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CIK: 0001611518
Total reported value
$1.3B
$1.3B
210 檔
20.0%
At the close of Q2 2024, Wealth Architects, LLC disclosed equity holdings valued at approximately $1.3B, spread across 210 reported holdings.
During Q2 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 20.0% of total reported equity market value during Q2 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 | 8.44% | +0.09% | +0.08% | |
| 2 | TDTF | Flexshares Iboxx 5-year Targ | ETF-Other | 6.51% | -0.60% | +3.98% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.72% | +0.31% | +3.17% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.20% | -0.99% | +1.68% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.08% | -0.02% | -1.56% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.38% | +0.01% | +35.98% | |
| 7 | LRCXEUR | Lam Research CORP | Stock-Tech | 3.94% | — | +13230.84% | |
| 8 | GII | State Street Spdr S&p Global | ETF-Other | 3.89% | -0.50% | +2.77% | |
| 9 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.42% | -0.07% | -2.03% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 3.04% | -0.08% | -0.63% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.95% | -0.07% | -0.80% | |
| 12 | DFIV | Dimensional International Va | ETF-Other | 2.85% | -0.40% | +1.89% | |
| 13 | VV | Vanguard Large-cap ETF | ETF-Other | 2.21% | -0.01% | -3.91% | |
| 14 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.19% | +0.02% | -0.54% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.12% | -0.12% | -1.24% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.02% | -0.03% | +16.15% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.84% | +0.05% | -0.41% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 1.63% | — | -1.43% | |
| 19 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.49% | -0.08% | +10.89% | |
| 20 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.45% | -0.11% | -0.44% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.32% | -0.06% | -0.03% | |
| 22 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.26% | -0.19% | +13.44% | |
| 23 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.23% | +0.01% | -0.24% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.08% | -0.07% | -21.39% | |
| 25 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.95% | +0.04% | +31.32% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.89% | -0.06% | -7.83% | |
| 27 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.88% | -0.05% | +29.04% | |
| 28 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.82% | -0.01% | -0.17% | |
| 29 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.64% | +0.02% | +49.90% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | +0.06% | -4.07% | |
| 31 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.55% | -0.05% | -3.98% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.51% | -0.04% | -2.89% | |
| 33 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.51% | +0.01% | +16.22% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.48% | +0.02% | -2.78% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.48% | +0.04% | +868.87% | |
| 36 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.47% | +0.01% | +163.73% | |
| 37 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.47% | +0.03% | -3.39% | |
| 38 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.44% | -0.03% | +3.71% | |
| 39 | BND | Vanguard Total Bond Market | ETF-Other | 0.40% | -0.07% | +9.85% | |
| 40 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.39% | +0.04% | — | |
| 41 | TOLZ | Proshares Glb Infrastructure | ETF-Other | 0.37% | -0.04% | -0.09% | |
| 42 | NFRA | Flexshares Stoxx Global Broa | ETF-Other | 0.37% | -0.04% | -2.93% | |
| 43 | SUB | Ishares Short-term National | ETF-Other | 0.36% | -0.03% | +9.14% | |
| 44 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.35% | +0.04% | +0.80% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.34% | +0.07% | -8.08% | |
| 46 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.33% | +0.01% | +32.00% | |
| 47 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.32% | -0.01% | -3.84% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.29% | +0.03% | +2.37% | |
| 49 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 0.29% | -0.02% | -0.90% | |
| 50 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.28% | +0.01% | — |
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 Q2 2024.
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During Q2 2024, Wealth Architects, LLC's top holdings by market value included IVV (8.4%)、TDTF (6.5%)、IJR (5.7%). The largest single position, IVV, represented 8.4% of total portfolio value.
In Q2 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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