Wealth Architects, LLC holdings history

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378 is the total number of securities Wealth Architects, LLC has owned. The longest Wealth Architects, LLC has owned a single stock is 36 quarters.

Wealth Architects, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IVV ISHARES TR36369.15%14.23%20.43%Q4 2014Q3 202336
IJR ISHARES TR36366.79%9.46%12.44%Q4 2014Q3 202336
VEA VANGUARD TAX MANAGED I...36365.52%8.26%11.16%Q4 2014Q3 202336
VBR VANGUARD SMALL CAP VAL...36363.68%6.32%9.13%Q4 2014Q3 202336
SCZ ISHARES TR36361.60%3.41%4.83%Q4 2014Q3 202336
VT VANGUARD TOTAL WORLD S...36362.47%3.21%4.45%Q4 2014Q3 202336
VV VANGUARD LARGE-CAP ETF36362.55%3.21%4.30%Q4 2014Q3 202336
FB META PLATFORMS INC36360.46%2.75%6.00%Q4 2014Q3 202336
VTV VANGUARD VALUE ETF36360.56%2.63%5.06%Q4 2014Q3 202336
AAPL APPLE INC36360.98%2.61%4.19%Q4 2014Q3 202336
SPY SPDR S&P 500 ETF TRUST36361.79%2.06%2.70%Q4 2014Q3 202336
IJS ISHARES TR36360.86%1.74%3.16%Q4 2014Q3 202336
SCHF SCHWAB STRATEGIC TR36361.01%1.53%2.28%Q4 2014Q3 202336
VB VANGUARD SMALL-CAP ETF36360.42%1.34%2.10%Q4 2014Q3 202336
BSV VANGUARD SHORT-TERM BO...36360.35%0.80%1.44%Q4 2014Q3 202336
VTIP VANGUART SHORT TERM IN...36360.49%0.77%1.16%Q4 2014Q3 202336
MSFT MICROSOFT CORP36360.29%0.54%0.82%Q4 2014Q3 202336
INTC INTEL CORP36360.17%0.43%0.62%Q4 2014Q3 202336
IWV ISHARES TR36360.24%0.40%0.67%Q4 2014Q3 202336
UNH UNITEDHEALTH GROUP INC36360.19%0.38%0.66%Q4 2014Q3 202336
XOM EXXON MOBIL CORP COM36360.10%0.34%0.56%Q4 2014Q3 202336
SCHC SCHWAB STRATEGIC TR36360.18%0.33%0.59%Q4 2014Q3 202336
VTI VANGUARD TOTAL STK MKT...36360.23%0.32%0.47%Q4 2014Q3 202336
VUG VANGUARD INDEX FDS36360.09%0.31%0.78%Q4 2014Q3 202336
IBM INTL BUSINESS MACH36360.08%0.27%0.59%Q4 2014Q3 202336
MRK MERCK & CO. INC36360.18%0.27%0.36%Q4 2014Q3 202336
VIOV VANGUARD S&P SMALL-CAP...36360.16%0.27%0.41%Q4 2014Q3 202336
JPM JPMORGAN CHASE & CO36360.19%0.27%0.36%Q4 2014Q3 202336
JNJ JOHNSON & JOHNSON36360.15%0.26%0.45%Q4 2014Q3 202336
NKE NIKE INC CL B36360.06%0.26%0.88%Q4 2014Q3 202336
VWO VANGUARD INTL EQUITY I...36360.09%0.25%0.55%Q4 2014Q3 202336
MGRC MCGRATH RENTCORP36360.15%0.23%0.34%Q4 2014Q3 202336
VEU VANGUARD INTL EQUITY I...36360.09%0.23%0.44%Q4 2014Q3 202336
SCHG SCHWAB US LARGE-CAP GR...36360.09%0.21%0.37%Q4 2014Q3 202336
EFA ISHARES TR MSCIEAFE IN...36360.07%0.19%0.56%Q4 2014Q3 202336
VZ VERIZONMUNICATIONS INC36360.08%0.19%0.34%Q4 2014Q3 202336
PG PROCTER & GAMBLE CO36360.10%0.19%0.39%Q4 2014Q3 202336
EFV ISHARES TR36360.06%0.19%0.85%Q4 2014Q3 202336
VNQ VANGUARD REIT INDEX ETF36360.08%0.18%0.32%Q4 2014Q3 202336
ADBE ADOBE SYSTEMS INCORPOR...36360.05%0.18%0.29%Q4 2014Q3 202336
ED CONSOLIDATED EDISON INC36360.08%0.17%0.30%Q4 2014Q3 202336
