Wealth Architects

Wealth Architects as of March 31, 2025

Portfolio Holdings for Wealth Architects

Wealth Architects holds 229 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 7.3 $66M 118k 561.90
Flexshares Tr Iboxx 5yr Trgt (TDTF) 6.8 $62M 2.6M 24.25
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.5 $50M 978k 50.83
Ishares Tr Core S&p Scp Etf (IJR) 5.4 $49M 470k 104.57
Vanguard Specialized Funds Div App Etf (VIG) 5.1 $46M 238k 193.99
Apple (AAPL) 4.9 $45M 201k 222.13
Spdr Index Shs Fds S&p Gblinf Etf (GII) 4.3 $39M 629k 62.00
Dimensional Etf Trust Internatnal Val (DFIV) 3.3 $30M 754k 39.36
Dimensional Etf Trust Us Mktwide Value (DFUV) 3.2 $29M 713k 41.21
Vanguard Index Fds Value Etf (VTV) 2.8 $25M 145k 172.74
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.6 $24M 128k 186.29
Lam Research Corp Com New (LRCX) 2.1 $19M 264k 72.70
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 2.1 $19M 161k 115.95
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.0 $18M 207k 87.17
Dimensional Etf Trust Us Large Cap Val (DFLV) 2.0 $18M 587k 30.57
Ishares Tr Core Msci Eafe (IEFA) 1.9 $17M 229k 75.65
Vanguard Index Fds Large Cap Etf (VV) 1.9 $17M 67k 257.03
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.7 $16M 29k 532.58
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.7 $15M 27k 559.39
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.5 $14M 200k 69.74
Vanguard Index Fds Small Cp Etf (VB) 1.4 $13M 59k 221.75
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.3 $12M 185k 63.53
Ishares Tr Sp Smcp600vl Etf (IJS) 1.1 $9.9M 101k 97.48
Meta Platforms Cl A (META) 1.0 $9.5M 17k 576.37
Ishares Tr Esg Aw Msci Eafe (ESGD) 1.0 $8.7M 106k 81.69
Ishares Tr Esg Aware Msci (ESML) 0.9 $8.5M 222k 38.41
Microsoft Corporation (MSFT) 0.9 $8.1M 22k 375.40
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.8 $6.8M 345k 19.78
Ishares Tr Esg Awr Msci Usa (ESGU) 0.6 $5.7M 47k 121.91
Dimensional Etf Trust Global Real Est (DFGR) 0.6 $5.3M 202k 26.26
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $5.2M 19k 274.84
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.6 $5.1M 141k 35.81
Ishares Tr Eafe Value Etf (EFV) 0.5 $4.9M 83k 58.94
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.5 $4.4M 135k 32.99
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.5 $4.4M 186k 23.43
Dimensional Etf Trust Emerging Markets (DFSE) 0.4 $4.1M 121k 33.68
Broadcom (AVGO) 0.4 $4.0M 24k 167.43
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $4.0M 51k 78.28
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $3.9M 54k 73.45
Amazon (AMZN) 0.4 $3.8M 20k 190.26
JPMorgan Chase & Co. (JPM) 0.4 $3.4M 14k 245.29
NVIDIA Corporation (NVDA) 0.4 $3.4M 31k 108.38
Dimensional Etf Trust International (DFSI) 0.4 $3.3M 94k 34.89
Dimensional Etf Trust World Ex Us Core (DFAX) 0.4 $3.2M 123k 26.20
Proshares Tr DJ BRKFLD GLB (TOLZ) 0.4 $3.2M 61k 52.65
Flexshares Tr Stoxx Globr Inf (NFRA) 0.4 $3.2M 55k 57.64
UnitedHealth (UNH) 0.3 $3.0M 5.8k 523.75
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $3.0M 28k 105.60
Ishares Tr Rus 1000 Etf (IWB) 0.3 $2.7M 8.7k 306.74
Ishares Tr Ultra Short-term (ICSH) 0.3 $2.6M 51k 50.70
