Aletheian Wealth Advisors LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AW Aletheian Wealth Advisors LLC | Institutional Filer | ▼ 4.65% | $205.2M | 97 |
Current Portfolio Holdings
Showing all 97 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | — | 340K | $25.0M | 12.20% |
| 2 | ITOT | ISHARES TR | — | 161K | $23.0M | 11.20% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | — | 325K | $20.9M | 10.17% |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | — | 205K | $9.9M | 4.81% |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | — | 166K | $9.0M | 4.37% |
| 6 | PSP | INVESCO EXCHANGE TRADED FD T | — | 132K | $7.4M | 3.62% |
| 7 | IVV | ISHARES TR | — | 11K | $7.2M | 3.49% |
| 8 | MUB | ISHARES TR | — | 57K | $6.1M | 2.97% |
| 9 | VNQ | VANGUARD INDEX FDS | — | 65K | $5.7M | 2.80% |
| 10 | VSS | VANGUARD INTL EQUITY INDEX F | — | 32K | $4.7M | 2.30% |
| 11 | IAGG | ISHARES TR | — | 92K | $4.6M | 2.25% |
| 12 | AAPL | Apple Inc. | Technology | 15K | $3.9M | 1.90% |
| 13 | NVDA | NVIDIA Corporation | Technology | 22K | $3.8M | 1.84% |
| 14 | IEFA | ISHARES TR | — | 37K | $3.3M | 1.63% |
| 15 | PFF | ISHARES TR | — | 100K | $3.0M | 1.48% |
Showing 1 to 15 of 97 holdings