MO ALTRIA GROUP INC36360.08%0.17%0.34%Q4 2014Q3 202336
VO VANGUARD MID CAP ETF36360.15%0.17%0.24%Q4 2014Q3 202336
PM PHILLIP MORRIS INTL INC36360.10%0.17%0.33%Q4 2014Q3 202336
ORCL ORACLE CORPORATION36360.04%0.16%0.37%Q4 2014Q3 202336
BMY BRISTOL-MYERS SQUIBB CO36360.08%0.15%0.31%Q4 2014Q3 202336
IWF ISHARES TR RUSSELL 100...36360.10%0.14%0.20%Q4 2014Q3 202336
DIS DISNEY WALT CO DEL (HO...36360.06%0.14%0.26%Q4 2014Q3 202336
PFE PFIZER INC36360.09%0.13%0.21%Q4 2014Q3 202336
PEP PEPSICO INC36360.08%0.13%0.18%Q4 2014Q3 202336
KO COCA COLA CO36360.06%0.12%0.24%Q4 2014Q3 202336
VYM VANGUARD WHITEHALL FDS...36360.04%0.12%0.25%Q4 2014Q3 202336
T AT&T INC COM36360.03%0.11%0.24%Q4 2014Q3 202336
IWD ISHARES TR36360.04%0.11%0.22%Q4 2014Q3 202336
SCHB SCHWAB US BROAD MARKET...36360.06%0.10%0.20%Q4 2014Q3 202336
IYR ISHARES TR DOW JONES U...36360.04%0.09%0.16%Q4 2014Q3 202336
AMZN AMAZON INC3410.15%0.99%1.97%Q4 2014Q3 202335
ANTM ELEVANCE HEALTH INC3410.21%0.27%0.39%Q4 2014Q3 202335
BAC BK OF AMERICA CORP3410.07%0.19%0.29%Q4 2014Q3 202335
CSCO CISCO SYS INC25100.08%0.16%0.31%Q4 2014Q3 202335
ABBV ABBVIE INC18170.07%0.14%0.24%Q4 2014Q3 202335
ABT ABBOTT LABS3410.08%0.13%0.23%Q4 2014Q3 202335
BRKB BERKSHIRE HATHAWAY INC...34340.99%1.25%1.57%Q2 2015Q3 202334
MDY S & P MID CAP 400 ETF TR34340.09%0.15%0.26%Q2 2015Q3 202334
TMO THERMO FISHER SCIENTIF...34340.09%0.14%0.21%Q2 2015Q3 202334
WEC WISCONSIN ENERGY CP34340.07%0.11%0.18%Q2 2015Q3 202334
HON HONEYWELL INTL INC34340.05%0.10%0.13%Q2 2015Q3 202334
APD AIR PRODUCTS AND CHEMI...34340.06%0.10%0.15%Q2 2015Q3 202334
CVS CVS HEALTH CORP34340.04%0.10%0.20%Q2 2015Q3 202334
IEFA ISHARES TR33330.52%1.85%3.38%Q3 2015Q3 202333
GOOG ALPHABET INC CLASS C33330.20%0.29%0.46%Q3 2015Q3 202333
GOOGL ALPHABET INC CLASS A33330.18%0.23%0.30%Q3 2015Q3 202333
WFC WELLS FARGO CO NEW22110.05%0.19%0.47%Q4 2014Q3 202333
IWM ISHARES TR RUSSELL 200...32320.10%0.13%0.17%Q4 2015Q3 202332
CAT CATERPILLAR INC DEL2930.09%0.12%0.17%Q4 2014Q3 202332
MMM 3M COMPANY31310.04%0.67%1.51%Q4 2014Q2 202231
TSLA TESLA MOTORS INC2740.07%0.38%0.99%Q2 2015Q3 202331
BAX BAXTER INTL INC3010.04%0.12%0.20%Q2 2015Q3 202331
CWI SPDR SERIES TRUST2110.04%0.11%0.21%Q4 2014Q1 202329
IGF ISHARES TR28280.32%2.64%6.11%Q4 2016Q3 202328
CMA COMERICA INC14140.04%0.12%0.27%Q3 2016Q3 202328
MA MASTERCARD INCORPORATE...2710.08%0.11%0.16%Q2 2015Q3 202328
MDLZ MONDELEZ INTL INC CL A2110.05%0.08%0.12%Q4 2015Q3 202328
SCHA SCHWAB US SMALL CAP ETF1910.06%0.41%0.81%Q4 2014Q3 202327
GE GENERAL ELECTRIC CO27270.03%0.24%0.58%Q4 2014Q2 202127
NVRO NEVRO CORP15120.04%0.14%0.24%Q4 2015Q3 202227
CVX CHEVRON CORP NEW1110.04%0.09%0.17%Q4 2014Q3 202327
VIG VANGUARD SPECIALIZED P...2510.45%5.33%6.72%Q2 2015Q3 202326
