Aletheian Wealth Advisors LLC has filed its 13F form on July 26, 2024 for Q2 2024 where it was disclosed a total value porftolio of $183 Million distributed in 86 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 $20.7M, Vanguard Bd Index Fd Inc Total with a value of $17.3M, Vanguard Ftse Developed Market with a value of $16.3M, Ishares Core S&P 500 ETF with a value of $9.56M, and Vanguard Total International B with a value of $8.61M.
Examining the 13F form we can see an increase of $5.53M in the current position value, from $177M to 183M.
Below you can find more details about Aletheian Wealth Advisors LLC portfolio as well as his latest detailed transactions.