Wealth Architects, LLC
CIK Number: 0001611518
906.43M
Market Value
214
# of Holdings
21 months
Avg. Holding Period
38.39%
Win Rate
16.63%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 606.23 | +0.32% | 123.05K | -1.15% | 72.44M | 216.84 | 8.18% |
| 2 | TDTF | FlexShares iBox... | 23.77 | +0.11% | 2.52M | +4.26% | 58.51M | 23.8 | 6.60% |
| 3 | IJR | iShares Core S&... | 108.32 | -0.46% | 475.92K | +2.61% | 54.84M | 72.89 | 6.19% |
| 4 | VIG | Vanguard Divide... | 202.54 | +0.63% | 245.95K | +3.94% | 48.17M | 122.65 | 5.44% |
| 5 | VEA | Vanguard Develo... | 56.86 | +0.78% | 963.35K | +8.54% | 46.07M | 42.05 | 5.20% |
| 6 | AAPL | Apple Inc. | 198.98 | +0.10% | 175.4K | -3.73% | 43.92M | 103.25 | 4.96% |
| 7 | GII | SPDR S&P Global... | 67.04 | +0.93% | 625.55K | +2.83% | 37.01M | 49.57 | 4.18% |
| 8 | DFUV | Dimensional US ... | 41.59 | +0.25% | 689.33K | -1.8% | 28.21M | 31.54 | 3.18% |
| 9 | DFIV | Dimensional Int... | 43.23 | +0.90% | 741.24K | +8.71% | 26.3M | 33.79 | 2.97% |
| 10 | VBR | Vanguard Small ... | 192.40 | -0.08% | 129.57K | -1.7% | 25.68M | 111.75 | 2.90% |
| 11 | VTV | Vanguard Value ... | 174.72 | +0.57% | 150.98K | -3.38% | 25.56M | 104.17 | 2.89% |
| 12 | AVUV | Avantis U.S. Sm... | 90.49 | -0.24% | 215.89K | +6.12% | 20.84M | 77.64 | 2.35% |
| 13 | LRCX | Lam Research Co... | 91.62 | +0.74% | 264.78K | +100.00% | 19.13M | 72.23 | 2.16% |
| 14 | VT | Vanguard Total ... | 126.50 | +0.40% | 160.53K | +0.90% | 18.86M | 65.31 | 2.13% |
| 15 | VV | Vanguard Large ... | 278.41 | +0.31% | 67.97K | -3.09% | 18.33M | 117 | 2.07% |
| 16 | DFLV | Dimensional US ... | 30.64 | +0.25% | 582.02K | +18.20% | 17.48M | 27.54 | 1.97% |
| 17 | IEFA | iShares Core MS... | 84.11 | +0.76% | 232.81K | -0.64% | 16.36M | 58.38 | 1.85% |
| 18 | SPY | SPDR S&P 500 ET... | 603.44 | +0.35% | 27.03K | +2.63% | 15.84M | 284.17 | 1.79% |
| 19 | VB | Vanguard Small ... | 233.32 | -0.21% | 58.9K | -1.26% | 14.15M | 148.33 | 1.60% |
| 20 | AVDV | Avantis Interna... | 79.34 | +0.91% | 193.17K | +10.84% | 12.57M | 59.93 | 1.42% |
| 21 | BRK-B | Berkshire Hatha... | 489.99 | +0.38% | 26.62K | +0.64% | 12.06M | 199 | 1.36% |
| 22 | SCZ | iShares MSCI EA... | 72.06 | +0.56% | 186.11K | -0.6% | 11.31M | 52.26 | 1.28% |
| 23 | IJS | iShares S&P Sma... | 98.91 | -0.43% | 100.82K | -1.11% | 10.95M | 67.4 | 1.24% |
