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 Esg Aware Msci (ESML) 7.3 $66M 118k 561.90
Ishares Tr Core S&p500 Etf (IVV) 6.8 $62M 2.6M 24.25
Flexshares Tr Iboxx 5yr Trgt (TDTF) 5.5 $50M 978k 50.83
Spdr Index Shs Fds S&p Gblinf Etf (GII) 5.4 $49M 470k 104.57
Vanguard Value ETF (VTV) 5.1 $46M 238k 193.99
Dimensional Etf Trust Us Large Cap Val (DFLV) 4.9 $45M 201k 222.13
Vanguard Specialized Funds Div App Etf (VIG) 4.3 $39M 629k 62.00
Vanguard Europe Pacific ETF (VEA) 3.3 $30M 754k 39.36
Ishares Tr Core S&p Scp Etf (IJR) 3.2 $29M 713k 41.21
American Centy Etf Tr Intl Smcp Vlu (AVDV) 2.8 $25M 145k 172.74
Ishares Tr Sp Smcp600vl Etf (IJS) 2.6 $24M 128k 186.29
Dimensional Etf Trust Us Mktwide Value (DFUV) 2.1 $19M 264k 72.70
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.1 $19M 161k 115.95
Vanguard Total World Stock Idx (VT) 2.0 $18M 207k 87.17
Apple (AAPL) 2.0 $18M 587k 30.57
Vanguard Small-Cap Value ETF (VBR) 1.9 $17M 229k 75.65
Atlassian Corporation Cl A (VTI) 1.9 $17M 67k 257.03
Home Depot (HD) 1.7 $16M 29k 532.58
Ishares Tr Rus 2000 Val Etf (IWN) 1.7 $15M 27k 559.39
Ishares Tr Core Msci Eafe (IEFA) 1.5 $14M 200k 69.74
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.4 $13M 59k 221.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $12M 185k 63.53
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.1 $9.9M 101k 97.48
Costco Wholesale Corporation (COST) 1.0 $9.5M 17k 576.37
Microsoft Corporation (MSFT) 1.0 $8.7M 106k 81.69
Lam Research Corp Com New (LRCX) 0.9 $8.5M 222k 38.41
Ishares Tr Russell 3000 Etf (IWV) 0.9 $8.1M 22k 375.40
Dimensional Etf Trust Internatnal Val (DFIV) 0.8 $6.8M 345k 19.78
JPMorgan Chase & Co. (JPM) 0.6 $5.7M 47k 121.91
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.6 $5.3M 202k 26.26
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.6 $5.2M 19k 274.84
Vanguard Small-Cap ETF (VB) 0.6 $5.1M 141k 35.81
Dimensional Etf Trust Global Real Est (DFGR) 0.5 $4.9M 83k 58.94
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.5 $4.4M 135k 32.99
Vanguard Large-Cap ETF (VV) 0.5 $4.4M 186k 23.43
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.4 $4.1M 121k 33.68
Exxon Mobil Corporation (XOM) 0.4 $4.0M 24k 167.43
Vanguard Short-Term Bond ETF (BSV) 0.4 $4.0M 51k 78.28
Dimensional Etf Trust Emerging Markets (DFSE) 0.4 $3.9M 54k 73.45
Wal-Mart Stores (WMT) 0.4 $3.8M 20k 190.26
Vanguard Mid-Cap ETF (VO) 0.4 $3.4M 14k 245.29
Ishares Tr Ultra Short-term (ICSH) 0.4 $3.4M 31k 108.38
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $3.3M 94k 34.89
Meta Platforms Cl A (META) 0.4 $3.2M 123k 26.20
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.4 $3.2M 61k 52.65
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $3.2M 55k 57.64
Verizon Communications (VZ) 0.3 $3.0M 5.8k 523.75
Eli Lilly & Co. (LLY) 0.3 $3.0M 28k 105.60
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $2.7M 8.7k 306.74
Broadcom (AVGO) 0.3 $2.6M 51k 50.70
Anthem (ELV) 0.3 $2.5M 16k 156.23
Applied Materials (AMAT) 0.3 $2.5M 4.8k 513.93
