$606 Million is the total value of Wealth Architects, LLC's 193 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | DIMENSIONAL ETF TRUSTus sustainabilty | $1,086,675 | – | 37,857 | +100.0% | 0.18% | – | |
| New | DIMENSIONAL ETF TRUSTglobal real est | $1,039,550 | – | 42,622 | +100.0% | 0.17% | – | |
| New | DIMENSIONAL ETF TRUSTemerging markets | $834,203 | – | 27,405 | +100.0% | 0.14% | – | |
| New | DIMENSIONAL ETF TRUSTinternational | $631,450 | – | 20,737 | +100.0% | 0.10% | – | |
| BZH | New | BEAZER HOMES USA INC | $228,215 | – | 8,067 | +100.0% | 0.04% | – |
| DGRO | New | ISHARES TRcore div grwth | $210,514 | – | 4,085 | +100.0% | 0.04% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $209,568 | – | 474 | +100.0% | 0.04% | – |
| CRM | New | SALESFORCE INC | $211,683 | – | 1,002 | +100.0% | 0.04% | – |
| BDX | New | BECTON DICKINSON & CO | $204,080 | – | 773 | +100.0% | 0.03% | – |
| TECK | New | TECK RESOURCES LTDcl b | $205,911 | – | 4,891 | +100.0% | 0.03% | – |
| SYK | New | STRYKER CORPORATION | $206,241 | – | 676 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-02
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.