| 24 | META | Meta Platforms,... | 693.11 | -0.15% | 16.08K | -7.8% | 9.42M | 166.01 | 1.06% |
| 25 | ESML | iShares ESG Awa... | 40.75 | -0.17% | 220.26K | -0.85% | 9.26M | 35.41 | 1.05% |
| 26 | ESGD | iShares ESG Awa... | 90.25 | +0.79% | 104.46K | +5.89% | 7.95M | 68.23 | 0.90% |
| 27 | MSFT | Microsoft Corpo... | 478.50 | +1.25% | 16.86K | +5.27% | 7.11M | 305.64 | 0.80% |
| 28 | SCHF | Schwab Internat... | 22.05 | +0.71% | 333.37K | +99.35% | 6.17M | 14.15 | 0.70% |
| 29 | ESGU | iShares ESG Awa... | 131.95 | +0.34% | 45.99K | +0.23% | 5.92M | 102.57 | 0.67% |
| 30 | VTI | Vanguard Total ... | 296.95 | +0.28% | 18.89K | +0.97% | 5.47M | 219.79 | 0.62% |
| 31 | AVGO | Broadcom Inc. | 256.07 | +1.25% | 23.52K | -7.43% | 5.45M | 56.04 | 0.62% |
| 32 | DFSU | Dimensional US ... | 38.36 | +0.21% | 135.1K | +3.51% | 5.12M | 33.45 | 0.58% |
| 33 | DFGR | Dimensional Glo... | 27.14 | +0.46% | 189.29K | +5.73% | 4.83M | 24.76 | 0.55% |
| 34 | EFV | iShares MSCI EA... | 64.66 | +0.84% | 84.6K | -0.77% | 4.44M | 45.87 | 0.50% |
| 35 | DFAC | Dimensional U.S... | 35.08 | +0.21% | 124.05K | +1.90% | 4.29M | 26.64 | 0.48% |
| 36 | AMZN | Amazon.com, Inc... | 213.13 | -0.03% | 18.61K | -5.94% | 4.08M | 96.93 | 0.46% |
| 37 | NVDA | NVIDIA Corporat... | 144.94 | +1.47% | 30.07K | -5.28% | 4.04M | 16.06 | 0.46% |
| 38 | BND | Vanguard Total ... | 72.97 | +0.38% | 51.32K | +9.39% | 3.69M | 73.23 | 0.42% |
| 39 | DFSE | Dimensional Eme... | 37.66 | +0.39% | 107.72K | +15.39% | 3.57M | 32.03 | 0.40% |
| 40 | BSV | Vanguard Short-... | 78.19 | +0.13% | 46.13K | +1.08% | 3.56M | 80.58 | 0.40% |
| 41 | SCHA | Schwab U.S. Sma... | 24.93 | -0.3% | 133.22K | +99.83% | 3.45M | 13.7 | 0.39% |
| 42 | TOLZ | ProShares DJ Br... | 54.60 | +0.68% | 63.51K | -1.24% | 3.12M | 35.27 | 0.35% |
| 43 | NFRA | FlexShares STOX... | 61.64 | +0.72% | 55.45K | -0.51% | 3.01M | 51.54 | 0.34% |
| 44 | GOOG | Alphabet Inc. | 176.84 | -1.09% | 15.57K | -1.03% | 2.97M | 78.9 | 0.33% |
| 45 | DFAX | Dimensional Wor... | 29.39 | +0.63% | 117.61K | +8.33% | 2.92M | 24.99 | 0.33% |
| 46 | SUB | iShares Short-T... | 106.00 | +0.05% | 27.47K | +1.77% | 2.9M | 105.04 | 0.33% |
| 47 | UNH | UnitedHealth Gr... | 318.11 | +2.43% | 5.61K | -1.49% | 2.84M | 208.04 | 0.32% |
| 48 | DFSI | Dimensional Int... | 39.42 | +0.68% | 86.05K | +11.09% | 2.83M | 32.82 | 0.32% |
| 49 | TSLA | Tesla, Inc. | 319.38 | -2.16% | 6.83K | -2.11% | 2.76M | 60.2 | 0.31% |
