Aletheian Wealth Advisors LLC
Annual return
—
SPY
—
Alpha
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Invested
$410.3M
Holdings
97
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$BND
VANGUARD BD INDEX FDS
Q4 2025: Exited (was 299.2k shares)
12.2%
02
$ITOT
ISHARES TR
Q4 2025: Exited (was 179.1k shares)
11.2%
03
$VEA
VANGUARD TAX-MANAGED FDS
Q4 2025: Exited (was 360.8k shares)
10.2%
04
$BNDX
VANGUARD CHARLOTTE FDS
Q4 2025: Exited (was 198.0k shares)
4.8%
05
$VWO
VANGUARD INTL EQUITY INDEX F
Q4 2025: Exited (was 168.6k shares)
4.4%
06
$PSP
INVESCO EXCHANGE TRADED FD T
Q4 2025: Exited (was 122.1k shares)
3.6%
07
$IVV
ISHARES TR
Q4 2025: Sold 79.0% (12.0k → 2.5k shares)
3.5%
08
$MUB
ISHARES TR
Q4 2025: Exited (was 51.7k shares)
3.0%
09
$VNQ
VANGUARD INDEX FDS
Q4 2025: Exited (was 66.8k shares)
2.8%
10
$VSS
VANGUARD INTL EQUITY INDEX F
Q4 2025: Exited (was 33.1k shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 14:28 UTC.