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CIK: 0001611518
Total reported value
$1.3B
$1.3B
214 檔
21.9%
During the Q3 2024 filing period, Wealth Architects, LLC (CIK: 0001611518) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.3B across 214 reported positions.
In Q3 2024, Wealth Architects, LLC displayed an active expansion posture, initiating 2 new positions and adding to 27 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 214 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.13% | +0.09% | -1.36% | |
| 2 | TDTF | Flexshares Iboxx 5-year Targ | ETF-Other | 6.58% | -0.60% | +6.03% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.14% | +0.31% | +5.57% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.30% | -0.99% | +3.09% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.30% | -0.02% | +3.93% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.80% | +0.01% | +7.08% | |
| 7 | GII | State Street Spdr S&p Global | ETF-Other | 4.25% | -0.50% | +4.30% | |
| 8 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.31% | -0.07% | -1.52% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 3.09% | -0.08% | +0.88% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.00% | -0.07% | -0.26% | |
| 11 | DFIV | Dimensional International Va | ETF-Other | 2.94% | -0.40% | +5.21% | |
| 12 | LRCXEUR | Lam Research CORP | Stock-Tech | 2.45% | — | -12.30% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.21% | -0.03% | +10.55% | |
| 14 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.16% | +0.02% | +0.01% | |
| 15 | VV | Vanguard Large-cap ETF | ETF-Other | 2.09% | -0.01% | -3.07% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.07% | -0.12% | -2.01% | |
| 17 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.72% | -0.08% | +16.97% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.71% | +0.05% | -5.02% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 1.60% | — | -2.79% | |
| 20 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.43% | -0.11% | -2.75% | |
| 21 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.39% | -0.19% | +9.37% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.38% | -0.06% | -0.26% | |
| 23 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.24% | +0.01% | -1.55% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.13% | -0.07% | -0.95% | |
| 25 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 1.05% | +0.04% | +9.71% | |
| 26 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.94% | -0.05% | +7.36% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.78% | -0.06% | -1.34% | |
| 28 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.78% | -0.01% | -3.93% | |
| 29 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.66% | +0.02% | +4.12% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.60% | +0.06% | -2.10% | |
| 31 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.58% | +0.01% | +8.01% | |
| 32 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.56% | -0.05% | -0.07% | |
| 33 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.55% | +0.01% | +17.69% | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.50% | -0.04% | +882.79% | |
| 35 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.47% | +0.03% | +2.35% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.44% | +0.04% | +0.80% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.42% | +0.02% | -1.90% | |
| 38 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.41% | -0.03% | -2.84% | |
| 39 | BND | Vanguard Total Bond Market | ETF-Other | 0.40% | -0.07% | +2.14% | |
| 40 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.39% | +0.04% | +0.09% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.38% | +0.04% | +0.11% | |
| 42 | NFRA | Flexshares Stoxx Global Broa | ETF-Other | 0.37% | -0.04% | -1.04% | |
| 43 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.37% | +0.01% | +17.01% | |
| 44 | TOLZ | Proshares Glb Infrastructure | ETF-Other | 0.37% | -0.04% | -3.68% | |
| 45 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.33% | -0.01% | +5.02% | |
| 46 | SUB | Ishares Short-term National | ETF-Other | 0.32% | -0.03% | -4.42% | |
| 47 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.31% | -0.02% | +24.86% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.30% | +0.07% | +3.34% | |
| 49 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.29% | +0.01% | — | |
| 50 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 0.29% | -0.02% | -0.51% |
According to official SEC Form 13F filings, Wealth Architects, LLC reported a total U.S. public equity portfolio value of $1.3B across 214 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, TDTF, IJR) accounted for 21.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
MMM
市值: $239.6K
Top Position Liquidated / Trimmed
EW
前期市值: $274.0K
During Q3 2024, Wealth Architects, LLC's top holdings by market value included IVV (8.1%)、TDTF (6.6%)、IJR (6.1%). The largest single position, IVV, represented 8.1% of total portfolio value.
In Q3 2024, Wealth Architects, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 27 positions, trimming 20 holdings, and fully liquidating 1 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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