VAR VARIAN MED SYS INC26260.31%0.58%1.31%Q4 2014Q1 202126
AWK AMERICAN WTR WKS CO IN...26260.07%0.12%0.16%Q2 2017Q3 202326
CWT CALIFORNIA WTR SVC GROUP26260.05%0.08%0.12%Q2 2017Q3 202326
UMC UNITED MICROELECTRONIC...1450.01%0.02%0.03%Q3 2015Q3 202326
HD HOME DEPOT INC2410.07%0.16%0.35%Q2 2015Q3 202325
AMGN AMGEN INC25250.08%0.12%0.16%Q3 2017Q3 202325
WDAY WORKDAY INC24240.38%0.84%4.82%Q3 2015Q2 202124
VMW VMWARE INC CL A24240.23%0.39%0.61%Q3 2015Q2 202124
EA ELECTRONIC ARTS INC24240.08%0.15%0.21%Q4 2014Q3 202024
CMCSA COMCAST CORP NEW CL A1810.05%0.09%0.18%Q2 2015Q3 202324
UPS UPS1540.04%0.22%0.61%Q4 2014Q2 202323
AGG ISHARES TR1320.04%0.18%0.48%Q4 2014Q2 202223
AXP AMERICANEXPRESS CO1410.06%0.08%0.17%Q4 2014Q3 202323
VXF VANGUARD INDEX FDS1440.05%0.06%0.07%Q3 2017Q3 202323
CORT CORCEPT THERAPEUTICS, INC1210.03%0.06%0.11%Q2 2016Q1 202323
AEG AEGON NV1110.01%0.03%0.05%Q3 2015Q1 202323
RSP INVESCO EXCHANGE TRADE...22220.10%0.12%0.17%Q2 2018Q3 202322
MOH MOLINA HEALTHCARE INC.22220.07%0.11%0.16%Q2 2018Q3 202322
V VISA INC CL A2010.07%0.11%0.14%Q3 2015Q3 202321
MCD MCDONALDS CORP21210.06%0.08%0.10%Q3 2018Q3 202321
DLS WISDOMTREE TR20200.25%0.57%1.02%Q4 2018Q3 202320
UTX UNITED TECHNOLOGIES CORP1640.07%0.18%0.31%Q4 2014Q4 201920
ARWR ARROWHEAD PHARMACEUTIC...20200.04%0.14%0.27%Q4 2018Q3 202320
ACWI ISHARES TR20200.07%0.12%0.17%Q4 2018Q3 202320
TGT TARGET CORP1410.04%0.08%0.13%Q2 2015Q3 202320
COST COSTCO WHSL CORP NEW1910.06%0.08%0.12%Q3 2018Q3 202320
ELP ENERGY COMPANY OF PARANA1370.02%0.04%0.06%Q1 2016Q1 202120
GII SPDR S&P GLOBAL INFRAS...19190.30%3.95%5.39%Q1 2019Q3 202319
HPE HEWLETT PACKARD ENTERP...1630.07%0.16%0.34%Q4 2015Q3 202319
BA BOEING CO1810.08%0.13%0.26%Q4 2014Q3 201919
AMT AMERICAN TOWER CORP NEW19190.03%0.06%0.09%Q1 2019Q3 202319
HPQ HP INC1710.03%0.18%0.28%Q4 2015Q1 202218
VLO VALERO ENERGY CORP NEW1320.05%0.09%0.14%Q4 2015Q2 202217
EW EDWARDS LIFESCIENCES CORP1610.04%0.06%0.08%Q1 2019Q2 202317
XLF SELECT SECTOR SPDR TR1010.04%0.06%0.08%Q3 2017Q4 202217
TOLZ PROSHARES TR1510.35%0.79%1.38%Q4 2018Q3 202316
IWN ISHARES TR RUSSELL2000...1510.13%0.41%0.53%Q4 2014Q3 202316
SLB SCHLUMBERGER LTD ISIN#...16160.10%0.17%0.31%Q4 2014Q3 201816
AVUV AVANTIS US SMALL CAP V...15150.19%0.81%1.84%Q1 2020Q3 202315
TLTE FLEXSHARES TR15150.19%0.27%0.40%Q1 2020Q3 202315
TILT FLEXSHARES TR15150.05%0.12%0.17%Q1 2020Q3 202315
NFLX NETFLIX INC1020.06%0.09%0.15%Q1 2018Q1 202215
GSK GSK PLC510.04%0.08%0.13%Q4 2014Q2 202215
NFRA FLEXSHARES TR14140.12%0.24%0.42%Q2 2020Q3 202314
QQQ INVESCO QQQ TR1220.06%0.14%0.46%Q4 2019Q3 202314
NVDA NVIDIA CORPORATION14140.06%0.11%0.24%Q2 2020Q3 202314
TLTD FLEXSHARES TR14140.07%0.09%0.10%Q2 2020Q3 202314
RTX RTX CORPORATION14140.06%0.08%0.10%Q2 2020Q3 202314
