Instuitional Investor - Aletheian Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Aletheian Wealth Advisors Llc
Portfolio Value $203,277,235
Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 180,899 $24,428,600 12.02%
2. BND 299,776 $22,072,485 10.86%
3.
Vanguard Tax-Managed Fds
362,391 $20,659,937 10.16%
4.
Vanguard Charlotte Fds - TOTAL INT BD ETF
200,915 $9,947,285 4.89%
5. VWO 166,827 $8,251,275 4.06%