StockDriftsStockDriftsTop 50 Aletheian Wealth Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | 12.2% | 339.9K | $25.0M | new | $77.86(-5.94%) | 2026-03-31 | |
| ITOT | ISHARES TR | 11.2% | 161.3K | $23.0M | new | $102.36(+54.84%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 10.17% | 325.5K | $20.9M | new | $48.47(+42.31%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 4.81% | 205.3K | $9.9M | new | $51.30(-6.65%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.37% | 166.0K | $9.0M | new | $44.61(+33.07%) | 2026-03-31 | |
| PSP | INVESCO EXCHANGE TRADED FD T | 3.62% | 131.6K | $7.4M | new | $63.62(-2.84%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.49% | 11.0K | $7.2M | new | $453.13(+60.44%) | 2026-03-31 | |
| MUB | ISHARES TR | 2.97% | 57.3K | $6.1M | new | $108.58(-1.67%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 2.8% | 64.8K | $5.7M | new | $92.90(+3.08%) | 2026-03-31 | |
| VSS | VANGUARD INTL EQUITY INDEX F | 2.3% | 32.3K | $4.7M | new | $123.92(+27.84%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.77% | +39.62% |
| Top 20 Holdings Unweighted | +12.52% | +42.47% |
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