Aletheian Wealth Advisors LLC
98 holdingsFiling period: 2026-03-31Current AUM: $220.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 339.9K | $25.0M | $24.6M | 11.12% | +40.7K | 2026-03-31 |
| 2 | ITOT | ISHARES TR | 161.3K | $23.0M | $26.4M | 11.95% | -17,807 | 2026-03-31 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 325.5K | $20.9M | $23.0M | 10.41% | -35,341 | 2026-03-31 |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | 205.3K | $9.9M | $9.8M | 4.44% | +7.3K | 2026-03-31 |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | 166.0K | $9.0M | $9.8M | 4.42% | -2,546 | 2026-03-31 |
| 6 | PSP | INVESCO EXCHANGE TRADED FD T | 131.6K | $7.4M | $7.8M | 3.55% | +9.4K | 2026-03-31 |
| 7 | IVV | ISHARES TR | 11.0K | $7.2M | $8.2M | 3.72% | -1,033 | 2026-03-31 |
| 8 | MUB | ISHARES TR | 57.3K | $6.1M | $6.1M | 2.74% | +5.7K | 2026-03-31 |
| 9 | VNQ | VANGUARD INDEX FDS | 64.8K | $5.7M | $6.4M | 2.90% | -2,044 | 2026-03-31 |
| 10 | VSS | VANGUARD INTL EQUITY INDEX F | 32.3K | $4.7M | $4.9M | 2.20% | -769 | 2026-03-31 |
| 11 | IAGG | ISHARES TR | 92.4K | $4.6M | $4.6M | 2.08% | +7.5K | 2026-03-31 |
| 12 | AAPL | APPLE INC | 15.4K | $3.9M | $4.7M | 2.15% | -2,454 | 2026-03-31 |
| 13 | NVDA | NVIDIA CORPORATION | 21.6K | $3.8M | $4.3M | 1.97% | -2,024 | 2026-03-31 |
| 14 | IEFA | ISHARES TR | 37.0K | $3.3M | $3.6M | 1.65% | -550 | 2026-03-31 |
| 15 | PFF | ISHARES TR | 100.4K | $3.0M | $3.1M | 1.38% | -4,545 | 2026-03-31 |
| 16 | BSV | VANGUARD BD INDEX FDS | 38.1K | $3.0M | $3.0M | 1.34% | +3.0K | 2026-03-31 |
| 17 | MSFT | MICROSOFT CORP | 7.8K | $2.9M | $3.6M | 1.65% | -991 | 2026-03-31 |
| 18 | AGG | ISHARES TR | 28.8K | $2.9M | $2.8M | 1.27% | -3,638 | 2026-03-31 |
| 19 | CWB | SPDR SERIES TRUST | 30.4K | $2.8M | $3.1M | 1.40% | -3,209 | 2026-03-31 |
| 20 | VNQI | VANGUARD INTL EQUITY INDEX F | 60.3K | $2.7M | $2.8M | 1.26% | -2,100 | 2026-03-31 |
| 21 | SCHP | SCHWAB STRATEGIC TR | 89.2K | $2.4M | $2.3M | 1.05% | +5.8K | 2026-03-31 |
| 22 | FLRN | SPDR SERIES TRUST | 75.7K | $2.3M | $2.3M | 1.06% | +6.6K | 2026-03-31 |
| 23 | PDBC | INVESCO ACTVELY MNGD ETC FD | 127.7K | $2.2M | $2.2M | 1.02% | +2.9K | 2026-03-31 |
| 24 | COMT | ISHARES U S ETF TR | 61.7K | $2.1M | $2.0M | 0.91% | +414 | 2026-03-31 |
| 25 | AMZN | AMAZON COM INC | 8.7K | $1.8M | $2.4M | 1.07% | -824 | 2026-03-31 |
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