Wealth Architects
Latest statistics and disclosures from Wealth Architects's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, TDTF, IJR, VEA, VIG, and represent 31.45% of Wealth Architects's stock portfolio.
- Added to shares of these 10 stocks: AVGO, TDTF, IJR, AAPL, DFLV, AVUV, AMD, VIG, GII, VEA.
- Started 7 new stock positions in SO, LOW, NULC, AMT, MMM, BX, GWW.
- Reduced shares in these 10 stocks: LRCX, IVV, PLTR, SPY, ISRG, VV, DFUV, VB, IEFA, SCZ.
- Sold out of its positions in EW, IEMG, MQ.
- Wealth Architects was a net buyer of stock by $20M.
- Wealth Architects has $884M in assets under management (AUM), dropping by 7.95%.
- Central Index Key (CIK): 0001611518
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Portfolio Holdings for Wealth Architects
Wealth Architects holds 214 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 8.1 | $72M | 125k | 576.82 |
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| Flexshares Tr Iboxx 5yr Trgt (TDTF) | 6.6 | $58M | +6% | 2.4M | 24.10 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 6.1 | $54M | +5% | 464k | 116.96 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 5.3 | $47M | +3% | 888k | 52.81 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 5.3 | $47M | +3% | 237k | 198.06 |
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| Apple (AAPL) | 4.8 | $43M | +7% | 182k | 233.00 |
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| Spdr Index Shs Fds S&p Gblinf Etf (GII) | 4.2 | $38M | +4% | 608k | 61.69 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 3.3 | $29M | 702k | 41.69 |
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| Vanguard Index Fds Value Etf (VTV) | 3.1 | $27M | 156k | 174.57 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 3.0 | $27M | 132k | 200.78 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 2.9 | $26M | +5% | 682k | 38.08 |
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| Lam Research Corporation (LRCX) | 2.5 | $22M | -12% | 27k | 816.08 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 2.2 | $20M | +10% | 203k | 95.95 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 2.2 | $19M | 159k | 119.70 |
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| Vanguard Index Fds Large Cap Etf (VV) | 2.1 | $19M | -3% | 70k | 263.29 |
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| Ishares Tr Core Msci Eafe (IEFA) | 2.1 | $18M | -2% | 234k | 78.05 |
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| Dimensional Etf Trust Us Large Cap Val (DFLV) | 1.7 | $15M | +16% | 492k | 30.81 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.7 | $15M | -5% | 26k | 573.76 |
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| Vanguard Index Fds Small Cp Etf (VB) | 1.6 | $14M | -2% | 60k | 237.21 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 1.4 | $13M | -2% | 187k | 67.70 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 1.4 | $12M | +9% | 174k | 70.67 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $12M | 26k | 460.26 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 1.2 | $11M | 102k | 107.66 |
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| Meta Platforms Cl A (META) | 1.1 | $10M | 17k | 572.45 |
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| Ishares Tr Esg Aware Msci (ESML) | 1.1 | $9.3M | +9% | 222k | 41.82 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.9 | $8.3M | +7% | 99k | 84.17 |
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| Microsoft Corporation (MSFT) | 0.8 | $6.9M | 16k | 430.29 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.8 | $6.9M | -3% | 167k | 41.12 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.7 | $5.8M | +4% | 46k | 126.18 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $5.3M | -2% | 19k | 283.16 |
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| Dimensional Etf Trust Global Real Est (DFGR) | 0.6 | $5.2M | +8% | 179k | 28.86 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.6 | $4.9M | 85k | 57.53 |
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| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.5 | $4.9M | +17% | 131k | 37.18 |
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| Broadcom (AVGO) | 0.5 | $4.4M | +882% | 25k | 172.50 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.5 | $4.2M | +2% | 122k | 34.29 |
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| NVIDIA Corporation (NVDA) | 0.4 | $3.9M | 32k | 121.44 |
