Wealth Architects, LLC - Q2 2022 holdings

$512 Million is the total value of Wealth Architects, LLC's 182 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 19.4% .

 Value Shares↓ Weighting
IVV SellISHARES TRcore s&p500 etf$47,954,000
-16.5%
126,478
-0.1%
9.37%
-4.0%
IJR BuyISHARES TRcore s&p scp etf$35,706,000
-13.4%
386,391
+1.1%
6.98%
-0.4%
VIG SellVANGUARD SPECIALIZED FUNDSdiv app etf$31,184,000
-11.9%
217,359
-0.5%
6.09%
+1.2%
VEA BuyVANGUARD TAX-MANAGED INTL FDvan ftse dev mkt$30,644,000
-5.7%
751,076
+11.0%
5.99%
+8.4%
GII BuySPDR INDEX SHS FDSs&p gblinf etf$27,578,000
-7.5%
516,056
+0.5%
5.39%
+6.4%
NewDIMENSIONAL ETF TRUSTus mktwide value$25,622,000810,809
+100.0%
5.01%
VTV SellVANGUARD INDEX FDSvalue etf$23,608,000
-16.8%
179,011
-6.8%
4.61%
-4.3%
VBR BuyVANGUARD INDEX FDSsm cp val etf$21,819,000
-13.2%
145,632
+1.9%
4.26%
-0.2%
AAPL SellAPPLE INC$18,308,000
-22.2%
133,907
-0.7%
3.58%
-10.6%
SellDIMENSIONAL ETF TRUSTinternatnal val$18,244,000
-60.1%
631,491
-51.8%
3.56%
-54.1%
VV BuyVANGUARD INDEX FDSlarge cap etf$14,556,000
-5.3%
84,455
+14.6%
2.84%
+8.9%
VT BuyVANGUARD INTL EQUITY INDEX Ftt wrld st etf$13,192,000
-15.6%
154,581
+0.2%
2.58%
-2.9%
IEFA SellISHARES TRcore msci eafe$13,156,000
-18.5%
223,553
-3.8%
2.57%
-6.3%
IJS SellISHARES TRsp smcp600vl etf$10,941,000
-17.7%
122,887
-5.4%
2.14%
-5.4%
SPY BuySPDR S&P 500 ETF TRtr unit$9,772,000
-15.9%
25,904
+0.7%
1.91%
-3.3%
SCZ BuyISHARES TReafe sml cp etf$9,639,000
-15.9%
176,570
+2.2%
1.88%
-3.3%
VB BuyVANGUARD INDEX FDSsmall cp etf$9,365,000
-14.9%
53,180
+2.7%
1.83%
-2.2%
BSV BuyVANGUARD BD INDEX FDSshort trm bond$6,606,000
-1.2%
86,027
+0.3%
1.29%
+13.6%
BRKB SellBERKSHIRE HATHAWAY INC DELcl b new$5,946,000
-23.4%
21,778
-0.9%
1.16%
-11.8%
SCHF SellSCHWAB STRATEGIC TRintl eqty etf$5,711,000
-16.7%
181,596
-2.8%
1.12%
-4.2%
AVUV BuyAMERICAN CENTY ETF TRus sml cp valu$5,437,000
+6.1%
79,531
+23.9%
1.06%
+21.9%
VTIP SellVANGUARD MALVERN FDSstrm infproidx$5,317,000
-2.4%
106,076
-0.3%
1.04%
+12.2%
AVDV BuyAMERICAN CENTY ETF TRintl smcp vlu$4,324,000
+23.0%
81,954
+45.9%
0.84%
+41.3%
TOLZ SellPROSHARES TRdj brkfld glb$3,941,000
-9.1%
85,665
-2.0%
0.77%
+4.5%
MSFT BuyMICROSOFT CORP$3,775,000
-15.5%
14,700
+1.5%
0.74%
-2.8%
TSLA SellTESLA INC$3,535,000
