Wealth Architects, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WA Wealth Architects, LLC | Institutional Filer | ▲ 1.09% | $1.12B | 244 |
Current Portfolio Holdings
Showing all 244 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | — | 116K | $75.6M | 6.74% |
| 2 | TDTF | FLEXSHARES IBOXX 5YR TARGET DUR TIPS ETF | — | 3.1M | $75.1M | 6.70% |
| 3 | IJR | ISHARES CORE S&P SMALL CAP ETF | — | 506K | $62.9M | 5.61% |
| 4 | LRCX | Lam Research Corporation | Technology | 263K | $56.2M | 5.01% |
| 5 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | — | 251K | $54.0M | 4.82% |
| 6 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | — | 836K | $53.5M | 4.77% |
| 7 | GII | SPDR S&P GLOBAL INFRASTRUCTURE ETF | — | 653K | $49.6M | 4.42% |
| 8 | AAPL | Apple Inc. | Technology | 154K | $39.1M | 3.49% |
| 9 | DFIV | DFA INTERNATIONAL VALUE ETF | — | 726K | $38.3M | 3.42% |
| 10 | DFUV | DFA TAX-MANAGED US MARKETWIDE VALUE II | — | 700K | $33.9M | 3.02% |
| 11 | VTV | VANGUARD VALUE ETF | — | 146K | $28.7M | 2.56% |
| 12 | VBR | VANGUARD SMALL CAP VALUE ETF | — | 132K | $28.6M | 2.55% |
| 13 | DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | — | 697K | $24.9M | 2.22% |
| 14 | AVUV | AVANTIS US SMALL CAP VALUE ETF | — | 224K | $24.7M | 2.20% |
| 15 | VT | VANGUARD TOTAL WORLD STOCK INDEX | — | 169K | $23.4M | 2.09% |
Showing 1 to 15 of 244 holdings