Titelia

Holdings of Aletheian Wealth Advisors LLC

94 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 58.8 % of the equity sleeve

Sector breakdown

  • Technology 7.8 %
  • Funds 4.5 %
  • Communication 2.3 %
  • Financials 2.2 %
  • Consumer discretionary 1.7 %
  • Health care 1.0 %
  • Consumer staples 0.9 %
  • Energy 0.6 %
  • Industrials 0.6 %
  • Unattributed 78.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.6 %
  • TW 0.2 %
  • NL 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US92196.5M $99.65 %
2TW1485.6K $0.25 %
3NL1207.4K $0.11 %

Positions

RankCompanySharesValueWeight
1Vanguard Total Bond Market ETF 339,92625M $
2iShares Core S&P Total U.S. Stock Market ETF 161,33623M $
3Vanguard FTSE Developed Markets ETF 325,48920.9M $
4Vanguard Charlotte Funds 205,2659.9M $
5Vanguard International Equity Index Funds 166,0059M $
6iShares Core S&P 500 ETF 10,9537.2M $
7iShares National Muni Bond ETF 57,3176.1M $
8Vanguard Real Estate ETF 64,7635.7M $
9Vanguard FTSE All World ex-US 32,3164.7M $
10iShares Trust 92,4254.6M $
11Apple Inc 15,3683.9M $
12NVIDIA Corp 21,6263.8M $
13iShares Core MSCI EAFE ETF 36,9983.3M $
14iShares Preferred and Income S 100,3723M $
15Vanguard Short-term Bond Etf 38,1093M $
16Microsoft Corp 7,8312.9M $
17iShares Core U.S. Aggregate Bond ETF 28,7882.9M $
18SPDR Series Trust 30,3772.8M $
19VANGUARD GLOBAL EX-U.S. REAL E VANGUARD GLBL EX-US REAL EST 60,2522.7M $
20Schwab US TIPS ETF 89,2452.4M $
21SPDR Series Trust 75,6802.3M $
22INVESCO OPTIMUM YIELD DIVERSIF INVESCO OPTIMUM YIELD DIVERS 127,7362.2M $
23ISHARES US ETF TRUST 61,6892.1M $
24Amazon.com Inc 8,7071.8M $
25Invesco Senior Loan ETF 84,7091.7M $
26Alphabet Inc 5,8601.7M $
27iShares Core MSCI Emerging Markets ETF 20,8611.5M $
28Broadcom Inc 4,6901.5M $
29iShares J.P. Morgan USD Emerging Markets Bond ETF 14,8501.4M $
30Alphabet Inc 4,8131.4M $
31Vanguard Total Stock Market ETF 3,9751.3M $
32iShares Russell 2000 Value ETF 6,3661.2M $
33State Street SPDR Bloomberg High Yield Bond ETF 12,3151.2M $
34ISHARES U S ETF TR 22,2811.1M $
35iShares MSCI EAFE Small-Cap ETF 13,9671.1M $
36Vanguard Tax-Exempt Bond Index ETF 21,8091.1M $
37Meta Platforms Inc 1,9001.1M $
38Tesla Inc 2,7911M $
39Coinbase Global Inc 5,694994.2K $
40iShares Short-Term National Muni Bond ETF 8,094862K $
41Eli Lilly & Co 930855.4K $
42Schwab U.S. Aggregate Bond ETF 36,183840.2K $
43JPMorgan Chase & Co 2,725801.6K $
44Schwab U.S. REIT ETF 36,762790K $
45Exxon Mobil Corp 4,287727.4K $
46Berkshire Hathaway Inc 1,510723.6K $
47iShares Convertible Bond ETF 6,697681.7K $
48State Street SPDR Portfolio Developed World ex-US ETF 14,906680.5K $
49State Street SPDR Dow Jones International Real Estate ETF 25,546680K $
50Schwab US Broad Market ETF 25,109630.2K $
51Invesco Preferred ETF 54,117588.8K $
52Walmart Inc 4,505559.9K $
53JPMorgan Ultra-Short Municipal Income ETF 10,732547.1K $
54Vanguard Large-Cap ETF 1,771529.3K $
55Johnson & Johnson 2,099513.1K $
56Vanguard Total International S 6,475499.3K $
57Taiwan Semiconductor Manufacturing Co Ltd 1,437485.6K $
58Costco Wholesale Corp 483481.3K $
59Caterpillar Inc 636450.6K $
60Visa Inc 1,487449.4K $
61State Street Blackstone Senior Loan ETF 11,004441.7K $
62Chevron Corp 2,015416.9K $
63Mastercard Inc 823411.2K $
64AbbVie Inc 1,710372K $
65RTX Corp 1,788344.9K $
66iShares TIPS Bond ETF 3,098341.8K $
67Netflix Inc 3,518338.3K $
68Home Depot Inc/The 989325.3K $
69General Electric Co 1,131320.9K $
70Lam Research Corp 1,493319K $
71Micron Technology Inc 942318.2K $
72Coca-Cola Co/The 4,056308.5K $
73Palantir Technologies Inc 2,021295.6K $
74Vanguard Mid-Cap ETF 1,028295.1K $
75Williams Cos Inc/The 3,690268.6K $
76Vanguard Small-Cap ETF 1,014265.6K $
77Applied Materials Inc 745254.6K $
78Advanced Micro Devices Inc 1,249254.1K $
79Cisco Systems, Inc. 3,267253.5K $
80KLA Corp 171251.8K $
81Philip Morris International Inc. 1,476244K $
82Merck & Co Inc 1,992239.6K $
83iShares Core U.S. REIT ETF 4,048239.6K $
84Bank of America Corp 4,880237.9K $
85Procter & Gamble Co/The 1,620234K $
86Blackstone Inc 1,998229.8K $
87Goldman Sachs Group Inc/The 271229.3K $
88Oracle Corp 1,543227K $
89McDonald's Corp. 729226.6K $
90Wells Fargo & Co 2,810223.7K $
91ConocoPhillips 1,645217.1K $
92ASML Holding NV 157207.4K $
93Analog Devices Inc 639203.3K $
94Amphenol Corp 1,603202.5K $