$430 Million is the total value of Wealth Architects, LLC's 163 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 16.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Sell | ISHARES TRcore s&p500 etf | $49,433,000 | +9.7% | 131,685 | -1.8% | 11.50% | -5.9% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $37,973,000 | +24.9% | 413,202 | -4.6% | 8.84% | +7.1% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $28,785,000 | +18.4% | 609,714 | +2.6% | 6.70% | +1.5% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $25,742,000 | +10.9% | 182,349 | +1.1% | 5.99% | -4.9% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $22,039,000 | +28.5% | 154,977 | -0.1% | 5.13% | +10.2% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $20,841,000 | +19.9% | 175,197 | +5.3% | 4.85% | +2.8% |
| GII | Buy | SPDR INDEX SHS FDSs&p gblinf etf | $19,963,000 | +26.6% | 400,134 | +12.8% | 4.64% | +8.6% |
| AAPL | Sell | APPLE INC | $17,313,000 | +12.2% | 130,481 | -2.1% | 4.03% | -3.8% |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $14,170,000 | +14.4% | 153,052 | -0.4% | 3.30% | -1.9% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $12,523,000 | +28.6% | 154,013 | +93.6% | 2.91% | +10.3% |
| IEFA | Sell | ISHARES TRcore msci eafe | $12,473,000 | +12.7% | 180,536 | -1.7% | 2.90% | -3.3% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $12,376,000 | +9.8% | 70,420 | -2.3% | 2.88% | -5.8% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $11,407,000 | +14.2% | 166,894 | -1.5% | 2.65% | -2.1% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $8,946,000 | +21.3% | 45,951 | -4.2% | 2.08% | +4.0% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $8,398,000 | +11.9% | 22,463 | +0.3% | 1.95% | -4.0% |
| FB | Buy | FACEBOOK INCcl a | $7,554,000 | +7.7% | 27,654 | +3.2% | 1.76% | -7.6% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $6,589,000 | +15.9% | 182,985 | +1.1% | 1.53% | -0.6% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $5,922,000 | +36.8% | 71,436 | +37.1% | 1.38% | +17.4% |
| AMZN | Buy | AMAZON COM INC | $5,590,000 | +3.9% | 1,716 | +0.5% | 1.30% | -10.8% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $5,374,000 | +8.8% | 23,176 | -0.1% | 1.25% | -6.7% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $4,626,000 | +22.8% | 90,523 | +22.6% | 1.08% | +5.3% |
| DLS | Sell | WISDOMTREE TRintl smcap div | $3,793,000 | +10.1% | 55,695 | -3.2% | 0.88% | -5.6% |
| TSLA | Buy | TESLA INC | $3,766,000 | +67.8% | 5,337 | +2.0% | 0.88% | +43.8% |
| TOLZ | Sell | PROSHARES TRdj brkfld glb | $3,701,000 | -12.4% | 90,104 | -18.3% | 0.86% | -24.9% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $3,419,000 | +24.2% | 38,412 | -4.6% | 0.80% | +6.4% |
| IGF | Sell | ISHARES TRglb infrastr etf | $3,255,000 | -17.3% | 74,466 | -27.0% | 0.76% | -29.1% |
| MSFT | Sell | MICROSOFT CORP | $2,865,000 | -1.4% | 12,883 | -6.7% | 0.67% | -15.4% |
| IWN | ISHARES TRrus 2000 val etf | $2,031,000 | +32.7% | 15,417 | 0.0% | 0.47% | +14.0% | |
| WDAY | Buy | WORKDAY INCcl a | $2,000,000 | +11.5% | 8,348 | +0.1% | 0.46% | -4.5% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $1,955,000 | +11.4% | 5,574 | -1.0% | 0.46% | -4.4% |
