Wealth Architects, LLC
CIK Number: 0001611518
Main Sectors:
Top Industries:
Filing Date: May 14, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 648.15 | +0.01% | 118.06K | -4.05% | 66.34M | 216.84 | 7.32% | Share |
| 2 | TDTF | FlexShares iBox... | 24.17 | -0.21% | 2.56M | +1.68% | 62.03M | 23.81 | 6.84% | Share |
| 3 | VEA | Vanguard Develo... | 58.60 | -0.18% | 978.3K | +1.55% | 49.73M | 42.18 | 5.49% | Share |
| 4 | IJR | iShares Core S&... | 115.17 | -1.4% | 470.2K | -1.2% | 49.17M | 72.89 | 5.42% | Share |
| 5 | VIG | Vanguard Divide... | 210.08 | +0.06% | 237.76K | -3.33% | 46.12M | 122.65 | 5.09% | Share |
| 6 | AAPL | Apple Inc. | 232.81 | -0.22% | 200.74K | +14.45% | 44.59M | 118.26 | 4.92% | Share |
| 7 | GII | SPDR S&P Global... | 69.28 | -0.14% | 628.76K | +0.51% | 38.98M | 49.63 | 4.30% | Share |
| 8 | DFIV | Dimensional Int... | 45.24 | -0.02% | 753.5K | +1.65% | 29.66M | 33.88 | 3.27% | Share |
| 9 | DFUV | Dimensional US ... | 43.41 | -0.48% | 712.92K | +3.42% | 29.38M | 31.86 | 3.24% | Share |
| 10 | VTV | Vanguard Value ... | 180.44 | -0.2% | 144.89K | -4.03% | 25.03M | 104.17 | 2.76% | Share |
| 11 | VBR | Vanguard Small ... | 204.30 | -1.15% | 127.55K | -1.55% | 23.76M | 111.75 | 2.62% | Share |
| 12 | LRCX | Lam Research Co... | 107.35 | +0.57% | 264.32K | -0.17% | 19.22M | 72.23 | 2.12% | Share |
| 13 | VT | Vanguard Total ... | 133.34 | -0.27% | 161.2K | +0.42% | 18.69M | 65.52 | 2.06% | Share |
| 14 | AVUV | Avantis U.S. Sm... | 96.21 | -1.16% | 206.53K | -4.33% | 18M | 77.64 | 1.99% | Share |
| 15 | DFLV | Dimensional US ... | 31.90 | -0.28% | 587.28K | +0.90% | 17.95M | 27.56 | 1.98% | Share |
| 16 | IEFA | iShares Core MS... | 85.61 | -0.04% | 228.66K | -1.79% | 17.3M | 58.38 | 1.91% | Share |
| 17 | VV | Vanguard Large ... | 297.69 | +0.03% | 67.14K | -1.22% | 17.26M | 117 | 1.90% | Share |
| 18 | BRK-B | Berkshire Hatha... | 479.02 | +0.36% | 29.12K | +9.40% | 15.51M | 227.66 | 1.71% | Share |
| 19 | SPY | SPDR S&P 500 ET... | 644.93 | +0.01% | 27.43K | +1.49% | 15.35M | 288.22 | 1.69% | Share |
| 20 | AVDV | Avantis Interna... | 83.92 | -0.31% | 200.03K | +3.55% | 13.95M | 60.27 | 1.54% | Share |
| 21 | VB | Vanguard Small ... | 246.81 | -1.26% | 58.51K | -0.66% | 12.97M | 148.33 | 1.43% | Share |
| 22 | SCZ | iShares MSCI EA... | 75.10 | -0.29% | 184.59K | -0.81% | 11.73M | 52.26 | 1.29% | Share |
| 23 | IJS | iShares S&P Sma... | 106.35 | -1.26% | 101.11K | +0.29% | 9.86M | 54.5 | 1.09% | Share |
