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 30.94% of Wealth Architects's stock portfolio.
- Added to shares of these 10 stocks: LRCX (+$32M), AAPL (+$9.5M), NVDA, DFSU, AVUV, TDTF, ESML, ESGU, ESGD, IJR.
- Started 9 new stock positions in TXN, DHR, IEMG, RKLB, FCX, COR, DFAI, MU, GILD.
- Reduced shares in these 10 stocks: META, VV, VIG, MSFT, DFUV, CVS, GOOG, SCHX, , BAX.
- Sold out of its positions in AMT, ATRA, TEAM, BAX, BX, CVS, GWW, REI, SCHX.
- Wealth Architects was a net buyer of stock by $61M.
- Wealth Architects has $819M in assets under management (AUM), dropping by 7.88%.
- Central Index Key (CIK): 0001611518
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Portfolio Holdings for Wealth Architects
Wealth Architects holds 210 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 8.4 | $69M | 126k | 547.23 |
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| Flexshares Tr Iboxx 5yr Trgt (TDTF) | 6.5 | $53M | +3% | 2.3M | 23.40 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 5.7 | $47M | +3% | 439k | 106.66 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 5.2 | $43M | 861k | 49.42 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 5.1 | $42M | 228k | 182.55 |
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| Apple (AAPL) | 4.4 | $36M | +35% | 170k | 210.62 |
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| Lam Research Corporation (LRCX) | 3.9 | $32M | +13230% | 30k | 1064.83 |
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| Spdr Index Shs Fds S&p Gblinf Etf (GII) | 3.9 | $32M | +2% | 583k | 54.65 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 3.4 | $28M | -2% | 713k | 39.27 |
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| Vanguard Index Fds Value Etf (VTV) | 3.0 | $25M | 155k | 160.41 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 2.9 | $24M | 132k | 182.52 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 2.8 | $23M | 648k | 35.94 |
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| Vanguard Index Fds Large Cap Etf (VV) | 2.2 | $18M | -3% | 72k | 249.62 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 2.2 | $18M | 159k | 112.63 |
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| Ishares Tr Core Msci Eafe (IEFA) | 2.1 | $17M | 239k | 72.64 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 2.0 | $17M | +16% | 184k | 89.72 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.8 | $15M | 28k | 544.23 |
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| Vanguard Index Fds Small Cp Etf (VB) | 1.6 | $13M | 61k | 218.04 |
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| Dimensional Etf Trust Us Large Cap Val (DFLV) | 1.5 | $12M | +10% | 421k | 28.91 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 1.4 | $12M | 193k | 61.64 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $11M | 27k | 406.80 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 1.3 | $10M | +13% | 159k | 64.95 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 1.2 | $10M | 104k | 97.27 |
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| Meta Platforms Cl A (META) | 1.1 | $8.9M | -21% | 18k | 504.22 |
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| Ishares Tr Esg Aware Msci (ESML) | 1.0 | $7.8M | +31% | 203k | 38.50 |
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| Microsoft Corporation (MSFT) | 0.9 | $7.3M | -7% | 16k | 446.94 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.9 | $7.2M | +29% | 92k | 78.78 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.8 | $6.7M | 174k | 38.42 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.6 | $5.3M | +49% | 44k | 119.32 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $5.1M | -4% | 19k | 267.51 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.6 | $4.5M | -3% | 85k | 53.04 |
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| Broadcom (AVGO) | 0.5 | $4.2M | -2% | 2.6k | 1605.61 |
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| Dimensional Etf Trust Global Real Est (DFGR) | 0.5 | $4.1M | +16% | 166k | 24.99 |
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| Amazon (AMZN) | 0.5 | $3.9M | -2% | 20k | 193.25 |
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| NVIDIA Corporation (NVDA) | 0.5 | $3.9M | +868% | 32k | 123.54 |
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| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.5 | $3.9M | +163% | 111k | 34.86 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.5 | $3.8M | -3% | 119k | 32.24 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.4 | $3.6M | +3% | 47k | 76.70 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $3.3M | +9% | 46k | 72.05 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.4 | $3.2M | 67k | 47.45 |
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| Proshares Tr DJ BRKFLD GLB (TOLZ) | 0.4 | $3.0M | 67k | 44.95 |
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| Flexshares Tr Stoxx Globr Inf (NFRA) | 0.4 | $3.0M | -2% | 56k | 53.19 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.4 | $3.0M | +9% | 28k | 104.55 |
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| UnitedHealth (UNH) | 0.4 | $2.9M | 5.7k | 509.29 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.8M | -8% | 15k | 183.42 |
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| Dimensional Etf Trust Emerging Markets (DFSE) | 0.3 | $2.7M | +31% | 80k | 33.46 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.3 | $2.6M | -3% | 103k | 25.42 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $2.4M | +2% | 13k | 182.15 |
