WA
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Wealth Architects, LLC13F | |
| Wealth Architects, LLC | |
| Last update 2025-05-15 | 229 Stocks (20 new) |
| Value $906.00 Mil | Turnover 5 % |
Wealth Architects, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 118,064 | 66,340.4 | -4.05% | 7.320 | -0.33% | 0.010 | +19.67% | +7.80% | 634,518.9 | ||
TDTF |
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
| 2,557,934 | 62,029.9 | +1.68% | 6.840 | +0.11% | 7.770 | +2.29% | +5.87% | 842.0 | ||
VEA | Vanguard FTSE Developed Markets ETF | 978,300 | 49,727.0 | +1.55% | 5.490 | +0.08% | 0.040 | +12.49% | +19.94% | 157,607.2 | ||
IJR | iShares Core S&P Small-Cap ETF | 470,205 | 49,169.3 | -1.20% | 5.420 | -0.07% | 0.060 | +16.59% | -2.25% | 81,337.5 | ||
VIG | Vanguard Dividend Appreciation FTF | 237,757 | 46,122.4 | -3.33% | 5.090 | -0.18% | 0.050 | +12.58% | +6.21% | 89,349.2 | ||
AAPL | Apple Inc | 200,740 | 44,590.5 | +14.45% | 4.920 | +0.62% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
GII | SPDR S&P Global Infrastructure ETF | 628,761 | 38,983.2 | +0.51% | 4.300 | +0.02% | 7.810 | +8.05% | +15.28% | 561.3 | ||
DFIV | Dimensional International Value ETF | 753,500 | 29,657.8 | +1.65% | 3.270 | +0.05% | 0.280 | +12.55% | +22.98% | 12,179.3 | ||
DFUV | Dimensional US Marketwide Value ETF | 712,921 | 29,379.5 | +3.42% | 3.240 | +0.11% | 0.260 | +12.26% | +4.97% | 11,649.0 | ||
VTV | Vanguard Value ETF | 144,887 | 25,027.7 | -4.03% | 2.760 | -0.12% | 0.020 | +10.43% | +6.13% | 132,881.1 |
Wealth Architects, LLC's Historical Top Holdings Breakdowns
Wealth Architects, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2025-03-31 | Add Add | +0.62% | 209.68 ($231.67) 247.1 | $211.18 | -8.84% | Add 14.45% | 200,740 | 25,337 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.33% | 554.06 ($590.51) 615.85 | $630.67 | 6.80% | Reduce -4.05% | 118,064 | -4,989 | |
IWB | iShares Russell 1000 ETF | 2025-03-31 | Add Add | +0.19% | 302.31 ($323.34) 337.54 | $345.18 | 6.75% | Add 179.75% | 8,731 | 5,610 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +0.19% | 375.39 ($407.71) 447.2 | $510.05 | 25.10% | Add 27.44% | 21,486 | 4,626 | |
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +0.18% | 663000 ($729331) 801950 | $710,978.50 | -2.52% | New holding | 2 | 2 | |
VIG | Vanguard Dividend Appreciation FTF | 2025-03-31 | Reduce Reduce | -0.18% | 190.34 ($198.85) 205.23 | $206.10 | 3.65% | Reduce -3.33% | 237,757 | -8,197 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Add Add | +0.15% | 442.66 ($486.15) 534.52 | $473.80 | -2.54% | Add 9.4% | 29,118 | 2,502 | |
SCHA | Schwab U.S. Small-Cap ETF | 2025-03-31 | Add Add | +0.14% | 23.16 ($25.49) 27.04 | $26.08 | 2.31% | Add 39.68% | 186,091 | 52,867 | |
VTV | Vanguard Value ETF | 2025-03-31 | Reduce Reduce | -0.12% | 167.73 ($174.39) 179.21 | $177.66 | 1.88% | Reduce -4.03% | 144,887 | -6,091 | |
WELL | Welltower Inc | 2025-03-31 | New Buy New Buy | +0.12% | 124.05 ($142.48) 156.86 | $159.05 | 11.63% | New holding | 6,902 | 6,902 |
Wealth Architects, LLC Total Holding History ($B)
Wealth Architects, LLC's Asset Allocation
Wealth Architects, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Wealth Architects, LLC's Hypothetical Growth since 2025-03-31
Wealth Architects, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Wealth Architects, LLC's Holdings Heat Map
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Wealth Architects, LLC's Holdings Bubble Chart
Wealth Architects, LLC News
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