Wealth Architects
Latest statistics and disclosures from Wealth Architects's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IJR, VIG, VEA, GII, and represent 33.45% of Wealth Architects's stock portfolio.
- Added to shares of these 10 stocks: DFLV, AVUV, IJR, DFSU, DFGR, ESGU, DFSE, VIG, VEA, AVDV.
- Started 11 new stock positions in DGRO, BZH, VGT, DFSE, BDX, DFSU, SYK, DFGR, CRM, DFSI. TECK.
- Reduced shares in these 10 stocks: KMB, DFUV, IEFA, TLTE, VTV, VBR, SCZ, AAPL, VV, CORT.
- Sold out of its positions in AEG, TEAM, CORT, HSY, KMB, PSO, CWI.
- Wealth Architects was a net buyer of stock by $13M.
- Wealth Architects has $606M in assets under management (AUM), dropping by 7.29%.
- Central Index Key (CIK): 0001611518
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Portfolio Holdings for Wealth Architects
Wealth Architects holds 193 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 9.5 | $57M | 129k | 445.71 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 6.8 | $41M | +4% | 415k | 99.65 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 6.4 | $39M | +2% | 238k | 162.43 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 6.2 | $38M | 816k | 46.18 |
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| Spdr Index Shs Fds S&p Gblinf Etf (GII) | 4.6 | $28M | +2% | 517k | 53.37 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 4.3 | $26M | -3% | 750k | 34.50 |
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| Apple (AAPL) | 4.0 | $25M | 126k | 193.97 |
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| Vanguard Index Fds Value Etf (VTV) | 3.8 | $23M | -2% | 163k | 142.10 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 3.8 | $23M | 140k | 165.40 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 3.0 | $18M | +2% | 552k | 32.85 |
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| Vanguard Index Fds Large Cap Etf (VV) | 2.7 | $16M | 79k | 202.72 |
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| Ishares Tr Core Msci Eafe (IEFA) | 2.6 | $16M | -3% | 237k | 67.50 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 2.5 | $15M | 156k | 96.98 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 2.0 | $12M | 204k | 58.98 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.9 | $11M | 26k | 443.28 |
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| Vanguard Index Fds Small Cp Etf (VB) | 1.8 | $11M | 56k | 198.89 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 1.7 | $10M | 107k | 95.09 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.6 | $9.6M | +27% | 124k | 77.61 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $7.3M | 21k | 341.00 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.0 | $6.3M | +7% | 84k | 75.57 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 1.0 | $6.3M | +12% | 110k | 57.56 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.0 | $6.3M | 177k | 35.65 |
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| Meta Platforms Cl A (META) | 0.9 | $5.7M | +3% | 20k | 286.98 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.8 | $5.1M | +7% | 70k | 72.93 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.8 | $5.1M | +10% | 143k | 35.52 |
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| Microsoft Corporation (MSFT) | 0.8 | $5.0M | 15k | 340.55 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.8 | $4.6M | 95k | 48.94 |
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| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.8 | $4.6M | +196% | 180k | 25.40 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.7 | $4.5M | 94k | 47.42 |
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| Tesla Motors (TSLA) | 0.7 | $3.9M | 15k | 261.77 |
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| Proshares Tr DJ BRKFLD GLB (TOLZ) | 0.6 | $3.4M | 75k | 44.90 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.5 | $3.1M | 72k | 43.80 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.5 | $3.0M | +18% | 110k | 27.15 |
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| UnitedHealth (UNH) | 0.5 | $3.0M | 6.2k | 480.64 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.5 | $2.9M | +44% | 30k | 97.46 |
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| Flexshares Tr Iboxx 5yr Trgt (TDTF) | 0.5 | $2.9M | +2% | 121k | 23.68 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.5 | $2.8M | +7% | 120k | 23.31 |
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| Snowflake Cl A (SNOW) | 0.4 | $2.7M | 15k | 175.98 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.4 | $2.6M | +2% | 25k | 104.04 |
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| Wisdomtree Tr Intl Smcap Div (DLS) | 0.4 | $2.2M | 37k | 59.46 |
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| Flexshares Tr Stoxx Globr Inf (NFRA) | 0.4 | $2.2M | -2% | 42k | 52.37 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.4 | $2.2M | 15k | 140.80 |
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| Broadcom (AVGO) | 0.4 | $2.1M | 2.5k | 867.43 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.4 | $2.1M | 45k | 46.95 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $2.0M | +36% | 9.2k | 220.29 |
