Aletheian Wealth Advisors LLC Incresed Positions in Q3 2024

Aletheian Wealth Advisors LLC

  • $163 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
24.5K
+ 10.23%
$71.45 - $75.64 $1.75M - $1.86M
265K $19.9M
ITOT
Ishares Core S&P Total U.S. St

ETFs
5.51K
+ 3.16%
$113.41 - $125.62 $625K - $693K
180K $22.6M
VEA
Vanguard Ftse Developed Market

ETFs
1.42K
+ 0.43%
$47.6 - $53.31 $67.4K - $75.5K
330K $17.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.96K
+ 4.63%
$41.9 - $48.26 $292K - $336K
157K $7.54M
VNQ
Vanguard Specialized Funds Van

ETFs
512
+ 0.95%
$82.97 - $98.97 $42.5K - $50.7K
54.5K $5.31M
BNDX
Vanguard Total International B

ETFs
8.43K
+ 4.77%
$48.42 - $50.35 $408K - $424K
185K $9.31M
VNQI
Vanguard Global Ex U.S. Real

ETFs
1.33K
+ 2.79%
$40.45 - $47.24 $53.8K - $62.9K
49K $2.3M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.07K
+ 4.08%
$112.99 - $126.45 $121K - $136K
27.4K $3.45M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
958
+ 3.18%
$96.25 - $101.98 $92.2K - $97.7K
31.1K $3.15M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.08K
+ 7.03%
$76.38 - $78.87 $159K - $164K
31.7K $2.49M
CWB
Spdr Bloomberg Convertible Sec

ETFs
9
+ 0.03%
$71.19 - $76.59 $641 - $689
30.7K $2.35M
IWN
Ishares Russell2000 Val ETF

ETFs
258
+ 4.21%
$150.05 - $171.34 $38.7K - $44.2K
6.39K $1.07M
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.35K
+ 4.26%
$51.58 - $53.79 $69.8K - $72.8K
33.2K $1.78M
EMB
Ishares Tr

ETFs
654
+ 5.8%
$87.75 - $93.74 $57.4K - $61.3K
11.9K $1.12M
MUB
Ishares National Muni Bond ETF

ETFs
579
+ 2.69%
$106.13 - $108.7 $61.4K - $62.9K
22.1K $2.4M
JNK
Spdr Bloomberg High Yield Bond

ETFs
604
+ 6.18%
$93.65 - $97.81 $56.6K - $59.1K
10.4K $1.01M
HD
Home Depot, Inc.

Consumer Cyclical
13
+ 1.35%
$333.64 - $405.2 $4.34K - $5.27K
976 $395K
WMT
Walmart Inc.

Consumer Defensive
10
+ 0.23%
$66.91 - $81.4 $669 - $814
4.41K $356K
FLRN
Spdr Bloomberg Investment Grad

ETFs
1.85K
+ 3.55%
$30.55 - $30.85 $56.6K - $57.2K
54K $1.67M
AVGO
Broadcom Inc.

Technology
3.94K
+ 903.21%
$136.27 - $1745.86 $537K - $6.88M
4.37K $754K
NEAR
Blackrock Short Maturity Bond

ETFs
619
+ 3.14%
$50.09 - $51.31 $31K - $31.8K
20.3K $1.04M
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.11%
$163.84 - $199.33 $328 - $399
1.86K $366K
MA
Mastercard Inc

Financial Services
11
+ 1.44%
$429.6 - $500.99 $4.73K - $5.51K
776 $383K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
2.15K
+ 3.54%
$20.69 - $21.17 $44.5K - $45.6K
62.9K $1.32M
KO
Coca Cola CO

Consumer Defensive
30
+ 0.94%
$62.69 - $73.01 $1.88K - $2.19K
3.22K $231K
NFLX
Netflix Inc

Communication Services
1
+ 0.25%
$598.55 - $722.26 $599 - $722
396 $280K
SAN
Banco Santander, S.A.

Financial Services
1.54K
+ 12.37%
$4.37 - $5.16 $6.71K - $7.92K
13.9K $71K
SUB
Ishares Short Term National Mu

ETFs
20
+ 0.41%
$104.3 - $106.3 $2.09K - $2.13K
4.96K $526K
Activity Summary
Buys All Purchases 33 New Holdings 4 Increased Positions 29 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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