-38.6%
5,250
-1.7%
0.69%
-29.3%
FB BuyMETA PLATFORMS INCcl a$3,498,000
-22.2%
21,691
+7.2%
0.68%
-10.7%
UNH SellUNITEDHEALTH GROUP INC$2,989,000
-0.8%
5,820
-1.5%
0.58%
+14.1%
SCHA  SCHWAB STRATEGIC TRus sml cap etf$2,888,000
-17.7%
74,0660.0%0.56%
-5.4%
DLS SellWISDOMTREE TRintl smcap div$2,846,000
-29.3%
48,754
-16.8%
0.56%
-18.7%
TDTF SellFLEXSHARES TRiboxx 5yr trgt$2,832,000
-10.8%
112,276
-4.1%
0.55%
+2.4%
ESML BuyISHARES TResg aware msci$2,664,000
+153.0%
84,564
+205.5%
0.52%
+191.1%
IGF BuyISHARES TRglb infrastr etf$2,536,000
-5.5%
54,241
+2.8%
0.50%
+8.8%
SellDIMENSIONAL ETF TRUSTworld ex us core$2,211,000
-17.7%
103,119
-4.2%
0.43%
-5.3%
IWN  ISHARES TRrus 2000 val etf$2,099,000
-15.6%
15,4170.0%0.41%
-3.1%
ESGD BuyISHARES TResg aw msci eafe$1,981,000
+160.3%
31,567
+205.6%
0.39%
+200.0%
GOOG SellALPHABET INCcap stk cl c$1,893,000
-24.0%
865
-2.9%
0.37%
-12.5%
TLTE BuyFLEXSHARES TRmstar emkt fac$1,644,000
-4.4%
33,520
+8.7%
0.32%
+9.9%
VTI BuyVANGUARD INDEX FDStotal stk mkt$1,591,000
+16.6%
8,433
+40.7%
0.31%
+34.1%
JNJ SellJOHNSON & JOHNSON$1,590,000
-11.3%
8,959
-11.4%
0.31%
+2.0%
ANTM SellELEVANCE HEALTH INC$1,482,000
-1.9%
3,072
-0.2%
0.29%
+12.8%
XOM BuyEXXON MOBIL CORP$1,417,000
+10.3%
16,541
+6.3%
0.28%
+27.1%
AMZN BuyAMAZON COM INC$1,407,000
-48.9%
13,250
+1469.9%
0.28%
-41.2%
MRK SellMERCK & CO INC$1,381,000
+10.0%
15,153
-1.0%
0.27%
+26.8%
INTC BuyINTEL CORP$1,350,000
-20.8%
36,099
+4.9%
0.26%
-9.0%
IWV  ISHARES TRrussell 3000 etf$1,304,000
-17.2%
5,9980.0%0.26%
-4.9%
PG BuyPROCTER AND GAMBLE CO$1,270,000
+15.6%
8,836
+22.8%
0.25%
+32.6%
JPM BuyJPMORGAN CHASE & CO$1,247,000
-16.4%
11,077
+1.2%
0.24%
-3.9%
GOOGL BuyALPHABET INCcap stk cl a$1,231,000
-16.9%
565
+6.0%
0.24%
-4.4%
HD SellHOME DEPOT INC$1,234,000
-11.4%
4,499
-3.2%
0.24%
+1.7%
AVGO BuyBROADCOM INC$1,137,000
+109.8%
2,340
+172.1%
0.22%
+141.3%
KMB NewKIMBERLY-CLARK CORP$1,124,0008,316
+100.0%
0.22%
SCHC BuySCHWAB STRATEGIC TRintl sceqt etf$1,051,000
-10.3%
33,656
+9.0%
0.20%
+3.0%
VNQ BuyVANGUARD INDEX FDSreal estate etf$1,025,000
-5.7%
11,255
+12.2%
0.20%
+8.1%
MGRC  MCGRATH RENTCORP$992,000
-10.6%
13,0540.0%0.19%
+3.2%
SCHB BuySCHWAB STRATEGIC TRus brd mkt etf$988,000
+76.1%
22,348
+112.6%
0.19%
+103.2%