| 24 | META | Meta Platforms,... | 781.96 | +0.24% | 16.48K | +2.47% | 9.5M | 175.89 | 1.05% | Share |
| 25 | ESGD | iShares ESG Awa... | 91.05 | -0.13% | 106.22K | +1.69% | 8.68M | 68.45 | 0.96% | Share |
| 26 | ESML | iShares ESG Awa... | 43.26 | -1.23% | 222.17K | +0.87% | 8.53M | 35.44 | 0.94% | Share |
| 27 | MSFT | Microsoft Corpo... | 522.28 | +0.33% | 21.49K | +27.44% | 8.07M | 320.66 | 0.89% | Share |
| 28 | SCHF | Schwab Internat... | 22.73 | -0.15% | 344.81K | +3.43% | 6.82M | 14.34 | 0.75% | Share |
| 29 | ESGU | iShares ESG Awa... | 140.78 | -0.12% | 46.47K | +1.03% | 5.67M | 102.77 | 0.63% | Share |
| 30 | DFGR | Dimensional Glo... | 26.71 | -0.74% | 201.91K | +6.67% | 5.3M | 24.85 | 0.58% | Share |
| 31 | VTI | Vanguard Total ... | 317.25 | -0.13% | 18.75K | -0.75% | 5.15M | 219.79 | 0.57% | Share |
| 32 | DFSU | Dimensional US ... | 41.13 | -0.27% | 141.42K | +4.67% | 5.06M | 33.55 | 0.56% | Share |
| 33 | EFV | iShares MSCI EA... | 66.96 | +0.13% | 82.88K | -2.03% | 4.88M | 45.87 | 0.54% | Share |
| 34 | DFAC | Dimensional U.S... | 37.47 | -0.39% | 134.62K | +8.52% | 4.44M | 27.14 | 0.49% | Share |
| 35 | SCHA | Schwab U.S. Sma... | 26.63 | -1.12% | 186.09K | +39.68% | 4.36M | 16.46 | 0.48% | Share |
| 36 | DFSE | Dimensional Eme... | 39.37 | -0.73% | 120.91K | +12.24% | 4.07M | 32.21 | 0.45% | Share |
| 37 | AVGO | Broadcom Inc. | 311.19 | +0.68% | 23.92K | +1.70% | 4M | 57.9 | 0.44% | Share |
| 38 | BSV | Vanguard Short-... | 78.63 | -0.12% | 50.8K | +10.12% | 3.98M | 80.37 | 0.44% | Share |
| 39 | BND | Vanguard Total ... | 73.54 | -0.28% | 53.57K | +4.38% | 3.93M | 73.24 | 0.43% | Share |
| 40 | AMZN | Amazon.com, Inc... | 230.94 | +2.84% | 19.96K | +7.26% | 3.8M | 103.25 | 0.42% | Share |
| 41 | JPM | JPMorgan Chase ... | 294.09 | +1.23% | 13.68K | +30.65% | 3.35M | 134.06 | 0.37% | Share |
| 42 | NVDA | NVIDIA Corporat... | 182.02 | +0.24% | 30.94K | +2.86% | 3.35M | 18.63 | 0.37% | Share |
| 43 | DFSI | Dimensional Int... | 40.33 | -0.12% | 94.1K | +9.36% | 3.28M | 33 | 0.36% | Share |
| 44 | DFAX | Dimensional Wor... | 30.43 | -0.47% | 122.82K | +4.43% | 3.22M | 25.05 | 0.35% | Share |
| 45 | TOLZ | ProShares DJ Br... | 54.12 | +0.30% | 60.85K | -4.19% | 3.2M | 35.27 | 0.35% | Share |
| 46 | NFRA | FlexShares STOX... | 62.66 | -0.18% | 55.1K | -0.63% | 3.18M | 51.54 | 0.35% | Share |
| 47 | UNH | UnitedHealth Gr... | 271.50 | -0.11% | 5.78K | +3.08% | 3.03M | 217.48 | 0.33% | Share |
