$185 Thousand is the total value of Wealth Architects, LLC's 515224 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | DIMENSIONAL ETF TRUSTinternatnal val | $17,502,000 | – | 534,504 | +100.0% | 3.40% | – | |
| TDTF | New | FLEXSHARES TRiboxx 5yr trgt | $2,744,000 | – | 98,221 | +100.0% | 0.53% | – |
| New | DIMENSIONAL ETF TRUSTworld ex us core | $2,338,000 | – | 90,342 | +100.0% | 0.45% | – | |
| ISRG | New | INTUITIVE SURGICAL INC | $1,671,000 | – | 1,681 | +100.0% | 0.32% | – |
| NUDM | New | NUSHARES ETF TRnuveen esg intl | $958,000 | – | 30,568 | +100.0% | 0.19% | – |
| DFAC | New | DIMENSIONAL ETF TRUSTus core equity 2 | $520,000 | – | 19,574 | +100.0% | 0.10% | – |
| VONV | New | VANGUARD SCOTTSDALE FDSvng rus1000val | $411,000 | – | 5,978 | +100.0% | 0.08% | – |
| New | GENERAL ELECTRIC CO | $212,000 | – | 2,059 | +100.0% | 0.04% | – | |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $208,000 | – | 1,158 | +100.0% | 0.04% | – |
| ARDS | New | ARIDIS PHARMACEUTICALS INC | $52,000 | – | 14,077 | +100.0% | 0.01% | – |
| CMCM | New | CHEETAH MOBILE INCadr | $35,000 | – | 21,422 | +100.0% | 0.01% | – |
| XNET | New | XUNLEI LTDsponsored adr | $32,000 | – | 11,191 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-09
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 | 2024-05-13 |
| 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.