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| Amazon (AMZN) | 0.3 | $1.9M | +4% | 15k | 130.36 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.9M | -8% | 16k | 120.97 |
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| Merck & Co (MRK) | 0.3 | $1.8M | 15k | 115.39 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $1.6M | 11k | 145.44 |
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| Home Depot (HD) | 0.3 | $1.6M | +8% | 5.0k | 310.62 |
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| Flexshares Tr Mstar Emkt Fac (TLTE) | 0.3 | $1.5M | -27% | 32k | 48.73 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $1.5M | 5.9k | 254.48 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.5M | -2% | 14k | 107.25 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.4M | 12k | 119.70 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.4M | +3% | 8.5k | 165.53 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.2 | $1.4M | 26k | 53.35 |
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| Anthem (ELV) | 0.2 | $1.4M | 3.1k | 444.29 |
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| NVIDIA Corporation (NVDA) | 0.2 | $1.3M | 3.2k | 423.02 |
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| Procter & Gamble Company (PG) | 0.2 | $1.2M | 8.0k | 151.74 |
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| Intel Corporation (INTC) | 0.2 | $1.2M | 35k | 33.44 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $1.1M | 22k | 51.70 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.2 | $1.1M | +6% | 33k | 33.77 |
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| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.2 | $1.1M | NEW | 38k | 28.70 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.2 | $1.1M | 34k | 31.63 |
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| Dimensional Etf Trust Global Real Est (DFGR) | 0.2 | $1.0M | NEW | 43k | 24.39 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.0M | +7% | 2.7k | 369.45 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $992k | +7% | 4.5k | 220.18 |
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| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.2 | $991k | 12k | 82.11 |
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| McGrath Rent (MGRC) | 0.2 | $962k | 10k | 92.48 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $941k | 1.8k | 521.75 |
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| Caterpillar (CAT) | 0.1 | $835k | 3.4k | 246.08 |
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| Dimensional Etf Trust Emerging Markets (DFSE) | 0.1 | $834k | NEW | 27k | 30.44 |
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| Bank of America Corporation (BAC) | 0.1 | $818k | 29k | 28.69 |
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| Cisco Systems (CSCO) | 0.1 | $806k | 16k | 51.74 |
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| Visa Com Cl A (V) | 0.1 | $794k | +2% | 3.3k | 237.45 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $761k | 3.1k | 243.74 |
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| Ishares Tr Blackrock Ultra (ICSH) | 0.1 | $756k | -5% | 15k | 50.30 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $743k | 7.7k | 95.94 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $715k | +2% | 3.8k | 187.28 |
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| Automatic Data Processing (ADP) | 0.1 | $705k | +8% | 3.2k | 219.78 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $701k | +8% | 9.4k | 74.95 |
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| Molina Healthcare (MOH) | 0.1 | $700k | 2.3k | 301.24 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $690k | 2.5k | 275.18 |
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| Pepsi (PEP) | 0.1 | $689k | -3% | 3.7k | 185.24 |
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| Abbvie (ABBV) | 0.1 | $643k | 4.8k | 134.73 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $637k | 2.3k | 282.96 |
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| Dimensional Etf Trust International (DFSI) | 0.1 | $631k | NEW | 21k | 30.45 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $620k | 1.8k | 341.94 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $612k | 1.5k | 407.31 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $612k | 4.1k | 149.63 |
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| Philip Morris International (PM) | 0.1 | $599k | -6% | 6.1k | 97.62 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $598k | -13% | 7.2k | 83.56 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $593k | 39k | 15.33 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $591k | 11k | 54.41 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $584k | -3% | 1.5k | 393.25 |
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| Marvell Technology (MRVL) | 0.1 | $573k | 9.6k | 59.78 |
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| Pfizer (PFE) | 0.1 | $567k | +7% | 15k | 36.68 |
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| Consolidated Edison (ED) | 0.1 | $563k | +5% | 6.2k | 90.40 |
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| Abbott Laboratories (ABT) | 0.1 | $548k | +15% | 5.0k | 109.02 |
