporation (COST) 0.3 $533k 564.00 945.78
UnitedHealth (UNH) 0.3 $523k 999.00 523.85
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.3 $521k 46k 11.22
Mastercard Incorporated Cl A (MA) 0.3 $519k 946.00 548.12
Procter & Gamble Company (PG) 0.3 $493k 2.9k 170.42
Wal-Mart Stores (WMT) 0.3 $460k 5.2k 87.79
Vanguard Index Fds Large Cap Etf (VV) 0.3 $455k 1.8k 257.03
Abbvie (ABBV) 0.2 $438k 2.1k 209.54
Johnson & Johnson (JNJ) 0.2 $416k 2.5k 165.84
Home Depot (HD) 0.2 $410k 1.1k 366.49
Netflix (NFLX) 0.2 $400k 429.00 932.53
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.2 $396k 9.6k 41.13
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $361k 1.4k 258.62
Coca-Cola Company (KO) 0.2 $361k 5.0k 71.62
Ishares Tr Tips Bd Etf (TIP) 0.2 $332k 3.0k 111.10
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $332k 2.0k 166.00
Linde SHS (LIN) 0.2 $292k 627.00 465.64
Blackstone Group Inc Com Cl A (BX) 0.2 $287k 2.1k 139.78
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $283k 5.6k 50.85
McDonald's Corporation (MCD) 0.2 $282k 902.00 312.37
Philip Morris International (PM) 0.2 $274k 1.7k 158.73
Oracle Corporation (ORCL) 0.1 $261k 1.9k 139.81
Chevron Corporation (CVX) 0.1 $249k 1.5k 167.31
Cisco Systems (CSCO) 0.1 $243k 3.9k 61.71
Bank of America Corporation (BAC) 0.1 $239k 5.7k 41.73
Raytheon Technologies Corp (RTX) 0.1 $237k 1.8k 132.46
Caterpillar (CAT) 0.1 $236k 715.00 329.80
Wells Fargo & Company (WFC) 0.1 $235k 3.3k 71.79
Merck & Co (MRK) 0.1 $235k 2.6k 89.76
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $233k 4.1k 57.60
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $231k 8.3k 27.96
Williams Companies (WMB) 0.1 $222k 3.7k 59.76
Vanguard Index Fds Small Cp Etf (VB) 0.1 $222k 1.0k 221.75
Ge Aerospace Com New (GE) 0.1 $214k 1.1k 200.15
Metropcs Communications (TMUS) 0.1 $213k 799.00 266.71
Abbott Laboratories (ABT) 0.1 $210k 1.6k 132.65
Palantir Technologies Cl A (PLTR) 0.1 $205k 2.4k 84.40
At&t (T) 0.1 $205k 7.3k 28.28
Sap Se Spon Adr (SAP) 0.1 $204k 761.00 268.44
Northern Dynasty Minerals Lt Com New (NAK) 0.1 $102k 89k 1.15
Banco Santander Adr (SAN) 0.0 $81k 12k 6.70
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $51k 13k 3.82