Wealth Architects

Latest statistics and disclosures from Wealth Architects's latest quarterly 13F-HR filing:

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Positions held by Wealth Architects consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wealth Architects

Wealth Architects holds 199 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 8.5 $61M 127k 477.63
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Flexshares Tr Iboxx 5yr Trgt (TDTF) 6.7 $48M +1574% 2.0M 23.63
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Ishares Tr Core S&p Scp Etf (IJR) 6.3 $45M 418k 108.25
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Vanguard Specialized Funds Div App Etf (VIG) 5.6 $40M 236k 170.40
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.6 $40M 836k 47.90
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Spdr Index Shs Fds S&p Gblinf Etf (GII) 4.1 $29M 541k 53.49
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Dimensional Etf Trust Us Mktwide Value (DFUV) 3.8 $27M 735k 37.22
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Apple (AAPL) 3.5 $25M +2% 128k 192.53
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Vanguard Index Fds Sm Cp Val Etf (VBR) 3.4 $24M 135k 179.97
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Vanguard Index Fds Value Etf (VTV) 3.4 $24M 160k 149.50
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Dimensional Etf Trust Internatnal Val (DFIV) 2.9 $21M +3% 596k 34.36
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Microsoft Corporation (MSFT) 2.4 $17M +208% 46k 376.04
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Ishares Tr Core Msci Eafe (IEFA) 2.4 $17M +7% 243k 70.35
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Vanguard Index Fds Large Cap Etf (VV) 2.4 $17M -2% 77k 218.15
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 2.2 $16M 155k 102.88
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Vanguard Index Fds Small Cp Etf (VB) 1.9 $14M +13% 63k 213.33
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.8 $13M +4% 145k 89.80
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.7 $12M 26k 475.32
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Ishares Tr Eafe Sml Cp Etf (SCZ) 1.7 $12M -2% 194k 61.90
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Ishares Tr Sp Smcp600vl Etf (IJS) 1.5 $11M 104k 103.07
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $9.5M +23% 27k 356.66
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Dimensional Etf Trust Us Large Cap Val (DFLV) 1.2 $8.6M +28% 318k 27.05
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.1 $8.0M +7% 128k 62.49
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Meta Platforms Cl A (META) 1.1 $7.8M +2% 22k 353.96
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.9 $6.4M 175k 36.96
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Ishares Tr Esg Aware Msci (ESML) 0.8 $5.8M 154k 38.01
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.8 $5.4M 72k 75.54
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Ishares Tr Eafe Value Etf (EFV) 0.7 $4.7M -4% 91k 52.10
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.5 $3.6M +5% 122k 29.23
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $3.4M -49% 44k 77.02
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UnitedHealth (UNH) 0.5 $3.3M 6.2k 526.51
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Flexshares Tr Stoxx Globr Inf (NFRA) 0.5 $3.2M +43% 61k 53.50
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $3.1M 67k 47.24
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Amazon (AMZN) 0.4 $3.1M +35% 21k 151.94
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Snowflake Cl A (SNOW) 0.4 $3.1M 15k 199.00
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Proshares Tr DJ BRKFLD GLB (TOLZ) 0.4 $3.0M -6% 67k 45.63
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $3.0M -3% 29k 104.92
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Dimensional Etf Trust Global Real Est (DFGR) 0.4 $3.0M +38% 117k 25.98
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $3.0M NEW 41k 73.55
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Broadcom (AVGO) 0.4 $2.8M 2.5k 1116.25
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Tesla Motors (TSLA) 0.4 $2.7M -27% 11k 248.48
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Dimensional Etf Trust World Ex Us Core (DFAX) 0.4 $2.6M 108k 24.42
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $2.6M -2% 25k 105.43
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Wisdomtree Tr Intl Smcap Div (DLS) 0.3 $2.4M 37k 63.85
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Ishares Tr Rus 2000 Val Etf (IWN) 0.3 $2.4M 15k 155.33
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Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $2.3M +7% 9.8k 237.21
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Alphabet Cap Stk Cl C (GOOG) 0.3 $2.3M 17k 140.93
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Ishares Tr Glb Infrastr Etf (IGF) 0.3 $2.0M 43k 47.05
