Long-term investor
Aletheian Wealth Advisors LLC @aletheianwealthadvisorsl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001922281).
Record
- Tracked since 2025-03-31 (532 days), 62 trades recorded
- Returns: week n/a · month n/a · 90 days +6.9% · 6 months n/a · 1 year +10.8% · all +18.4%
- Max drawdown n/a · win rate 20% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- ITOT · 11.6% · long · since 2025-03-31
- BND · 11.1% · long · since 2025-03-31
- VEA · 10.5% · long · since 2025-03-31
- BNDX · 4.3% · long · since 2025-03-31
- VWO · 4.2% · long · since 2025-03-31
- IVV · 3.5% · long · since 2025-03-31
- PSP · 3.5% · long · since 2025-03-31
- VNQ · 3.0% · long · since 2025-03-31
- MUB · 2.7% · long · since 2025-03-31
- VSS · 2.1% · long · since 2025-03-31
- IAGG · 2.1% · long · since 2025-03-31
- AAPL · 2.1% · long · since 2025-03-31