0001922281-22-000004.txt : 20221014 0001922281-22-000004.hdr.sgml : 20221014 20221014131840 ACCESSION NUMBER: 0001922281-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221014 DATE AS OF CHANGE: 20221014 EFFECTIVENESS DATE: 20221014 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: 221310909 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 09-30-2022 09-30-2022 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 10-14-2022 0 51 88068 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL C 02079K107 327 3406 SH SOLE 0 0 3406 ALPHABET INC CAP STK CL A 02079K305 324 3384 SH SOLE 0 0 3384 AMAZON COM INC COM 023135106 536 4742 SH SOLE 0 0 4742 APPLE INC COM 037833100 1159 8383 SH SOLE 0 0 8383 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 232 868 SH SOLE 0 0 868 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 1639 101329 SH SOLE 0 0 101329 INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 1255 62183 SH SOLE 0 0 62183 INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG 46138E784 333 19678 SH SOLE 0 0 19678 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 283 23844 SH SOLE 0 0 23844 INVESCO EXCHANGE TRADED FD T GBL LISTED PVT 46137V589 2638 311800 SH SOLE 0 0 311800 ISHARES INC MSCI EMRG CHN 46434G764 317 7169 SH SOLE 0 0 7169 ISHARES INC CORE MSCI EMKT 46434G103 1372 31916 SH SOLE 0 0 31916 ISHARES TR CORE MSCI EAFE 46432F842 2725 51746 SH SOLE 0 0 51746 ISHARES TR CORE INTL AGGR 46435G672 2184 45192 SH SOLE 0 0 45192 ISHARES TR CORE S&P TTL STK 464287150 8338 104822 SH SOLE 0 0 104822 ISHARES TR CORE US AGGBD ET 464287226 912 9462 SH SOLE 0 0 9462 ISHARES TR TIPS BD ETF 464287176 1055 10054 SH SOLE 0 0 10054 ISHARES TR CORE S&P500 ETF 464287200 6565 18305 SH SOLE 0 0 18305 ISHARES TR RUS 2000 VAL ETF 464287630 487 3780 SH SOLE 0 0 3780 ISHARES TR SHRT NAT MUN ETF 464288158 521 5079 SH SOLE 0 0 5079 ISHARES TR EAFE SML CP ETF 464288273 318 6511 SH SOLE 0 0 6511 ISHARES TR JPMORGAN USD EMG 464288281 1196 15059 SH SOLE 0 0 15059 ISHARES TR NATIONAL MUN ETF 464288414 3082 30041 SH SOLE 0 0 30041 ISHARES TR IBOXX HI YD ETF 464288513 223 3122 SH SOLE 0 0 3122 ISHARES TR PFD AND INCM SEC 464288687 890 28107 SH SOLE 0 0 28107 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 1774 36010 SH SOLE 0 0 36010 ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 230 6439 SH SOLE 0 0 6439 JOHNSON & JOHNSON COM 478160104 214 1310 SH SOLE 0 0 1310 MICROSOFT CORP COM 594918104 1165 5004 SH SOLE 0 0 5004 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 474 11296 SH SOLE 0 0 11296 SCHWAB STRATEGIC TR US REIT ETF 808524847 559 29916 SH SOLE 0 0 29916 SCHWAB STRATEGIC TR US TIPS ETF 808524870 3002 57957 SH SOLE 0 0 57957 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 809 31350 SH SOLE 0 0 31350 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 279 11558 SH SOLE 0 0 11558 SPDR SER TR BBG CONV SEC ETF 78464A359 953 15056 SH SOLE 0 0 15056 SPDR SER TR BLOOMBERG INVT 78468R200 1398 46143 SH SOLE 0 0 46143 SPDR SER TR BLOOMBERG HIGH Y 78468R622 789 8976 SH SOLE 0 0 8976 TESLA INC COM 88160R101 363 1367 SH SOLE 0 0 1367 UNITEDHEALTH GROUP INC COM 91324P102 256 507 SH SOLE 0 0 507 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1346 17996 SH SOLE 0 0 17996 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 11023 154538 SH SOLE 0 0 154538 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 4701 98492 SH SOLE 0 0 98492 VANGUARD INDEX FDS LARGE CAP ETF 922908637 290 1771 SH SOLE 0 0 1771 VANGUARD INDEX FDS MID CAP ETF 922908629 486 2586 SH SOLE 0 0 2586 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2101 26212 SH SOLE 0 0 26212 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2006 11177 SH SOLE 0 0 11177 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2513 68858 SH SOLE 0 0 68858 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 2358 25411 SH SOLE 0 0 25411 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 1018 26678 SH SOLE 0 0 26678 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1774 36849 SH SOLE 0 0 36849 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 7276 200100 SH SOLE 0 0 200100