News + Filings 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
| PFF | OPTIONS | 47,559 | -9,265 | 1,470,999,000 | -303,051,000 | 1.01 | |
Hist
| 06/30/2023 |
|
VANGUARD MUN BD FD INC
| VTEB | Common | 25,857 | -591 | 1,298,539,000 | -41,317,000 | 0.89 | |
Hist
| 06/30/2023 |
|
VANGUARD INDEX FDS MID CAP
| VO | STOCK | 2,334 | -252 | 513,853,000 | -31,586,000 | 0.35 | |
Hist
| 06/30/2023 |
|
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VNQI | Common | 46,856 | -276 | 1,883,148,000 | -29,002,000 | 1.29 | |
Hist
| 06/30/2023 |
|
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VSS | Common | 27,338 | -450 | 3,020,251,000 | -15,333,000 | 2.07 | |
Hist
| 06/30/2023 |
|
J P MORGAN EXCHANGE TRADED F
| JMST | Common | 4,970 | -61 | 251,731,000 | -3,793,000 | 0.17 | |
Hist
| 06/30/2023 |
|
VANGUARD INDEX FUNDS
| VTI | Common | 5,683 | -191 | 1,251,851,000 | 52,968,000 | 0.86 | |
Hist
| 06/30/2023 |
|
iSHARES TRUST
| IVV | Common | 16,846 | -1,201 | 7,508,520,000 | 89,939,000 | 5.14 | |
Hist
| 06/30/2023 |
|
|
|
|