Instuitional Investor - Aletheian Wealth Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Aletheian Wealth Advisors Llc |
| Portfolio Value | $177,885,003 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | BND | 290,529 | $21,339,392 | 12% | |
| 2. | IEF | 162,247 | $19,795,771 | 11.13% | |
| 3. | Vanguard Tax-Managed Fds | 347,796 | $17,678,486 | 9.94% | |
| 4. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 190,053 | $9,278,382 | 5.22% | |
| 5. | Invesco Exchange Traded Fd T | 111,486 | $7,142,931 | 4.02% |