DFAC SellDIMENSIONAL ETF TRUSTus core equity 2$953,000
-22.1%
40,906
-7.8%
0.19%
-10.6%
NFRA SellFLEXSHARES TRstoxx globr inf$950,000
-12.0%
18,390
-2.1%
0.19%
+1.6%
TMO BuyTHERMO FISHER SCIENTIFIC INC$947,000
-8.0%
1,743
+0.1%
0.18%
+5.7%
VIOV  VANGUARD ADMIRAL FDS INCsmlcp 600 val$929,000
-13.1%
6,0350.0%0.18%0.0%
BAC SellBK OF AMERICA CORP$898,000
-25.2%
28,840
-1.0%
0.18%
-14.2%
VO  VANGUARD INDEX FDSmid cap etf$824,000
-17.2%
4,1820.0%0.16%
-4.7%
PFE BuyPFIZER INC$789,000
+4.1%
15,058
+2.8%
0.15%
+19.4%
ICSH BuyISHARES TRblackrock ultra$749,000
+35.9%
14,971
+36.3%
0.15%
+55.3%
SUB BuyISHARES TRshrt nat mun etf$744,000
+6.1%
7,106
+6.0%
0.14%
+21.8%
VZ BuyVERIZON COMMUNICATIONS INC$738,000
+1.1%
14,547
+1.5%
0.14%
+16.1%
QQQ SellINVESCO QQQ TRunit ser 1$709,000
-37.2%
2,531
-18.7%
0.14%
-27.6%
VWO BuyVANGUARD INTL EQUITY INDEX Fftse emr mkt etf$712,000
-4.3%
17,084
+6.0%
0.14%
+10.3%
PEP BuyPEPSICO INC$701,000
+0.4%
4,208
+1.0%
0.14%
+15.1%
ABBV BuyABBVIE INC$701,000
-4.1%
4,577
+1.5%
0.14%
+10.5%
ISRG SellINTUITIVE SURGICAL INC$676,000
-33.7%
3,366
-0.3%
0.13%
-23.7%
PM SellPHILIP MORRIS INTL INC$664,000
+4.1%
6,725
-0.9%
0.13%
+20.4%
SCHG  SCHWAB STRATEGIC TRus lcap gr etf$661,000
-22.4%
11,3940.0%0.13%
-11.0%
MOH BuyMOLINA HEALTHCARE INC$654,000
-16.0%
2,339
+0.2%
0.13%
-3.0%
IWB NewISHARES TRrus 1000 etf$648,0003,121
+100.0%
0.13%
TILT SellFLEXSHARES TRmornstar usmkt$643,000
-20.3%
4,429
-4.5%
0.13%
-8.0%
CSCO SellCISCO SYS INC$635,000
-45.1%
14,890
-28.2%
0.12%
-37.1%
V SellVISA INC$635,000
-15.3%
3,227
-4.6%
0.12%
-2.4%
CAT BuyCATERPILLAR INC$636,000
-19.4%
3,557
+0.4%
0.12%
-7.5%
BMY BuyBRISTOL-MYERS SQUIBB CO$637,000
+8.7%
8,275
+3.1%
0.12%
+24.0%
ADP BuyAUTOMATIC DATA PROCESSING IN$635,000
-7.6%
3,025
+0.1%
0.12%
+6.0%
IWM BuyISHARES TRrussell 2000 etf$629,000
-17.5%
3,711
+0.0%
0.12%
-5.4%
VEU BuyVANGUARD INTL EQUITY INDEX Fallwrld ex us$617,000
-2.5%
12,352
+12.4%
0.12%
+12.0%
ACWI  ISHARES TRmsci acwi etf$591,000
-15.9%
7,0410.0%0.12%
-3.4%
VUG  VANGUARD INDEX FDSgrowth etf$575,000
-22.5%
2,5790.0%0.11%
-11.1%
KO SellCOCA COLA CO$572,000
-0.5%
9,091
-2.0%
0.11%
+14.3%
IBM SellINTERNATIONAL BUSINESS MACHS$573,000
+2.0%
4,057
-6.2%
0.11%
+16.7%
MDY  SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp$568,000
