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
VANGUARD BOND INDEX FUNDS	BND	Common	181,487	19,130	13,192,277,000	1,205,450,000	9.04		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
iSHARES TRUST	IVV	Common	16,846	-1,201	7,508,520,000	89,939,000	5.14		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
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 INTERNATIONAL EQUITY INDEX FUNDS	VWO	Common	121,228	6,516	4,931,568,000	297,209,000	3.38		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
MUBADALA INFRASTRUCTURE PARTNERS LP	MUB	ETF	39,445	271	4,209,965,000	-10,642,000	2.88		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
MICROSOFT CORP	MSFT	Common	10,280	1,553	3,500,771,000	984,760,000	2.40	0.00	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
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS	VSS	Common	27,338	-450	3,020,251,000	-15,333,000	2.07		Hist	06/30/2023
Invesco Actively Managed Exchange-Traded Commodity Fund Trust	PDBC	Common	146,816	2,295	1,997,429,000	-57,657,000	1.37		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
NVIDIA CORP	NVDA	Common	4,338	2,572	1,835,061,000	1,344,519,000	1.26	0.00	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
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
SPDR SERIES TRUST	CWB	Common	24,588	96	1,719,917,000	77,249,000	1.18		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
iSHARES TRUST	AGG	LEHMAN AGG BND	16,490	6,140	1,615,207,000	583,933,000	1.11		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
BERKSHIRE HATHAWAY INC	BRK/B	Common	4,425	3,289	1,508,925,000	1,158,162,000	1.03		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
iSHARES TRUST	PFF	OPTIONS	47,559	-9,265	1,470,999,000	-303,051,000	1.01		Hist	06/30/2023
Coinbase Global, Inc.	COIN	COM CL A	19,659	19,659	1,406,601,000	1,406,601,000	0.96		Hist	06/30/2023
SPDR SERIES TRUST	FLRN	Common	43,156	356	1,324,460,000	22,068,000	0.91		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
VANGUARD MUN BD FD INC	VTEB	Common	25,857	-591	1,298,539,000	-41,317,000	0.89		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
VISA INC.	V	CL A	5,367	4,351	1,274,555,000	1,045,488,000	0.87		Hist	06/30/2023
SCHWAB STRATEGIC TRUST	SCHP	Common	24,197	463	1,268,633,000	-3,738,000	0.87		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
INVESCO EXCH TRADED FD TR II	BKLN	Common	56,698	2,306	1,192,930,000	61,584,000	0.82		Hist	06/30/2023
iShares, Inc.	IEMG	Common	24,152	1,523	1,190,432,000	86,383,000	0.82		Hist	06/30/2023
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