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CIK: 0001611518
Total reported value
$1.3B
$1.3B
210 檔
19.7%
The Q1 2024 SEC filing reveals that Wealth Architects, LLC held a total portfolio value of $1.3B, covering 210 public equity positions.
During Q1 2024, Wealth Architects, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IVV, TDTF, IJR) accounted for 19.7% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 210 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.74% | +0.09% | -0.95% | |
| 2 | TDTF | Flexshares Iboxx 5-year Targ | ETF-Other | 6.82% | -0.60% | +8.49% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.20% | +0.31% | +1.85% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.60% | -0.99% | +1.32% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.57% | -0.02% | -1.95% | |
| 6 | GII | State Street Spdr S&p Global | ETF-Other | 4.05% | -0.50% | +5.00% | |
| 7 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.92% | -0.07% | -1.05% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.37% | -0.07% | -1.21% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 3.35% | -0.08% | -2.58% | |
| 10 | DFIV | Dimensional International Va | ETF-Other | 3.08% | -0.40% | +6.70% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.83% | +0.01% | -2.12% | |
| 12 | VV | Vanguard Large-cap ETF | ETF-Other | 2.38% | -0.01% | -2.35% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.37% | -0.12% | -0.41% | |
| 14 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.33% | +0.02% | +3.26% | |
| 15 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.96% | -0.03% | +8.99% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.92% | +0.05% | +7.78% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 1.88% | — | -1.50% | |
| 18 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.61% | -0.11% | -0.53% | |
| 19 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.50% | -0.08% | +19.45% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.47% | -0.06% | -0.19% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.43% | -0.07% | +1.15% | |
| 22 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.41% | +0.01% | -0.05% | |
| 23 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.22% | -0.19% | +10.03% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.98% | -0.06% | -61.85% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.90% | -0.01% | -0.06% | |
| 26 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.82% | +0.04% | +0.45% | |
| 27 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.75% | -0.05% | -1.23% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.68% | +0.06% | +103.32% | |
| 29 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.64% | -0.05% | -2.03% | |
| 30 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.52% | +0.03% | +1.37% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.49% | +0.02% | +1.40% | |
| 32 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.48% | +0.01% | +22.24% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.46% | -0.04% | +4.47% | |
| 34 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.46% | -0.03% | +2.16% | |
| 35 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.45% | +0.02% | +1.37% | |
| 36 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.43% | +0.04% | -0.00% | |
| 37 | NFRA | Flexshares Stoxx Global Broa | ETF-Other | 0.42% | -0.04% | -4.03% | |
| 38 | TOLZ | Proshares Glb Infrastructure | ETF-Other | 0.40% | -0.04% | -0.01% | |
| 39 | BND | Vanguard Total Bond Market | ETF-Other | 0.40% | -0.07% | +3.18% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.39% | +0.04% | -5.85% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.37% | +0.04% | -9.36% | |
| 42 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.36% | -0.01% | -0.55% | |
| 43 | SUB | Ishares Short-term National | ETF-Other | 0.36% | -0.03% | +3.62% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.33% | +0.07% | +0.47% | |
| 45 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 0.32% | -0.02% | -0.16% | |
| 46 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.32% | +0.01% | +0.41% | |
| 47 | SNOW | Snowflake Inc | Stock-Tech | 0.28% | -0.02% | -13.65% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | -0.01% | -4.77% | |
| 49 | IGF | Ishares Global Infrastructur | ETF-Other | 0.26% | -0.03% | -1.93% | |
| 50 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.26% | -0.03% | +116.24% |
According to official SEC Form 13F filings, Wealth Architects, LLC reported a total U.S. public equity portfolio value of $1.3B across 210 disclosed positions in Q1 2024.
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During Q1 2024, Wealth Architects, LLC's top holdings by market value included IVV (8.7%)、TDTF (6.8%)、IJR (6.2%). The largest single position, IVV, represented 8.7% of total portfolio value.
In Q1 2024, Wealth Architects, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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