| 48 | SUB | iShares Short-T... | 106.85 | -0.05% | 28.42K | +3.47% | 3M | 105.05 | 0.33% | Share |
| 49 | IWB | iShares Russell... | 354.15 | -0.03% | 8.73K | +179.75% | 2.68M | 271.36 | 0.30% | Share |
| 50 | ICSH | iShares Ultra S... | 50.62 | +0.01% | 50.93K | +17.63% | 2.58M | 50.41 | 0.28% | Share |
| 51 | GOOG | Alphabet Inc. | 203.77 | +0.36% | 16.23K | +4.22% | 2.54M | 82.03 | 0.28% | Share |
| 52 | VOO | Vanguard S&P 50... | 592.77 | -0.01% | 4.85K | +16.46% | 2.49M | 471.16 | 0.27% | Share |
| 53 | PLTR | Palantir Techno... | 181.00 | -1.83% | 29.02K | -7.24% | 2.45M | 21.21 | 0.27% | Share |
| 54 | HD | The Home Depot,... | 400.32 | -1.68% | 6.63K | +40.89% | 2.43M | 310.79 | 0.27% | Share |
| 55 | EAGG | iShares ESG U.S... | 47.48 | -0.25% | 50.66K | +25.80% | 2.41M | 47.17 | 0.27% | Share |
| 56 | LLY | Eli Lilly and C... | 684.46 | +3.63% | 2.87K | +74.56% | 2.37M | 586.95 | 0.26% | Share |
| 57 | DLS | WisdomTree Inte... | 78.15 | -0.27% | 35.3K | -3.62% | 2.33M | 52.43 | 0.26% | Share |
| 58 | PG | The Procter & G... | 153.70 | -1.1% | 13.48K | +25.19% | 2.3M | 141.82 | 0.25% | Share |
| 59 | IWN | iShares Russell... | 167.47 | -1.27% | 15.05K | 0.00% | 2.27M | 82.65 | 0.25% | Share |
| 60 | IGF | iShares Global ... | 60.88 | -0.16% | 40.53K | -1.43% | 2.22M | 43.15 | 0.24% | Share |
| 61 | XOM | Exxon Mobil Cor... | 107.38 | -0.21% | 17.19K | -5.32% | 2.04M | 88.26 | 0.23% | Share |
| 62 | GOOGL | Alphabet Inc. | 202.88 | +0.46% | 13.02K | +1.47% | 2.01M | 71.81 | 0.22% | Share |
| 63 | CAT | Caterpillar Inc... | 417.50 | +0.92% | 5.89K | +42.26% | 1.94M | 217.32 | 0.21% | Share |
| 64 | IWV | iShares Russell... | 366.48 | -0.09% | 5.5K | 0.00% | 1.75M | 122.33 | 0.19% | Share |
| 65 | SNOW | Snowflake Inc. | 194.85 | -1.02% | 11.69K | +0.32% | 1.71M | 154.5 | 0.19% | Share |
| 66 | WMT | Walmart Inc. | 100.84 | -0.15% | 18.82K | +139.24% | 1.65M | 74.19 | 0.18% | Share |
| 67 | JNJ | Johnson & Johns... | 174.72 | +0.17% | 9.66K | +16.74% | 1.6M | 148.89 | 0.18% | Share |
| 68 | BRK-A | Berkshire Hatha... | 718340.00 | +0.40% | 2 | +100.00% | 1.6M | 798441.5 | 0.18% | Share |
| 69 | RTX | RTX Corporation | 155.06 | -0.42% | 11.89K | +105.60% | 1.57M | 104.22 | 0.17% | Share |
| 70 | AMD | Advanced Micro ... | 180.97 | -1.87% | 15.14K | -1.27% | 1.56M | 162.83 | 0.17% | Share |
| 71 | TSLA | Tesla, Inc. | 335.58 | -1.12% | 5.84K | -14.5% | 1.51M | 60.2 | 0.17% | Share |
| 72 | CSCO | Cisco Systems, ... | 69.28 | -1.58% | 23.68K | +51.74% | 1.46M | 53.2 | 0.16% | Share |