| 50 | JPM | JPMorgan Chase ... | 268.09 | -0.02% | 10.47K | +0.57% | 2.51M | 99.97 | 0.28% |
| 51 | IWN | iShares Russell... | 156.01 | -0.4% | 15.05K | -1.21% | 2.47M | 82.65 | 0.28% |
| 52 | GOOGL | Alphabet Inc. | 175.57 | -1% | 12.83K | -1.41% | 2.43M | 70.6 | 0.27% |
| 53 | PLTR | Palantir Techno... | 135.06 | -0.98% | 31.29K | -1.42% | 2.37M | 21.21 | 0.27% |
| 54 | DLS | WisdomTree Inte... | 74.33 | +0.68% | 36.63K | 0.00% | 2.31M | 52.43 | 0.26% |
| 55 | VOO | Vanguard 500 In... | 554.74 | +0.34% | 4.16K | +17.38% | 2.24M | 464.12 | 0.25% |
| 56 | ICSH | iShares Ultra S... | 50.55 | +0.02% | 43.3K | +6.17% | 2.18M | 50.36 | 0.25% |
| 57 | IGF | iShares Global ... | 59.81 | +0.84% | 41.11K | 0.00% | 2.15M | 43.15 | 0.24% |
| 58 | XOM | Exxon Mobil Cor... | 109.60 | +0.27% | 18.16K | +32.06% | 1.95M | 88.26 | 0.22% |
| 59 | EAGG | iShares ESG U.S... | 47.12 | +0.37% | 40.27K | +22.69% | 1.87M | 47.09 | 0.21% |
| 60 | AMD | Advanced Micro ... | 118.61 | -2.09% | 15.33K | -0.01% | 1.85M | 162.83 | 0.21% |
| 61 | IWV | iShares Russell... | 343.00 | +0.23% | 5.5K | -3.54% | 1.84M | 122.33 | 0.21% |
| 62 | HD | The Home Depot,... | 362.78 | +0.64% | 4.71K | -6.96% | 1.83M | 288.02 | 0.21% |
| 63 | PG | The Procter & G... | 163.05 | +0.58% | 10.77K | +36.50% | 1.81M | 134.62 | 0.20% |
| 64 | SNOW | Snowflake Inc. | 210.84 | +1.07% | 11.65K | -3.37% | 1.8M | 154.53 | 0.20% |
| 65 | CAT | Caterpillar Inc... | 361.14 | -0.55% | 4.14K | +17.89% | 1.5M | 169.79 | 0.17% |
| 66 | XLK | Technology Sele... | 242.47 | +0.89% | 6.04K | +100.00% | 1.4M | 232.52 | 0.16% |
| 67 | MRK | Merck & Co., In... | 81.73 | +1.75% | 14.01K | -2.01% | 1.39M | 64.35 | 0.16% |
| 68 | SCHB | Schwab U.S. Bro... | 23.27 | +0.26% | 59.34K | +196.05% | 1.35M | 14.13 | 0.15% |
| 69 | VUG | Vanguard Growth... | 423.76 | +0.11% | 3.25K | 0.00% | 1.33M | 212.12 | 0.15% |
| 70 | BAC | Bank of America... | 44.56 | -0.37% | 28.98K | -2.91% | 1.27M | 23.8 | 0.14% |
| 71 | LLY | Eli Lilly and C... | 810.83 | +0.27% | 1.64K | +47.22% | 1.27M | 408.78 | 0.14% |
| 72 | QQQ | Invesco QQQ Tru... | 533.45 | +0.20% | 2.42K | +1.60% | 1.23M | 355.89 | 0.14% |
| 73 | JNJ | Johnson & Johns... | 156.56 | +0.84% | 8.28K | -3.72% | 1.2M | 146.05 | 0.14% |
| 74 | COST | Costco Wholesal... | 1002.64 | +0.59% | 1.29K | -3.73% | 1.18M | 448.51 | 0.13% |
