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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 :
19 |
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Menu
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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 |
|
IVV |
iShares Core S&P 500 Etf |
4 |
- |
$532.13 |
$9,188,000 |
17,476 |
4.98% |
814,000 |
-57 |
0 |
Closed - End Fund - E... |
|
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COIN |
Coinbase Global, Inc. |
12 |
- |
$207.60 |
$3,918,000 |
14,780 |
2.13% |
481,000 |
-4,981 |
0.01 |
N/A |
|
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IEFA |
Ishares Core Msci Eafe |
14 |
- |
$0.00 |
$3,161,000 |
42,584 |
1.71% |
151,000 |
-204 |
0 |
N/A |
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AGG |
iShares Barclays Agency Bond |
17 |
- |
$96.77 |
$2,979,000 |
30,417 |
1.62% |
-41,000 |
-15 |
0 |
Closed - End Fund - E... |
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IAGG |
Ishares International Aggre... |
22 |
- |
$0.00 |
$2,225,000 |
44,537 |
1.21% |
-15,000 |
-440 |
0.049 |
N/A |
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VTEB |
Vanguard Tax Exempt Bond Etf |
25 |
- |
$50.10 |
$2,061,000 |
40,735 |
1.12% |
-52,000 |
-660 |
0.002 |
N/A |
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BRK.B |
Berkshire Hathaway B |
30 |
- |
$416.94 |
$1,513,000 |
3,599 |
0.82% |
148,000 |
-227 |
0 |
Property & Casualty I... |
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VTI |
Vanguard Total Stock Market... |
36 |
- |
$262.30 |
$1,210,000 |
4,654 |
0.66% |
4,000 |
-430 |
0 |
Closed - End Fund - E... |
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IEMG |
Ishares Core Msci Emerging ... |
37 |
- |
$54.95 |
$1,209,000 |
23,428 |
0.66% |
7,000 |
-341 |
0 |
N/A |
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SCZ |
ISHARES MSCI EAFE SM |
39 |
- |
$64.48 |
$1,172,000 |
18,500 |
0.64% |
25,000 |
-24 |
0.012 |
Closed - End Fund - E... |
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GWL |
St Spdr S&P Wld Xus |
42 |
- |
$36.53 |
$1,055,000 |
29,446 |
0.57% |
45,000 |
-245 |
0.003 |
Closed - End Fund - E... |
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V |
Visa Inc |
46 |
- |
$280.10 |
$966,000 |
3,460 |
0.52% |
-44,000 |
-420 |
0 |
Business Services |
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RWX |
Spdr Dj Wilshire Int |
52 |
- |
$25.87 |
$887,000 |
34,004 |
0.48% |
-44,000 |
-102 |
0.126 |
Closed - End Fund - E... |
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SCHH |
Schwab Us Reit |
53 |
- |
$20.02 |
$856,000 |
42,166 |
0.46% |
-22,000 |
-212 |
0.004 |
N/A |
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VO |
Vanguard Mid Cap VIPERS |
59 |
- |
$248.71 |
$651,000 |
2,606 |
0.35% |
35,000 |
-40 |
0.001 |
Closed - End Fund - E... |
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PGX |
Invesco Preferred ETF |
61 |
- |
$11.59 |
$627,000 |
52,750 |
0.34% |
21,000 |
-60 |
0.012 |
Closed - End Fund - Debt |
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ICVT |
Ishares Convertible Bond Etf |
65 |
- |
$0.00 |
$458,000 |
5,738 |
0.25% |
6,000 |
-8 |
0.005 |
N/A |
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FTY |
iShares Trust |
67 |
- |
$53.34 |
$375,000 |
6,972 |
0.2% |
-4,000 |
-1 |
0.008 |
Closed - End Fund - Debt |
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VB |
Vanguard Small Cap VIPERS |
74 |
- |
$225.56 |
$254,000 |
1,112 |
0.14% |
13,000 |
-19 |
0.001 |
Closed - End Fund - E... |
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