| 73 | COST | Costco Wholesal... | 975.42 | -0.35% | 1.49K | +15.26% | 1.41M | 514.34 | 0.16% | Share |
| 74 | ELV | Elevance Health... | 295.37 | +0.32% | 3.16K | +2.07% | 1.37M | 159.41 | 0.15% | Share |
| 75 | XLK | Technology Sele... | 267.74 | -0.21% | 6.41K | +6.13% | 1.32M | 231.02 | 0.15% | Share |
| 76 | SCHB | Schwab U.S. Bro... | 24.87 | -0.12% | 59.37K | +0.05% | 1.28M | 14.13 | 0.14% | Share |
| 77 | MRK | Merck & Co., In... | 82.74 | +0.04% | 14.16K | +1.10% | 1.27M | 64.63 | 0.14% | Share |
| 78 | ESGE | iShares ESG Awa... | 40.53 | -1.24% | 34.95K | +1.04% | 1.22M | 29.74 | 0.13% | Share |
| 79 | PM | Philip Morris I... | 165.25 | -0.38% | 7.67K | +26.78% | 1.22M | 100.71 | 0.13% | Share |
| 80 | BAC | Bank of America... | 47.70 | +0.97% | 29.17K | +0.66% | 1.22M | 23.91 | 0.13% | Share |
| 81 | VUG | Vanguard Growth... | 463.54 | +0.15% | 3.25K | 0.00% | 1.2M | 212.12 | 0.13% | Share |
| 82 | VO | Vanguard Mid Ca... | 286.38 | -0.71% | 4.43K | +3.48% | 1.15M | 164.76 | 0.13% | Share |
| 83 | QQQ | Invesco QQQ Tru... | 579.86 | -0.08% | 2.44K | +0.79% | 1.14M | 356.77 | 0.13% | Share |
| 84 | SCHC | Schwab Internat... | 43.81 | -0.51% | 30.54K | 0.00% | 1.1M | 28.95 | 0.12% | Share |
| 85 | WEC | WEC Energy Grou... | 108.15 | -1.63% | 9.74K | +105.05% | 1.06M | 81.97 | 0.12% | Share |
| 86 | WELL | Welltower Inc. | 161.96 | -0.66% | 6.9K | +100.00% | 1.06M | 153.21 | 0.12% | Share |
| 87 | V | Visa Inc. | 345.40 | +0.83% | 2.98K | +6.92% | 1.05M | 197.73 | 0.12% | Share |
| 88 | VIOV | Vanguard S&P Sm... | 91.69 | -1.16% | 12.07K | 0.00% | 1.01M | 50.71 | 0.11% | Share |
| 89 | ADP | Automatic Data ... | 301.52 | -1.12% | 3.21K | +0.82% | 980.4K | 204.77 | 0.11% | Share |
| 90 | BLK | BlackRock, Inc. | 1160.35 | +0.03% | 1.03K | +227.39% | 972.98K | 970.5 | 0.11% | Share |
| 91 | ABBV | AbbVie Inc. | 204.72 | +1.61% | 4.61K | +0.39% | 966.1K | 97.03 | 0.11% | Share |
| 92 | TXN | Texas Instrumen... | 193.71 | +0.22% | 5.24K | +108.31% | 941.81K | 186.73 | 0.10% | Share |
| 93 | MGRC | McGrath RentCor... | 119.41 | -2.04% | 8.41K | +0.08% | 937.43K | 35.49 | 0.10% | Share |
| 94 | MCD | McDonald's Corp... | 308.84 | +1.24% | 3K | +120.59% | 937.21K | 266.91 | 0.10% | Share |
| 95 | IBM | International B... | 237.04 | -1.26% | 3.76K | +0.53% | 935.21K | 152.66 | 0.10% | Share |
| 96 | JMSI | J P Morgan Exch... | 49.26 | +0.09% | 18.55K | 0.00% | 923.69K | 50.35 | 0.10% | Share |