SHOP SHOPIFY INC A710.05%0.06%0.08%Q4 2019Q3 202314
IWO ISHARES TR RUSSELL 200...710.04%0.06%0.09%Q4 2017Q4 202114
WMT WALMART INC1220.04%0.06%0.10%Q3 2018Q3 202314
BCS BARCLAYS PLC ADR14140.03%0.04%0.06%Q2 2020Q3 202314
FINV FINVOLUTION GROUP14140.01%0.02%0.04%Q2 2020Q3 202314
SUB ISHARES TR13130.07%0.21%0.45%Q3 2020Q3 202313
LLY LILLY ELI & CO1110.05%0.08%0.11%Q3 2018Q3 202313
ACN ACCENTURE PLC IRELAND1210.05%0.07%0.09%Q3 2019Q3 202313
NULC NUVEEN ESG LARGE-CAP ETF13130.04%0.05%0.06%Q3 2020Q3 202313
MFG MIZUHO FINL GROUP INC ...1210.02%0.04%0.05%Q4 2015Q1 201913
AVDV AMERICAN CENTY ETF TR12120.12%0.71%1.24%Q4 2020Q3 202312
F&M BANK12120.27%0.31%0.35%Q4 2014Q3 201712
VOO VANGUARD INDEX FDS1110.09%0.11%0.14%Q4 2015Q3 202312
ICSH ISHARES TR12120.05%0.10%0.16%Q4 2020Q3 202312
INTU INTUIT1010.05%0.09%0.17%Q4 2019Q3 202312
INDB INDEPENDENT BANK CORP ...12120.08%0.09%0.11%Q4 2016Q3 201912
BABA ALIBABA GROUP HOLDING ...1020.06%0.09%0.14%Q1 2018Q2 202112
SUMMIT BANK EUGENE OR12120.07%0.08%0.09%Q4 2014Q3 201712
TQQQ PROSHARES ULTRAPRO QQQ750.04%0.07%0.13%Q3 2020Q3 202312
TSM TAIWAN SEMICONDUCTOR M...12120.05%0.07%0.09%Q4 2020Q3 202312
BDX BECTON DICKINSON & CO910.03%0.07%0.08%Q4 2017Q2 202312
NEE NEXTERA ENERGY INC12120.04%0.05%0.06%Q4 2020Q3 202312
RAI REYNOLDS AMERICAN INC11110.23%0.28%0.32%Q4 2014Q2 201711
PLTR PALANTIR TECHNOLOGIES INC11110.05%0.11%0.23%Q1 2021Q3 202311
FNDF SCHWAB STRATEGIC TR11110.08%0.10%0.13%Q2 2017Q4 201911
GLD SPDR GOLD TRUST1010.08%0.09%0.13%Q4 2015Q3 202211
IJJ ISHARES TR1010.07%0.08%0.12%Q1 2015Q1 201911
STLA STELLANTIS N.V11110.03%0.04%0.04%Q1 2021Q3 202311
AVGO BROADCOM INC10100.04%0.19%0.36%Q2 2021Q3 202310
EBAY EBAY INC COM910.10%0.16%0.34%Q1 2017Q2 202010
AVBH AVIDBANK HOLDINGS10100.12%0.16%0.22%Q2 2015Q3 201710
ADP AUTOMATIC DATA PROCESS...10100.10%0.12%0.14%Q2 2021Q3 202310
PYPL PAYPAL HLDGS INC810.05%0.09%0.12%Q1 2017Q1 202210
ABNB AIRBNB INC10100.06%0.08%0.10%Q2 2021Q3 202310
SCHE SCHWAB STRATEGIC TR510.06%0.07%0.10%Q3 2016Q4 201910
GSBD GOLDMAN SACHS BDC INC10100.05%0.06%0.07%Q2 2021Q3 202310
QCOM QUALCOMM INC10100.04%0.05%0.06%Q2 2021Q3 202310
WM WASTE MGMT INC DEL10100.04%0.05%0.05%Q2 2021Q3 202310
XLV SELECT SECTOR SPDR TR10100.04%0.04%0.05%Q2 2021Q3 202310
CTO CTO RLTY GROWTH INC NEW10100.03%0.04%0.04%Q2 2021Q3 202310
ELP COMPANHIA PARANAENSE E...10100.02%0.03%0.04%Q2 2021Q3 202310
IMNM IMMUNOME INC10100.01%0.02%0.05%Q2 2021Q3 202310
BKD BROOKDALE SR LIVING INC10100.01%0.01%0.02%Q1 2021Q2 202310
DIMENSIONAL ETF TRUST992.99%3.75%7.77%Q3 2021Q3 20239
TDTF FLEXSHARES TR990.47%0.52%0.58%Q3 2021Q3 20239
BERKSHIRE HATHAWAY INCDEL990.47%0.51%0.54%Q3 2015Q3 20179
DIMENSIONAL ETF TRUST990.42%0.45%0.46%Q3 2021Q3 20239
