Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALETHEIAN WEALTH ADVISORS LLC | 04-15-2024 | 03-31-2024 | 83 | 184,335,770 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P TTL STK | 1 | $19,364,099 | 167,945 | 0.01 | 0.01 | 13,002 | 8.39 | 03-31-2024 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 2 | $16,784,561 | 231,097 | 0.01 | 0.01 | 49,610 | 27.34 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 3 | $15,153,675 | 302,047 | 0.01 | 0.01 | 53,832 | 21.69 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 4 | $9,187,763 | 17,476 | 0.00 | 0.01 | 630 | 3.74 | 03-31-2024 |