| INTC | Sell | INTEL CORP | $1,629,000 | -5.4% | 32,700 | -1.7% | 0.38% | -18.8% |
| VAR | Sell | VARIAN MED SYS INC | $1,574,000 | +1.7% | 8,994 | -0.0% | 0.37% | -12.9% |
| IWV | Sell | ISHARES TRrussell 3000 etf | $1,478,000 | +7.9% | 6,610 | -5.6% | 0.34% | -7.5% |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $1,351,000 | +43.0% | 23,772 | +7.7% | 0.31% | +22.7% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $1,280,000 | +36.9% | 6,574 | +19.8% | 0.30% | +17.3% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $1,267,000 | +17.8% | 723 | -1.5% | 0.30% | +1.0% |
| SCHC | Sell | SCHWAB STRATEGIC TRintl sceqt etf | $1,250,000 | +12.7% | 33,199 | -2.6% | 0.29% | -3.3% |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $1,158,000 | +78.2% | 15,089 | 0.0% | 0.27% | +52.8% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $1,107,000 | +11.3% | 4,370 | 0.0% | 0.26% | -4.4% | |
| VMW | Buy | VMWARE INC | $1,036,000 | -2.3% | 7,383 | +0.0% | 0.24% | -16.3% |
| NFRA | Buy | FLEXSHARES TRstoxx globr inf | $1,007,000 | +123.8% | 18,726 | +107.4% | 0.23% | +91.8% |
| TLTE | Buy | FLEXSHARES TRmstar emkt fac | $997,000 | +30.7% | 17,147 | +7.0% | 0.23% | +12.1% |
| JPM | Sell | JPMORGAN CHASE & CO | $976,000 | +29.8% | 7,678 | -1.7% | 0.23% | +11.3% |
| VIOV | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $967,000 | +32.3% | 6,885 | 0.0% | 0.22% | +13.6% | |
| GOOG | Sell | ALPHABET INCcap stk cl c | $958,000 | +19.0% | 547 | -0.2% | 0.22% | +2.3% |
| ANTM | Buy | ANTHEM INC | $951,000 | +19.6% | 2,962 | +0.0% | 0.22% | +2.3% |
| MRK | Buy | MERCK & CO. INC | $940,000 | +1.3% | 11,497 | +2.7% | 0.22% | -13.1% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $921,000 | +41.0% | 18,382 | +21.6% | 0.21% | +20.9% |
| BAC | Sell | BK OF AMERICA CORP | $893,000 | +20.8% | 29,457 | -3.9% | 0.21% | +4.0% |
| MGRC | Sell | MCGRATH RENTCORP | $876,000 | -4.9% | 13,054 | -15.5% | 0.20% | -18.4% |
| NVRO | NEVRO CORP | $866,000 | +24.2% | 5,000 | 0.0% | 0.20% | +6.3% | |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $852,000 | +6.5% | 6,632 | -4.5% | 0.20% | -8.8% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $847,000 | +2.0% | 1,694 | +0.1% | 0.20% | -12.4% |
| DIS | Sell | DISNEY WALT CO | $790,000 | +32.1% | 4,362 | -9.5% | 0.18% | +13.6% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $770,000 | +124.5% | 5,630 | +93.9% | 0.18% | +92.5% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $756,000 | +11.3% | 3,136 | +0.2% | 0.18% | -4.3% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $746,000 | +16.0% | 8,783 | +7.9% | 0.17% | 0.0% |
| JNJ | Sell | JOHNSON & JOHNSON | $731,000 | +4.1% | 4,643 | -1.6% | 0.17% | -10.5% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $719,000 | +15.8% | 3,475 | -1.4% | 0.17% | -0.6% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $665,000 | +0.6% | 1,428 | -4.7% | 0.16% | -13.4% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $648,000 | +23.7% | 11,097 | +6.9% | 0.15% | +6.3% |