| 97 | KMI | Kinder Morgan, ... | 26.84 | -0.09% | 32.36K | +100.00% | 923.35K | 28.53 | 0.10% | Share |
| 98 | VXUS | Vanguard Total ... | 71.14 | -0.45% | 14.83K | -19.18% | 920.76K | 60.05 | 0.10% | Share |
| 99 | CVX | Chevron Corpora... | 155.20 | -0.43% | 5.5K | +55.78% | 919.88K | 142.33 | 0.10% | Share |
| 100 | T | AT&T Inc. | 28.75 | +1.27% | 32.41K | +137.03% | 916.47K | 25.32 | 0.10% | Share |
| 101 | VEU | Vanguard FTSE A... | 69.23 | -0.4% | 15.1K | +48.10% | 916.18K | 52.02 | 0.10% | Share |
| 102 | ACWI | iShares MSCI AC... | 133.35 | -0.16% | 7.69K | 0.00% | 895.54K | 67.68 | 0.10% | Share |
| 103 | MFC | Manulife Financ... | 30.59 | +0.38% | 28.09K | +100.00% | 875K | 31.15 | 0.10% | Share |
| 104 | AVLV | Avantis U.S. La... | 70.85 | -0.21% | 13.28K | 0.00% | 865.66K | 50.19 | 0.10% | Share |
| 105 | IWF | iShares Russell... | 450.40 | +0.11% | 2.33K | -5.63% | 840.98K | 120.74 | 0.09% | Share |
| 106 | RSP | Invesco S&P 500... | 186.31 | -0.66% | 4.7K | +7.13% | 814.35K | 114.9 | 0.09% | Share |
| 107 | TLTE | FlexShares Morn... | 60.52 | -0.93% | 15.33K | -10.97% | 804.69K | 47.96 | 0.09% | Share |
| 108 | ABT | Abbott Laborato... | 129.32 | -0.06% | 6.04K | +0.38% | 801.3K | 75.45 | 0.09% | Share |
| 109 | MA | Mastercard Inco... | 583.65 | +0.99% | 1.42K | +2.30% | 779.4K | 219.08 | 0.09% | Share |
| 110 | NEE | NextEra Energy,... | 72.22 | -0.1% | 10.76K | +121.65% | 762.71K | 73.12 | 0.08% | Share |
| 111 | SCHG | Schwab U.S. Lar... | 30.76 | +0.13% | 29.93K | -3.83% | 749.37K | 7.52 | 0.08% | Share |
| 112 | INTU | Intuit Inc. | 710.55 | -0.16% | 1.21K | +2.46% | 741.7K | 519.6 | 0.08% | Share |
| 113 | MOH | Molina Healthca... | 159.52 | -1.05% | 2.19K | +0.46% | 721.03K | 108 | 0.08% | Share |
| 114 | RKLB | Rocket Lab USA,... | 42.80 | -0.47% | 39.44K | +32.65% | 705.13K | 11.03 | 0.08% | Share |
| 115 | TMO | Thermo Fisher S... | 485.13 | +0.07% | 1.4K | +12.82% | 696.03K | 297.68 | 0.08% | Share |
| 116 | GILD | Gilead Sciences... | 119.00 | -0.95% | 6.2K | +0.67% | 694.82K | 68.93 | 0.08% | Share |
| 117 | ED | Consolidated Ed... | 102.86 | -0.78% | 5.7K | -4.96% | 630.78K | 72.12 | 0.07% | Share |
| 118 | MO | Altria Group, I... | 65.54 | +0.06% | 10.49K | -1.82% | 629.73K | 48.74 | 0.07% | Share |
| 119 | TQQQ | ProShares Ultra... | 94.59 | -0.28% | 10.98K | 0.00% | 629.27K | 19.1 | 0.07% | Share |
| 120 | KLAC | KLA Corporation | 954.98 | +0.58% | 924 | +0.65% | 627.85K | 733.65 | 0.07% | Share |
| 121 | INTC | Intel Corporati... | 23.86 | +7.38% | 27.47K | +0.75% | 623.82K | 39.18 | 0.07% | Share |
