ALETHEIAN WEALTH ADVISORS LLC

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ITOT
ISHARES CORE S&P TOTAL US STOCK MARKET ETF
180,899+18,652+11.50%
Created with Highcharts 10.1.0
$99.3712.02%0.03%24,428,6002025-06-30
BND
VANGUARD TOTAL BOND MARKET INDEX FUND
299,776+9,247+3.18%
Created with Highcharts 10.1.0
$78.3010.86%0.02%22,072,4852025-06-30
VEA
VANGUARD TAX-MANAGED FUNDS
362,391+14,595+4.20%
Created with Highcharts 10.1.0
$48.5810.16%0.01%20,659,9372025-06-30
BNDX
VANGUARD CHARLOTTE FUNDS
200,915+10,862+5.72%
Created with Highcharts 10.1.0
$51.884.89%0.02%9,947,2852025-06-30
VWO
VANGUARD EMERGING MARKETS STOCK INDEX FUND
166,827+12,920+8.39%
Created with Highcharts 10.1.0
$44.984.06%0.01%8,251,2752025-06-30
PSP
INVESCO GLOBAL LISTED PRIVATE EQUITY ETF
119,663+8,177+7.33%
Created with Highcharts 10.1.0
$54.424.05%2.86%8,238,7952025-06-30
IVV
ISHARES CORE S&P 500 ETF
12,009-19-0.16%
Created with Highcharts 10.1.0
$459.383.67%0.00%7,456,5132025-06-30
VNQ
VANGUARD REAL ESTATE INDEX FUND
64,249+4,863+8.19%
Created with Highcharts 10.1.0
$93.172.81%0.02%5,722,0612025-06-30
MUB
ISHARES NATIONAL MUNI BOND ETF
47,761+14,453+43.39%
Created with Highcharts 10.1.0
$108.992.45%0.01%4,990,0692025-06-30
MSFT
MICROSOFT
8,947-432-4.61%
Created with Highcharts 10.1.0
$333.392.19%0.00%4,450,3562025-06-30
VSS
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND
32,634+2,520+8.37%
Created with Highcharts 10.1.0
$124.172.16%0.04%4,385,7372025-06-30
NVDA
NVIDIA
24,553-1,336-5.16%
Created with Highcharts 10.1.0
$47.211.91%0.00%3,879,1282025-06-30
AAPL
APPLE
18,076-780-4.14%
Created with Highcharts 10.1.0
$178.321.82%0.00%3,708,6532025-06-30
IAGG
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
68,246+15,611+29.66%
Created with Highcharts 10.1.0
$51.311.72%0.03%3,486,6882025-06-30
AGG
ISHARES CORE US AGGREGATE BOND ETF
32,426-156-0.48%
Created with Highcharts 10.1.0
$100.721.58%0.00%3,216,6812025-06-30
IEFA
ISHARES CORE MSCI EAFE ETF
37,548-390-1.03%
Created with Highcharts 10.1.0
$66.091.54%0.00%3,134,5072025-06-30
PFF
ISHARES PREFERRED AND INCOME SECURITIES ETF
100,195+6,776+7.25%
Created with Highcharts 10.1.0
$33.041.51%0.02%3,073,9902025-06-30
VNQI
VANGUARD GLOBAL EX-US REAL ESTATE INDEX FUND
61,700+5,639+10.06%
Created with Highcharts 10.1.0
$46.121.40%0.08%2,847,4592025-06-30
COIN
COINBASE GLOBAL
8,005+770+10.64%
Created with Highcharts 10.1.0
$79.041.38%0.00%2,805,6722025-06-30
BSV
VANGUARD SHORT-TERM BOND INDEX FUND
34,990+934+2.74%
Created with Highcharts 10.1.0
$78.791.35%0.01%2,753,7052025-06-30
CWB
SPDR(R) BLOOMBERG CONVERTIBLE SECURITIES ETF
33,312+2,787+9.13%
Created with Highcharts 10.1.0
$75.101.35%0.07%2,753,5752025-06-30
AMZN
AMAZON
9,639+605+6.70%
Created with Highcharts 10.1.0
$153.291.04%0.00%2,114,7002025-06-30
SCHP
SCHWAB US TIPS ETF
78,473+8,292+11.82%
Created with Highcharts 10.1.0
$26.311.03%0.00%2,093,6382025-06-30
FLRN
SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
64,064+5,903+10.15%
Created with Highcharts 10.1.0
$30.610.97%0.07%1,975,1002025-06-30
VTEB
