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 | +18.8% |
| 22 | WMB | WILLIAMS COS INC | Energy | 3,690.0 | $269K | 0.13% | +20.0 | +0.5% | $72.78 | +1.9% |
| 23 | VB | VANGUARD INDEX FDS | — | 1,014.0 | $266K | 0.13% | +14.0 | +1.4% | $261.92 | +14.5% |
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
47.2%
Financial Services
11.0%
Consumer Cyclical
10.5%
Communication Services
9.6%
Healthcare
6.1%
Consumer Defensive
5.6%
Energy
5.0%
Industrials
3.4%
Basic Materials
1.5%