Aletheian Wealth Advisors LLC

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Bellevue, WA
CIK
0001922281
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 83 184,335 ITOT, BND, VEA, IVV 13F-HR 4/15/2024 000192228124000002
Q4 2023 76 151,108 ITOT, BND, VEA, IVV 13F-HR 1/5/2024 000192228124000001
Q3 2023 75 130,376 ITOT, BND, VEA, IVV 13F-HR 10/4/2023 000192228123000005
Q2 2023 79 146,003 ITOT, BND, VEA, IVV 13F-HR 7/13/2023 000192228123000004
Q1 2023 63 113,249 ITOT, BND, VEA, IVV 13F-HR 5/11/2023 000192228123000003
Q4 2022 82 115,856 BND, ITOT, VEA, IVV 13F-HR 1/17/2023 000192228123000001
Q3 2022 51 88,068 BND, ITOT, VEA, IVV 13F-HR 10/14/2022 000192228122000004
Q2 2022 56 98,461 BND, VEA, ITOT, IVV 13F-HR 7/11/2022 000192228122000003
Q1 2022 54 105,339 BND, ITOT, VEA, IVV 13F-HR 4/18/2022 000192228122000002
Q4 2021 48 101,974 VEA, ITOT, IVV, BND 13F-HR 4/12/2022 000192228122000001