Instuitional Investor - Aletheian Wealth Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Aletheian Wealth Advisors Llc |
| Portfolio Value | $169,120,861 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 176,383 | $22,686,440 | 13.41% | |
| 2. | BND | 268,620 | $19,316,457 | 11.42% | |
| 3. | Vanguard Tax-Managed Fds | 334,208 | $15,981,805 | 9.44% | |
| 4. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 185,191 | $9,083,625 | 5.37% | |
| 5. | Invesco Exchange Traded Fd T | 108,697 | $7,257,730 | 4.29% |