| ACWI | Sell | ISHARES TRmsci acwi etf | $643,000 | +5.2% | 7,084 | -7.4% | 0.15% | -9.6% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $644,000 | +7.9% | 5,119 | +4.3% | 0.15% | -7.4% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $642,000 | -6.6% | 10,932 | -5.3% | 0.15% | -19.9% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $619,000 | +11.7% | 3,160 | -14.5% | 0.14% | -4.0% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $609,000 | +24.0% | 1,450 | 0.0% | 0.14% | +6.8% | |
| PG | Buy | PROCTER AND GAMBLE CO | $598,000 | +1.7% | 4,299 | +1.6% | 0.14% | -13.1% |
| NKE | Buy | NIKE INCcl b | $571,000 | +18.2% | 4,033 | +4.8% | 0.13% | +1.5% |
| AWK | Sell | AMERICAN WTR WKS CO INC NEW | $563,000 | +1.1% | 3,668 | -4.6% | 0.13% | -13.2% |
| BAX | Buy | BAXTER INTL INC | $552,000 | 0.0% | 6,877 | +0.2% | 0.13% | -14.7% |
| TILT | Buy | FLEXSHARES TRmornstar usmkt | $547,000 | +49.5% | 3,778 | +26.0% | 0.13% | +28.3% |
| AMGN | Buy | AMGEN INC | $534,000 | -9.0% | 2,321 | +0.5% | 0.12% | -22.0% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $527,000 | +27.3% | 4,130 | +7.9% | 0.12% | +9.8% |
| AVDV | New | AMERICAN CENTY ETF TRintl smcp vlu | $526,000 | – | 9,215 | +100.0% | 0.12% | – |
| HON | Sell | HONEYWELL INTL INC | $519,000 | +24.2% | 2,440 | -3.9% | 0.12% | +7.1% |
| CAT | Buy | CATERPILLAR INC | $514,000 | +26.0% | 2,824 | +3.3% | 0.12% | +8.1% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $497,000 | -1.6% | 1,392 | -6.8% | 0.12% | -15.3% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $494,000 | +11.8% | 9,422 | -1.4% | 0.12% | -4.2% |
| PM | Buy | PHILIP MORRIS INTL INC | $489,000 | +10.4% | 5,912 | +0.2% | 0.11% | -5.0% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $483,000 | +7.1% | 7,791 | +4.2% | 0.11% | -8.2% |
| MOH | Buy | MOLINA HEALTHCARE INC | $480,000 | +16.5% | 2,255 | +0.2% | 0.11% | 0.0% |
| EFA | ISHARES TRmsci eafe etf | $477,000 | +14.7% | 6,538 | 0.0% | 0.11% | -1.8% | |
| EFV | Sell | ISHARES TReafe value etf | $459,000 | +16.8% | 9,718 | -0.1% | 0.11% | 0.0% |
| GLD | Sell | SPDR GOLD TR | $458,000 | -1.7% | 2,569 | -2.4% | 0.11% | -15.1% |
| ABT | Sell | ABBOTT LABS | $454,000 | -0.4% | 4,145 | -1.1% | 0.11% | -14.5% |
| XOM | Sell | EXXON MOBIL CORP | $445,000 | +14.4% | 10,798 | -4.8% | 0.10% | -1.9% |
| WEC | Buy | WEC ENERGY GROUP INC | $440,000 | -4.8% | 4,778 | +0.1% | 0.10% | -18.4% |
| V | Buy | VISA INC | $436,000 | +12.4% | 1,995 | +2.8% | 0.10% | -3.8% |
| MO | Sell | ALTRIA GROUP INC | $435,000 | +5.8% | 10,613 | -0.2% | 0.10% | -9.8% |
| PFE | Buy | PFIZER INC | $425,000 | +0.7% | 11,557 | +0.6% | 0.10% | -13.2% |
| ABBV | Sell | ABBVIE INC | $417,000 | +21.2% | 3,894 | -0.9% | 0.10% | +4.3% |
| CSCO | Sell | CISCO SYS INC | $413,000 | +9.5% | 9,238 | -3.4% | 0.10% | -5.9% |
| ED | Buy | CONSOLIDATED EDISON INC | $409,000 | -4.4% | 5,655 | +2.9% | 0.10% | -18.1% |
| KO | Buy | COCA COLA CO | $409,000 | +12.1% | 7,467 | +0.9% | 0.10% | -4.0% |
| APD | Sell | AIR PRODS & CHEMS INC | $405,000 | -8.8% | 1,481 | -0.7% | 0.09% | -21.7% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $406,000 | -23.0% | 1,743 | -2.7% | 0.09% | -34.3% |
| NFLX | Buy | NETFLIX INC | $405,000 | +11.0% | 749 | +2.7% | 0.09% | -5.1% |
| PEP | Sell | PEPSICO INC | $378,000 | +5.0% | 2,550 | -1.9% | 0.09% | -10.2% |
| TGT | Sell | TARGET CORP | $375,000 | +10.3% | 2,124 | -1.6% | 0.09% | -5.4% |
