Aletheian Wealth Advisors LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $162 Million distributed in 77 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $22.7M, Vanguard Bd Index Fd Inc Total with a value of $19.3M, Vanguard Ftse Developed Market with a value of $16M, Vanguard Total International B with a value of $9.08M, and Ishares Core S&P 500 ETF with a value of $7.12M.
Examining the 13F form we can see an decrease of $1.57M in the current position value, from $163M to 162M.
Below you can find more details about Aletheian Wealth Advisors LLC portfolio as well as his latest detailed transactions.