| 75 | ESGE | iShares ESG Awa... | 38.72 | +0.14% | 34.59K | -3.97% | 1.16M | 29.68 | 0.13% |
| 76 | ELV | Elevance Health... | 385.94 | +1.31% | 3.09K | -0.99% | 1.14M | 153.71 | 0.13% |
| 77 | VO | Vanguard Mid Ca... | 274.18 | +0.29% | 4.28K | 0.00% | 1.13M | 161.5 | 0.13% |
| 78 | VIOV | Vanguard S&P Sm... | 85.13 | -0.47% | 12.07K | 0.00% | 1.13M | 50.71 | 0.13% |
| 79 | VXUS | Vanguard Total ... | 68.84 | +0.53% | 18.35K | 0.00% | 1.08M | 60.05 | 0.12% |
| 80 | SCHC | Schwab Internat... | 41.66 | +0.81% | 30.54K | -0.15% | 1.05M | 28.95 | 0.12% |
| 81 | IWB | iShares Russell... | 331.42 | +0.24% | 3.12K | 0.00% | 1.01M | 207.76 | 0.11% |
| 82 | IWF | iShares Russell... | 410.56 | +0.34% | 2.47K | -5.3% | 991.1K | 120.74 | 0.11% |
| 83 | MGRC | McGrath RentCor... | 115.79 | -1.06% | 8.41K | +0.08% | 940.18K | 35.43 | 0.11% |
| 84 | ADP | Automatic Data ... | 309.72 | -0.85% | 3.18K | -0.03% | 931.71K | 203.94 | 0.11% |
| 85 | JMSI | J P Morgan Exch... | 49.28 | +0.37% | 18.55K | +36.91% | 928.7K | 50.35 | 0.10% |
| 86 | CSCO | Cisco Systems, ... | 65.09 | +1.41% | 15.61K | +7.15% | 923.9K | 48.8 | 0.10% |
| 87 | ACWI | iShares MSCI AC... | 126.81 | +0.36% | 7.69K | 0.00% | 904.08K | 67.68 | 0.10% |
| 88 | AVLV | Avantis U.S. La... | 67.07 | +0.04% | 13.28K | 0.00% | 886.37K | 50.19 | 0.10% |
| 89 | V | Visa Inc. | 371.03 | -0.61% | 2.79K | -3.39% | 881.66K | 187.17 | 0.10% |
| 90 | TLTE | FlexShares Morn... | 58.05 | +0.31% | 17.22K | -2.59% | 877.35K | 47.96 | 0.10% |
| 91 | TQQQ | ProShares Ultra... | 75.61 | +0.54% | 10.98K | -6.71% | 869.01K | 19.1 | 0.10% |
| 92 | SCHG | Schwab U.S. Lar... | 28.26 | +0.14% | 31.12K | +288.47% | 867.31K | 7.52 | 0.10% |
| 93 | IBM | International B... | 280.79 | -0.26% | 3.74K | -0.95% | 822.38K | 152.15 | 0.09% |
| 94 | ABBV | AbbVie Inc. | 192.13 | +0.33% | 4.59K | -0.67% | 816.18K | 96.59 | 0.09% |
| 95 | RSP | Invesco S&P 500... | 179.44 | +0.19% | 4.39K | +1.15% | 768.91K | 110.74 | 0.09% |
| 96 | ALAB | Astera Labs, In... | 94.30 | -0.25% | 5.76K | +100.00% | 762.51K | 132.45 | 0.09% |
| 97 | RKLB | Rocket Lab USA,... | 26.43 | -3.38% | 29.73K | +25.46% | 757.25K | 8.79 | 0.09% |
| 98 | INTU | Intuit Inc. | 765.48 | +0.10% | 1.18K | -7.17% | 741K | 517.27 | 0.08% |
| 99 | MA | Mastercard Inco... | 588.62 | -0.36% | 1.39K | -8.37% | 731.91K | 211.51 | 0.08% |
| 100 | PM | Philip Morris I... | 183.84 | +0.25% | 6.05K | -0.82% | 728.5K | 85.17 | 0.08% |
