Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALETHEIAN WEALTH ADVISORS LLC | 07-26-2024 | 06-30-2024 | 86 | 189,778,498 |
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 | $20,738,577 | 174,597 | 0.01 | 0.01 | 6,652 | 3.96 | 06-30-2024 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 2 | $17,292,871 | 240,012 | 0.01 | 0.01 | 8,915 | 3.86 | 06-30-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 3 | $16,258,658 | 328,989 | 0.01 | 0.01 | 26,942 | 8.92 | 06-30-2024 |
| ISHARES TR | CORE S&P500 ETF | 4 | $9,563,501 | 17,476 | 0.01 | 0.00 | 0 | 0.00 | 06-30-2024 |