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| Amazon (AMZN) | 0.4 | $3.7M | 20k | 186.33 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.4 | $3.6M | -2% | 46k | 78.69 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $3.5M | +2% | 47k | 75.11 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.4 | $3.4M | 67k | 51.50 |
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| UnitedHealth (UNH) | 0.4 | $3.3M | 5.7k | 584.71 |
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| Flexshares Tr Stoxx Globr Inf (NFRA) | 0.4 | $3.3M | 56k | 59.42 |
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| Dimensional Etf Trust Emerging Markets (DFSE) | 0.4 | $3.3M | +17% | 93k | 35.42 |
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| Proshares Tr DJ BRKFLD GLB (TOLZ) | 0.4 | $3.3M | -3% | 64k | 50.56 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.3 | $2.9M | +5% | 109k | 27.01 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.3 | $2.9M | -4% | 27k | 106.19 |
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| Dimensional Etf Trust International (DFSI) | 0.3 | $2.8M | +24% | 78k | 35.74 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.6M | +3% | 16k | 167.19 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.3 | $2.5M | 15k | 166.82 |
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| Wisdomtree Tr Intl Smcap Div (DLS) | 0.3 | $2.5M | 37k | 69.05 |
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| Advanced Micro Devices (AMD) | 0.3 | $2.5M | +246% | 15k | 164.08 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.3 | $2.2M | 41k | 54.43 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $2.2M | 10k | 210.85 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $2.2M | 13k | 165.84 |
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| Ishares Tr Blackrock Ultra (ICSH) | 0.2 | $2.1M | +4% | 41k | 50.74 |
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| Home Depot (HD) | 0.2 | $2.0M | 5.1k | 405.20 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.9M | 3.5k | 527.69 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $1.9M | 5.7k | 326.73 |
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| Tesla Motors (TSLA) | 0.2 | $1.8M | -5% | 7.0k | 261.63 |
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| Anthem (ELV) | 0.2 | $1.6M | 3.1k | 520.00 |
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| Merck & Co (MRK) | 0.2 | $1.6M | 14k | 113.56 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.6M | 14k | 117.22 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.2 | $1.6M | +8% | 33k | 48.59 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.4M | -2% | 8.6k | 162.05 |
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| Snowflake Cl A (SNOW) | 0.2 | $1.4M | -9% | 12k | 114.86 |
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| Caterpillar (CAT) | 0.2 | $1.4M | 3.5k | 391.12 |
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| Procter & Gamble Company (PG) | 0.2 | $1.4M | 7.9k | 173.19 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $1.3M | 20k | 66.52 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $1.3M | 36k | 36.41 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.2M | +44% | 3.2k | 383.93 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.2M | +10% | 1.3k | 886.58 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $1.2M | 18k | 64.74 |
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| Bank of America Corporation (BAC) | 0.1 | $1.2M | 30k | 39.68 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $1.2M | -43% | 32k | 37.20 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.1 | $1.2M | -6% | 31k | 38.53 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.2M | -7% | 2.4k | 488.16 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.1M | 4.3k | 263.81 |
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| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.1 | $1.1M | 12k | 92.46 |
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| Flexshares Tr Mstar Emkt Fac (TLTE) | 0.1 | $1.0M | -4% | 18k | 57.09 |
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| Eli Lilly & Co. (LLY) | 0.1 | $989k | -3% | 1.1k | 886.30 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $981k | 3.1k | 314.40 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $978k | 2.6k | 375.38 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $920k | 7.7k | 119.55 |
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| Abbvie (ABBV) | 0.1 | $913k | 4.6k | 197.48 |
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| McGrath Rent (MGRC) | 0.1 | $885k | -19% | 8.4k | 105.28 |