-15.6%
1,3730.0%0.11%
-2.6%
ED BuyCONSOLIDATED EDISON INC$570,000
+0.9%
5,999
+0.6%
0.11%
+15.6%
EFA  ISHARES TRmsci eafe etf$556,000
-15.0%
8,8910.0%0.11%
-1.8%
IWF SellISHARES TRrus 1000 grw etf$551,000
-24.4%
2,518
-4.1%
0.11%
-12.9%
AMGN SellAMGEN INC$547,000
-7.3%
2,249
-7.8%
0.11%
+7.0%
AWK BuyAMERICAN WTR WKS CO INC NEW$550,000
-10.1%
3,700
+0.1%
0.11%
+2.9%
VOO SellVANGUARD INDEX FDS$540,000
-34.0%
1,557
-21.0%
0.11%
-23.7%
ARWR SellARROWHEAD PHARMACEUTICALS IN$544,000
-23.5%
15,448
-0.0%
0.11%
-12.4%
ADBE SellADOBE SYSTEMS INCORPORATED$544,000
-20.2%
1,485
-0.7%
0.11%
-8.6%
MUB NewISHARES TRnational mun etf$539,0005,064
+100.0%
0.10%
DIS BuyDISNEY WALT CO$511,000
-30.9%
5,415
+0.5%
0.10%
-20.6%
NKE BuyNIKE INCcl b$508,000
-10.6%
4,972
+17.8%
0.10%
+2.1%
RTX BuyRAYTHEON TECHNOLOGIES CORP$507,000
-2.3%
5,276
+0.6%
0.10%
+12.5%
WEC  WEC ENERGY GROUP INC$498,000
+0.8%
4,9470.0%0.10%
+15.5%
RSP  INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt$492,000
-14.9%
3,6670.0%0.10%
-2.0%
TLTD BuyFLEXSHARES TRm star dev mkt$492,000
-10.4%
8,539
+5.9%
0.10%
+3.2%
MA SellMASTERCARD INCORPORATEDcl a$487,000
-26.0%
1,543
-16.1%
0.10%
-15.2%
ESGU SellISHARES TResg awr msci usa$480,000
-18.5%
5,721
-1.5%
0.09%
-6.0%
ABT BuyABBOTT LABS$477,000
-7.9%
4,389
+0.3%
0.09%
+5.7%
MO SellALTRIA GROUP INC$468,000
-24.9%
11,204
-6.0%
0.09%
-14.2%
BAX SellBAXTER INTL INC$460,000
-18.0%
7,158
-1.0%
0.09%
-5.3%
LLY SellLILLY ELI & CO$440,000
+1.4%
1,356
-10.6%
0.09%
+16.2%
GLD  SPDR GOLD TR$422,000
-6.8%
2,5060.0%0.08%
+6.5%
NVDA BuyNVIDIA CORPORATION$416,000
-40.5%
2,744
+7.1%
0.08%
-31.9%
MRVL SellMARVELL TECHNOLOGY INC$413,000
-45.2%
9,485
-9.8%
0.08%
-36.7%
NUDM SellNUSHARES ETF TRnuveen esg intl$417,000
-12.2%
16,518
-0.0%
0.08%0.0%
CMA BuyCOMERICA INC$402,000
-18.5%
5,477
+0.5%
0.08%
-6.0%
COST SellCOSTCO WHSL CORP NEW$398,000
-18.6%
830
-2.4%
0.08%
-6.0%
CVX SellCHEVRON CORP NEW$393,000
-26.0%
2,713
-16.8%
0.08%
-14.4%
INTU SellINTUIT$394,000
-21.5%
1,021
-2.1%
0.08%
-9.4%
CVS SellCVS HEALTH CORP$387,000
-14.0%
4,175
-6.1%
0.08%0.0%
MCD BuyMCDONALDS CORP$386,000
+3.8%
1,564
+3.9%
0.08%
+19.0%
VONV  VANGUARD SCOTTSDALE FDSvng rus1000val$380,000
-12.6%
5,9780.0%0.07%0.0%
MDLZ SellMONDELEZ INTL INCcl a$380,000
