0001922281-24-000002.txt : 20240415 0001922281-24-000002.hdr.sgml : 20240415 20240415171050 ACCESSION NUMBER: 0001922281-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240415 DATE AS OF CHANGE: 20240415 EFFECTIVENESS DATE: 20240415 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Aletheian Wealth Advisors LLC CENTRAL INDEX KEY: 0001922281 ORGANIZATION NAME: IRS NUMBER: 841791916 STATE OF INCORPORATION: WA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22408 FILM NUMBER: 24845405 BUSINESS ADDRESS: STREET 1: 777 108TH AVE NE, SUITE 2250 CITY: BELLEVUE STATE: WA ZIP: 98004 BUSINESS PHONE: 4254582792 MAIL ADDRESS: STREET 1: 777 108TH AVE NE, SUITE 2250 CITY: BELLEVUE STATE: WA ZIP: 98004 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001922281 XXXXXXXX 03-31-2024 03-31-2024 false Aletheian Wealth Advisors LLC

777 108th Ave Ne, Suite 2250 Bellevue WA 98004

13F HOLDINGS REPORT 028-22408 000304623 801-121173 N RANDY T. SIEGEL 425-458-2840 /s/ RANDY T. SIEGEL Bellevue WA 04-15-2024 0 83 184335770 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 293043 1609 SH SOLE 1609 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 220097 635 SH SOLE 635 0 0 ADVANCED MICRO DEVICES INC COM 007903107 2210461 12247 SH SOLE 12247 0 0 ALPHABET INC CAP STK CL C 02079K107 708009 4650 SH SOLE 4650 0 0 ALPHABET INC CAP STK CL A 02079K305 2997772 19862 SH SOLE 19862 0 0 AMAZON COM INC COM 023135106 3466904 19220 SH SOLE 19220 0 0 APPLE INC COM 037833100 4591548 26776 SH SOLE 26776 0 0 BANCO SANTANDER S.A. ADR 05964H105 60050 12407 SH SOLE 12407 0 0 BANK AMERICA CORP COM 060505104 1114772 29398 SH SOLE 29398 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1513451 3599 SH SOLE 3599 0 0 BROADCOM INC COM 11135F101 501005 378 SH SOLE 378 0 0 CHEVRON CORP NEW COM 166764100 784943 4976 SH SOLE 4976 0 0 COINBASE GLOBAL INC COM CL A 19260Q107 3918474 14780 SH SOLE 14780 0 0 CONOCOPHILLIPS COM 20825C104 202630 1592 SH SOLE 1592 0 0 COSTCO WHSL CORP NEW COM 22160K105 1417639 1935 SH SOLE 1935 0 0 DEERE & CO COM 244199105 964828 2349 SH SOLE 2349 0 0 ELI LILLY & CO COM 532457108 629370 809 SH SOLE 809 0 0 EXXON MOBIL CORP COM 30231G102 1004018 8637 SH SOLE 8637 0 0 HOME DEPOT INC COM 437076102 339870 886 SH SOLE 886 0 0 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 2521912 181825 SH SOLE 174800 0 7025 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 626672 52750 SH SOLE 52750 0 0 INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 1271633 60124 SH SOLE 58277 0 1848 INVESCO EXCHANGE TRADED FD T GBL LISTED PVT 46137V118 7011654 106302 SH SOLE 102128 0 4174 ISHARES INC MSCI EMRG CHN 46434G764 467526 8121 SH SOLE 8121 0 0 ISHARES INC CORE MSCI EMKT 46434G103 1208863 23428 SH SOLE 23427 0 1 ISHARES TR CORE INTL AGGR 46435G672 2224623 44537 SH SOLE 44537 0 0 ISHARES TR CONV BD ETF 46435G102 458065 5738 SH SOLE 5738 0 0 ISHARES TR CORE MSCI EAFE 46432F842 3160584 42584 SH SOLE 42403 0 181 ISHARES TR SHRT NAT MUN ETF 464288158 514184 4910 SH SOLE 4910 0 0 ISHARES TR EAFE SML CP ETF 464288273 1171606 18500 SH SOLE 18500 0 0 ISHARES TR CRE U S REIT ETF 464288521 375099 6972 SH SOLE 6894 0 78 ISHARES TR CORE US AGGBD ET 464287226 2979062 30417 SH SOLE 29993 0 424 ISHARES TR TIPS BD ETF 464287176 250325 2331 SH SOLE 2331 0 0 ISHARES TR CORE S&P TTL STK 464287150 19364099 167945 SH SOLE 155161 0 12784 ISHARES TR PFD AND INCM SEC 464288687 2228658 69149 SH SOLE 66505 0 2644 ISHARES TR NATIONAL MUN ETF 464288414 2228719 20713 SH SOLE 20713 0 0 ISHARES TR JPMORGAN USD EMG 464288281 983858 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333 SH SOLE 333 0 0 NVIDIA CORPORATION COM 67066G104 4663273 5161 SH SOLE 5161 0 0 ORACLE CORP COM 68389X105 1296672 10323 SH SOLE 10311 0 12 PROCTER AND GAMBLE CO COM 742718109 1203895 7420 SH SOLE 7420 0 0 SCHWAB STRATEGIC TR US REIT ETF 808524847 855970 42166 SH SOLE 42166 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 832232 18092 SH SOLE 18092 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 1626313 31179 SH SOLE 30103 0 1076 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 694694 11379 SH SOLE 10141 0 1238 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 887164 34004 SH SOLE 34004 0 0 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 1055333 29446 SH SOLE 29446 0 0 SPDR SER TR BLOOMBERG HIGH Y 78468R622 914554 9607 SH SOLE 9243 0 364 SPDR SER TR BBG CONV SEC ETF 78464A359 1953924 26751 SH SOLE 25948 0 803 SPDR SER TR BLOOMBERG INVT 78468R200 1547221 50186 SH SOLE 49051 0 1135 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 298518 7089 SH SOLE 7075 0 14 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 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