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| Automatic Data Processing (ADP) | 0.1 | $881k | 3.2k | 276.72 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.1 | $874k | 13k | 65.83 |
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| Proshares Tr Ultrapro Qqq (TQQQ) | 0.1 | $853k | 12k | 72.49 |
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| International Business Machines (IBM) | 0.1 | $835k | 3.8k | 221.08 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $835k | -8% | 8.0k | 104.18 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $832k | 1.3k | 618.42 |
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| Visa Com Cl A (V) | 0.1 | $794k | -2% | 2.9k | 274.96 |
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| Intuit (INTU) | 0.1 | $789k | +3% | 1.3k | 621.00 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $777k | 4.3k | 179.16 |
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| Cisco Systems (CSCO) | 0.1 | $775k | -5% | 15k | 53.22 |
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| Molina Healthcare (MOH) | 0.1 | $751k | 2.2k | 344.56 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $749k | +2% | 1.5k | 493.94 |
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| Philip Morris International (PM) | 0.1 | $741k | 6.1k | 121.40 |
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| Oracle Corporation (ORCL) | 0.1 | $731k | +3% | 4.3k | 170.41 |
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| Kla Corp Com New (KLAC) | 0.1 | $714k | 922.00 | 774.72 |
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| J P Morgan Exchange Traded F Sustainable Muni (JMSI) | 0.1 | $691k | 14k | 51.03 |
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| Applied Materials (AMAT) | 0.1 | $686k | -2% | 3.4k | 202.05 |
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| Intel Corporation (INTC) | 0.1 | $681k | -7% | 29k | 23.46 |
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| Pepsi (PEP) | 0.1 | $664k | -6% | 3.9k | 170.07 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $661k | -16% | 3.8k | 173.67 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $656k | 10k | 63.00 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $641k | 5.3k | 121.17 |
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| Consolidated Edison (ED) | 0.1 | $625k | 6.0k | 104.13 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $603k | -25% | 2.7k | 220.93 |
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| American Express Company (AXP) | 0.1 | $598k | 2.2k | 271.21 |
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| Abbott Laboratories (ABT) | 0.1 | $587k | 5.1k | 114.02 |
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| Wal-Mart Stores (WMT) | 0.1 | $563k | +5% | 7.0k | 80.75 |
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| Flexshares Tr M Star Dev Mkt (TLTD) | 0.1 | $553k | 7.4k | 74.99 |
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| Altria (MO) | 0.1 | $553k | 11k | 51.04 |
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| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.1 | $551k | 16k | 33.65 |
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| Amgen (AMGN) | 0.1 | $547k | -10% | 1.7k | 322.24 |
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| Verizon Communications (VZ) | 0.1 | $543k | -4% | 12k | 44.91 |
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| Gilead Sciences (GILD) | 0.1 | $533k | 6.4k | 83.84 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $533k | +3% | 1.5k | 353.59 |
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| American Water Works (AWK) | 0.1 | $524k | 3.6k | 146.24 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $518k | 1.0k | 517.83 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $510k | -16% | 11k | 47.85 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $499k | 2.7k | 181.97 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $498k | 6.0k | 83.33 |
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| Air Products & Chemicals (APD) | 0.1 | $487k | -6% | 1.6k | 297.74 |
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| Marvell Technology (MRVL) | 0.1 | $478k | -9% | 6.6k | 72.12 |
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| Coca-Cola Company (KO) | 0.1 | $477k | 6.6k | 71.86 |
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| Wells Fargo & Company (WFC) | 0.1 | $471k | 8.3k | 56.49 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $470k | +4% | 2.3k | 206.57 |
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| Wec Energy Group (WEC) | 0.1 | $457k | 4.7k | 96.18 |
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| First Solar (FSLR) | 0.1 | $445k | -4% | 1.8k | 249.44 |
