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Disclosery

13F-HR filed by Aletheian Wealth Advisors LLC

Aletheian Wealth Advisors LLC filed this 13F-HR for the quarter ended 2024-03-31, filed 2024-04-15, with 83 holding rows worth $184,335,770.

Accession
0001922281-24-000002
Filer
CIK 1922281
Filed
2024-04-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2024

A holdings report, 83 entries on the cover page, a total value of $184,335,770 stated on the cover page (in dollars after the unit check, H1), rows summing to $184,335,770 with VALUE read as dollars as filed, 13F file number 028-22408. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
iShares Core S&P Total U.S. Stock Market ETF464287150SHS167,945$19,364,099dollars as filed
Vanguard Total Bond Market ETF921937835SHS231,097$16,784,561dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS302,047$15,153,675dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS17,476$9,187,763dollars as filed
Vanguard Total International Bond Index Fund ETF92203J407SHS168,534$8,290,175dollars as filed
INVESCO EXCHANGE TRADED FD T46137V118GBL LISTED PVT106,302$7,011,654dollars as filed
Microsoft Corp594918104COM13,591$5,718,030dollars as filed
VWO922042858SHS136,129$5,686,094dollars as filed
NVIDIA Corp67066G104COM5,161$4,663,273dollars as filed
Apple Inc037833100COM26,776$4,591,548dollars as filed
Vanguard Real Estate922908553SHS47,661$4,121,757dollars as filed
COINBASE GLOBAL INC COM CL A19260Q107Stock14,780$3,918,474dollars as filed
Amazon.com, Inc023135106COM19,220$3,466,904dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS42,584$3,160,584dollars as filed
META PLATFORMS INC CL A30303M102COM6,231$3,025,649dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM19,862$2,997,772dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS30,417$2,979,062dollars as filed
Vanguard FTSE All-World ex-US Small-Cap ETF922042718SHS24,560$2,869,553dollars as filed
INVESCO ACTVELY MNGD ETC FD46090F100OPTIMUM YIELD181,825$2,521,912dollars as filed
ISHARES TR464288414NATIONAL MUN ETF20,713$2,228,719dollars as filed
ISHARES TR464288687COM69,149$2,228,658dollars as filed
ISHARES TR46435G672CORE INTL AGGR44,537$2,224,623dollars as filed
Advanced Micro Devices,Inc.007903107COM12,247$2,210,461dollars as filed
Vanguard Short-Term Bond ETF921937827SHS28,673$2,198,386dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF40,735$2,061,191dollars as filed
SPDR SER TR78464A359BBG CONV SEC ETF26,751$1,953,924dollars as filed
VANGUARD INTL EQUITY INDEX F922042676COM42,487$1,790,382dollars as filed
Schwab US TIPS ETF808524870SHS31,179$1,626,313dollars as filed
SPDR Bloomberg Investment Grade Floating Rate ETF78468R200SHS50,186$1,547,221dollars as filed
Berkshire Hathaway Inc084670702COM3,599$1,513,451dollars as filed
Costco Wholesale Corporation22160K105COM1,935$1,417,639dollars as filed
JPMorgan Chase & Co46625H100COM6,926$1,387,278dollars as filed
Oracle Corporation68389X105COM10,323$1,296,672dollars as filed
INVESCO EXCH TRADED FD TR II46138G508SR LN ETF60,124$1,271,633dollars as filed
UnitedHealth Group Inc91324P102COM2,463$1,218,539dollars as filed
VTI922908769COM4,654$1,209,575dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS23,428$1,208,863dollars as filed
Procter & Gamble Co742718109COM7,420$1,203,895dollars as filed
ISHARES MSCI EAFE SMALL-CAP ETF464288273ETF18,500$1,171,606dollars as filed
Johnson & Johnson478160104COM7,208$1,140,234dollars as filed
Bank of America Corp060505104COM29,398$1,114,772dollars as filed
SPDW78463X889COM29,446$1,055,333dollars as filed
EXXON MOBIL CORP30231G102COM8,637$1,004,018dollars as filed
ISHARES TR464288281JPMORGAN USD EMG10,972$983,858dollars as filed
McDonalds Corporation580135101COM3,431$967,370dollars as filed
Visa Inc92826C839COM3,460$965,617dollars as filed
Deere & Company244199105COM2,349$964,828dollars as filed
ISHARES U S ETF TR46431W507SHOR DURA BD ETF19,095$963,510dollars as filed
Lockheed Martin Corporation539830109COM2,066$939,761dollars as filed
ISHARES TR464287630RUS 2000 VAL ETF5,910$938,558dollars as filed
SPDR SER TR78468R622BLOOMBERG HIGH Y9,607$914,554dollars as filed
SPDR INDEX SHS FDS78463X863ST DOW INTL ETF34,004$887,164dollars as filed
Schwab US REIT ETF808524847SHS42,166$855,970dollars as filed
Tesla Motors, Inc88160R101COM4,842$851,175dollars as filed
SCHWAB STRATEGIC TR808524839US AGGREGATE B18,092$832,232dollars as filed
Chevron Corporation166764100COM4,976$784,943dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM4,650$708,009dollars as filed
Schwab U.S. Broad Market ETF808524102SHS11,379$694,694dollars as filed
Vanguard Mid-Cap ETF922908629SHS2,606$651,135dollars as filed
Eli Lilly and Company532457108COM809$629,370dollars as filed
INVESCO EXCH TRADED FD TR II46138E511PFD ETF52,750$626,672dollars as filed
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158ETF4,910$514,184dollars as filed
Broadcom Inc.11135F101COM378$501,005dollars as filed
ISHARES INC46434G764MSCI EMRG CHN8,121$467,526dollars as filed
ISHARES TR46435G102CONV BD ETF5,738$458,065dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF1,771$424,615dollars as filed
ISHARES TR464288521CRE U S REIT ETF6,972$375,099dollars as filed
Home Depot, Inc437076102COM886$339,870dollars as filed
MasterCard, Inc57636Q104COM638$307,242dollars as filed
SSGA ACTIVE ETF TR78467V608BLACKSTONE SENR7,089$298,518dollars as filed
AbbVie,Inc.00287Y109COM1,609$293,043dollars as filed
Merck & Co.,Inc.58933Y105COM2,096$276,567dollars as filed
IJH464287507COM4,265$259,056dollars as filed
Vanguard Small-Cap ETF922908751SHS1,112$254,192dollars as filed
iShares TIPS Bond ETF464287176SHS2,331$250,325dollars as filed
Walmart Inc.931142103COM3,773$227,021dollars as filed
Accenture Plc Class AG1151C101COM635$220,097dollars as filed
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q654ETF4,016$203,772dollars as filed
ConocoPhillips20825C104COM1,592$202,630dollars as filed
Netflix, Inc64110L106COM333$202,241dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS1,484$201,898dollars as filed
BANCO SANTANDER SA ADR05964H105ADR12,407$60,050dollars as filed
LUMINAR TECHNOLOGIES INC550424105COM CL A22,035$43,409dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001922281-24-000002this filing2024-04-15acceptance time not in the bulk data set