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| Wisdomtree Tr Intl Smcap Div (DLS) | 0.3 | $2.3M | 37k | 63.44 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.3 | $2.3M | 15k | 152.30 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $2.1M | 10k | 202.25 |
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| Dimensional Etf Trust International (DFSI) | 0.2 | $2.0M | +151% | 62k | 32.94 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.2 | $2.0M | 42k | 47.92 |
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| Ishares Tr Blackrock Ultra (ICSH) | 0.2 | $2.0M | 39k | 50.53 |
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| Merck & Co (MRK) | 0.2 | $1.8M | 15k | 123.80 |
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| Snowflake Cl A (SNOW) | 0.2 | $1.8M | 13k | 135.09 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.8M | +129% | 3.6k | 500.15 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $1.8M | -3% | 5.7k | 308.67 |
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| Home Depot (HD) | 0.2 | $1.7M | 5.1k | 344.23 |
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| Anthem (ELV) | 0.2 | $1.7M | 3.1k | 541.86 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.6M | 14k | 115.12 |
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| Tesla Motors (TSLA) | 0.2 | $1.5M | -2% | 7.4k | 197.88 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $1.4M | 56k | 25.33 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.2 | $1.4M | 30k | 46.61 |
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| Procter & Gamble Company (PG) | 0.2 | $1.3M | -2% | 7.9k | 164.91 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.3M | +3% | 8.8k | 146.15 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $1.3M | 20k | 62.87 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.2M | -7% | 2.6k | 479.17 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $1.2M | +6% | 36k | 33.53 |
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| Bank of America Corporation (BAC) | 0.1 | $1.2M | 30k | 39.77 |
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| Caterpillar (CAT) | 0.1 | $1.2M | 3.5k | 333.08 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.1 | $1.2M | 33k | 35.58 |
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| McGrath Rent (MGRC) | 0.1 | $1.1M | 10k | 106.55 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $1.1M | 18k | 60.30 |
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| Eli Lilly & Co. (LLY) | 0.1 | $1.0M | 1.2k | 905.74 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.0M | +5% | 4.3k | 242.09 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.0M | -8% | 1.2k | 850.02 |
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| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.1 | $1.0M | 12k | 83.67 |
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| Flexshares Tr Mstar Emkt Fac (TLTE) | 0.1 | $987k | -5% | 19k | 53.24 |
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| Intel Corporation (INTC) | 0.1 | $971k | 31k | 30.97 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $950k | 2.6k | 364.51 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $929k | 3.1k | 297.55 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $925k | 2.1k | 444.85 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $887k | 8.8k | 100.84 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $870k | 7.7k | 112.40 |
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| Proshares Tr Ultrapro Qqq (TQQQ) | 0.1 | $869k | 12k | 73.82 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $843k | 2.3k | 374.01 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.1 | $834k | 13k | 62.84 |
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| Applied Materials (AMAT) | 0.1 | $820k | +163% | 3.5k | 236.00 |
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| Intuit (INTU) | 0.1 | $810k | +2% | 1.2k | 657.21 |
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| Abbvie (ABBV) | 0.1 | $796k | -5% | 4.6k | 171.52 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $792k | 4.6k | 173.81 |
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| Visa Com Cl A (V) | 0.1 | $775k | -7% | 3.0k | 262.49 |
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| Kla Corp Com New (KLAC) | 0.1 | $770k | +162% | 933.00 | 824.76 |
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| Automatic Data Processing (ADP) | 0.1 | $757k | 3.2k | 238.68 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $751k | -18% | 1.4k | 552.86 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $741k | 3.7k | 202.89 |
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| Cisco Systems (CSCO) | 0.1 | $736k | 16k | 47.51 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $719k | 4.4k | 164.28 |
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| Advanced Micro Devices (AMD) | 0.1 | $718k | +30% | 4.4k | 162.21 |
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| Pepsi (PEP) | 0.1 | $687k | -2% | 4.2k | 164.95 |
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| J P Morgan Exchange Traded F Sustainable Muni (JMSI) | 0.1 | $681k | +21% | 14k | 50.28 |
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| International Business Machines (IBM) | 0.1 | $654k | 3.8k | 172.95 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $652k | 1.5k | 441.29 |