Alphabet Cap Stk Cl C (GOOG) 0.3 $2.5M 16k 156.23
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $2.5M 4.8k 513.93
Palantir Technologies Cl A (PLTR) 0.3 $2.4M 29k 84.40
Home Depot (HD) 0.3 $2.4M 6.6k 366.49
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.3 $2.4M 51k 47.48
Eli Lilly & Co. (LLY) 0.3 $2.4M 2.9k 825.81
Wisdomtree Tr Intl Smcap Div (DLS) 0.3 $2.3M 35k 66.00
Procter & Gamble Company (PG) 0.3 $2.3M 14k 170.42
Ishares Tr Rus 2000 Val Etf (IWN) 0.3 $2.3M 15k 150.98
Ishares Tr Glb Infrastr Etf (IGF) 0.2 $2.2M 41k 54.67
Exxon Mobil Corporation (XOM) 0.2 $2.0M 17k 118.93
Alphabet Cap Stk Cl A (GOOGL) 0.2 $2.0M 13k 154.64
Caterpillar (CAT) 0.2 $1.9M 5.9k 329.81
Ishares Tr Russell 3000 Etf (IWV) 0.2 $1.7M 5.5k 317.64
Snowflake Cl A (SNOW) 0.2 $1.7M 12k 146.16
Wal-Mart Stores (WMT) 0.2 $1.7M 19k 87.79
Johnson & Johnson (JNJ) 0.2 $1.6M 9.7k 165.84
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $1.6M 2.00 798441.50
Raytheon Technologies Corp (RTX) 0.2 $1.6M 12k 132.46
Advanced Micro Devices (AMD) 0.2 $1.6M 15k 102.74
Tesla Motors (TSLA) 0.2 $1.5M 5.8k 259.16
Cisco Systems (CSCO) 0.2 $1.5M 24k 61.71
Costco Wholesale Corporation (COST) 0.2 $1.4M 1.5k 946.01
Anthem (ELV) 0.2 $1.4M 3.2k 434.96
Select Sector Spdr Tr Technology (XLK) 0.1 $1.3M 6.4k 206.48
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $1.3M 59k 21.53
Merck & Co (MRK) 0.1 $1.3M 14k 89.76
Ishares Esg Awr Msci Em (ESGE) 0.1 $1.2M 35k 34.95
Philip Morris International (PM) 0.1 $1.2M 7.7k 158.73
Bank of America Corporation (BAC) 0.1 $1.2M 29k 41.73
Vanguard Index Fds Growth Etf (VUG) 0.1 $1.2M 3.2k 370.82
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.1M 4.4k 258.61
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $1.1M 2.4k 469.01
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $1.1M 31k 35.88
Wec Energy Group (WEC) 0.1 $1.1M 9.7k 108.98
Welltower Inc Com reit (WELL) 0.1 $1.1M 6.9k 153.21
Visa Com Cl A (V) 0.1 $1.0M 3.0k 350.45
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.1 $1.0M 12k 83.91
Automatic Data Processing (ADP) 0.1 $980k 3.2k 305.52
Blackrock (BLK) 0.1 $973k 1.0k 946.48
Abbvie (ABBV) 0.1 $966k 4.6k 209.52
Texas Instruments Incorporated (TXN) 0.1 $942k 5.2k 179.70
McGrath Rent (MGRC) 0.1 $937k 8.4k 111.40
McDonald's Corporation (MCD) 0.1 $937k 3.0k 312.40
International Business Machines (IBM) 0.1 $935k 3.8k 248.66
J P Morgan Exchange Traded F Sustainable Muni (JMSI) 0.1 $924k 19k 49.80
Kinder Morgan (KMI) 0.1 $923k 32k 28.53
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $921k 15k 62.10
Chevron Corporation (CVX) 0.1 $920k 5.5k 167.28
At&t (T) 0.1 $917k 32k 28.28
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $916k 15k 60.66
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $896k 7.7k 116.39
Manulife Finl Corp (MFC) 0.1 $875k 28k 31.15
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.1 $866k 13k 65.21
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $841k 2.3k 361.09
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $814k 4.7k 173.23
Flexshares Tr Mstar Emkt Fac (TLTE) 0.1 $805k 15k 52.49
Abbott Laboratories (ABT) 0.1 $801k 6.0k 132.64