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.3 $2.4M 29k 84.40
Consolidated Edison (ED) 0.3 $2.4M 6.6k 366.49
Vanguard Total Bond Market ETF (BND) 0.3 $2.4M 51k 47.48
Astera Labs (ALAB) 0.3 $2.4M 2.9k 825.81
Proshares Tr DJ BRKFLD GLB (TOLZ) 0.3 $2.3M 35k 66.00
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.3 $2.3M 14k 170.42
Philip Morris International (PM) 0.3 $2.3M 15k 150.98
Dimensional Etf Trust International (DFSI) 0.2 $2.2M 41k 54.67
Advanced Micro Devices (AMD) 0.2 $2.0M 17k 118.93
Welltower Inc Com reit (WELL) 0.2 $2.0M 13k 154.64
Wells Fargo & Company (WFC) 0.2 $1.9M 5.9k 329.81
American Water Works (AWK) 0.2 $1.7M 5.5k 317.64
Texas Instruments Incorporated (TXN) 0.2 $1.7M 12k 146.16
Johnson & Johnson (JNJ) 0.2 $1.7M 19k 87.79
At&t (T) 0.2 $1.6M 9.7k 165.84
Novo-nordisk A S Adr (NVO) 0.2 $1.6M 2.00 798441.50
Blackrock (BLK) 0.2 $1.6M 12k 132.46
Merck & Co (MRK) 0.2 $1.6M 15k 102.74
Pfizer (PFE) 0.2 $1.5M 5.8k 259.16
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.5M 24k 61.71
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $1.4M 1.5k 946.01
S&p Global (SPGI) 0.2 $1.4M 3.2k 434.96
Altria (MO) 0.1 $1.3M 6.4k 206.48
Ishares Tr Eafe Value Etf (EFV) 0.1 $1.3M 59k 21.53
Vanguard Growth ETF (VUG) 0.1 $1.3M 14k 89.76
Flexshares Tr Stoxx Globr Inf (NFRA) 0.1 $1.2M 35k 34.95
Nextera Energy (NEE) 0.1 $1.2M 7.7k 158.73
Palantir Technologies Cl A (PLTR) 0.1 $1.2M 29k 41.73
Imperial Oil Com New (IMO) 0.1 $1.2M 3.2k 370.82
Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.1M 4.4k 258.61
Airbnb Com Cl A (VYM) 0.1 $1.1M 2.4k 469.01
Alphabet Cap Stk Cl C (GOOG) 0.1 $1.1M 31k 35.88
Chevron Corporation (CVX) 0.1 $1.1M 9.7k 108.98
Thermo Fisher Scientific (TMO) 0.1 $1.1M 6.9k 153.21
Flexshares Tr Mornstar Usmkt (TILT) 0.1 $1.0M 3.0k 350.45
Automatic Data Processing (ADP) 0.1 $1.0M 12k 83.91
Ge Aerospace Com New (GE) 0.1 $980k 3.2k 305.52
Sony Group Corp Sponsored Adr (SONY) 0.1 $973k 1.0k 946.48
Select Sector Spdr Tr Financial (XLF) 0.1 $966k 4.6k 209.52
Medtronic SHS (MDT) 0.1 $942k 5.2k 179.70
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $937k 8.4k 111.40
Cadence Design Systems (CDNS) 0.1 $937k 3.0k 312.40
Crown Castle Intl (CCI) 0.1 $935k 3.8k 248.66
Raytheon Technologies Corp (RTX) 0.1 $924k 19k 49.80
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $923k 32k 28.53
Bank of America Corporation (BAC) 0.1 $921k 15k 62.10
Flexshares Tr M Star Dev Mkt (TLTD) 0.1 $920k 5.5k 167.28
UnitedHealth (UNH) 0.1 $917k 32k 28.28
Ishares Esg Awr Msci Em (ESGE) 0.1 $916k 15k 60.66
Mastercard Incorporated Cl A (MA) 0.1 $896k 7.7k 116.39
Wisdomtree Tr Intl Smcap Div (DLS) 0.1 $875k 28k 31.15
Wec Energy Group (WEC) 0.1 $866k 13k 65.21
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $841k 2.3k 361.09
Ishares Core Msci Emkt (IEMG) 0.1 $814k 4.7k 173.23
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $805k 15k 52.49
American Centy Etf Tr Us Large Cap Vlu (VWO) 0.1 $801k 6.0k 132.64
Mondelez Intl Cl A (MDLZ) 0.1 $779k 1.4k 548.10
