Instuitional Investor - Aletheian Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Aletheian Wealth Advisors Llc
Portfolio Value $205,159,665
Filing Period:
No. Security Ticker Shares Value % Port
1. BND 339,926 $25,032,124 12.2%
2. IEF 161,336 $22,979,122 11.2%
3.
Vanguard Tax-Managed Fds
325,489 $20,857,355 10.17%
4.
Vanguard Charlotte Fds - TOTAL INT BD ETF
205,265 $9,862,999 4.81%
5. VWO 166,005 $8,972,557 4.37%