Mastercard Incorporated Cl A (MA) 0.1 $779k 1.4k 548.10
Nextera Energy (NEE) 0.1 $763k 11k 70.89
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $749k 30k 25.04
Intuit (INTU) 0.1 $742k 1.2k 613.99
Molina Healthcare (MOH) 0.1 $721k 2.2k 329.39
Rocket Lab Usa 0.1 $705k 39k 17.88
Thermo Fisher Scientific (TMO) 0.1 $696k 1.4k 497.52
Gilead Sciences (GILD) 0.1 $695k 6.2k 112.05
Consolidated Edison (ED) 0.1 $631k 5.7k 110.58
Altria (MO) 0.1 $630k 11k 60.02
Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $629k 11k 57.30
Kla Corp Com New (KLAC) 0.1 $628k 924.00 679.49
Intel Corporation (INTC) 0.1 $624k 28k 22.71
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $613k 14k 45.26
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $608k 3.5k 172.24
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $592k 5.9k 100.67
Wells Fargo & Company (WFC) 0.1 $588k 8.2k 71.79
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $583k 3.5k 166.00
Pfizer (PFE) 0.1 $574k 23k 25.34
Verizon Communications (VZ) 0.1 $568k 13k 45.36
American Express Company (AXP) 0.1 $564k 2.1k 269.06
Netflix (NFLX) 0.1 $552k 592.00 931.90
Ishares Tr Russell 2000 Etf (IWM) 0.1 $543k 2.7k 199.48
American Water Works (AWK) 0.1 $533k 3.6k 147.52
Flexshares Tr M Star Dev Mkt (TLTD) 0.1 $531k 7.1k 74.81
Medtronic SHS (MDT) 0.1 $518k 5.8k 89.86
Oracle Corporation (ORCL) 0.1 $515k 3.7k 139.81
Amgen (AMGN) 0.1 $504k 1.6k 311.58
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.1 $499k 16k 31.85
Applied Materials (AMAT) 0.1 $498k 3.4k 145.12
Ishares Core Msci Emkt (IEMG) 0.1 $498k 9.2k 53.97
Select Sector Spdr Tr Financial (XLF) 0.1 $494k 9.9k 49.81
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $493k 6.0k 82.54
Pepsi (PEP) 0.1 $470k 3.1k 149.96
Accenture Plc Ireland Shs Class A (ACN) 0.1 $470k 1.5k 312.01
Air Products & Chemicals (APD) 0.1 $461k 1.6k 294.92
Coca-Cola Company (KO) 0.0 $433k 6.0k 71.62
United Parcel Service CL B (UPS) 0.0 $417k 3.8k 110.00
Crown Castle Intl (CCI) 0.0 $410k 3.9k 104.23
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $408k 764.00 533.48
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $398k 2.0k 197.46
Ishares Tr Msci Eafe Etf (EFA) 0.0 $396k 4.9k 81.73
Waste Management (WM) 0.0 $390k 1.7k 231.51
AmerisourceBergen (COR) 0.0 $383k 1.4k 278.09
Adobe Systems Incorporated (ADBE) 0.0 $383k 998.00 383.67
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.0 $383k 12k 31.23
Barclays Adr (BCS) 0.0 $377k 25k 15.36
Eaton Corp SHS (ETN) 0.0 $377k 1.4k 271.83
Ishares Tr Esg Msci Kld 400 (DSI) 0.0 $375k 3.7k 102.41
Dow (DOW) 0.0 $371k 11k 34.92
Bristol Myers Squibb (BMY) 0.0 $368k 6.0k 60.99
Imperial Oil Com New (IMO) 0.0 $362k 5.0k 72.32
Ge Aerospace Com New (GE) 0.0 $361k 1.8k 200.15
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $359k 3.1k 114.87
S&p Global (SPGI) 0.0 $357k 702.00 508.10
Shopify Cl A (SHOP) 0.0 $353k 3.7k 95.49
Loews Corporation (L) 0.0 $350k 3.8k 91.91
Cadence Design Systems (CDNS) 0.0 $348k 1.4k 254.33
Flexshares Tr Mornstar Usmkt (TILT) 0.0 $347k 1.7k 205.74
Rubrik Cl A (RBRK) 0.0 $346k 5.7k 60.98
Airbnb Com Cl A (ABNB) 0.0 $345k 2.9k 119.47
Astera Labs (ALAB) 0.0 $344k 5.8k 59.67
