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Home > Institutional Investor > Aletheian Wealth Advisors Llc > Profile

Instuitional Investor - Aletheian Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Aletheian Wealth Advisors Llc
Portfolio Value $151,108,624
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 158,236 $16,651,203 11.01%
2.
Vanguard Bond Index Funds
 BND 191,589 $14,091,368 9.32%
3.
Vanguard Tax-Managed Fds
 278,401 $13,335,420 8.82%
4.
Ishares Trust
 IEF 17,533 $8,374,383 5.54%
5.
Vanguard Charlotte Fds
 150,437 $7,426,336 4.91%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)