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| Molina Healthcare (MOH) | 0.1 | $645k | 2.2k | 297.30 |
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| Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $629k | +89% | 6.1k | 103.85 |
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| Philip Morris International (PM) | 0.1 | $618k | 6.1k | 101.33 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $611k | 10k | 58.64 |
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| Amgen (AMGN) | 0.1 | $594k | -6% | 1.9k | 312.47 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $590k | 1.1k | 535.07 |
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| Oracle Corporation (ORCL) | 0.1 | $583k | +6% | 4.1k | 141.21 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $561k | 1.0k | 555.49 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $558k | -5% | 13k | 43.76 |
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| Abbott Laboratories (ABT) | 0.1 | $535k | 5.2k | 103.92 |
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| Consolidated Edison (ED) | 0.1 | $532k | 6.0k | 89.42 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $527k | -3% | 5.3k | 100.39 |
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| Verizon Communications (VZ) | 0.1 | $522k | 13k | 41.24 |
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| American Express Company (AXP) | 0.1 | $515k | 2.2k | 231.56 |
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| Flexshares Tr M Star Dev Mkt (TLTD) | 0.1 | $514k | -4% | 7.3k | 69.91 |
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| Marvell Technology (MRVL) | 0.1 | $512k | -12% | 7.3k | 69.90 |
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| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.1 | $510k | 16k | 31.13 |
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| Wells Fargo & Company (WFC) | 0.1 | $490k | 8.3k | 59.39 |
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| Altria (MO) | 0.1 | $490k | 11k | 45.55 |
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| Chevron Corporation (CVX) | 0.1 | $469k | +2% | 3.0k | 156.40 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $463k | 2.7k | 168.77 |
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| American Water Works (AWK) | 0.1 | $460k | 3.6k | 129.16 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $458k | 6.0k | 76.57 |
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| Walt Disney Company (DIS) | 0.1 | $455k | 4.6k | 99.30 |
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| Air Products & Chemicals (APD) | 0.1 | $449k | 1.7k | 258.05 |
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| Wal-Mart Stores (WMT) | 0.1 | $446k | 6.6k | 67.71 |
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| Qualcomm (QCOM) | 0.1 | $441k | +2% | 2.2k | 199.22 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $440k | 1.5k | 303.51 |
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| Gilead Sciences (GILD) | 0.1 | $438k | NEW | 6.4k | 68.61 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $436k | 2.9k | 151.64 |
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| Cadence Design Systems (CDNS) | 0.1 | $428k | +19% | 1.4k | 307.75 |
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| Coca-Cola Company (KO) | 0.1 | $427k | 6.7k | 63.65 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $425k | NEW | 2.2k | 194.53 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $422k | 5.4k | 78.33 |
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| First Solar (FSLR) | 0.1 | $420k | 1.9k | 225.46 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $414k | 2.9k | 142.73 |
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| Eaton Corp SHS (ETN) | 0.1 | $411k | 1.3k | 313.55 |
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| Netflix (NFLX) | 0.0 | $386k | 571.00 | 675.43 |
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| Target Corporation (TGT) | 0.0 | $377k | +7% | 2.5k | 148.04 |
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| Wec Energy Group (WEC) | 0.0 | $373k | -7% | 4.7k | 78.46 |
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| Waste Management (WM) | 0.0 | $369k | 1.7k | 213.34 |
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| Pfizer (PFE) | 0.0 | $365k | -5% | 13k | 27.98 |
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| Ge Aerospace Com New (GE) | 0.0 | $359k | 2.3k | 158.97 |
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| Imperial Oil Com New (IMO) | 0.0 | $358k | 5.2k | 68.25 |
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| Flexshares Tr Mornstar Usmkt (TILT) | 0.0 | $338k | -2% | 1.7k | 199.88 |
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| AmerisourceBergen (COR) | 0.0 | $334k | NEW | 1.5k | 225.34 |
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| Nextera Energy (NEE) | 0.0 | $331k | +5% | 4.7k | 70.81 |
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| McDonald's Corporation (MCD) | 0.0 | $331k | -18% | 1.3k | 254.88 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $330k | 8.4k | 39.16 |
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| Micron Technology (MU) | 0.0 | $330k | NEW | 2.5k | 131.53 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $328k | -13% | 3.9k | 83.75 |
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| California Water Service (CWT) | 0.0 | $315k | 6.5k | 48.49 |
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| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $315k | 12k | 25.99 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $311k | 1.8k | 173.48 |
