0001922281-22-000001.txt : 20220412 0001922281-22-000001.hdr.sgml : 20220412 20220412142617 ACCESSION NUMBER: 0001922281-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220412 DATE AS OF CHANGE: 20220412 EFFECTIVENESS DATE: 20220412 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Aletheian Wealth Advisors LLC CENTRAL INDEX KEY: 0001922281 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: 22821878 BUSINESS ADDRESS: STREET 1: 10655 NE 4TH ST, STE 312 CITY: BELLEVUE STATE: WA ZIP: 98004 BUSINESS PHONE: 4254582792 MAIL ADDRESS: STREET 1: 10655 NE 4TH ST, STE 312 CITY: BELLEVUE STATE: WA ZIP: 98004 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001922281 XXXXXXXX 12-31-2021 12-31-2021 false Aletheian Wealth Advisors LLC

10655 Ne 4th St, Ste 312 Bellevue WA 98004

13F HOLDINGS REPORT 028-22408 N RANDY T. SIEGEL 425-458-2840 /s/ RANDY T. SIEGEL Bellevue WA 04-12-2022 0 48 101974 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL C 02079K107 385 133 SH SOLE 0 0 133 ALPHABET INC CAP STK CL A 02079K305 382 132 SH SOLE 0 0 132 AMAZON COM INC COM 023135106 604 181 SH SOLE 0 0 181 APPLE INC COM 037833100 1255 7068 SH SOLE 0 0 7068 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 259 865 SH SOLE 0 0 865 HOME DEPOT INC COM 437076102 242 583 SH SOLE 0 0 583 INVESCO ACTIVLY MANGD ETC FD OPTIMUM YIELD 46090F100 3100 220500 SH SOLE 0 0 220500 INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 925 41839 SH SOLE 0 0 41839 INVESCO EXCHANGE TRADED FD T GBL LISTED PVT 46137V589 3824 247368 SH SOLE 0 0 247368 ISHARES INC MSCI EMRG CHN 46434G764 278 4577 SH SOLE 0 0 4577 ISHARES INC CORE MSCI EMKT 46434G103 1146 19147 SH SOLE 0 0 19147 ISHARES TR CORE INTL AGGR 46435G672 747 13707 SH SOLE 0 0 13707 ISHARES TR CORE MSCI EAFE 46432F842 674 9029 SH SOLE 0 0 9029 ISHARES TR PFD AND INCM SEC 464288687 962 24407 SH SOLE 0 0 24407 ISHARES TR CORE US AGGBD ET 464287226 1704 14937 SH SOLE 0 0 14937 ISHARES TR CORE S&P TTL STK 464287150 12346 115408 SH SOLE 0 0 115408 ISHARES TR NATIONAL MUN ETF 464288414 5046 43392 SH SOLE 0 0 43392 ISHARES TR JPMORGAN USD EMG 464288281 1365 12517 SH SOLE 0 0 12517 ISHARES TR SHRT NAT MUN ETF 464288158 553 5153 SH SOLE 0 0 5153 ISHARES TR CORE S&P MCP ETF 464287507 701 2476 SH SOLE 0 0 2476 ISHARES TR CORE S&P SCP ETF 464287804 202 1767 SH SOLE 0 0 1767 ISHARES TR CORE S&P500 ETF 464287200 11100 23271 SH SOLE 0 0 23271 ISHARES TR RUS 2000 VAL ETF 464287630 729 4391 SH SOLE 0 0 4391 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 1413 28286 SH SOLE 0 0 28286 JOHNSON & JOHNSON COM 478160104 207 1211 SH SOLE 0 0 1211 META PLATFORMS INC CL A 30303M102 374 1111 SH SOLE 0 0 1111 MICROSOFT CORP COM 594918104 1409 4190 SH SOLE 0 0 4190 NVIDIA CORPORATION COM 67066G104 286 974 SH SOLE 0 0 974 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 705 6242 SH SOLE 0 0 6242 SCHWAB STRATEGIC TR US REIT ETF 808524847 353 6700 SH SOLE 0 0 6700 SCHWAB STRATEGIC TR US TIPS ETF 808524870 945 15021 SH SOLE 0 0 15021 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 1208 33106 SH SOLE 0 0 33106 SPDR SER TR BLOOMBERG HIGH Y 78468R622 842 7756 SH SOLE 0 0 7756 SPDR SER TR BLOOMBERG INVT 78468R200 939 30702 SH SOLE 0 0 30702 SPDR SER TR BLOOMBERG CONV 78464A359 958 11552 SH SOLE 0 0 11552 TESLA INC COM 88160R101 356 337 SH SOLE 0 0 337 UNITEDHEALTH GROUP INC COM 91324P102 214 426 SH SOLE 0 0 426 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 10654 125710 SH SOLE 0 0 125710 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1267 15678 SH SOLE 0 0 15678 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 4622 83795 SH SOLE 0 0 83795 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1409 6374 SH SOLE 0 0 6374 VANGUARD INDEX FDS MID CAP ETF 922908629 659 2586 SH SOLE 0 0 2586 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 4015 34613 SH SOLE 0 0 34613 VANGUARD INDEX FDS SMALL CP ETF 922908751 308 1363 SH SOLE 0 0 1363 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 3175 23705 SH SOLE 0 0 23705 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 1436 26624 SH SOLE 0 0 26624 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3265 66021 SH SOLE 0 0 66021 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 12426 243352 SH SOLE 0 0 243352