$174 Million is the total value of Wealth Architects, LLC's 98 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | New | BERKSHIRE HATHAWAY INC DELcl a | $1,088,000 | – | 500 | +100.0% | 0.63% | – |
| New | ANTHEM INC | $641,000 | – | 4,149 | +100.0% | 0.37% | – | |
| New | BOEING CO | $408,000 | – | 2,720 | +100.0% | 0.24% | – | |
| AKAM | New | AKAMAI TECHNOLOGIES INC | $364,000 | – | 5,117 | +100.0% | 0.21% | – |
| New | AMAZON.COM INC | $291,000 | – | 783 | +100.0% | 0.17% | – | |
| New | Schwab Strategic TRus sml cap etf | $266,000 | – | 4,613 | +100.0% | 0.15% | – | |
| New | ABBOTT LABORATORIES | $256,000 | – | 5,524 | +100.0% | 0.15% | – | |
| IJJ | New | ISHARESs&p mc 400vl etf | $200,000 | – | 1,530 | +100.0% | 0.12% | – |
| New | BANK OF AMERICA CORP | $156,000 | – | 10,123 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-04-28
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.