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JPMorgan Chase & Co. (JPM) 0.3 $1.9M 11k 170.09
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.8M +6% 13k 139.69
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Home Depot (HD) 0.2 $1.8M 5.1k 346.57
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NVIDIA Corporation (NVDA) 0.2 $1.7M +5% 3.5k 495.22
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Dimensional Etf Trust Emerging Markets (DFSE) 0.2 $1.6M +11% 51k 31.63
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Intel Corporation (INTC) 0.2 $1.6M -7% 32k 50.25
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Merck & Co (MRK) 0.2 $1.6M 15k 109.02
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Ishares Tr Russell 3000 Etf (IWV) 0.2 $1.6M 5.9k 273.74
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Anthem (ELV) 0.2 $1.5M 3.1k 471.56
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Exxon Mobil Corporation (XOM) 0.2 $1.4M 14k 99.98
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.2 $1.3M -11% 23k 57.76
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Johnson & Johnson (JNJ) 0.2 $1.3M -4% 8.3k 156.74
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $1.3M 23k 55.67
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McGrath Rent (MGRC) 0.2 $1.2M 10k 119.62
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Dimensional Etf Trust Us Sustainabilty (DFSU) 0.2 $1.2M 40k 31.13
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Procter & Gamble Company (PG) 0.2 $1.2M +3% 8.3k 146.54
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.2 $1.1M 33k 34.89
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $1.1M 2.7k 409.49
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Flexshares Tr Mstar Emkt Fac (TLTE) 0.2 $1.1M -8% 21k 51.03
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Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.1 $1.1M 12k 88.50
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Ishares Esg Awr Msci Em (ESGE) 0.1 $1.1M 33k 32.06
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Caterpillar (CAT) 0.1 $1.0M 3.5k 295.64
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Bank of America Corporation (BAC) 0.1 $1.0M +2% 30k 33.67
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $974k 4.2k 232.63
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Palantir Technologies Cl A (PLTR) 0.1 $961k +44% 56k 17.17
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International Business Machines (IBM) 0.1 $931k +48% 5.7k 163.55
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Costco Wholesale Corporation (COST) 0.1 $925k +8% 1.4k 660.08
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Thermo Fisher Scientific (TMO) 0.1 $921k -4% 1.7k 530.70
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Ishares Tr Blackrock Ultra (ICSH) 0.1 $910k +13% 18k 50.36
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Visa Com Cl A (V) 0.1 $880k 3.4k 260.38
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $819k 3.1k 262.26
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Pepsi (PEP) 0.1 $798k 4.7k 169.85
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $790k 2.6k 303.17
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Ishares Tr Msci Acwi Etf (ACWI) 0.1 $788k 7.7k 101.77
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Molina Healthcare (MOH) 0.1 $784k -6% 2.2k 361.31
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Cisco Systems (CSCO) 0.1 $773k 15k 50.52
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Dimensional Etf Trust International (DFSI) 0.1 $763k +13% 24k 32.03
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Intuit (INTU) 0.1 $756k +2% 1.2k 625.03
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $749k 9.0k 82.96
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Automatic Data Processing (ADP) 0.1 $740k -2% 3.2k 232.96
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $737k 3.7k 200.73
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Abbvie (ABBV) 0.1 $719k -4% 4.6k 154.97
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Vanguard Index Fds Growth Etf (VUG) 0.1 $700k 2.3k 310.88
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Intuitive Surgical Com New (ISRG) 0.1 $693k +10% 2.1k 337.36
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $691k 4.4k 157.80
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $675k -22% 1.5k 436.84
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $671k NEW 14k 47.74
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Mastercard Incorporated Cl A (MA) 0.1 $662k +4% 1.6k 426.50
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Adobe Systems Incorporated (ADBE) 0.1 $661k +5% 1.1k 596.67
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Eli Lilly & Co. (LLY) 0.1 $645k -4% 1.1k 582.99
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Flexshares Tr M Star Dev Mkt (TLTD) 0.1 $638k +9% 9.3k 68.29
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Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $627k 12k 50.70
