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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
AMD +12,247+$2,210
ORCL +10,323+$1,297
MRK +2,096+$277
WMT +3,773+$227
ACN +635+$220
JMST +4,016+$204
COP +1,592+$203
NFLX +333+$202
TSM +1,484+$202
SAN +12,407+$60
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
BA -2,474-$645
KO -10,853-$640
HON -2,169-$455
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
BND +39,508+$2,694
VEA +23,646+$1,819
BNDX +18,097+$864
PDBC +17,769+$340
VWO +13,684+$654
AAPL +11,116+$1,577
ITOT +9,709+$2,713
PFF +8,639+$342
AMZN +8,501+$1,838
GOOGL +8,253+$1,376
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
COIN -4,981+$481
VTEB -660-$52
IAGG -440-$15
VTI -430+$4
V -420-$44
IEMG -341+$7
SPDW -245+$45
BRK -227+$148
SCHH -212-$22
Aletheian Wealth Advisors LLC Info
Size ($ 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

All Stocks Held By Aletheian Wealth Advisors LLC
As of  03/31/2024, we find all stocks held by Aletheian Wealth Advisors LLC to be as follows, presented in the table below with each row detailing each Aletheian Wealth Advisors LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Aletheian Wealth Advisors LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Aletheian Wealth Advisors LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
ISHARES TR (ITOT) 167,945 +9,709 $19,364
     ITOT167,945+9,709$19,364
VANGUARD BD INDEX FDS (BND) 231,097 +39,508 $16,785
     BND231,097+39,508$16,785
VANGUARD TAX MANAGED FDS (VEA) 302,047 +23,646 $15,154
     VEA302,047+23,646$15,154
ISHARES TR (IVV) 17,476 -57 $9,188
     IVV17,476-57$9,188
VANGUARD CHARLOTTE FDS (BNDX) 168,534 +18,097 $8,290
     BNDX168,534+18,097$8,290
INVESCO EXCHANGE TRADED FD T (PSP) 106,302 +8,075 $7,012
     PSP106,302+8,075$7,012
MICROSOFT CORP 13,591 +5,097 $5,718
     MSFT13,591+5,097$5,718
VANGUARD INTL EQUITY INDEX F (VWO) 136,129 +13,684 $5,686
     VWO136,129+13,684$5,686
NVIDIA CORPORATION 5,161 +1,315 $4,663
     NVDA5,161+1,315$4,663
APPLE INC 26,776 +11,116 $4,592
     AAPL26,776+11,116$4,592
VANGUARD INDEX FDS (VNQ) 47,661 +5,718 $4,122
     VNQ47,661+5,718$4,122
COINBASE GLOBAL INC 14,780 -4,981 $3,918
     COIN14,780-4,981$3,918
AMAZON COM INC 19,220 +8,501 $3,467
     AMZN19,220+8,501$3,467
ISHARES TR (IEFA) 42,584 -204 $3,161
     IEFA42,584-204$3,161
META PLATFORMS INC 6,231 +2,727 $3,026
     META6,231+2,727$3,026
ALPHABET INC 19,862 +8,253 $2,998
     GOOGL19,862+8,253$2,998
ISHARES TR (AGG) 30,417 -15 $2,979
     AGG30,417-15$2,979
VANGUARD INTL EQUITY INDEX F (VSS) 24,560 +464 $2,870
     VSS24,560+464$2,870
INVESCO ACTVELY MNGD ETC FD 181,825 +17,769 $2,522
     PDBC181,825+17,769$2,522
ISHARES TR (MUB) 20,713 +1,227 $2,229
     MUB20,713+1,227$2,229
ISHARES TR (PFF) 69,149 +8,639 $2,229
     PFF69,149+8,639$2,229
ISHARES TR (IAGG) 44,537 -440 $2,225
     IAGG44,537-440$2,225
ADVANCED MICRO DEVICES INC 12,247 +12,247 $2,210
     AMD12,247+12,247$2,210
VANGUARD BD INDEX FDS (BSV) 28,673 +4,321 $2,198
     BSV28,673+4,321$2,198
VANGUARD MUN BD FDS (VTEB) 40,735 -660 $2,061
     VTEB40,735-660$2,061
SPDR SER TR (CWB) 26,751 +2,754 $1,954
     CWB26,751+2,754$1,954
VANGUARD INTL EQUITY INDEX F (VNQI) 42,487 +6,485 $1,790
     VNQI42,487+6,485$1,790
SCHWAB STRATEGIC TR 31,179 +2,355 $1,626
     SCHP31,179+2,355$1,626
SPDR SER TR (FLRN) 50,186 +3,735 $1,547
     FLRN50,186+3,735$1,547
BERKSHIRE HATHAWAY INC DEL      $1,513
     BRK.B3,599-227$1,513
