| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 11 | Q2 2024 | 12.1% |
| VANGUARD BD INDEX FDS | 11 | Q2 2024 | 12.5% |
| VANGUARD TAX-MANAGED INTL FD | 11 | Q2 2024 | 12.2% |
| ISHARES TR | 11 | Q2 2024 | 10.9% |
| VANGUARD CHARLOTTE FDS | 11 | Q2 2024 | 6.3% |
| VANGUARD INTL EQUITY INDEX F | 11 | Q2 2024 | 4.1% |
| ISHARES TR | 11 | Q2 2024 | 4.9% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 3.9% |
| ISHARES TR | 11 | Q2 2024 | 3.6% |
| VANGUARD INTL EQUITY INDEX F | 11 | Q2 2024 | 3.1% |
View Aletheian Wealth Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-26 |
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-05 |
| 13F-HR | 2023-10-05 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-18 |
View Aletheian Wealth Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.