Wealth Architects
Latest statistics and disclosures from Wealth Architects's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, TDTF, IJR, VIG, VEA, and represent 32.82% of Wealth Architects's stock portfolio.
- Added to shares of these 10 stocks: TDTF (+$45M), MSFT (+$12M), BND, DFLV, BRK.B, VB, IEFA, NFRA, DFGR, AMZN.
- Started 17 new stock positions in BND, PANW, KLAC, NFLX, AMAT, LMT, EW, EAGG, AMD, MMM. XLF, KBH, UNP, SYK, OEF, BX, JMSI.
- Reduced shares in these 10 stocks: VTIP, BSV, TSLA, IVV, IJR, HPE, VV, VEA, SCZ, NULC.
- Sold out of its positions in ARDS, ANET, HPE, IMNM, NULC, VTIP.
- Wealth Architects was a net buyer of stock by $63M.
- Wealth Architects has $713M in assets under management (AUM), dropping by 21.24%.
- Central Index Key (CIK): 0001611518
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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 | |
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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
- 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
- Wealth Architects 2020 Q3 filed Nov. 9, 2020
- Wealth Architects 2020 Q2 filed Aug. 14, 2020
- Wealth Architects 2020 Q1 filed April 23, 2020