| PYPL | Sell | PAYPAL HLDGS INC | $373,000 | +0.8% | 1,593 | -15.2% | 0.09% | -13.0% |
| TLTD | Buy | FLEXSHARES TRm star dev mkt | $356,000 | +30.4% | 5,398 | +10.8% | 0.08% | +12.2% |
| HD | Buy | HOME DEPOT INC | $355,000 | -3.5% | 1,338 | +1.0% | 0.08% | -17.0% |
| MMM | Sell | 3M CO | $353,000 | -30.4% | 2,020 | -36.2% | 0.08% | -40.6% |
| CWT | Sell | CALIFORNIA WTR SVC GROUP | $348,000 | +24.3% | 6,437 | -0.0% | 0.08% | +6.6% |
| CVS | Buy | CVS HEALTH CORP | $325,000 | +17.8% | 4,754 | +0.6% | 0.08% | +1.3% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $322,000 | +5.9% | 5,503 | +3.8% | 0.08% | -8.5% |
| CORT | Sell | CORCEPT THERAPEUTICS INC | $324,000 | +50.0% | 12,391 | -0.0% | 0.08% | +27.1% |
| T | Sell | AT&T INC | $317,000 | -8.4% | 11,011 | -9.2% | 0.07% | -21.3% |
| COST | Buy | COSTCO WHSL CORP NEW | $317,000 | +7.1% | 842 | +1.1% | 0.07% | -7.5% |
| MCD | Buy | MCDONALDS CORP | $314,000 | -1.9% | 1,465 | +0.3% | 0.07% | -16.1% |
| TQQQ | PROSHARES TRultrapro qqq | $307,000 | +38.9% | 1,690 | 0.0% | 0.07% | +18.3% | |
| CMA | Buy | COMERICA INC | $307,000 | +47.6% | 5,489 | +0.9% | 0.07% | +26.8% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $307,000 | +23.8% | 2,838 | +23.8% | 0.07% | +6.0% |
| NVDA | Sell | NVIDIA CORPORATION | $305,000 | -6.2% | 585 | -2.5% | 0.07% | -19.3% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $295,000 | +13.9% | 3,222 | +0.8% | 0.07% | -1.4% |
| AXP | Sell | AMERICAN EXPRESS CO | $297,000 | +17.9% | 2,459 | -2.3% | 0.07% | +1.5% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $298,000 | +16.9% | 4,165 | -6.0% | 0.07% | 0.0% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $292,000 | +14.5% | 3,202 | +0.3% | 0.07% | -1.4% |
| ORCL | Buy | ORACLE CORP | $282,000 | +14.2% | 4,360 | +5.3% | 0.07% | -1.5% |
| FSLY | FASTLY INCcl a | $281,000 | -7.0% | 3,221 | 0.0% | 0.06% | -20.7% | |
| SLV | ISHARES SILVER TRishares | $270,000 | +13.4% | 11,000 | 0.0% | 0.06% | -3.1% | |
| IGSB | ISHARES TR | $272,000 | +0.7% | 4,926 | 0.0% | 0.06% | -13.7% | |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $269,000 | +8.0% | 1,634 | -15.0% | 0.06% | -7.4% |
| IYR | ISHARES TRu.s. real es etf | $270,000 | +7.6% | 3,150 | 0.0% | 0.06% | -7.4% | |
| DOCU | Sell | DOCUSIGN INC | $261,000 | +2.8% | 1,173 | -0.5% | 0.06% | -11.6% |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $264,000 | – | 842 | +100.0% | 0.06% | – |
| NEE | New | NEXTERA ENERGY INC | $257,000 | – | 3,337 | +100.0% | 0.06% | – |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $260,000 | +14.0% | 2,863 | +0.1% | 0.06% | -3.2% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $257,000 | -7.6% | 1,145 | -0.4% | 0.06% | -20.0% |
| NULC | NUSHARES ETF TResg large cap | $255,000 | +9.4% | 7,319 | 0.0% | 0.06% | -6.3% | |
| PKX | New | POSCOsponsored adr | $254,000 | – | 4,082 | +100.0% | 0.06% | – |
| NEM | Sell | NEWMONT CORP | $247,000 | -6.8% | 4,129 | -1.1% | 0.06% | -20.8% |
| TEAM | New | ATLASSIAN CORP PLCcl a | $243,000 | – | 1,037 | +100.0% | 0.06% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $247,000 | – | 2,262 | +100.0% | 0.06% | – |
