| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 36 | Q3 2023 | 20.4% |
| ISHARES TR | 36 | Q3 2023 | 12.4% |
| VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF | 36 | Q3 2023 | 11.2% |
| VANGUARD SMALL CAP VALUE ETF | 36 | Q3 2023 | 9.1% |
| ISHARES TR | 36 | Q3 2023 | 4.8% |
| VANGUARD TOTAL WORLD STOCK INDEX | 36 | Q3 2023 | 4.4% |
| VANGUARD LARGE-CAP ETF | 36 | Q3 2023 | 4.3% |
| META PLATFORMS INC | 36 | Q3 2023 | 6.0% |
| VANGUARD VALUE ETF | 36 | Q3 2023 | 5.1% |
| APPLE INC | 36 | Q3 2023 | 4.2% |
View Wealth Architects, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-29 |
| 13F-HR | 2022-05-17 |
| 13F-HR | 2022-01-19 |
View Wealth Architects, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.