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| Name: |
Aletheian Wealth Advisors LLC |
| City: |
Bellevue |
| State: |
WA |
| Zip: |
98004 |
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data |
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Filing Period: |
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| Holdings
Found :
5 |
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Unchanged Positions |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SCHZ |
Schwab Us Aggregate Bond |
55 |
- |
$45.54 |
$832,000 |
18,092 |
0.45% |
-11,000 |
0 |
0.012 |
N/A |
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SCHB |
Schwab Strategic Trust |
58 |
- |
$61.53 |
$695,000 |
11,379 |
0.38% |
62,000 |
0 |
0.006 |
Closed - End Fund - Debt |
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EMXC |
Ishares Msci Emerging Marke... |
64 |
- |
$0.00 |
$468,000 |
8,121 |
0.25% |
18,000 |
0 |
0.001 |
N/A |
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VV |
Vanguard Large Cap VIPERS |
66 |
- |
$242.67 |
$425,000 |
1,771 |
0.23% |
39,000 |
0 |
0.001 |
Closed - End Fund - E... |
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LAZR |
Luminar Technologies, Inc |
83 |
- |
$1.73 |
$43,000 |
22,035 |
0.02% |
-31,000 |
0 |
0.01 |
N/A |
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