| 101 | WMT | Walmart Inc. | 94.83 | -1.01% | 7.87K | +12.89% | 710.78K | 55.26 | 0.08% |
| 102 | TSM | Taiwan Semicond... | 215.28 | +0.55% | 3.55K | -6.67% | 701.48K | 112.54 | 0.08% |
| 103 | ABT | Abbott Laborato... | 136.36 | +0.80% | 6.02K | +16.90% | 680.66K | 75.23 | 0.08% |
| 104 | RTX | RTX Corporation | 141.01 | -0.56% | 5.78K | +9.36% | 669.01K | 74.4 | 0.08% |
| 105 | TMO | Thermo Fisher S... | 414.46 | -0.17% | 1.24K | -7.88% | 644.97K | 272.04 | 0.07% |
| 106 | MOH | Molina Healthca... | 293.16 | -0.5% | 2.18K | 0.00% | 634.2K | 106.99 | 0.07% |
| 107 | AXP | American Expres... | 298.02 | -0.36% | 2.13K | -3.13% | 633.66K | 110.04 | 0.07% |
| 108 | ORCL | Oracle Corporat... | 199.69 | +13.22% | 3.67K | -14.46% | 611.29K | 68.21 | 0.07% |
| 109 | IWM | iShares Russell... | 212.65 | -0.46% | 2.73K | 0.00% | 603.1K | 148.94 | 0.07% |
| 110 | SGOV | iShares 0-3 Mon... | 100.49 | +0.01% | 5.88K | +100.00% | 590.18K | 100.32 | 0.07% |
| 111 | VEU | Vanguard FTSE A... | 67.07 | +0.57% | 10.2K | -1.98% | 585.47K | 47.87 | 0.07% |
| 112 | KLAC | KLA Corporation | 874.70 | +0.31% | 918 | -0.43% | 578.75K | 734 | 0.07% |
| 113 | WFC | Wells Fargo & C... | 73.92 | -1.34% | 8.13K | -2.57% | 570.84K | 43.34 | 0.06% |
| 114 | GILD | Gilead Sciences... | 111.94 | +2.42% | 6.16K | -3.11% | 569K | 68.64 | 0.06% |
| 115 | MO | Altria Group, I... | 59.94 | +0.04% | 10.69K | -1.34% | 558.77K | 48.74 | 0.06% |
| 116 | INTC | Intel Corporati... | 20.75 | +0.36% | 27.27K | -6.02% | 546.66K | 39.3 | 0.06% |
| 117 | AMAT | Applied Materia... | 174.97 | +1.26% | 3.35K | -1.33% | 544.49K | 208.85 | 0.06% |
| 118 | ACN | Accenture plc | 317.94 | -0.4% | 1.53K | +1.46% | 537.49K | 286.06 | 0.06% |
| 119 | ED | Consolidated Ed... | 103.71 | +1.13% | 6K | 0.00% | 535.53K | 72.12 | 0.06% |
| 120 | VXF | Vanguard Extend... | 188.39 | -0.24% | 2.74K | 0.00% | 520.86K | 136.74 | 0.06% |
| 121 | CVX | Chevron Corpora... | 144.84 | +0.04% | 3.53K | +24.34% | 511.25K | 128.42 | 0.06% |
| 122 | TLTD | FlexShares Morn... | 83.46 | +0.82% | 7.34K | -0.49% | 505.79K | 60.47 | 0.06% |
| 123 | SHOP | Shopify Inc. | 109.25 | -4.28% | 4.61K | -0.28% | 489.81K | 31.46 | 0.06% |
| 124 | VONV | Vanguard Russel... | 84.16 | +0.29% | 5.98K | 0.00% | 485.71K | 68.71 | 0.05% |
| 125 | APD | Air Products an... | 283.07 | +0.30% | 1.66K | +1.53% | 481.18K | 174.78 | 0.05% |