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| Eaton Corp SHS (ETN) | 0.0 | $440k | 1.3k | 331.44 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $436k | -30% | 765.00 | 569.64 |
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| Ge Aerospace Com New (GE) | 0.0 | $424k | 2.2k | 188.58 |
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| Chevron Corporation (CVX) | 0.0 | $418k | -5% | 2.8k | 147.28 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $413k | -8% | 4.9k | 83.63 |
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| Walt Disney Company (DIS) | 0.0 | $406k | -7% | 4.2k | 96.20 |
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| Gitlab Class A Com (GTLB) | 0.0 | $405k | +39% | 7.9k | 51.54 |
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| Netflix (NFLX) | 0.0 | $404k | 569.00 | 709.85 |
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| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $398k | -39% | 3.7k | 108.79 |
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| Nextera Energy (NEE) | 0.0 | $392k | 4.6k | 84.53 |
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| Target Corporation (TGT) | 0.0 | $389k | 2.5k | 155.87 |
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| Cadence Design Systems (CDNS) | 0.0 | $385k | +2% | 1.4k | 271.03 |
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| Qualcomm (QCOM) | 0.0 | $384k | +2% | 2.3k | 170.08 |
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| Shopify Cl A (SHOP) | 0.0 | $370k | 4.6k | 80.13 |
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| Imperial Oil Com New (IMO) | 0.0 | $369k | 5.2k | 70.45 |
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| Airbnb Com Cl A (ABNB) | 0.0 | $360k | 2.8k | 126.82 |
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| Flexshares Tr Mornstar Usmkt (TILT) | 0.0 | $360k | 1.7k | 212.87 |
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| Waste Management (WM) | 0.0 | $360k | 1.7k | 207.60 |
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| S&p Global (SPGI) | 0.0 | $358k | 693.00 | 516.62 |
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| California Water Service (CWT) | 0.0 | $357k | 6.6k | 54.22 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $356k | 8.5k | 41.77 |
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| McDonald's Corporation (MCD) | 0.0 | $351k | -11% | 1.2k | 304.40 |
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| Pfizer (PFE) | 0.0 | $349k | -7% | 12k | 28.94 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $345k | 2.9k | 119.06 |
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| Nike CL B (NKE) | 0.0 | $343k | -4% | 3.9k | 88.40 |
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| salesforce (CRM) | 0.0 | $335k | +2% | 1.2k | 273.71 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $334k | 3.3k | 101.87 |
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| Danaher Corporation (DHR) | 0.0 | $332k | 1.2k | 278.02 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $330k | 1.7k | 189.76 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $326k | -14% | 3.3k | 97.43 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $324k | 2.5k | 128.22 |
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| Barclays Adr (BCS) | 0.0 | $311k | 26k | 12.15 |
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| AmerisourceBergen (COR) | 0.0 | $310k | -7% | 1.4k | 225.08 |
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| Progressive Corporation (PGR) | 0.0 | $298k | 1.2k | 253.76 |
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| Loews Corporation (L) | 0.0 | $298k | +2% | 3.8k | 79.05 |
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| Bristol Myers Squibb (BMY) | 0.0 | $293k | -4% | 5.7k | 51.74 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $291k | 1.8k | 162.91 |
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| Travelers Companies (TRV) | 0.0 | $286k | 1.2k | 234.14 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $284k | +7% | 8.9k | 31.78 |
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| Goldman Sachs Bdc SHS (GSBD) | 0.0 | $284k | 21k | 13.76 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $284k | 485.00 | 584.56 |
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| Comerica Incorporated (CMA) | 0.0 | $278k | -17% | 4.6k | 59.91 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $274k | 3.7k | 73.67 |
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| KB Home (KBH) | 0.0 | $271k | 3.2k | 85.69 |
