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 U S ETF TR | BLACKROCK SH DUR | 51 | $991,531 | 19,701 | 0.00 | 0.00 | 606 | 3.17 | 06-30-2024 |
| VISA INC | COM CL A | 52 | $972,189 | 3,704 | 0.00 | 0.00 | 244 | 7.05 | 06-30-2024 |
| ALPHABET INC | CAP STK CL C | 53 | $969,375 | 5,285 | 0.00 | 0.00 | 635 | 13.66 | 06-30-2024 |
| LOCKHEED MARTIN CORP | COM | 54 | $966,897 | 2,070 | 0.00 | 0.00 | 4 | 0.19 | 06-30-2024 |