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| Air Products & Chemicals (APD) | 0.1 | $548k | +11% | 1.8k | 299.53 |
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| Intuit (INTU) | 0.1 | $546k | 1.2k | 458.19 |
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| Flexshares Tr Mornstar Usmkt (TILT) | 0.1 | $542k | -14% | 3.2k | 168.55 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $537k | 4.2k | 128.16 |
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| Costco Wholesale Corporation (COST) | 0.1 | $534k | +25% | 991.00 | 538.38 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $532k | 13k | 40.68 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $528k | +2% | 1.1k | 478.90 |
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| Hewlett Packard Enterprise (HPE) | 0.1 | $521k | -2% | 31k | 16.80 |
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| Flexshares Tr M Star Dev Mkt (TLTD) | 0.1 | $520k | -2% | 8.0k | 64.90 |
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| Eli Lilly & Co. (LLY) | 0.1 | $517k | -13% | 1.1k | 468.98 |
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| Bristol Myers Squibb (BMY) | 0.1 | $512k | +4% | 8.0k | 63.95 |
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| Proshares Tr Ultrapro Qqq (TQQQ) | 0.1 | $507k | 12k | 41.00 |
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| Altria (MO) | 0.1 | $505k | 11k | 45.30 |
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| American Water Works (AWK) | 0.1 | $499k | 3.5k | 142.75 |
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| Amgen (AMGN) | 0.1 | $495k | 2.2k | 222.03 |
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| International Business Machines (IBM) | 0.1 | $490k | -2% | 3.7k | 133.81 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $489k | 5.0k | 97.96 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $488k | +4% | 6.7k | 72.51 |
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| Chevron Corporation (CVX) | 0.1 | $486k | +3% | 3.1k | 157.37 |
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| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.1 | $473k | -7% | 16k | 28.96 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $472k | 965.00 | 488.99 |
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| Verizon Communications (VZ) | 0.1 | $471k | -7% | 13k | 37.19 |
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| Wec Energy Group (WEC) | 0.1 | $453k | +7% | 5.1k | 88.24 |
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| Arrowhead Pharmaceuticals (ARWR) | 0.1 | $435k | -19% | 12k | 35.66 |
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| Nike CL B (NKE) | 0.1 | $435k | +3% | 3.9k | 110.38 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $427k | 4.2k | 100.92 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $421k | +3% | 1.4k | 308.58 |
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| Oracle Corporation (ORCL) | 0.1 | $420k | +2% | 3.5k | 119.09 |
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| Shopify Cl A (SHOP) | 0.1 | $415k | -33% | 6.4k | 64.60 |
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| McDonald's Corporation (MCD) | 0.1 | $414k | -3% | 1.4k | 298.44 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $414k | 6.0k | 69.21 |
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| Coca-Cola Company (KO) | 0.1 | $410k | -3% | 6.8k | 60.22 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $405k | +41% | 2.7k | 148.81 |
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| Walt Disney Company (DIS) | 0.1 | $396k | -3% | 4.4k | 89.28 |
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| Wal-Mart Stores (WMT) | 0.1 | $386k | +18% | 2.5k | 157.18 |
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| First Solar (FSLR) | 0.1 | $383k | -4% | 2.0k | 190.09 |
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| American Express Company (AXP) | 0.1 | $382k | -2% | 2.2k | 174.20 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $374k | +8% | 9.0k | 41.55 |
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| California Water Service (CWT) | 0.1 | $335k | 6.5k | 51.63 |
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| Nextera Energy (NEE) | 0.1 | $325k | +30% | 4.4k | 74.20 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $322k | 5.7k | 56.08 |
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| Nushares Etf Tr Esg Large Cap (NULC) | 0.1 | $311k | -7% | 8.6k | 36.27 |
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| Waste Management (WM) | 0.0 | $302k | +19% | 1.7k | 173.42 |
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| Baxter International (BAX) | 0.0 | $299k | 6.6k | 45.56 |
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| Honeywell International (HON) | 0.0 | $298k | +5% | 1.4k | 207.50 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $297k | -10% | 4.1k | 72.94 |
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| Imperial Oil Com New (IMO) | 0.0 | $296k | -2% | 5.8k | 51.19 |
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| Edwards Lifesciences (EW) | 0.0 | $290k | -2% | 3.1k | 94.33 |