COSTCO WHSL CORP NEW 1,935 +516 $1,418
     COST1,935+516$1,418
JPMORGAN CHASE & CO 6,926 +1,225 $1,387
     JPM6,926+1,225$1,387
ORACLE CORP 10,323 +10,323 $1,297
     ORCL10,323+10,323$1,297
INVESCO EXCH TRADED FD TR II (BKLN) 60,124 +4,741 $1,272
     BKLN60,124+4,741$1,272
UNITEDHEALTH GROUP INC 2,463 +469 $1,219
     UNH2,463+469$1,219
VANGUARD INDEX FDS (VTI) 4,654 -430 $1,210
     VTI4,654-430$1,210
ISHARES INC (IEMG) 23,428 -341 $1,209
     IEMG23,428-341$1,209
PROCTER AND GAMBLE CO 7,420 +2,245 $1,204
     PG7,420+2,245$1,204
ISHARES TR (SCZ) 18,500 -24 $1,172
     SCZ18,500-24$1,172
JOHNSON & JOHNSON 7,208 +615 $1,140
     JNJ7,208+615$1,140
BANK AMERICA CORP 29,398 +6,732 $1,115
     BAC29,398+6,732$1,115
SPDR INDEX SHS FDS (SPDW) 29,446 -245 $1,055
     SPDW29,446-245$1,055
EXXON MOBIL CORP 8,637 +983 $1,004
     XOM8,637+983$1,004
ISHARES TR (EMB) 10,972 +940 $984
     EMB10,972+940$984
MCDONALDS CORP 3,431 +1,051 $967
     MCD3,431+1,051$967
VISA INC 3,460 -420 $966
     V3,460-420$966
DEERE & CO 2,349 +721 $965
     DE2,349+721$965
ISHARES U S ETF TR (NEAR) 19,095 +2,950 $964
     NEAR19,095+2,950$964
LOCKHEED MARTIN CORP 2,066 +1,187 $940
     LMT2,066+1,187$940
ISHARES TR (IWN) 5,910 +380 $939
     IWN5,910+380$939
SPDR SER TR (JNK) 9,607 +971 $915
     JNK9,607+971$915
SPDR INDEX SHS FDS (RWX) 34,004 -102 $887
     RWX34,004-102$887
SCHWAB STRATEGIC TR 42,166 -212 $856
     SCHH42,166-212$856
TESLA INC 4,842 +90 $851
     TSLA4,842+90$851
SCHWAB STRATEGIC TR 18,092 UNCH $832
     SCHZ18,092UNCH$832
CHEVRON CORP NEW 4,976 +434 $785
     CVX4,976+434$785
ALPHABET INC 4,650 +402 $708
     GOOG4,650+402$708
SCHWAB STRATEGIC TR 11,379 UNCH $695
     SCHB11,379UNCH$695
VANGUARD INDEX FDS (VO) 2,606 -40 $651
     VO2,606-40$651
ELI LILLY & CO 809 +89 $629
     LLY809+89$629
INVESCO EXCH TRADED FD TR II (PGX) 52,750 -60 $627
     PGX52,750-60$627
ISHARES TR (SUB) 4,910 +660 $514
     SUB4,910+660$514
BROADCOM INC 378 +39 $501
     AVGO378+39$501
ISHARES INC (EMXC) 8,121 UNCH $468
     EMXC8,121UNCH$468
ISHARES TR (ICVT) 5,738 -8 $458
     ICVT5,738-8$458
VANGUARD INDEX FDS (VV) 1,771 UNCH $425
     VV1,771UNCH$425
ISHARES TR (USRT) 6,972 -1 $375
     USRT6,972-1$375
HOME DEPOT INC 886 +124 $340
     HD886+124$340
MASTERCARD INCORPORATED 638 +104 $307
     MA638+104$307
SSGA ACTIVE ETF TR (SRLN) 7,089 +158 $299
     SRLN7,089+158$299
ABBVIE INC 1,609 +246 $293
     ABBV1,609+246$293
MERCK & CO INC 2,096 +2,096 $277
     MRK2,096+2,096$277
ISHARES TR (IJH) 4,265 +3,412 $259
     IJH4,265+3,412$259
VANGUARD INDEX FDS (VB) 1,112 -19 $254
     VB1,112-19$254
ISHARES TR (TIP) 2,331 +39 $250
     TIP2,331+39$250
WALMART INC 3,773 +3,773 $227
     WMT3,773+3,773$227
ACCENTURE PLC IRELAND 635 +635 $220
     ACN635+635$220
J P MORGAN EXCHANGE TRADED F (JMST) 4,016 +4,016 $204
     JMST4,016+4,016$204
CONOCOPHILLIPS 1,592 +1,592 $203
     COP1,592+1,592$203
NETFLIX INC 333 +333 $202
     NFLX333+333$202
TAIWAN SEMICONDUCTOR MFG LTD 1,484 +1,484 $202
     TSM1,484+1,484$202
BANCO SANTANDER S.A. 12,407 +12,407 $60
     SAN12,407+12,407$60
LUMINAR TECHNOLOGIES INC 22,035 +0 $43
     LAZR22,035UNCH$43
BOEING CO $0 (exited)
     BA0-2,474$0
HONEYWELL INTL INC $0 (exited)
     HON0-2,169$0
COCA COLA CO 0 -10,853 $0 (exited)
     KO0-10,853$0

See Summary: Aletheian Wealth Advisors LLC Top Holdings
See Details: Top 10 Stocks Held By Aletheian Wealth Advisors LLC

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