| BIV | VANGUARD BD INDEX FDSintermed term | $233,000 | -0.9% | 2,510 | 0.0% | 0.05% | -15.6% | |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $233,000 | +8.4% | 811 | -16.6% | 0.05% | -6.9% |
| SHOP | Sell | SHOPIFY INCcl a | $232,000 | -19.4% | 205 | -27.3% | 0.05% | -30.8% |
| AGG | ISHARES TRcore us aggbd et | $231,000 | 0.0% | 1,954 | 0.0% | 0.05% | -14.3% | |
| ACN | New | ACCENTURE PLC IRELAND | $230,000 | – | 882 | +100.0% | 0.05% | – |
| IEMG | New | ISHARES INCcore msci emkt | $228,000 | – | 3,668 | +100.0% | 0.05% | – |
| ICSH | New | ISHARES TRblackrock ultra | $224,000 | – | 4,434 | +100.0% | 0.05% | – |
| INTU | New | INTUIT | $225,000 | – | 593 | +100.0% | 0.05% | – |
| DVY | New | ISHARES TRselect divid etf | $221,000 | – | 2,295 | +100.0% | 0.05% | – |
| CWI | Sell | SPDR INDEX SHS FDSmsci acwi exus | $219,000 | +5.8% | 7,905 | -8.1% | 0.05% | -8.9% |
| FSLR | New | FIRST SOLAR INC | $218,000 | – | 2,207 | +100.0% | 0.05% | – |
| BCS | BARCLAYS PLCadr | $218,000 | +59.1% | 27,275 | 0.0% | 0.05% | +37.8% | |
| WMT | New | WALMART INC | $209,000 | – | 1,449 | +100.0% | 0.05% | – |
| FCAU | FIAT CHRYSLER AUTOMOBILES N | $207,000 | +47.9% | 11,457 | 0.0% | 0.05% | +26.3% | |
| UNP | New | UNION PAC CORP | $201,000 | – | 963 | +100.0% | 0.05% | – |
| FIVN | New | FIVE9 INC | $202,000 | – | 1,160 | +100.0% | 0.05% | – |
| XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $204,000 | – | 6,921 | +100.0% | 0.05% | – |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $204,000 | -4.2% | 1,279 | +0.1% | 0.05% | -19.0% |
| BDX | New | BECTON DICKINSON & CO | $202,000 | – | 808 | +100.0% | 0.05% | – |
| GE | Sell | GENERAL ELECTRIC CO | $181,000 | +53.4% | 16,758 | -11.3% | 0.04% | +31.2% |
| ELP | COMPANHIA PARANAENSE ENERG Cspon adr pfd | $176,000 | +29.4% | 12,304 | 0.0% | 0.04% | +10.8% | |
| CS | CREDIT SUISSE GROUPsponsored adr | $171,000 | +28.6% | 13,361 | 0.0% | 0.04% | +11.1% | |
| UMC | Sell | UNITED MICROELECTRONICS CORPspon adr new | $126,000 | +75.0% | 14,921 | -0.6% | 0.03% | +45.0% |
| FINV | FINVOLUTION GROUPsponsored ads | $51,000 | +45.7% | 19,146 | 0.0% | 0.01% | +33.3% | |
| AEG | Sell | AEGON N V | $41,000 | -10.9% | 10,400 | -42.1% | 0.01% | -16.7% |
| LCTX | New | LINEAGE CELL THERAPEUTICS IN | $32,000 | – | 18,000 | +100.0% | 0.01% | – |
| CLIR | CLEARSIGN TECHNOLOGIES CORP | $32,000 | +28.0% | 11,000 | 0.0% | 0.01% | 0.0% | |
| CMCM | CHEETAH MOBILE INCadr | $19,000 | -13.6% | 10,455 | 0.0% | 0.00% | -33.3% | |
| QD | Exit | QUDIAN INCadr | $0 | – | -13,440 | -100.0% | -0.01% | – |
| BB | Exit | BLACKBERRY LTD | $0 | – | -15,422 | -100.0% | -0.02% | – |
| JKS | Exit | JINKOSOLAR HOLDING CO LTDsponsored adr | $0 | – | -5,793 | -100.0% | -0.06% | – |
| NVTA | Exit | INVITAE CORP | $0 | – | -6,121 | -100.0% | -0.07% | – |
| ZM | Exit | ZOOM VIDEO COMM Acl a | $0 | – | -625 | -100.0% | -0.08% | – |
| EA | Exit | ELECTRONIC ARTS INC | $0 | – | -2,785 | -100.0% | -0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-28
Signatures
The EDGAR filing(s) were signed by:
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 | 2024-02-14 |
| 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 |
| 13F-HR | 2021-11-09 |
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.