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| Goldman Sachs Bdc SHS (GSBD) | 0.0 | $286k | 21k | 13.86 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $283k | 3.3k | 86.54 |
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| Cadence Design Systems (CDNS) | 0.0 | $282k | 1.2k | 234.52 |
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| Wells Fargo & Company (WFC) | 0.0 | $278k | -7% | 6.5k | 42.68 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $275k | -2% | 2.6k | 106.08 |
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| Marqeta Class A Com (MQ) | 0.0 | $270k | -12% | 55k | 4.87 |
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| Target Corporation (TGT) | 0.0 | $270k | -2% | 2.0k | 131.91 |
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| S&p Global (SPGI) | 0.0 | $263k | 655.00 | 400.89 |
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| Posco Holdings Sponsored Adr (PKX) | 0.0 | $260k | -2% | 3.5k | 73.95 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $258k | 1.6k | 157.79 |
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| Qualcomm (QCOM) | 0.0 | $251k | -5% | 2.1k | 119.06 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $248k | 1.5k | 161.83 |
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| CVS Caremark Corporation (CVS) | 0.0 | $248k | -6% | 3.6k | 69.13 |
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| Eaton Corp SHS (ETN) | 0.0 | $247k | -2% | 1.2k | 201.10 |
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| General Electric Com New (GE) | 0.0 | $247k | 2.2k | 109.85 |
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| United Parcel Service CL B (UPS) | 0.0 | $237k | +8% | 1.3k | 179.27 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $236k | 7.3k | 32.54 |
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| Comerica Incorporated (CMA) | 0.0 | $231k | 5.5k | 42.36 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $229k | 4.4k | 52.37 |
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| Beazer Homes Usa Com New (BZH) | 0.0 | $228k | NEW | 8.1k | 28.29 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $228k | -2% | 2.0k | 116.60 |
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| American Tower Reit (AMT) | 0.0 | $224k | 1.2k | 193.94 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $222k | 1.7k | 132.73 |
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| Loews Corporation (L) | 0.0 | $219k | +2% | 3.7k | 59.38 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $219k | 475.00 | 460.38 |
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| At&t (T) | 0.0 | $217k | -13% | 14k | 15.95 |
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| Starbucks Corporation (SBUX) | 0.0 | $214k | 2.2k | 99.08 |
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| Companhia Paranaense Energ C Spon Ads (ELP) | 0.0 | $212k | 25k | 8.61 |
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| salesforce (CRM) | 0.0 | $212k | NEW | 1.0k | 211.26 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $211k | NEW | 4.1k | 51.53 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $210k | -3% | 1.2k | 180.02 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $210k | NEW | 474.00 | 442.13 |
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| Travelers Companies (TRV) | 0.0 | $209k | 1.2k | 173.66 |
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| Stryker Corporation (SYK) | 0.0 | $206k | NEW | 676.00 | 305.09 |
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| Teck Resources CL B (TECK) | 0.0 | $206k | NEW | 4.9k | 42.10 |
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| Becton, Dickinson and (BDX) | 0.0 | $204k | NEW | 773.00 | 264.01 |
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| Cto Realty Growth (CTO) | 0.0 | $195k | 11k | 17.14 |
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| Stellantis SHS (STLA) | 0.0 | $194k | 11k | 17.54 |
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| Barclays Adr (BCS) | 0.0 | $193k | -11% | 25k | 7.86 |
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| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $121k | 15k | 7.89 |
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| Finvolution Group Sponsored Ads (FINV) | 0.0 | $97k | +10% | 21k | 4.60 |
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| Immunome (IMNM) | 0.0 | $88k | 11k | 7.91 |
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| Harmony Gold Mining Sponsored Adr (HMY) | 0.0 | $73k | 17k | 4.20 |
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| Brookdale Senior Living (BKD) | 0.0 | $55k | 13k | 4.22 |
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| Atara Biotherapeutics (ATRA) | 0.0 | $21k | 13k | 1.61 |
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| Aridis Pharmaceuticals Incorporated (ARDS) | 0.0 | $3.1k | 14k | 0.22 |
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Past Filings by Wealth Architects
SEC 13F filings are viewable for Wealth Architects going back to 2014
- 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
- Wealth Architects 2019 Q4 filed Jan. 28, 2020
- Wealth Architects 2019 Q3 filed Oct. 23, 2019