-2.8%
6,120
-1.8%
0.07%
+12.1%
IEMG SellISHARES INCcore msci emkt$373,000
-28.1%
7,593
-18.8%
0.07%
-17.0%
CWT SellCALIFORNIA WTR SVC GROUP$362,000
-7.2%
6,522
-0.8%
0.07%
+7.6%
APD BuyAIR PRODS & CHEMS INC$361,000
-2.2%
1,503
+1.8%
0.07%
+12.7%
CMCSA SellCOMCAST CORP NEWcl a$358,000
-16.4%
9,127
-0.1%
0.07%
-4.1%
TSM BuyTAIWAN SEMICONDUCTOR MFG LTDsponsored ads$354,000
-20.3%
4,329
+1.6%
0.07%
-8.0%
GSBD  GOLDMAN SACHS BDC INC$346,000
-14.4%
20,6150.0%0.07%
-1.4%
ACN SellACCENTURE PLC IRELAND$349,000
-21.0%
1,257
-4.0%
0.07%
-9.3%
PLTR SellPALANTIR TECHNOLOGIES INCcl a$350,000
-34.8%
38,553
-1.4%
0.07%
-25.3%
AXP SellAMERICAN EXPRESS CO$336,000
-27.0%
2,423
-1.5%
0.07%
-15.4%
ORCL BuyORACLE CORP$331,000
-10.3%
4,734
+6.1%
0.06%
+3.2%
AMT BuyAMERICAN TOWER CORP NEW$322,000
+6.3%
1,259
+4.5%
0.06%
+23.5%
ABNB BuyAIRBNB INC$317,000
-38.0%
3,558
+19.7%
0.06%
-28.7%
BOND NewPIMCO ETF TRactive bd etf$310,0003,250
+100.0%
0.06%
SHOP NewSHOPIFY INCcl a$308,0009,850
+100.0%
0.06%
IYR  ISHARES TRu.s. real es etf$301,000
-15.0%
3,2750.0%0.06%
-1.7%
EW SellEDWARDS LIFESCIENCES CORP$295,000
-21.3%
3,100
-2.8%
0.06%
-9.4%
EFV SellISHARES TReafe value etf$299,000
-65.7%
6,891
-60.3%
0.06%
-60.8%
VLO BuyVALERO ENERGY CORP$295,000
+5.0%
2,777
+0.3%
0.06%
+20.8%
HON SellHONEYWELL INTL INC$299,000
-30.8%
1,722
-22.4%
0.06%
-20.5%
VXUS  VANGUARD STAR FDSvg tl intl stk f$296,000
-13.7%
5,7360.0%0.06%0.0%
TGT SellTARGET CORP$292,000
-41.7%
2,071
-12.2%
0.06%
-32.9%
T BuyAT&T INC$288,000
+7.1%
13,733
+20.7%
0.06%
+21.7%
VYM SellVANGUARD WHITEHALL FDShigh div yld$287,000
-44.6%
2,824
-38.8%
0.06%
-36.4%
IMO SellIMPERIAL OIL LTD$279,000
-3.8%
5,913
-1.3%
0.06%
+12.2%
WFC SellWELLS FARGO CO NEW$278,000
-24.3%
7,086
-6.4%
0.05%
-12.9%
QCOM SellQUALCOMM INC$277,000
-22.2%
2,169
-6.8%
0.05%
-11.5%
NEE SellNEXTERA ENERGY INC$274,000
-16.5%
3,533
-8.7%
0.05%
-3.6%
VXF  VANGUARD INDEX FDSextend mkt etf$252,000
-20.8%
1,9220.0%0.05%
-9.3%
CCI SellCROWN CASTLE INTL CORP NEW$239,000
-11.2%
1,422
-2.4%
0.05%
+2.2%
AGG  ISHARES TRcore us aggbd et$240,000
-5.1%
2,3580.0%0.05%
+9.3%
WMT SellWALMART INC$240,000
-25.7%
1,974
-9.0%
0.05%
-14.5%
CORT BuyCORCEPT THERAPEUTICS INC$238,000
+5.8%
10,005
+0.3%
0.05%
+23.7%
LMT SellLOCKHEED MARTIN CORP$236,000