BRKA BERKSHIRE HATHAWAY INC...810.28%0.42%0.63%Q1 2015Q3 20199
DFAC DIMENSIONAL ETF TRUST990.10%0.29%0.51%Q3 2021Q3 20239
ISRG INTUITIVE SURGICAL INC990.08%0.15%0.32%Q3 2021Q3 20239
AKAM AKAMAI TECHNOLOGIES INC810.07%0.14%0.21%Q1 2015Q4 20179
AVGR AVINGER INC990.01%0.13%0.38%Q3 2015Q3 20179
TWX TIME WARNER INC540.09%0.11%0.14%Q4 2014Q1 20179
SCHO SCHWAB STRATEGIC TR990.09%0.11%0.12%Q3 2016Q3 20189
NUDM NUSHARES ETF TR990.08%0.09%0.19%Q3 2021Q3 20239
VONV VANGUARD SCOTTSDALE FDS990.07%0.07%0.08%Q3 2021Q3 20239
CCI CROWN CASTLE INTL CORP...990.05%0.05%0.06%Q2 2020Q2 20229
PKX POSCO HOLDINGS INC630.04%0.05%0.06%Q4 2020Q3 20239
ARDS ARIDIS PHARMACEUTICALS...990.00%0.00%0.01%Q3 2021Q3 20239
ESML ISHARES TR880.18%0.60%0.87%Q4 2021Q3 20238
ESGD ISHARES TR880.13%0.60%0.85%Q4 2021Q3 20238
ESGU ISHARES TR880.06%0.25%0.48%Q4 2021Q3 20238
MRVL MARVELL TECHNOLOGY INC880.06%0.10%0.16%Q4 2021Q3 20238
IEMG ISHARES INC880.05%0.08%0.11%Q4 2020Q3 20228
UNP UNIONPACIFIC CORP710.05%0.06%0.13%Q2 2015Q2 20228
DOCU DOCUSIGN INC880.04%0.06%0.07%Q2 2020Q1 20228
TEAM ATLASSIAN CORP PLC880.04%0.06%0.08%Q4 2020Q3 20228
IMO IMPERIAL OIL LTD880.04%0.05%0.06%Q4 2021Q3 20238
BIV VANGUARD INTERMEDIATE ...880.04%0.05%0.06%Q3 2020Q2 20228
SPGI S&P GLOBAL INC880.04%0.04%0.05%Q4 2021Q3 20238
IWB ISHARES TR610.12%0.13%0.13%Q4 2014Q3 20237
RH RH770.08%0.10%0.13%Q4 2017Q2 20197
CUK CARNIVAL PLC ADR770.07%0.09%0.10%Q1 2017Q3 20187
SO SOUTHERN CO520.06%0.08%0.10%Q3 2016Q4 20197
VREX VAREX IMAGING CORP610.06%0.07%0.08%Q1 2017Q1 20197
VXUS VANGUARD STAR FDS770.05%0.06%0.06%Q1 2022Q3 20237
NEM NEWMONTMNG CORP HLDG CO610.04%0.05%0.07%Q2 2020Q1 20227
CRM SALESFORCE INC520.04%0.05%0.07%Q2 2021Q3 20237
LMT LOCKHEED MARTIN CORP310.04%0.04%0.05%Q2 2021Q2 20237
BB BLACKBERRY LTD520.02%0.03%0.05%Q4 2018Q3 20207
HMY HARMONY GOLD MNG LTD510.01%0.01%0.01%Q1 2017Q3 20237
DIMENSIONAL ETF TRUST664.27%4.74%5.19%Q2 2022Q3 20236
USB US BANCORP DEL COM NEW420.09%0.11%0.13%Q2 2015Q4 20166
DXC DXC TECHNOLOGY CO660.08%0.09%0.10%Q2 2017Q3 20186
VGK VANGUARD INTL EQUITY I...660.07%0.09%0.14%Q4 2017Q1 20196
IJH ISHARES TR410.04%0.07%0.09%Q4 2019Q3 20236
FSLR FIRST SOLAR INC510.05%0.06%0.08%Q4 2020Q3 20236
SLV ISHARES SILVER TRUST660.04%0.05%0.06%Q2 2020Q3 20216
SBUX STARBUCKS CORP410.04%0.05%0.12%Q2 2015Q3 20236
ANET ARISTA NETWORKS INC410.03%0.05%0.06%Q2 2021Q3 20236
SPDW SPDR INDEX SHS FDS420.04%0.04%0.04%Q1 2022Q3 20236
GENERAL ELECTRIC CO330.04%0.04%0.04%Q3 2021Q3 20236
SCHX SCHWAB STRATEGIC TR420.04%0.04%0.04%Q4 2021Q3 20236
TRV TRAVELERS COMPANIES INC420.03%0.04%0.04%Q1 2022Q3 20236
CLIR CLEARSIGN TECHNOLOGIES...660.00%0.01%0.01%Q2 2020Q3 20216
SNOW SNOWFLAKE INC320.05%0.28%0.44%Q1 2021Q3 20235
IVW ISHARES550.25%0.26%0.27%Q3 2015Q3 20165