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Amgen (AMGN) 0.1 $622k -9% 2.2k 288.04
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Abbott Laboratories (ABT) 0.1 $596k +9% 5.4k 110.08
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Philip Morris International (PM) 0.1 $588k 6.3k 94.08
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $588k 11k 56.14
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $570k +3% 14k 41.10
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J P Morgan Exchange Traded F Sustainable Muni (JMSI) 0.1 $562k NEW 11k 50.52
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $559k 1.1k 507.37
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Consolidated Edison (ED) 0.1 $551k -2% 6.1k 90.97
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Marvell Technology (MRVL) 0.1 $511k -7% 8.5k 60.31
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Shopify Cl A (SHOP) 0.1 $499k 6.4k 77.90
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Air Products & Chemicals (APD) 0.1 $495k 1.8k 273.80
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $482k -14% 5.5k 88.37
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Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.1 $482k 16k 29.42
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $481k 1.4k 350.93
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Verizon Communications (VZ) 0.1 $478k -9% 13k 37.70
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $477k +8% 4.6k 104.00
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McDonald's Corporation (MCD) 0.1 $475k +15% 1.6k 296.52
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American Water Works (AWK) 0.1 $467k 3.5k 131.99
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Nike CL B (NKE) 0.1 $456k +7% 4.2k 108.57
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $451k 2.7k 164.40
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Chevron Corporation (CVX) 0.1 $445k -10% 3.0k 149.16
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Raytheon Technologies Corp (RTX) 0.1 $443k +5% 5.3k 84.15
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Altria (MO) 0.1 $437k -2% 11k 40.34
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $434k 6.0k 72.54
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Wec Energy Group (WEC) 0.1 $433k 5.1k 84.17
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American Express Company (AXP) 0.1 $419k +3% 2.2k 187.34
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Oracle Corporation (ORCL) 0.1 $413k +11% 3.9k 105.43
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Walt Disney Company (DIS) 0.1 $408k -6% 4.5k 90.29
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $407k -13% 5.4k 75.34
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Wells Fargo & Company (WFC) 0.1 $404k +24% 8.2k 49.22
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Coca-Cola Company (KO) 0.1 $398k 6.8k 58.93
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Pfizer (PFE) 0.1 $394k -11% 14k 28.79
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Wal-Mart Stores (WMT) 0.1 $392k -6% 2.5k 157.65
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Airbnb Com Cl A (ABNB) 0.1 $389k 2.9k 136.12
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Arrowhead Pharmaceuticals (ARWR) 0.1 $371k 12k 30.60
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Comcast Corp Cl A (CMCSA) 0.0 $352k -7% 8.0k 43.85
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Waste Management (WM) 0.0 $347k -5% 1.9k 179.10
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California Water Service (CWT) 0.0 $342k 6.6k 51.87
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salesforce (CRM) 0.0 $340k +20% 1.3k 263.15
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First Solar (FSLR) 0.0 $338k -2% 2.0k 172.28
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Bristol Myers Squibb (BMY) 0.0 $337k -20% 6.6k 51.31
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $332k 5.7k 57.96
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Posco Holdings Sponsored Adr (PKX) 0.0 $332k 3.5k 95.11
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Target Corporation (TGT) 0.0 $331k +12% 2.3k 142.42
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CVS Caremark Corporation (CVS) 0.0 $329k 4.2k 78.97
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Imperial Oil Com New (IMO) 0.0 $328k 5.7k 57.19
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Novo-nordisk A S Adr (NVO) 0.0 $326k 3.1k 103.44
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Cadence Design Systems (CDNS) 0.0 $325k 1.2k 272.37
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Flexshares Tr Mornstar Usmkt (TILT) 0.0 $321k 1.8k 182.50
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Advanced Micro Devices (AMD) 0.0 $321k NEW 2.2k 147.41
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Qualcomm (QCOM) 0.0 $314k 2.2k 144.66
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Eaton Corp SHS (ETN) 0.0 $310k +2% 1.3k 240.82