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.0 $344k 7.1k 48.35
Progressive Corporation (PGR) 0.0 $343k 1.2k 283.01
Walt Disney Company (DIS) 0.0 $335k 3.4k 98.69
California Water Service (CWT) 0.0 $334k 6.9k 48.46
Travelers Companies (TRV) 0.0 $333k 1.3k 264.45
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $326k 2.5k 128.96
salesforce (CRM) 0.0 $325k 1.2k 268.37
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.0 $316k 6.9k 45.65
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $314k 3.3k 95.75
Qualcomm (QCOM) 0.0 $300k 2.0k 153.64
Gitlab Class A Com (GTLB) 0.0 $298k 6.3k 47.00
Comcast Corp Cl A (CMCSA) 0.0 $292k 7.9k 36.90
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $288k 3.2k 90.54
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $282k 1.5k 188.11
Quad / Graphics Com Cl A (QUAD) 0.0 $274k 50k 5.45
Deere & Company (DE) 0.0 $273k 582.00 469.35
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $270k 9.7k 27.96
Comerica Incorporated (CMA) 0.0 $267k 4.5k 59.06
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $262k 7.2k 36.41
Marvell Technology (MRVL) 0.0 $256k 4.2k 61.57
3M Company (MMM) 0.0 $254k 1.7k 146.86
Marathon Petroleum Corp (MPC) 0.0 $249k 1.7k 145.69
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $247k 1.7k 146.01
AFLAC Incorporated (AFL) 0.0 $246k 2.2k 111.19
Mondelez Intl Cl A (MDLZ) 0.0 $246k 3.6k 67.85
Palo Alto Networks (PANW) 0.0 $245k 1.4k 170.64
Target Corporation (TGT) 0.0 $244k 2.3k 104.37
Ishares Tr S&p 100 Etf (OEF) 0.0 $244k 900.00 270.83
Harmony Gold Mining Sponsored Adr (HMY) 0.0 $244k 17k 14.77
Goldman Sachs Bdc SHS (GSBD) 0.0 $240k 21k 11.63
Atlassian Corporation Cl A (TEAM) 0.0 $239k 1.1k 212.21
Entergy Corporation (ETR) 0.0 $238k 2.8k 85.49
Arthur J. Gallagher & Co. (AJG) 0.0 $234k 678.00 345.24
Nike CL B (NKE) 0.0 $234k 3.7k 63.49
Sony Group Corp Sponsored Adr (SONY) 0.0 $231k 9.1k 25.39
General Mills (GIS) 0.0 $230k 3.8k 59.79
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.0 $228k 5.0k 46.02
Vanguard World Inf Tech Etf (VGT) 0.0 $225k 415.00 542.87
Danaher Corporation (DHR) 0.0 $225k 1.1k 205.00
Blackstone Group Inc Com Cl A (BX) 0.0 $225k 1.6k 139.78
Cto Realty Growth (CTO) 0.0 $221k 11k 19.31
Southern Company (SO) 0.0 $219k 2.4k 91.95
First Solar (FSLR) 0.0 $219k 1.7k 126.43
Stryker Corporation (SYK) 0.0 $218k 586.00 372.25
Lockheed Martin Corporation (LMT) 0.0 $218k 487.00 446.71
W.W. Grainger (GWW) 0.0 $213k 216.00 987.83
Union Pacific Corporation (UNP) 0.0 $212k 898.00 236.24
Micron Technology (MU) 0.0 $212k 2.4k 86.89
American Tower Reit (AMT) 0.0 $210k 966.00 217.60
American Electric Power Company (AEP) 0.0 $206k 1.9k 109.27
Edwards Lifesciences (EW) 0.0 $205k 2.8k 72.48
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $205k 3.5k 58.36
Novo-nordisk A S Adr (NVO) 0.0 $202k 2.9k 69.44
Finvolution Group Sponsored Ads (FINV) 0.0 $184k 19k 9.63
Companhia Paranaense De Ener Spon Ads (ELP) 0.0 $180k 25k 7.31
Arrowhead Pharmaceuticals (ARWR) 0.0 $159k 12k 12.74
Stellantis SHS (STLA) 0.0 $112k 10k 11.21
United Microelectronics Corp Spon Adr New (UMC) 0.0 $107k 15k 7.15
Pacific Biosciences of California (PACB) 0.0 $58k 49k 1.18