Portfolio (Quarterly)
Guide ↗
Aletheian Wealth Advisors LLC
· CIK 0001922281| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | GE | GE AEROSPACE | Industrials | 1,131.0 | $321K | 0.16% | +35.0 | +3.2% | $283.77 | +6.7% |
| 22 | WMB | WILLIAMS COS INC | Energy | 3,690.0 | $269K | 0.13% | +20.0 | +0.5% | $72.78 | +7.8% |
| 23 | VB | VANGUARD INDEX FDS | — | 1,014.0 | $266K | 0.13% | +14.0 | +1.4% | $261.92 | +10.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
45.2%
Communication Services
13.3%
Financial Services
10.6%
Consumer Cyclical
10.1%
Healthcare
5.9%
Consumer Defensive
5.4%
Energy
4.8%
Industrials
3.3%
Basic Materials
1.4%