Aletheian Wealth Advisors LLC [Rocket]

Holdings

Aletheian Wealth Advisors LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
iSHARES TRUST	ISI	Common	154,943	14,838	15,159,590,000	2,473,043,000	10.38		Hist	06/30/2023
Apple Inc.	AAPL	Common	18,081	6,373	3,507,172,000	1,576,523,000	2.40		Hist	06/30/2023
NVIDIA CORP	NVDA	Common	4,338	2,572	1,835,061,000	1,344,519,000	1.26	0.00	Hist	06/30/2023
VANGUARD BOND INDEX FUNDS	BND	Common	181,487	19,130	13,192,277,000	1,205,450,000	9.04		Hist	06/30/2023
AMAZON COM INC	AMZN	Common	13,936	7,735	1,816,697,000	1,176,196,000	1.24		Hist	06/30/2023
BERKSHIRE HATHAWAY INC	BRK/B	Common	4,425	3,289	1,508,925,000	1,158,162,000	1.03		Hist	06/30/2023
Alphabet Inc.	GOOGL	COM	13,491	8,806	1,614,873,000	1,128,898,000	1.11		Hist	06/30/2023
Tesla, Inc.	TSLA	COM	5,671	3,814	1,484,498,000	1,099,245,000	1.02		Hist	06/30/2023
VISA INC.	V	CL A	5,367	4,351	1,274,555,000	1,045,488,000	0.87		Hist	06/30/2023
JOHNSON & JOHNSON	JNJ	Common	7,800	5,974	1,291,056,000	1,008,026,000	0.88		Hist	06/30/2023
MICROSOFT CORP	MSFT	Common	10,280	1,553	3,500,771,000	984,760,000	2.40	0.00	Hist	06/30/2023
UNITEDHEALTH GROUP INC	UNH	Common	2,707	2,006	1,301,182,000	969,808,000	0.89	0.00	Hist	06/30/2023
Meta Platforms, Inc.	FB	Common	3,593	2,123	1,031,119,000	719,567,000	0.71		Hist	06/30/2023
JPMORGAN CHASE & CO	JPM	Common	6,303	4,510	916,708,000	683,062,000	0.63		Hist	06/30/2023
INVESCO EXCHANGE TRADED FD T	PSP	Common	496,425	46,711	5,222,393,000	675,782,000	3.58		Hist	06/30/2023
VANGUARD TAX-MANAGED FUNDS	VEA	FD	248,215	9,240	11,462,569,000	668,074,000	7.85		Hist	06/30/2023
PROCTER & GAMBLE Co	PG	Common	5,792	4,095	878,878,000	626,551,000	0.60	0.00	Hist	06/30/2023
EXXON MOBIL CORP	XOM	Common	8,453	5,690	906,633,000	603,592,000	0.62	0.00	Hist	06/30/2023
CHEVRON CORP	CVX	Common	5,032	3,773	791,814,000	586,366,000	0.54	0.00	Hist	06/30/2023
iSHARES TRUST	AGG	LEHMAN AGG BND	16,490	6,140	1,615,207,000	583,933,000	1.11		Hist	06/30/2023
INVESCO EXCH TRADED FD TR II	PGX	Common	81,606	32,833	927,861,000	367,947,000	0.64		Hist	06/30/2023
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS	VWO	Common	121,228	6,516	4,931,568,000	297,209,000	3.38		Hist	06/30/2023
Vanguard BD Index Fund Inc Sho	BSV	COM	23,251	4,145	1,757,098,000	295,665,000	1.20		Hist	06/30/2023
iSHARES TRUST	IEFA	Common	64,857	3,436	4,377,842,000	271,856,000	3.00		Hist	06/30/2023
VANGUARD INDEX FUNDS	VNQ	ETF	40,691	2,051	3,400,148,000	191,474,000	2.33		Hist	06/30/2023
MCDONALDS CORP	MCD	Common	2,577	441	769,003,000	171,756,000	0.53	0.00	Hist	06/30/2023
DEERE & CO	DE	Common	1,862	416	754,464,000	157,440,000	0.52	0.00	Hist	06/30/2023
ELI LILLY & Co	LLY	Common	741	44	347,514,000	108,150,000	0.24	0.00	Hist	06/30/2023
Alphabet Inc.	GOOG	COM	4,715	233	570,374,000	104,246,000	0.39		Hist	06/30/2023
Broadcom Ltd	AVGO	COM	352	37	305,335,000	103,250,000	0.21		Hist	06/30/2023
iSHARES TRUST	IAGG	Common	33,293	1,857	1,641,032,000	102,220,000	1.12		Hist	06/30/2023
Vanguard Charlotte Funds	BNDX	Common	148,053	2,209	7,236,839,000	102,130,000	4.96		Hist	06/30/2023
iSHARES TRUST	NEAR	Common	14,736	1,947	732,674,000	98,327,000	0.50		Hist	06/30/2023
iSHARES TRUST	EMB	Common	10,005	1,057	865,820,000	93,746,000	0.59		Hist	06/30/2023
iSHARES TRUST	SCZ	Common	10,366	1,658	611,388,000	93,174,000	0.42		Hist	06/30/2023
<< Prev Next >>