International Business Machines (IBM) 0.1 $763k 11k 70.89
American Centy Etf Tr Intl Smcp Vlu (VOO) 0.1 $749k 30k 25.04
Entergy Corporation (ETR) 0.1 $742k 1.2k 613.99
Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $705k 39k 17.88
Kla Corp Com New (KLAC) 0.1 $695k 6.2k 112.05
Ishares Tr Russell 2000 Etf (IWM) 0.1 $631k 5.7k 110.58
Kinder Morgan (KMI) 0.1 $630k 11k 60.02
McDonald's Corporation (MCD) 0.1 $629k 11k 57.30
Vanguard World Inf Tech Etf (VGT) 0.1 $628k 924.00 679.49
Procter & Gamble Company (PG) 0.1 $624k 28k 22.71
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $613k 14k 45.26
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $608k 3.5k 172.24
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $592k 5.9k 100.67
Flexshares Tr Mstar Emkt Fac (TLTE) 0.1 $588k 8.2k 71.79
Eaton Corp SHS (ETN) 0.1 $583k 3.5k 166.00
Caterpillar (CAT) 0.1 $574k 23k 25.34
Visa Com Cl A (V) 0.1 $568k 13k 45.36
Gitlab Class A Com (GTLB) 0.1 $564k 2.1k 269.06
Lockheed Martin Corporation (LMT) 0.1 $552k 592.00 931.90
Walt Disney Company (DIS) 0.1 $543k 2.7k 199.48
Ishares Tr Rus 1000 Etf (IWB) 0.1 $537k 31k 17.09
Adobe Systems Incorporated (ADBE) 0.1 $533k 3.6k 147.52
Molina Healthcare (MOH) 0.1 $531k 7.1k 74.81
Netflix (NFLX) 0.1 $518k 5.8k 89.86
Ishares Tr Msci Eafe Etf (EFA) 0.1 $515k 3.7k 139.81
Comerica Incorporated (CMA) 0.1 $504k 1.6k 311.58
Select Sector Spdr Tr Technology (XLK) 0.1 $499k 16k 31.85
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $498k 3.4k 145.12
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $498k 9.2k 53.97
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $494k 9.9k 49.81
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $493k 6.0k 82.54
Shopify Cl A (SHOP) 0.1 $470k 3.1k 149.96
3M Company (MMM) 0.1 $470k 1.5k 312.01
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $465k 4.6k 101.17
Marvell Technology (MRVL) 0.1 $461k 1.6k 294.92
Intel Corporation (INTC) 0.0 $433k 6.0k 71.62
NVIDIA Corporation (NVDA) 0.0 $419k 46k 9.05
United Parcel Service CL B (UPS) 0.0 $417k 3.8k 110.00
Air Products & Chemicals (APD) 0.0 $410k 3.9k 104.23
Southern Company (SO) 0.0 $408k 764.00 533.48
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.0 $396k 4.9k 81.73
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $390k 1.7k 231.51
Target Corporation (TGT) 0.0 $383k 1.4k 278.09
General Mills (GIS) 0.0 $383k 998.00 383.67
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.0 $383k 12k 31.23
Ishares Tr Glb Infrastr Etf (IGF) 0.0 $377k 25k 15.36
Palo Alto Networks (PANW) 0.0 $377k 1.4k 271.83
Waste Management (WM) 0.0 $375k 3.7k 102.41
J P Morgan Exchange Traded F Sustainable Muni (JMSI) 0.0 $371k 11k 34.92
Vanguard Extended Market ETF (VXF) 0.0 $368k 6.0k 60.99
Oracle Corporation (ORCL) 0.0 $362k 5.0k 72.32
American Centy Etf Tr Us Sml Cp Valu (VNQ) 0.0 $361k 1.8k 200.15
Loews Corporation (L) 0.0 $359k 3.1k 114.87
First Solar (FSLR) 0.0 $357k 702.00 508.10
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $353k 3.7k 95.49