GILD GILEAD SCIENCES INC310.10%0.17%0.32%Q4 2014Q3 20165
ESGE ISHARES INC550.06%0.16%0.20%Q3 2022Q3 20235
IJT ISHARES550.14%0.15%0.15%Q3 2015Q3 20165
EMC E M C CORP MASS550.11%0.13%0.14%Q2 2015Q2 20165
BTI BRITISH AMERN TOB PLC ...550.09%0.12%0.14%Q3 2017Q3 20185
DWDP DOWDUPONT INC320.07%0.08%0.09%Q3 2017Q4 20185
IGSB ISHARES TR550.05%0.06%0.07%Q3 2020Q3 20215
MDT MEDTRONIC PLC410.04%0.05%0.07%Q3 2018Q1 20225
MPC MARATHON PETE CORP550.04%0.04%0.05%Q3 2022Q3 20235
STZ CONSTELLATION BRANDS INC210.04%0.04%0.04%Q1 2021Q4 20225
L LOEWS CORP410.04%0.04%0.04%Q1 2022Q3 20235
PSO PEARSON PLC550.02%0.02%0.02%Q1 2022Q1 20235
ATRA ATARA BIOTHERAPEUTICS INC550.00%0.01%0.01%Q3 2022Q3 20235
AMERICAN CENTY ETF TR440.23%0.24%0.25%Q4 2022Q3 20234
KMB KIMBERLY-CLARK CORP440.20%0.21%0.22%Q2 2022Q1 20234
KLAC KLA-TENCOR CORP FRMLY ...440.14%0.16%0.17%Q3 2015Q2 20164
CDNS CADENCE DESIGN SYSTEMSINC310.04%0.09%0.22%Q3 2015Q3 20234
SPGM SPDR INDEX SHS FDS310.07%0.08%0.08%Q1 2018Q4 20194
ZM ZOOM VIDEO COMMUNICATI...210.04%0.07%0.08%Q4 2019Q2 20214
FSLY FASTLY INC440.05%0.07%0.08%Q2 2020Q1 20214
JKS JINKOSOLAR HOLDING CO LTD310.04%0.06%0.07%Q4 2018Q3 20204
MQ MARQETA INC440.04%0.06%0.08%Q4 2022Q3 20234
DVY ISHARES TR440.05%0.05%0.06%Q4 2020Q3 20214
DHR DANAHER CORPORATION440.04%0.05%0.05%Q2 2021Q1 20224
BBJP J P MORGAN EXCHANGE-TR...440.04%0.04%0.05%Q2 2021Q1 20224
NVO NOVO-NORDISK A S440.04%0.04%0.05%Q4 2022Q3 20234
FCAU FIAT CHRYSLER AUTOMOBI...440.03%0.04%0.05%Q1 2020Q4 20204
BBCA J P MORGAN EXCHANGE-TR...440.04%0.04%0.04%Q2 2021Q1 20224
ETN EATON CORP PLC310.04%0.04%0.04%Q4 2021Q3 20234
XLY SELECT SECTOR SPDR TR310.03%0.04%0.04%Q3 2021Q3 20234
CS CREDIT SUISSE GROUP440.03%0.04%0.04%Q2 2020Q1 20214
LCTX LINEAGE CELL THERAPEUT...310.00%0.01%0.02%Q4 2020Q1 20224
CMCM CHEETAH MOBILE INC310.00%0.01%0.01%Q2 2020Q3 20214
DIMENSIONAL ETF TRUST330.26%0.69%1.04%Q1 2023Q3 20233
GOOGL GOOGLE INC CL A330.20%0.27%0.31%Q4 2014Q2 20153
DHS WISDOMTREE TR330.15%0.16%0.17%Q4 2014Q2 20153
BIP BROOKFIELD INFRASTRUCT...110.14%0.16%0.16%Q2 2015Q1 20173
KMI KINDER MORGAN INC330.13%0.15%0.16%Q4 2014Q2 20153
CYNI CYAN INC330.03%0.13%0.25%Q4 2014Q2 20153
VOT VANGUARD INDEX FDS210.04%0.12%0.16%Q3 2015Q1 20223
DD DU PONT E I DE NEMOURS...210.10%0.12%0.12%Q4 2014Q4 20153
DFE WISDOMTREE TR330.07%0.07%0.08%Q4 2017Q2 20183
IVE ISHARES TR210.06%0.06%0.06%Q2 2018Q1 20193
GLW CORNING INC330.04%0.04%0.05%Q1 2021Q3 20213
TXN TEXAS INSTRS INC210.04%0.04%0.04%Q4 2021Q2 20233
TECK TECK RESOURCES LTD210.03%0.04%0.04%Q1 2022Q3 20233
JMEI JUMEI INTL HLDG LTD210.01%0.01%0.02%Q4 2018Q3 20193
LX LEXINFINTECH HLDGS LTD330.01%0.01%0.02%Q4 2021Q2 20223
SECO SECOO HLDG LTD330.01%0.01%0.01%Q1 2021Q3 20213
QD QUDIAN INC110.01%0.01%0.01%Q1 2020Q2 20213
