Aletheian Wealth Advisors LLC
110 holdingsFiling period: 2026-06-30Current AUM: $233.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ITOT | iShares TR | 165.7K | $27.2M | $27.6M | 11.85% | +4.4K | 2026-06-30 |
| 2 | BND | Vanguard BD Index Fds | 355.3K | $26.1M | $25.3M | 10.86% | +15.4K | 2026-06-30 |
| 3 | VEA | Vanguard Tax-Managed Fds | 345.9K | $24.6M | $24.0M | 10.29% | +20.4K | 2026-06-30 |
| 4 | BNDX | Vanguard Charlotte Fds | 206.9K | $10.0M | $9.8M | 4.19% | +1.6K | 2026-06-30 |
| 5 | VWO | Vanguard Intl Equity Index F | 164.0K | $9.8M | $9.3M | 3.98% | -2,002 | 2026-06-30 |
| 6 | IVV | iShares TR | 10.9K | $8.2M | $8.4M | 3.61% | -21 | 2026-06-30 |
| 7 | PSP | Invesco Exchange Traded FD T | 146.4K | $8.2M | $8.4M | 3.60% | +14.8K | 2026-06-30 |
| 8 | VNQ | Vanguard Index Fds | 72.1K | $7.0M | $6.7M | 2.88% | +7.3K | 2026-06-30 |
| 9 | MUB | iShares TR | 58.5K | $6.3M | $6.1M | 2.61% | +1.2K | 2026-06-30 |
| 10 | VSS | Vanguard Intl Equity Index F | 32.5K | $5.0M | $4.9M | 2.09% | +234 | 2026-06-30 |
| 11 | IAGG | iShares TR | 98.8K | $5.0M | $4.9M | 2.09% | +6.3K | 2026-06-30 |
| 12 | AAPL | Apple Inc | 17.1K | $5.0M | $5.9M | 2.53% | +1.8K | 2026-06-30 |
| 13 | NVDA | NVIDIA Corporation | 24.3K | $4.9M | $5.2M | 2.25% | +2.6K | 2026-06-30 |
| 14 | CWB | Spdr Series Trust | 33.3K | $3.6M | $3.2M | 1.36% | +2.9K | 2026-06-30 |
| 15 | IEFA | iShares TR | 36.3K | $3.5M | $3.5M | 1.50% | -651 | 2026-06-30 |
| 16 | PFF | iShares TR | 111.8K | $3.4M | $3.2M | 1.38% | +11.4K | 2026-06-30 |
| 17 | MSFT | Microsoft Corp | 8.9K | $3.3M | $4.7M | 2.03% | +1.0K | 2026-06-30 |
| 18 | VNQI | Vanguard Intl Equity Index F | 68.6K | $3.1M | $2.9M | 1.26% | +8.3K | 2026-06-30 |
| 19 | BSV | Vanguard BD Index Fds | 39.1K | $3.0M | $3.0M | 1.29% | +1.0K | 2026-06-30 |
| 20 | AGG | iShares TR | 27.4K | $2.7M | $2.6M | 1.13% | -1,339 | 2026-06-30 |
| 21 | SCHP | Schwab Strategic TR | 90.3K | $2.4M | $2.3M | 0.99% | +1.0K | 2026-06-30 |
| 22 | FLRN | Spdr Series Trust | 77.0K | $2.4M | $2.4M | 1.02% | +1.3K | 2026-06-30 |
| 23 | GOOGL | Alphabet Inc | 6.4K | $2.3M | $2.0M | 0.87% | +557 | 2026-06-30 |
| 24 | AMZN | Amazon.com Inc | 9.4K | $2.2M | $2.3M | 1.00% | +673 | 2026-06-30 |
| 25 | PDBC | Invesco Actvely Mngd Etc FD | 125.9K | $2.0M | $2.5M | 1.09% | -1,834 | 2026-06-30 |
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