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| At&t (T) | 0.0 | $271k | -2% | 12k | 22.00 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $270k | 7.2k | 37.56 |
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| Palo Alto Networks (PANW) | 0.0 | $266k | -11% | 778.00 | 341.80 |
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| AFLAC Incorporated (AFL) | 0.0 | $259k | 2.3k | 111.80 |
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| Teck Resources CL B (TECK) | 0.0 | $258k | 4.9k | 52.24 |
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| Micron Technology (MU) | 0.0 | $256k | 2.5k | 103.71 |
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| Beazer Homes Usa Com New (BZH) | 0.0 | $252k | 7.4k | 34.17 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $249k | 900.00 | 276.76 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $245k | 5.4k | 45.32 |
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| Stryker Corporation (SYK) | 0.0 | $243k | 672.00 | 361.26 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $240k | 1.2k | 200.37 |
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| 3M Company (MMM) | 0.0 | $240k | NEW | 1.8k | 136.70 |
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| Union Pacific Corporation (UNP) | 0.0 | $240k | 972.00 | 246.48 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $240k | NEW | 1.6k | 153.13 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $236k | 5.0k | 47.53 |
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| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $235k | 12k | 19.37 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $232k | 1.5k | 154.02 |
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| Rocket Lab Usa (RKLB) | 0.0 | $231k | 24k | 9.73 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $230k | 391.00 | 587.06 |
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| Southern Company (SO) | 0.0 | $229k | NEW | 2.5k | 90.18 |
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| Quad / Graphics Com Cl A (QUAD) | 0.0 | $228k | 50k | 4.54 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $228k | -77% | 464.00 | 491.27 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $228k | 810.00 | 281.37 |
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| Posco Holdings Sponsored Adr (PKX) | 0.0 | $223k | 3.2k | 69.99 |
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| W.W. Grainger (GWW) | 0.0 | $220k | NEW | 212.00 | 1038.81 |
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| Cto Realty Growth (CTO) | 0.0 | $217k | 11k | 19.02 |
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| Nushares Etf Tr Esg Large Cap (NULC) | 0.0 | $209k | NEW | 4.5k | 46.29 |
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| Honeywell International (HON) | 0.0 | $208k | -3% | 1.0k | 206.65 |
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| American Tower Reit (AMT) | 0.0 | $207k | NEW | 891.00 | 232.56 |
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| Freeport-mcmoran CL B (FCX) | 0.0 | $207k | 4.1k | 49.92 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $206k | -16% | 726.00 | 284.16 |
|
| Lowe's Companies (LOW) | 0.0 | $203k | NEW | 751.00 | 270.78 |
|
| FedEx Corporation (FDX) | 0.0 | $201k | 736.00 | 273.68 |
|
|
| Companhia Paranaense De Ener Spon Ads (ELP) | 0.0 | $183k | 25k | 7.44 |
|
|
| Harmony Gold Mining Sponsored Adr (HMY) | 0.0 | $168k | 17k | 10.17 |
|
|
| Stellantis SHS (STLA) | 0.0 | $142k | 10k | 14.05 |
|
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $125k | 15k | 8.42 |
|
|
| Finvolution Group Sponsored Ads (FINV) | 0.0 | $118k | 19k | 6.18 |
|
|
| Pacific Biosciences of California (PACB) | 0.0 | $83k | 49k | 1.70 |
|
Past Filings by Wealth Architects
SEC 13F filings are viewable for Wealth Architects going back to 2014
- Wealth Architects 2024 Q3 filed Oct. 31, 2024
- Wealth Architects 2024 Q2 filed Aug. 8, 2024
- Wealth Architects 2024 Q1 filed May 13, 2024
- Wealth Architects 2023 Q4 filed Feb. 14, 2024
- Wealth Architects 2023 Q3 filed Nov. 9, 2023
- Wealth Architects 2023 Q2 filed Aug. 2, 2023
- Wealth Architects 2023 Q1 filed April 21, 2023
- Wealth Architects 2022 Q4 filed Feb. 10, 2023
- Wealth Architects 2022 Q3 filed Oct. 24, 2022
- Wealth Architects 2022 Q2 filed July 29, 2022
- Wealth Architects 2022 Q1 filed May 17, 2022
- Wealth Architects 2021 Q4 filed Jan. 19, 2022
- Wealth Architects 2021 Q3 filed Nov. 9, 2021
- Wealth Architects 2021 Q2 filed Aug. 9, 2021
- Wealth Architects 2021 Q1 filed April 29, 2021
- Wealth Architects 2020 Q4 filed Jan. 28, 2021