BRKB BERKSHIRE HTWY221.28%1.33%1.38%Q4 2014Q1 20152
BERKSHIRE HTWY110.55%0.61%0.66%Q4 2014Q2 20152
QQQ POWERSHARES QQQ TRUST ...220.28%0.43%0.59%Q3 2015Q4 20152
ROKU ROKU INC110.26%0.36%0.46%Q2 2019Q2 20202
SDY SPDR SERIES TRUST220.28%0.34%0.40%Q2 2015Q3 20152
VOO VANGUARD220.32%0.32%0.32%Q4 2014Q1 20152
MDY SPDR220.28%0.28%0.28%Q4 2014Q1 20152
HPQ HP110.14%0.26%0.38%Q4 2014Q3 20152
DIMENSIONAL ETF TRUST220.17%0.25%0.32%Q2 2023Q3 20232
DIMENSIONAL ETF TRUST220.14%0.18%0.23%Q2 2023Q3 20232
DIMENSIONAL ETF TRUST220.18%0.18%0.19%Q2 2023Q3 20232
P105PS INTEGRYS ENERGY GROUP INC220.17%0.18%0.19%Q4 2014Q1 20152
AIR PRODUCTS AND CHEMI...220.18%0.18%0.18%Q4 2014Q1 20152
VBK VANGUARD220.15%0.16%0.16%Q3 2015Q4 20152
VTWO VANGUARD220.15%0.15%0.16%Q4 2014Q1 20152
BAXTER INTL220.14%0.15%0.16%Q4 2014Q1 20152
VOE VANGUARD220.12%0.14%0.17%Q2 2015Q3 20152
BGCP BGC PARTNERS INC.110.06%0.13%0.21%Q4 2016Q4 20182
DIMENSIONAL ETF TRUST220.10%0.10%0.10%Q2 2023Q3 20232
BP BP PLC110.07%0.09%0.12%Q3 2015Q3 20172
PAYX PAYCHEX INC220.09%0.09%0.09%Q3 2018Q4 20182
FIVN FIVE9 INC110.04%0.04%0.05%Q4 2020Q2 20212
FDX FEDEX CORP110.04%0.04%0.04%Q4 2021Q2 20222
NMRK NEWMARK GROUP INC CL A220.04%0.04%0.04%Q4 2018Q1 20192
ATLASSIAN CORPORATION110.04%0.04%0.04%Q1 2023Q3 20232
AJG GALLAGHER ARTHUR J & CO220.04%0.04%0.04%Q4 2021Q1 20222
SCHW SCHWAB CHARLES CORP220.04%0.04%0.04%Q4 2021Q1 20222
BZH BEAZER HOMES USA INC220.03%0.04%0.04%Q2 2023Q3 20232
CYD CHINA YUCHAI INTL LTD110.03%0.03%0.04%Q1 2020Q4 20212
NMR NOMURA HOLDINGS INC110.02%0.03%0.04%Q4 2015Q2 20162
AUOTY AU OPTRONICS CORP110.01%0.03%0.04%Q3 2015Q2 20182
CX CEMEX SAB DE CV220.01%0.01%0.02%Q3 2019Q4 20192
CHK CHESAPEAKE ENERGY CORP220.01%0.01%0.01%Q4 2018Q1 20192
ICAYY EMPRESAS ICA S A DE CV220.01%0.01%0.01%Q4 2015Q1 20162
EFG ISHARES110.42%0.42%0.42%Q2 2015Q2 20151
ANTHEM INC110.37%0.37%0.37%Q1 2015Q1 20151
BOEING CO110.24%0.24%0.24%Q1 2015Q1 20151
CELG CELGENE CORP110.21%0.21%0.21%Q2 2015Q2 20151
PID POWERSHARES INTL DIVID...110.20%0.20%0.20%Q2 2015Q2 20151
RSP RYDEX ETF TRUST110.20%0.20%0.20%Q4 2017Q4 20171
GOOG GOOGLE INC CL A110.19%0.19%0.19%Q2 2015Q2 20151
AMAZON.COM INC110.17%0.17%0.17%Q1 2015Q1 20151
AGN ALLERGAN INC110.16%0.16%0.16%Q4 2014Q4 20141
Schwab Strategic TR110.15%0.15%0.15%Q1 2015Q1 20151
TM TOYOTA MOTOR CORP110.15%0.15%0.15%Q4 2015Q4 20151
ABBOTT LABORATORIES110.15%0.15%0.15%Q1 2015Q1 20151
IWS ISHARES110.14%0.14%0.14%Q3 2015Q3 20151
DAL DELTA AIR LINES INC DEL110.12%0.12%0.12%Q1 2020Q1 20201
IJK ISHARES110.12%0.12%0.12%Q3 2015Q3 20151
DIA SPDR DOW JONES INDL AV...110.12%0.12%0.12%Q1 2018Q1 20181
MYL MYLANINC110.12%0.12%0.12%Q2 2015Q2 20151
CIEN CIENA CORP110.12%0.12%0.12%Q1 2016Q1 20161
CODX CO DIAGNOSTICS INC110.11%0.11%0.11%Q1 2020Q1 20201