VANGUARD TAX-EXEMPT BOND INDEX FUND
34,07100.00%
Created with Highcharts 10.1.0
$49.650.82%0.00%1,670,5012025-06-30
PDBC
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
121,688-11,085-8.35%
Created with Highcharts 10.1.0
$17.180.78%0.04%1,586,8022025-06-30
META
META
2,135-50-2.29%
Created with Highcharts 10.1.0
$371.760.78%0.00%1,575,8222025-06-30
BKLN
INVESCO SENIOR LOAN ETF
74,672+9,631+14.81%
Created with Highcharts 10.1.0
$21.580.77%0.02%1,562,1392025-06-30
COMT
ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF
59,518+13,914+30.51%
Created with Highcharts 10.1.0
$25.910.76%0.25%1,538,5402025-06-30
AVGO
BROADCOM
5,356-82-1.51%
Created with Highcharts 10.1.0
$103.430.73%0.00%1,476,3812025-06-30
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
21,356-76-0.35%
Created with Highcharts 10.1.0
$55.670.63%0.00%1,281,9762025-06-30
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
4,199+27+0.65%
Created with Highcharts 10.1.0
$222.730.63%0.00%1,276,2022025-06-30
EMB
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
13,552+829+6.52%
Created with Highcharts 10.1.0
$98.150.62%0.01%1,255,2052025-06-30
GOOGL
ALPHABET
6,444-179-2.70%
Created with Highcharts 10.1.0
$130.710.56%0.00%1,135,6262025-06-30
NEAR
BLACKROCK SHORT MATURITY BOND ETF
22,007+470+2.18%
Created with Highcharts 10.1.0
$50.080.55%0.03%1,124,5362025-06-30
JNK
SPDR(R) BLOOMBERG HIGH YIELD BOND ETF
11,533+831+7.76%
Created with Highcharts 10.1.0
$101.290.55%0.01%1,121,8542025-06-30
IWN
ISHARES RUSSELL 2000 VALUE ETF
6,682+665+11.05%
Created with Highcharts 10.1.0
$152.600.52%0.01%1,054,1092025-06-30
SCZ
ISHARES MSCI EAFE SMALL-CAP ETF
14,401-3-0.02%
Created with Highcharts 10.1.0
$55.290.51%0.01%1,046,6662025-06-30
TSLA
TESLA
3,093-241-7.23%
Created with Highcharts 10.1.0
$218.290.48%0.00%982,5222025-06-30
GOOG
ALPHABET
5,342+116+2.22%
Created with Highcharts 10.1.0
$135.330.47%0.00%947,6172025-06-30
JPM
JPMORGAN CHASE
3,053-131-4.11%
Created with Highcharts 10.1.0
$154.070.44%0.00%885,0952025-06-30
SCHH
SCHWAB US REIT ETF
40,588+1,104+2.80%
Created with Highcharts 10.1.0
$19.540.42%0.00%858,8422025-06-30
RWX
SPDR(R) DOW JONES INTERNATIONAL REAL ESTATE ETF
31,04300.00%
Created with Highcharts 10.1.0
$25.470.42%0.21%850,5782025-06-30
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
7,922+60+0.76%
Created with Highcharts 10.1.0
$106.070.41%0.01%842,3852025-06-30
SCHZ
SCHWAB US AGGREGATE BOND ETF
36,180-4-0.01%
Created with Highcharts 10.1.0
$22.020.41%0.00%840,8232025-06-30
BRK.B
BERKSHIRE HATHAWAY
1,676-74-4.23%
Created with Highcharts 10.1.0
$0.000.40%0.00%814,1512025-06-30
LLY
ELI LILLY
1,020-101-9.01%
Created with Highcharts 10.1.0
$508.570.39%0.00%795,1212025-06-30
SPDW
SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF
19,60400.00%
Created with Highcharts 10.1.0
$36.050.39%0.00%793,7532025-06-30
ICVT
ISHARES CONVERTIBLE BOND ETF
7,058+92+1.32%
Created with Highcharts 10.1.0
$74.430.31%0.03%635,9262025-06-30
V
VISA
1,758-78-4.25%
Created with Highcharts 10.1.0
$237.460.31%0.00%624,1782025-06-30