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 | +18.87% | +8.94% | 642,209.1 | ||
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 | +2.03% | +5.73% | 848.4 | ||
VEA | Vanguard FTSE Developed Markets ETF | 978,300 | 49,727.0 | +1.55% | 5.490 | +0.08% | 0.040 | +14.16% | +23.88% | 163,588.6 | ||
IJR | iShares Core S&P Small-Cap ETF | 470,205 | 49,169.3 | -1.20% | 5.420 | -0.07% | 0.060 | +17.04% | -0.26% | 83,183.4 | ||
VIG | Vanguard Dividend Appreciation FTF | 237,757 | 46,122.4 | -3.33% | 5.090 | -0.18% | 0.050 | +12.58% | +7.35% | 90,302.9 | ||
AAPL | Apple Inc | 200,740 | 44,590.5 | +14.45% | 4.920 | +0.62% | 0.000 | +4.80% | -14.28% | 3,200,643.0 | Hardware | |
GII | SPDR S&P Global Infrastructure ETF | 628,761 | 38,983.2 | +0.51% | 4.300 | +0.02% | 7.810 | +8.57% | +16.03% | 575.1 | ||
DFIV | Dimensional International Value ETF | 753,500 | 29,657.8 | +1.65% | 3.270 | +0.05% | 0.280 | +15.49% | +28.47% | 12,672.5 | ||
DFUV | Dimensional US Marketwide Value ETF | 712,921 | 29,379.5 | +3.42% | 3.240 | +0.11% | 0.260 | +13.14% | +7.21% | 11,902.3 | ||
VTV | Vanguard Value ETF | 144,887 | 25,027.7 | -4.03% | 2.760 | -0.12% | 0.020 | +11.15% | +7.87% | 135,521.3 |
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 | $214.15 | -7.56% | 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 | $637.33 | 7.93% | 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 | $348.55 | 7.80% | Add 179.75% | 8,731 | 5,610 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +0.19% | 375.39 ($407.71) 447.2 | $505.87 | 24.08% | Add 27.44% | 21,486 | 4,626 | |
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +0.18% | 663000 ($729331) 801950 | $723,120.00 | -0.85% | New holding | 2 | 2 | |
VIG | Vanguard Dividend Appreciation FTF | 2025-03-31 | Reduce Reduce | -0.18% | 190.34 ($198.85) 205.23 | $208.32 | 4.76% | 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 | $482.63 | -0.72% | 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 | $26.53 | 4.08% | Add 39.68% | 186,091 | 52,867 | |
VTV | Vanguard Value ETF | 2025-03-31 | Reduce Reduce | -0.12% | 167.73 ($174.39) 179.21 | $180.57 | 3.54% | 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 | $161.63 | 13.44% | New holding | 6,902 | 6,902 |
Wealth Architects, LLC Total Holding History ($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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