| 126 | VZ | Verizon Communi... | 43.13 | -1.38% | 11.93K | -1.28% | 476.88K | 47.64 | 0.05% |
| 127 | TXN | Texas Instrumen... | 199.58 | -0.06% | 2.52K | +10.59% | 471.77K | 194.34 | 0.05% |
| 128 | NUDM | Nuveen ESG Inte... | 35.09 | +0.65% | 15.67K | -4.31% | 471.07K | 31 | 0.05% |
| 129 | XLF | Financial Selec... | 50.99 | -0.01% | 9.69K | +79.32% | 468.41K | 42.35 | 0.05% |
| 130 | VWO | Vanguard Emergi... | 49.09 | -0.03% | 10.57K | -0.69% | 465.73K | 41.9 | 0.05% |
| 131 | MRVL | Marvell Technol... | 69.63 | +2.03% | 4.18K | -36.9% | 461.9K | 84.91 | 0.05% |
| 132 | WEC | WEC Energy Grou... | 106.32 | +0.70% | 4.75K | 0.00% | 446.5K | 53.59 | 0.05% |
| 133 | AWK | American Water ... | 141.29 | +0.48% | 3.58K | -0.06% | 445.8K | 82.77 | 0.05% |
| 134 | PEP | PepsiCo, Inc. | 132.27 | +1.82% | 2.93K | -25.09% | 444.99K | 135.43 | 0.05% |
| 135 | GTLB | GitLab Inc. | 43.70 | +0.77% | 7.85K | 0.00% | 442.52K | 53.44 | 0.05% |
| 136 | MDY | SPDR S&P MIDCAP... | 559.03 | +0.06% | 765 | 0.00% | 435.71K | 279.16 | 0.05% |
| 137 | ETN | Eaton Corporati... | 329.93 | +1.30% | 1.31K | -1.66% | 433.42K | 178.46 | 0.05% |
| 138 | NFLX | Netflix, Inc. | 1214.00 | -0.48% | 484 | -14.94% | 431.5K | 493.76 | 0.05% |
| 139 | XLY | Consumer Discre... | 213.73 | -0.46% | 1.9K | +58.38% | 426.04K | 184.34 | 0.05% |
| 140 | DIS | The Walt Disney... | 118.50 | -0.85% | 3.81K | -9.88% | 423.65K | 113.94 | 0.05% |
| 141 | AMGN | Amgen Inc. | 297.25 | +1.86% | 1.61K | -5.13% | 419.41K | 204.96 | 0.05% |
| 142 | CDNS | Cadence Design ... | 307.73 | +0.17% | 1.37K | -3.87% | 410.73K | 227.48 | 0.05% |
| 143 | ADBE | Adobe Inc. | 414.08 | +0.30% | 917 | -8.3% | 407.93K | 181 | 0.05% |
| 144 | DSI | iShares MSCI KL... | 113.63 | +0.38% | 3.66K | 0.00% | 403.73K | 102.26 | 0.05% |
| 145 | MCD | McDonald's Corp... | 302.86 | +0.38% | 1.36K | +18.06% | 394.24K | 212.09 | 0.04% |
| 146 | KO | The Coca-Cola C... | 72.20 | +0.18% | 6.31K | -4.93% | 392.99K | 48.15 | 0.04% |
| 147 | ABNB | Airbnb, Inc. | 138.78 | +0.52% | 2.88K | +1.51% | 379.16K | 132.47 | 0.04% |
| 148 | EFA | iShares MSCI EA... | 90.38 | +0.76% | 4.85K | -1.78% | 366.47K | 66.58 | 0.04% |
| 149 | TILT | FlexShares Morn... | 219.16 | +0.20% | 1.69K | -0.35% | 364.1K | 121.89 | 0.04% |
| 150 | GE | General Electri... | 239.60 | -2.41% | 2.17K | -3.34% | 362.27K | 76.81 | 0.04% |