MUB ISHARES TR110.10%0.10%0.10%Q2 2022Q2 20221
XNPT XENOPORT INC110.10%0.10%0.10%Q2 2015Q2 20151
BANK OF AMERICA CORP110.09%0.09%0.09%Q1 2015Q1 20151
SPLV INVESCO EXCHANGE-TRADE...110.09%0.09%0.09%Q1 2020Q1 20201
VRP POWERSHARES ETF TR II110.09%0.09%0.09%Q4 2017Q4 20171
XLK SELECT SECTOR SPDR TR110.09%0.09%0.09%Q1 2020Q1 20201
SPLK SPLUNK INC110.08%0.08%0.08%Q1 2022Q1 20221
UBER UBER TECHNOLOGIES INC110.08%0.08%0.08%Q1 2020Q1 20201
NVTA INVITAE CORP110.07%0.07%0.07%Q3 2020Q3 20201
DON WISDOMTREE TR110.07%0.07%0.07%Q4 2017Q4 20171
SCHZ SCHWAB STRATEGIC TR110.07%0.07%0.07%Q1 2019Q1 20191
RDSA ROYAL DUTCH SHELL PLC110.07%0.07%0.07%Q4 2017Q4 20171
USMV ISHARES TR110.07%0.07%0.07%Q4 2019Q4 20191
NTNX NUTANIX INC110.06%0.06%0.06%Q1 2022Q1 20221
CTO CONSOLIDATED TOMOKA LD CO110.06%0.06%0.06%Q3 2019Q3 20191
BOND PIMCO ETF TR110.06%0.06%0.06%Q2 2022Q2 20221
STKS THE ONE GROUP HOSPITAL...110.06%0.06%0.06%Q1 2022Q1 20221
RBLX ROBLOX CORP110.06%0.06%0.06%Q1 2021Q1 20211
SCHV SCHWAB STRATEGIC TR110.06%0.06%0.06%Q4 2019Q4 20191
EGHT 8X8 Inc.110.05%0.05%0.05%Q4 2014Q4 20141
SCHD SCHWAB STRATEGIC TR110.05%0.05%0.05%Q4 2021Q4 20211
U UNITY SOFTWARE INC110.04%0.04%0.04%Q1 2022Q1 20221
PINS PINTEREST INC110.04%0.04%0.04%Q2 2021Q2 20211
EL LAUDER ESTEE COS INC110.04%0.04%0.04%Q4 2021Q4 20211
MTH MERITAGE HOMES CORP110.04%0.04%0.04%Q2 2022Q2 20221
BLK BLACKROCK INC110.04%0.04%0.04%Q4 2021Q4 20211
CYOU CHANGYOU COM LTD ADS REP110.04%0.04%0.04%Q3 2019Q3 20191
SONY SONY GROUP CORPORATION110.04%0.04%0.04%Q4 2021Q4 20211
HSY HERSHEY CO110.04%0.04%0.04%Q1 2023Q1 20231
LOW LOWES COS INC110.04%0.04%0.04%Q4 2021Q4 20211
TJX TJX COS INC NEW110.04%0.04%0.04%Q4 2021Q4 20211
DGRO ISHARES TR110.04%0.04%0.04%Q2 2023Q2 20231
VGT VANGUARD WORLD FDS110.04%0.04%0.04%Q2 2023Q2 20231
SYK STRYKER CORPORATION110.03%0.03%0.03%Q2 2023Q2 20231
MUFG MITSUBISHI UFJ FINL GR...110.03%0.03%0.03%Q1 2016Q1 20161
AAUKY ANGLO AM PLC ADR110.03%0.03%0.03%Q3 2015Q3 20151
PLANET LABS PBC110.03%0.03%0.03%Q1 2022Q1 20221
TAC TRANSALTA CORP110.02%0.02%0.02%Q4 2015Q4 20151
SAN BANCO SANTANDER SA110.01%0.01%0.01%Q1 2020Q1 20201
CIG COMPANHIA ENERGETICA D...110.01%0.01%0.01%Q4 2015Q4 20151
ODP OFFICE DEPOT INC110.01%0.01%0.01%Q2 2020Q2 20201
XNET XUNLEI LTD110.01%0.01%0.01%Q3 2021Q3 20211
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The securities at the top of the list , including ISHARES TR, ISHARES TR, and VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF, are the highest-conviction holdings of Wealth Architects, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Wealth Architects, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Wealth Architects, LLC owns currently or has owned in the past.