Aletheian Wealth Advisors LLC Top Holdings and 13F Report (2024) About Aletheian Wealth Advisors LLCInvestment ActivityAletheian Wealth Advisors LLC has $171.22 million in total holdings as of September 30, 2024.Aletheian Wealth Advisors LLC owns shares of 82 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 3.82% of the portfolio was purchased this quarter.About 19.82% of the portfolio was sold this quarter.This quarter, Aletheian Wealth Advisors LLC has purchased 86 new stocks and bought additional shares in 29 stocks.Aletheian Wealth Advisors LLC sold shares of 46 stocks and completely divested from 8 stocks this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $22,625,509Vanguard Total Bond Market ETF $19,870,846Vanguard FTSE Developed Markets ETF $17,448,693Vanguard Total International Bond ETF $9,314,362Vanguard FTSE Emerging Markets ETF $7,535,866 Largest New Holdings this Quarter iShares GSCI Commodity Dynamic Roll Strategy ETF $1,007,821 HoldingThermo Fisher Scientific $212,788 HoldingLINDE PLC $201,235 HoldingLloyds Banking Group $34,239 Holding Largest Purchases this Quarter Vanguard Total Bond Market ETF 24,545 shares (about $1.84M)iShares GSCI Commodity Dynamic Roll Strategy ETF 38,897 shares (about $1.01M)iShares Core S&P Total U.S. Stock Market ETF 5,514 shares (about $692.67K)Broadcom 3,938 shares (about $679.31K)Vanguard Total International Bond ETF 8,426 shares (about $423.66K) Largest Sales this Quarter NVIDIA 25,370 shares (about $3.08M)iShares Core S&P 500 ETF 5,341 shares (about $3.08M)Meta Platforms 4,144 shares (about $2.37M)Microsoft 4,998 shares (about $2.15M)Amazon.com 10,298 shares (about $1.92M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAletheian Wealth Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorITOTiShares Core S&P Total U.S. Stock Market ETF$22,625,509$692,668 ▲3.2%180,11113.2%ETFBNDVanguard Total Bond Market ETF$19,870,846$1,843,572 ▲10.2%264,55711.6%ETFVEAVanguard FTSE Developed Markets ETF$17,448,693$74,779 ▲0.4%330,40510.2%ETFBNDXVanguard Total International Bond ETF$9,314,362$423,659 ▲4.8%185,2505.4%ETFVWOVanguard FTSE Emerging Markets ETF$7,535,866$333,132 ▲4.6%157,4894.4%ETFPSPInvesco Global Listed Private Equity ETF$7,465,796$268,992 ▼-3.5%109,4374.4%ETFIVViShares Core S&P 500 ETF$6,999,827$3,080,847 ▼-30.6%12,1354.1%ETFVNQVanguard Real Estate ETF$5,310,742$49,879 ▲0.9%54,5143.1%ETFMSFTMicrosoft$3,513,424$2,150,654 ▼-38.0%8,1652.1%Computer and TechnologyAAPLApple$3,503,388$93,666 ▼-2.6%15,0362.0%Computer and TechnologyVSSVanguard FTSE All-World ex-US Small-Cap ETF$3,445,418$135,030 ▲4.1%27,3532.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$3,145,873$97,017 ▲3.2%31,0641.8%FinanceIEFAiShares Core MSCI EAFE ETF$3,038,721$275,985 ▼-8.3%38,9331.8%ETFPFFiShares Preferred and Income Securities ETF$2,814,965$70,148 ▲2.6%84,7121.6%ETFNVDANVIDIA$2,566,756$3,080,933 ▼-54.6%21,1361.5%Computer and TechnologyBSVVanguard Short-Term Bond ETF$2,492,474$163,752 ▲7.0%31,6751.5%ETFMUBiShares National Muni Bond ETF$2,398,876$62,897 ▲2.7%22,0831.4%ETFCWBSPDR Bloomberg Convertible Securities ETF$2,348,323$689 ▲0.0%30,6611.4%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$2,297,535$62,437 ▲2.8%48,9781.3%ETFIAGGiShares Core International Aggregate Bond ETF$2,138,352$157,377 ▼-6.9%41,2651.2%ETFVTEBVanguard Tax-Exempt Bond ETF$1,886,072$43,708 ▼-2.3%36,8951.1%ETFSCHPSchwab U.S. TIPS ETF$1,779,070$72,615 ▲4.3%33,1731.0%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$1,722,316$818,894 ▼-32.2%128,2441.0%ManufacturingFLRNSPDR Bloomberg Barclays Investment Grade Floating Rate ETF$1,667,004$57,165 ▲3.6%54,0361.0%ETFAMZNAmazon.com$1,388,717$1,918,826 ▼-58.0%7,4530.8%Retail/WholesaleBKLNInvesco Senior Loan ETF$1,321,483$45,234 ▲3.5%62,8980.8%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,284,927$57,983 ▼-4.3%22,3820.8%ETFCOINCoinbase Global$1,284,249$887,999 ▼-40.9%7,2080.8%Business ServicesVTIVanguard Total Stock Market ETF$1,213,341$83,249 ▼-6.4%4,2850.7%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$1,116,578$61,200 ▲5.8%11,9320.7%ETFMETAMeta Platforms$1,082,484$2,372,191 ▼-68.7%1,8910.6%Computer and TechnologyIWNiShares Russell 2000 Value ETF$1,065,730$43,036 ▲4.2%6,3890.6%ETFNEARiShares Short Duration Bond Active ETF$1,041,180$31,717 ▲3.1%20,3200.6%ETFJNKSPDR Bloomberg High Yield Bond ETF$1,014,766$59,065 ▲6.2%10,3770.6%FinanceCOMTiShares GSCI Commodity Dynamic Roll Strategy ETF$1,007,821$1,007,821 ▲New Holding38,8970.6%ManufacturingSCZiShares MSCI EAFE Small-Cap ETF$996,748$255,771 ▼-20.4%14,7230.6%ETFSCHHSchwab U.S. REIT ETF$951,152$25,858 ▼-2.6%41,0510.6%ETFGOOGLAlphabet$940,701$1,837,618 ▼-66.1%5,6720.5%Computer and TechnologySCHZSchwab U.S. Aggregate Bond ETF$859,684$48 ▼0.0%18,0910.5%ETFGOOGAlphabet$844,978$38,621 ▼-4.4%5,0540.5%Computer and TechnologyRWXSPDR Dow Jones International Real Estate ETF$826,411$96,550 ▼-10.5%29,9750.5%ETFLLYEli Lilly and Company$812,407$886 ▼-0.1%9170.5%MedicalAVGOBroadcom$754,515$679,305 ▲903.2%4,3740.4%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$736,314$365,077 ▼-33.1%19,6040.4%ETFBRK.BBerkshire Hathaway$726,290$903,490 ▼-55.4%1,5780.4%FinanceSCHBSchwab US Broad Market ETF$655,029$82,286 ▼-11.2%9,8470.4%ETFTSLATesla$607,243$755,064 ▼-55.4%2,3210.4%Auto/Tires/TrucksPGXInvesco Preferred ETF$591,221$45,893 ▼-7.2%47,8720.3%ETFJPMJPMorgan Chase & Co.$568,689$840,698 ▼-59.6%2,6970.3%FinanceUNHUnitedHealth Group$541,523$957,314 ▼-63.9%9260.3%MedicalSUBiShares Short-Term National Muni Bond ETF$526,131$2,124 ▲0.4%4,9550.3%ETFICVTiShares Convertible Bond ETF$511,977$31,376 ▼-5.8%6,1190.3%ETFXOMExxon Mobil$494,253$658,730 ▼-57.1%4,2160.3%Oils/EnergyVVVanguard Large-Cap ETF$466,2870.0%1,7710.3%ETFVOVanguard Mid-Cap ETF$450,885$216,340 ▼-32.4%1,7090.3%ETFCOSTCostco Wholesale$431,735$1,343,964 ▼-75.7%4870.3%Retail/WholesaleVVisa$414,350$604,066 ▼-59.3%1,5070.2%Business ServicesPGProcter & Gamble$410,484$921,944 ▼-69.2%2,3700.2%Consumer StaplesHDHome Depot$395,475$5,268 ▲1.3%9760.2%Retail/WholesaleMAMastercard$383,189$5,432 ▲1.4%7760.2%Business ServicesABBVAbbVie$366,570$395 ▲0.1%1,8560.2%MedicalWMTWalmart$356,108$808 ▲0.2%4,4100.2%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$351,3340.0%2,0230.2%Computer and TechnologyJNJJohnson & Johnson$329,306$879,338 ▼-72.8%2,0320.2%MedicalSRLNSPDR Blackstone Senior Loan ETF$318,629$7,684 ▼-2.4%7,6300.2%ETFNFLXNetflix$280,871$709 ▲0.3%3960.2%Consumer DiscretionaryORCLOracle$278,945$1,517,583 ▼-84.5%1,6370.2%Computer and TechnologyAMDAdvanced Micro Devices$253,175$479,605 ▼-65.5%1,5430.1%Computer and TechnologyTIPiShares TIPS Bond ETF$251,492$34,570 ▼-12.1%2,2770.1%ETFUSRTiShares Core U.S. REIT ETF$249,365$179,912 ▼-41.9%4,0500.1%ETFACNAccenture$242,487$20,148 ▼-7.7%6860.1%Computer and TechnologyVBVanguard Small-Cap ETF$242,191$21,586 ▼-8.2%1,0210.1%ETFMRKMerck & Co., Inc.$236,205$39,519 ▼-14.3%2,0800.1%MedicalKOCoca-Cola$231,389$2,156 ▲0.9%3,2200.1%Consumer StaplesBACBank of America$225,065$824,273 ▼-78.6%5,6720.1%FinanceCVXChevron$220,343$552,772 ▼-71.5%1,4960.1%Oils/EnergyTMOThermo Fisher Scientific$212,788$212,788 ▲New Holding3440.1%MedicalJMSTJPMorgan Ultra-Short Municipal ETF$201,875$2,190 ▼-1.1%3,9630.1%ETFLINDE PLC$201,235$201,235 ▲New Holding4220.1%SHSSANBanco Santander$71,104$7,828 ▲12.4%13,9420.0%FinanceLYGLloyds Banking Group$34,239$34,239 ▲New Holding10,9740.0%FinanceLAZRLuminar Technologies$19,8250.0%22,0350.0%Auto/Tires/TrucksLMTLockheed Martin$0$966,897 ▼-100.0%00.0%AerospaceMCDMcDonald's$0$905,447 ▼-100.0%00.0%Retail/WholesaleDEDeere & Company$0$879,525 ▼-100.0%00.0%Industrial ProductsEMXCiShares MSCI Emerging Markets ex China ETF$0$480,763 ▼-100.0%00.0%ManufacturingIJHiShares Core S&P Mid-Cap ETF$0$249,588 ▼-100.0%00.0%ETFNVONovo Nordisk A/S$0$209,542 ▼-100.0%00.0%MedicalAMATApplied Materials$0$206,019 ▼-100.0%00.0%Computer and TechnologyCRMSalesforce$0$202,081 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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