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Comerica Incorporated (CMA) 0.0 $309k 5.5k 55.81
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Goldman Sachs Bdc SHS (GSBD) 0.0 $302k 21k 14.65
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Ishares Tr U.s. Real Es Etf (IYR) 0.0 $299k 3.3k 91.41
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S&p Global (SPGI) 0.0 $299k 678.00 440.52
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General Electric Com New (GE) 0.0 $293k 2.3k 127.63
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $288k 1.7k 165.21
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Marathon Petroleum Corp (MPC) 0.0 $283k -2% 1.9k 148.36
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Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $282k 2.5k 111.64
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Mondelez Intl Cl A (MDLZ) 0.0 $282k -4% 3.9k 72.43
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Beazer Homes Usa Com New (BZH) 0.0 $273k 8.1k 33.79
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Atlassian Corporation Cl A (TEAM) 0.0 $265k 1.1k 237.86
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Netflix (NFLX) 0.0 $264k NEW 543.00 486.76
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Marqeta Class A Com (MQ) 0.0 $260k -19% 37k 6.98
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Stellantis SHS (STLA) 0.0 $258k 11k 23.32
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American Tower Reit (AMT) 0.0 $257k -2% 1.2k 215.88
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Palo Alto Networks (PANW) 0.0 $256k NEW 867.00 294.88
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Starbucks Corporation (SBUX) 0.0 $253k +3% 2.6k 96.03
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Loews Corporation (L) 0.0 $251k 3.6k 69.59
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Nextera Energy (NEE) 0.0 $247k 4.1k 60.74
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $245k 7.2k 34.01
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Union Pacific Corporation (UNP) 0.0 $243k NEW 990.00 245.62
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Honeywell International (HON) 0.0 $242k -22% 1.2k 209.63
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $228k 1.7k 136.38
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Travelers Companies (TRV) 0.0 $227k -2% 1.2k 190.49
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Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $227k -20% 819.00 277.31
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Edwards Lifesciences (EW) 0.0 $225k NEW 3.0k 76.25
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Stryker Corporation (SYK) 0.0 $224k NEW 749.00 299.46
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $220k -8% 3.9k 56.40
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At&t (T) 0.0 $219k +7% 13k 16.78
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Lockheed Martin Corporation (LMT) 0.0 $219k NEW 483.00 453.24
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3M Company (MMM) 0.0 $218k NEW 2.0k 109.33
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Baxter International (BAX) 0.0 $217k -8% 5.6k 38.66
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Applied Materials (AMAT) 0.0 $215k NEW 1.3k 162.07
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $215k -3% 1.2k 178.81
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Select Sector Spdr Tr Financial (XLF) 0.0 $213k NEW 5.7k 37.60
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Companhia Paranaense De Ener Spon Ads (ELP) 0.0 $209k 25k 8.48
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Kla Corp Com New (KLAC) 0.0 $208k NEW 358.00 581.49
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Teck Resources CL B (TECK) 0.0 $207k 4.9k 42.27
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KB Home (KBH) 0.0 $207k NEW 3.3k 62.46
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Barclays Adr (BCS) 0.0 $205k +5% 26k 7.88
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Ishares Tr S&p 100 Etf (OEF) 0.0 $201k NEW 900.00 223.39
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Blackstone Group Inc Com Cl A (BX) 0.0 $200k NEW 1.5k 130.92
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Cto Realty Growth (CTO) 0.0 $197k 11k 17.33
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United Microelectronics Corp Spon Adr New (UMC) 0.0 $128k 15k 8.46
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Finvolution Group Sponsored Ads (FINV) 0.0 $104k 21k 4.90
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Harmony Gold Mining Sponsored Adr (HMY) 0.0 $102k -4% 17k 6.15
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Atara Biotherapeutics (ATRA) 0.0 $6.8k 13k 0.51
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Past Filings by Wealth Architects

SEC 13F filings are viewable for Wealth Architects going back to 2014

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