-4.8%
548
-2.3%
0.05%
+9.5%
UNP SellUNION PAC CORP$234,000
-32.4%
1,098
-13.3%
0.05%
-22.0%
CRM SellSALESFORCE INC$233,000
-28.5%
1,410
-8.3%
0.05%
-16.4%
MMM Buy3M CO$237,000
-11.2%
1,830
+2.2%
0.05%
+2.2%
IWD SellISHARES TRrus 1000 val etf$233,000
-18.2%
1,610
-6.3%
0.05%
-4.2%
CTO  CTO RLTY GROWTH INC NEW$232,000
-7.9%
3,7970.0%0.04%
+4.7%
FDX NewFEDEX CORP$227,0001,002
+100.0%
0.04%
WM SellWASTE MGMT INC DEL$226,000
-14.1%
1,476
-11.2%
0.04%
-2.2%
NVRO BuyNEVRO CORP$220,000
-39.2%
5,018
+0.4%
0.04%
-30.6%
BIV  VANGUARD BD INDEX FDSintermed term$220,000
-5.2%
2,8350.0%0.04%
+10.3%
SPGI SellS&P GLOBAL INC$219,000
-24.2%
649
-7.8%
0.04%
-12.2%
XLV SellSELECT SECTOR SPDR TRsbi healthcare$221,000
-7.1%
1,727
-0.8%
0.04%
+7.5%
SPDW  SPDR INDEX SHS FDSportfolio devlpd$214,000
-15.7%
7,4140.0%0.04%
-2.3%
NULC SellNUSHARES ETF TResg large cap$211,000
-35.3%
6,656
-21.2%
0.04%
-25.5%
GSK BuyGSK PLCsponsored adr$211,0000.0%4,847
+0.1%
0.04%
+13.9%
ANET SellARISTA NETWORKS INC$206,000
-34.6%
2,196
-3.0%
0.04%
-25.9%
TEAM SellATLASSIAN CORP PLCcl a$203,000
-36.8%
1,083
-0.8%
0.04%
-27.3%
TRV BuyTRAVELERS COMPANIES INC$204,000
-4.7%
1,209
+3.2%
0.04%
+11.1%
MTH NewMERITAGE HOMES CORP$201,0002,769
+100.0%
0.04%
BCS BuyBARCLAYS PLCadr$193,000
-3.5%
25,421
+0.2%
0.04%
+11.8%
ELP  COMPANHIA PARANAENSE ENERG Cspon ads$157,000
-18.2%
24,6080.0%0.03%
-6.1%
STLA SellSTELLANTIS N.V$137,000
-24.7%
11,097
-0.6%
0.03%
-12.9%
PSO BuyPEARSON PLCsponsored adr$110,000
-4.3%
11,910
+2.9%
0.02%
+5.0%
UMC SellUNITED MICROELECTRONICS CORPspon adr new$103,000
-25.9%
15,181
-0.0%
0.02%
-16.7%
FINV  FINVOLUTION GROUPsponsored ads$91,000
+19.7%
19,1460.0%0.02%
+38.5%
BKD  BROOKDALE SR LIVING INC$59,000
-35.9%
13,0000.0%0.01%
-25.0%
IMNM  IMMUNOME INC$36,000
-42.9%
11,1100.0%0.01%
-36.4%
LX SellLEXINFINTECH HLDGS LTDadr$28,000
-31.7%
12,647
-18.8%
0.01%
-28.6%
ARDS  ARIDIS PHARMACEUTICALS INC$15,000
-40.0%
14,0770.0%0.00%
-25.0%
LCTX ExitLINEAGE CELL THERAPEUTICS IN$0-16,100
-100.0%
-0.00%
ExitPLANET LABS PBC$0-32,537
-100.0%
-0.03%
HPQ ExitHP INC$0-5,521
-100.0%
-0.03%
VOT ExitVANGUARD INDEX FDSmcap gr idxvip$0-924
-100.0%
-0.04%
BDX ExitBECTON DICKINSON & CO$0-773
-100.0%
-0.04%
NEM ExitNEWMONT CORP$0-2,572
-100.0%
-0.04%