Ishares Tr S&p 100 Etf (OEF) 0.0 $348k 1.4k 254.33
Deere & Company (DE) 0.0 $347k 1.7k 205.74
Airbnb Com Cl A (ABNB) 0.0 $345k 2.9k 119.47
American Express Company (AXP) 0.0 $344k 5.8k 59.67
Intuit (INTU) 0.0 $344k 7.1k 48.35
Atlassian Corporation Cl A (TEAM) 0.0 $343k 1.2k 283.01
Dow (DOW) 0.0 $335k 3.4k 98.69
Gilead Sciences (GILD) 0.0 $334k 6.9k 48.46
Harmony Gold Mining Sponsored Adr (HMY) 0.0 $333k 1.3k 264.45
California Water Service (CWT) 0.0 $326k 2.5k 128.96
Goldman Sachs Bdc SHS (GSBD) 0.0 $325k 1.2k 268.37
Rocket Lab Usa 0.0 $316k 6.9k 45.65
Bristol Myers Squibb (BMY) 0.0 $314k 3.3k 95.75
Comcast Corp Cl A (CMCSA) 0.0 $300k 2.0k 153.64
American Tower Reit (AMT) 0.0 $300k 250.00 1198.82
Proshares Tr Ultrapro Qqq (TQQQ) 0.0 $298k 6.3k 47.00
American Electric Power Company (AEP) 0.0 $296k 216.00 1371.81
Abbott Laboratories (ABT) 0.0 $292k 7.9k 36.90
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $289k 200.00 1445.84
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $288k 3.2k 90.54
Marathon Petroleum Corp (MPC) 0.0 $282k 1.5k 188.11
Abbvie (ABBV) 0.0 $278k 12k 23.45
Amazon (AMZN) 0.0 $274k 50k 5.45
W.W. Grainger (GWW) 0.0 $273k 582.00 469.35
Vanguard FTSE All-World ex-US ETF (VEU) 0.0 $270k 9.7k 27.96
Pepsi (PEP) 0.0 $267k 4.5k 59.06
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $262k 7.2k 36.41
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $254k 1.7k 146.86
Quad / Graphics Com Cl A (QUAD) 0.0 $247k 1.7k 146.01
Qualcomm (QCOM) 0.0 $246k 2.2k 111.19
AmerisourceBergen (COR) 0.0 $246k 3.6k 67.85
Tesla Motors (TSLA) 0.0 $245k 17k 14.87
AFLAC Incorporated (AFL) 0.0 $245k 1.4k 170.64
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.0 $244k 2.3k 104.37
Danaher Corporation (DHR) 0.0 $244k 900.00 270.83
Cisco Systems (CSCO) 0.0 $244k 17k 14.77
Snowflake Cl A (SNOW) 0.0 $240k 21k 11.63
Arthur J. Gallagher & Co. (AJG) 0.0 $239k 1.1k 212.21
Progressive Corporation (PGR) 0.0 $238k 2.8k 85.49
Stryker Corporation (SYK) 0.0 $234k 678.00 345.24
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $234k 3.7k 63.49
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.0 $231k 9.1k 25.39
Coca-Cola Company (KO) 0.0 $230k 3.8k 59.79
Amgen (AMGN) 0.0 $228k 5.0k 46.02
Micron Technology (MU) 0.0 $225k 415.00 542.87
Nike CL B (NKE) 0.0 $225k 1.1k 205.00
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $225k 1.6k 139.78
McGrath Rent (MGRC) 0.0 $221k 11k 19.31
salesforce (CRM) 0.0 $219k 2.4k 91.95
Union Pacific Corporation (UNP) 0.0 $218k 487.00 446.71
Manulife Finl Corp (MFC) 0.0 $215k 9.1k 23.56
Edwards Lifesciences (EW) 0.0 $213k 216.00 987.83
Blackstone Group Inc Com Cl A (BX) 0.0 $212k 898.00 236.24
Travelers Companies (TRV) 0.0 $212k 2.4k 86.89
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.0 $210k 966.00 217.60
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.0 $205k 2.8k 72.48
Barclays Adr (BCS) 0.0 $205k 3.5k 58.36
Cto Realty Growth (CTO) 0.0 $204k 773.00 264.36
Rubrik Cl A (RBRK) 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