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Size ($ in 1000's)
At 03/31/2024: $184,341
At 12/31/2023: $151,108
Aletheian Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Aletheian Wealth Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Aletheian Wealth Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Aletheian Wealth Advisors LLC.
In the Aletheian Wealth Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Aletheian Wealth Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Aletheian Wealth Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (ITOT) |
167,945 |
+9,709 |
$19,364 | | ITOT | 167,945 | +9,709 | $19,364 | | VANGUARD BD INDEX FDS (BND) |
231,097 |
+39,508 |
$16,785 | | BND | 231,097 | +39,508 | $16,785 | | VANGUARD TAX MANAGED FDS (VEA) |
302,047 |
+23,646 |
$15,154 | | VEA | 302,047 | +23,646 | $15,154 | | ISHARES TR (IVV) |
17,476 |
-57 |
$9,188 | | IVV | 17,476 | -57 | $9,188 | | VANGUARD CHARLOTTE FDS (BNDX) |
168,534 |
+18,097 |
$8,290 | | BNDX | 168,534 | +18,097 | $8,290 | | INVESCO EXCHANGE TRADED FD T (PSP) |
106,302 |
+8,075 |
$7,012 | | PSP | 106,302 | +8,075 | $7,012 | | MICROSOFT CORP |
13,591 |
+5,097 |
$5,718 | | MSFT | 13,591 | +5,097 | $5,718 | | VANGUARD INTL EQUITY INDEX F (VWO) |
136,129 |
+13,684 |
$5,686 | | VWO | 136,129 | +13,684 | $5,686 | | NVIDIA CORPORATION |
5,161 |
+1,315 |
$4,663 | | NVDA | 5,161 | +1,315 | $4,663 | | APPLE INC |
26,776 |
+11,116 |
$4,592 | | AAPL | 26,776 | +11,116 | $4,592 | | VANGUARD INDEX FDS (VNQ) |
47,661 |
+5,718 |
$4,122 | | VNQ | 47,661 | +5,718 | $4,122 | | COINBASE GLOBAL INC |
14,780 |
-4,981 |
$3,918 | | COIN | 14,780 | -4,981 | $3,918 | | AMAZON COM INC |
19,220 |
+8,501 |
$3,467 | | AMZN | 19,220 | +8,501 | $3,467 | | ISHARES TR (IEFA) |
42,584 |
-204 |
$3,161 | | IEFA | 42,584 | -204 | $3,161 | | META PLATFORMS INC |
6,231 |
+2,727 |
$3,026 | | META | 6,231 | +2,727 | $3,026 | | ALPHABET INC |
19,862 |
+8,253 |
$2,998 | | GOOGL | 19,862 | +8,253 | $2,998 | | ISHARES TR (AGG) |
30,417 |
-15 |
$2,979 | | AGG | 30,417 | -15 | $2,979 | | VANGUARD INTL EQUITY INDEX F (VSS) |
24,560 |
+464 |
$2,870 | | VSS | 24,560 | +464 | $2,870 | | INVESCO ACTVELY MNGD ETC FD |
181,825 |
+17,769 |
$2,522 | | PDBC | 181,825 | +17,769 | $2,522 | | ISHARES TR (MUB) |
20,713 |
+1,227 |
$2,229 | | MUB | 20,713 | +1,227 | $2,229 | | ISHARES TR (PFF) |
69,149 |
+8,639 |
$2,229 | | PFF | 69,149 | +8,639 | $2,229 | | ISHARES TR (IAGG) |
44,537 |
-440 |
$2,225 | | IAGG | 44,537 | -440 | $2,225 | | ADVANCED MICRO DEVICES INC |
12,247 |
+12,247 |
$2,210 | | AMD | 12,247 | +12,247 | $2,210 | | VANGUARD BD INDEX FDS (BSV) |
28,673 |
+4,321 |
$2,198 | | BSV | 28,673 | +4,321 | $2,198 | | VANGUARD MUN BD FDS (VTEB) |
40,735 |
-660 |
$2,061 | | VTEB | 40,735 | -660 | $2,061 | | SPDR SER TR (CWB) |
26,751 |
+2,754 |
$1,954 | | CWB | 26,751 | +2,754 | $1,954 | | VANGUARD INTL EQUITY INDEX F (VNQI) |
42,487 |
+6,485 |
$1,790 | | VNQI | 42,487 | +6,485 | $1,790 | | SCHWAB STRATEGIC TR |
31,179 |
+2,355 |
$1,626 | | SCHP | 31,179 | +2,355 | $1,626 | | SPDR SER TR (FLRN) |
50,186 |
+3,735 |
$1,547 | | FLRN | 50,186 | +3,735 | $1,547 |  BERKSHIRE HATHAWAY INC DEL |
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$1,513 | | BRK.B | 3,599 | -227 | $1,513 | | COSTCO WHSL CORP NEW |
1,935 |
+516 |
$1,418 | | COST | 1,935 | +516 | $1,418 | | JPMORGAN CHASE & CO |
6,926 |
+1,225 |
$1,387 | | JPM | 6,926 | +1,225 | $1,387 | | ORACLE CORP |
10,323 |
+10,323 |
$1,297 | | ORCL | 10,323 | +10,323 | $1,297 | | INVESCO EXCH TRADED FD TR II (BKLN) |
60,124 |
+4,741 |
$1,272 | | BKLN | 60,124 | +4,741 | $1,272 | | UNITEDHEALTH GROUP INC |
2,463 |
+469 |
$1,219 | | UNH | 2,463 | +469 | $1,219 | | VANGUARD INDEX FDS (VTI) |
4,654 |
-430 |
$1,210 | | VTI | 4,654 | -430 | $1,210 | | ISHARES INC (IEMG) |
23,428 |
-341 |
$1,209 | | IEMG | 23,428 | -341 | $1,209 | | PROCTER AND GAMBLE CO |
7,420 |
+2,245 |
$1,204 | | PG | 7,420 | +2,245 | $1,204 | | ISHARES TR (SCZ) |
18,500 |
-24 |
$1,172 | | SCZ | 18,500 | -24 | $1,172 | | JOHNSON & JOHNSON |
7,208 |
+615 |
$1,140 | | JNJ | 7,208 | +615 | $1,140 | | BANK AMERICA CORP |
29,398 |
+6,732 |
$1,115 | | BAC | 29,398 | +6,732 | $1,115 | | SPDR INDEX SHS FDS (SPDW) |
29,446 |
-245 |
$1,055 | | SPDW | 29,446 | -245 | $1,055 | | EXXON MOBIL CORP |
8,637 |
+983 |
$1,004 | | XOM | 8,637 | +983 | $1,004 | | ISHARES TR (EMB) |
10,972 |
+940 |
$984 | | EMB | 10,972 | +940 | $984 | | MCDONALDS CORP |
3,431 |
+1,051 |
$967 | | MCD | 3,431 | +1,051 | $967 | | VISA INC |
3,460 |
-420 |
$966 | | V | 3,460 | -420 | $966 | | DEERE & CO |
2,349 |
+721 |
$965 | | DE | 2,349 | +721 | $965 | | ISHARES U S ETF TR (NEAR) |
19,095 |
+2,950 |
$964 | | NEAR | 19,095 | +2,950 | $964 | | LOCKHEED MARTIN CORP |
2,066 |
+1,187 |
$940 | | LMT | 2,066 | +1,187 | $940 | | ISHARES TR (IWN) |
5,910 |
+380 |
$939 | | IWN | 5,910 | +380 | $939 |
See Full List: All Stocks Held By Aletheian Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Aletheian Wealth Advisors LLC
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