SBUX ExitSTARBUCKS CORP$0-2,257
-100.0%
-0.04%
TECK ExitTECK RESOURCES LTDcl b$0-5,070
-100.0%
-0.04%
XLY ExitSELECT SECTOR SPDR TRsbi cons discr$0-1,141
-100.0%
-0.04%
UPS ExitUNITED PARCEL SERVICE INCcl b$0-977
-100.0%
-0.04%
L ExitLOEWS CORP$0-3,294
-100.0%
-0.04%
AJG ExitGALLAGHER ARTHUR J & CO$0-1,247
-100.0%
-0.04%
PKX ExitPOSCO HOLDINGS INCsponsored adr$0-3,648
-100.0%
-0.04%
CWI ExitSPDR INDEX SHS FDSmsci acwi exus$0-7,846
-100.0%
-0.04%
BBJP ExitJ P MORGAN EXCHANGE-TRADED Fbetabuldrs japan$0-4,286
-100.0%
-0.04%
SCHW ExitSCHWAB CHARLES CORP$0-2,609
-100.0%
-0.04%
XLF ExitSELECT SECTOR SPDR TRfinancial$0-5,958
-100.0%
-0.04%
MDT ExitMEDTRONIC PLC$0-2,043
-100.0%
-0.04%
SCHX ExitSCHWAB STRATEGIC TRus lrg cap etf$0-4,317
-100.0%
-0.04%
BBCA ExitJ P MORGAN EXCHANGE-TRADED Fbetabuilders cda$0-3,337
-100.0%
-0.04%
STZ ExitCONSTELLATION BRANDS INCcl a$0-1,035
-100.0%
-0.04%
ExitGENERAL ELECTRIC CO$0-2,690
-100.0%
-0.04%
DHR ExitDANAHER CORPORATION$0-859
-100.0%
-0.04%
DOCU ExitDOCUSIGN INC$0-2,385
-100.0%
-0.04%
U ExitUNITY SOFTWARE INC$0-2,630
-100.0%
-0.04%
PYPL ExitPAYPAL HLDGS INC$0-2,533
-100.0%
-0.05%
STKS ExitTHE ONE GROUP HOSPITALITY IN$0-33,600
-100.0%
-0.06%
NTNX ExitNUTANIX INCcl a$0-13,615
-100.0%
-0.06%
NFLX ExitNETFLIX INC$0-1,027
-100.0%
-0.06%
IJH ExitISHARES TRcore s&p mcp etf$0-1,499
-100.0%
-0.07%
SPLK ExitSPLUNK INC$0-3,298
-100.0%
-0.08%
TQQQ ExitPROSHARES TRultrapro qqq$0-9,924
-100.0%
-0.10%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-07-29
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ISHARES TR36Q3 202320.4%
ISHARES TR36Q3 202312.4%
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF36Q3 202311.2%
VANGUARD SMALL CAP VALUE ETF36Q3 20239.1%
ISHARES TR36Q3 20234.8%
VANGUARD TOTAL WORLD STOCK INDEX36Q3 20234.4%
VANGUARD LARGE-CAP ETF36Q3 20234.3%
META PLATFORMS INC36Q3 20236.0%
VANGUARD VALUE ETF36Q3 20235.1%
APPLE INC36Q3 20234.2%

View Wealth Architects, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-14
13F-HR2023-11-09
13F-HR2023-08-02
13F-HR2023-04-21
13F-HR2023-02-10
13F-HR2022-10-24
13F-HR2022-07-29
13F-HR2022-05-17
13F-HR2022-01-19
13F-HR2021-11-09

View Wealth Architects, LLC's complete filings history.

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