Wealth Architects, LLC Buys SPDR S&P Global Infrastructure, Nevro Corp, Netflix Inc, Sells Walmart Inc, Paychex Inc, DowDuPont Inc

Mountain View, CA, based Investment company Wealth Architects, LLC buys SPDR S&P Global Infrastructure, Nevro Corp, Netflix Inc, American Tower Corp, American Express Co, Schwab US Aggregate Bond, iShares Russell 2000 Growth, Alibaba Group Holding, Vanguard Extended Market, United Technologies Corp, Chevron Corp, Costco Wholesale Corp, Schwab Emerging Markets Equity, Schwab U.S. Small-Cap, iShares S&P 500 Value, Edwards Lifesciences Corp, Varex Imaging Corp, Eli Lilly and Co, The Walt Disney Co, sells Walmart Inc, Paychex Inc, DowDuPont Inc, BGC Partners Inc, AbbVie Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Wealth Architects, LLC. As of 2019Q1, Wealth Architects, LLC owns 138 stocks with a total value of $320 million. These are the details of the buys and sells.

For the details of Wealth Architects, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/wealth+architects%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Wealth Architects, LLC
  1. iShares Core S&P 500 (IVV) - 160,734 shares, 14.31% of the total portfolio. Shares added by 0.13%
  2. iShares Core S&P Small-Cap (IJR) - 404,270 shares, 9.76% of the total portfolio. Shares added by 2.78%
  3. Vanguard FTSE Developed Markets (VEA) - 709,553 shares, 9.07% of the total portfolio. Shares added by 3.18%
  4. Vanguard Small-Cap Value (VBR) - 168,843 shares, 6.80% of the total portfolio. Shares added by 1.50%
  5. iShares Global Infrastructure ETF (IGF) - 435,464 shares, 6.11% of the total portfolio. Shares added by 0.88%
New Purchase: SPDR S&P Global Infrastructure (GII)

Wealth Architects, LLC initiated holding in SPDR S&P Global Infrastructure. The purchase prices were between $45.13 and $51.53, with an estimated average price of $49.14. The stock is now traded at around $51.80. The impact to a portfolio due to this purchase was 0.31%. The holding were 18,990 shares as of .

New Purchase: Nevro Corp (NVRO)

Wealth Architects, LLC initiated holding in Nevro Corp. The purchase prices were between $35.52 and $62.62, with an estimated average price of $46.85. The stock is now traded at around $60.47. The impact to a portfolio due to this purchase was 0.1%. The holding were 5,000 shares as of .

New Purchase: Netflix Inc (NFLX)

Wealth Architects, LLC initiated holding in Netflix Inc. The purchase prices were between $267.66 and $377.87, with an estimated average price of $345.48. The stock is now traded at around $378.81. The impact to a portfolio due to this purchase was 0.09%. The holding were 774 shares as of .

New Purchase: American Tower Corp (AMT)

Wealth Architects, LLC initiated holding in American Tower Corp. The purchase prices were between $156.74 and $197.06, with an estimated average price of $174.99. The stock is now traded at around $192.91. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,251 shares as of .

New Purchase: American Express Co (AXP)

Wealth Architects, LLC initiated holding in American Express Co. The purchase prices were between $93.43 and $113.55, with an estimated average price of $104.9. The stock is now traded at around $117.02. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,962 shares as of .

New Purchase: Chevron Corp (CVX)

Wealth Architects, LLC initiated holding in Chevron Corp. The purchase prices were between $108.57 and $125.88, with an estimated average price of $118.12. The stock is now traded at around $117.81. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,687 shares as of .

Added: The Walt Disney Co (DIS)

Wealth Architects, LLC added to a holding in The Walt Disney Co by 47.81%. The purchase prices were between $106.33 and $115.25, with an estimated average price of $111.74. The stock is now traded at around $136.38. The impact to a portfolio due to this purchase was 0.05%. The holding were 4,362 shares as of .

Sold Out: Walmart Inc (WMT)

Wealth Architects, LLC sold out a holding in Walmart Inc. The sale prices were between $92.86 and $102.2, with an estimated average price of $97.26.

Sold Out: Paychex Inc (PAYX)

Wealth Architects, LLC sold out a holding in Paychex Inc. The sale prices were between $63.97 and $80.2, with an estimated average price of $73.58.

Sold Out: DowDuPont Inc (DWDP)

Wealth Architects, LLC sold out a holding in DowDuPont Inc. The sale prices were between $34.76 and $39.85, with an estimated average price of $36.86.

Sold Out: BGC Partners Inc (BGCP)

Wealth Architects, LLC sold out a holding in BGC Partners Inc. The sale prices were between $5.17 and $6.34, with an estimated average price of $5.95.



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