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| Goldman Sachs Bdc SHS (GSBD) | 0.0 | $310k | 21k | 15.03 |
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| S&p Global (SPGI) | 0.0 | $310k | +2% | 694.00 | 446.00 |
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| salesforce (CRM) | 0.0 | $308k | -2% | 1.2k | 257.05 |
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| Nike CL B (NKE) | 0.0 | $307k | +2% | 4.1k | 75.36 |
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| Shopify Cl A (SHOP) | 0.0 | $304k | -28% | 4.6k | 66.05 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $304k | 1.7k | 174.43 |
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| Danaher Corporation (DHR) | 0.0 | $301k | NEW | 1.2k | 249.85 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $300k | 2.5k | 118.59 |
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| Palo Alto Networks (PANW) | 0.0 | $300k | -9% | 884.00 | 339.01 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $287k | 3.3k | 87.74 |
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| Comerica Incorporated (CMA) | 0.0 | $287k | +2% | 5.6k | 51.04 |
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| Gitlab Class A Com (GTLB) | 0.0 | $281k | +48% | 5.6k | 49.72 |
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| Loews Corporation (L) | 0.0 | $276k | +2% | 3.7k | 74.74 |
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| Edwards Lifesciences (EW) | 0.0 | $274k | 3.0k | 92.37 |
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| Barclays Adr (BCS) | 0.0 | $274k | 26k | 10.71 |
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| Quad / Graphics Com Cl A (QUAD) | 0.0 | $274k | 50k | 5.45 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $252k | 7.2k | 35.08 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $248k | 3.8k | 65.44 |
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| Travelers Companies (TRV) | 0.0 | $247k | 1.2k | 203.36 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $246k | NEW | 8.3k | 29.67 |
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| Bristol Myers Squibb (BMY) | 0.0 | $246k | -7% | 5.9k | 41.53 |
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| Progressive Corporation (PGR) | 0.0 | $244k | 1.2k | 207.71 |
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| At&t (T) | 0.0 | $242k | -4% | 13k | 19.11 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $238k | 900.00 | 264.30 |
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| Teck Resources CL B (TECK) | 0.0 | $236k | 4.9k | 47.90 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $228k | 866.00 | 262.65 |
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| Stryker Corporation (SYK) | 0.0 | $227k | -8% | 668.00 | 340.25 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $227k | 5.0k | 45.75 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $227k | 485.00 | 467.10 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $226k | 391.00 | 577.11 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $222k | -4% | 5.4k | 41.11 |
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| KB Home (KBH) | 0.0 | $222k | 3.2k | 70.18 |
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| Honeywell International (HON) | 0.0 | $222k | -5% | 1.0k | 213.48 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $220k | -10% | 1.5k | 145.75 |
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| Union Pacific Corporation (UNP) | 0.0 | $219k | 969.00 | 226.26 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $219k | 1.2k | 182.40 |
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| FedEx Corporation (FDX) | 0.0 | $218k | 728.00 | 299.84 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $210k | 810.00 | 259.31 |
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| Posco Holdings Sponsored Adr (PKX) | 0.0 | $209k | 3.2k | 65.74 |
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| AFLAC Incorporated (AFL) | 0.0 | $207k | 2.3k | 89.31 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $206k | NEW | 3.9k | 53.53 |
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| Freeport-mcmoran CL B (FCX) | 0.0 | $203k | NEW | 4.2k | 48.60 |
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| Beazer Homes Usa Com New (BZH) | 0.0 | $202k | 7.4k | 27.48 |
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| Stellantis SHS (STLA) | 0.0 | $201k | 10k | 19.85 |
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| Cto Realty Growth (CTO) | 0.0 | $199k | 11k | 17.46 |
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| Companhia Paranaense De Ener Spon Ads (ELP) | 0.0 | $165k | 25k | 6.69 |
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| Harmony Gold Mining Sponsored Adr (HMY) | 0.0 | $151k | 17k | 9.17 |
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| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $132k | 15k | 8.76 |
|
|
| Rocket Lab Usa (RKLB) | 0.0 | $114k | NEW | 24k | 4.80 |
|
| Marqeta Class A Com (MQ) | 0.0 | $104k | -32% | 19k | 5.48 |
|
| Finvolution Group Sponsored Ads (FINV) | 0.0 | $91k | 19k | 4.77 |
|
|
| Pacific Biosciences of California (PACB) | 0.0 | $67k | -7% | 49k | 1.37 |
|
Past Filings by Wealth Architects
SEC 13F filings are viewable for Wealth Architects going back to 2014
- 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
- Wealth Architects 2020 Q3 filed Nov. 9, 2020