| 122 | VWO | Vanguard Emergi... | 51.20 | -1.15% | 13.55K | +28.11% | 613.19K | 42.63 | 0.07% | Share |
| 123 | VXF | Vanguard Extend... | 200.85 | -1.21% | 3.53K | +28.74% | 608.02K | 144.67 | 0.07% | Share |
| 124 | SGOV | iShares 0-3 Mon... | 100.53 | +0.02% | 5.88K | 0.00% | 592.24K | 100.32 | 0.07% | Share |
| 125 | WFC | Wells Fargo & C... | 79.38 | +1.91% | 8.19K | +0.73% | 587.67K | 43.54 | 0.06% | Share |
| 126 | TSM | Taiwan Semicond... | 240.97 | -0.19% | 3.51K | -1.13% | 582.99K | 112.54 | 0.06% | Share |
| 127 | PFE | Pfizer Inc. | 25.11 | -0.22% | 22.63K | +122.82% | 573.55K | 30.27 | 0.06% | Share |
| 128 | VZ | Verizon Communi... | 43.49 | -0.49% | 12.52K | +5.00% | 567.96K | 47.53 | 0.06% | Share |
| 129 | AXP | American Expres... | 307.72 | +0.28% | 2.1K | -1.83% | 563.94K | 110.04 | 0.06% | Share |
| 130 | NFLX | Netflix, Inc. | 1230.56 | +2.17% | 592 | +22.31% | 551.68K | 573.8 | 0.06% | Share |
| 131 | IWM | iShares Russell... | 228.20 | -1.31% | 2.72K | -0.18% | 543.39K | 148.94 | 0.06% | Share |
| 132 | AWK | American Water ... | 143.38 | -0.24% | 3.62K | +0.95% | 533.28K | 83.38 | 0.06% | Share |
| 133 | TLTD | FlexShares Morn... | 86.56 | -0.1% | 7.09K | -3.42% | 530.5K | 60.47 | 0.06% | Share |
| 134 | MDT | Medtronic plc | 91.95 | -1.03% | 5.76K | +100.00% | 517.5K | 89.86 | 0.06% | Share |
| 135 | ORCL | Oracle Corporat... | 244.93 | +0.31% | 3.68K | +0.38% | 514.79K | 68.48 | 0.06% | Share |
| 136 | AMGN | Amgen Inc. | 290.28 | +0.33% | 1.62K | +0.56% | 504.13K | 205.56 | 0.06% | Share |
| 137 | NUDM | Nuveen ESG Inte... | 36.79 | +0.35% | 15.67K | -0.01% | 499.06K | 31 | 0.06% | Share |
| 138 | AMAT | Applied Materia... | 188.22 | -0.95% | 3.43K | +2.54% | 498.2K | 207.27 | 0.06% | Share |
| 139 | IEMG | iShares Core MS... | 61.97 | -1.17% | 9.22K | +100.00% | 497.86K | 53.97 | 0.05% | Share |
| 140 | XLF | Financial Selec... | 53.01 | +0.47% | 9.92K | +2.36% | 494.17K | 42.52 | 0.05% | Share |
| 141 | VONV | Vanguard Russel... | 87.19 | -0.26% | 5.98K | 0.00% | 493.42K | 68.71 | 0.05% | Share |
| 142 | PEP | PepsiCo, Inc. | 148.62 | -0.49% | 3.14K | +7.21% | 470.42K | 136.41 | 0.05% | Share |
| 143 | ACN | Accenture plc | 246.13 | +0.18% | 1.5K | -1.51% | 469.58K | 286.06 | 0.05% | Share |
| 144 | APD | Air Products an... | 292.08 | -0.72% | 1.56K | -5.79% | 460.96K | 174.78 | 0.05% | Share |
| 145 | KO | The Coca-Cola C... | 69.52 | -1.33% | 6.04K | -4.26% | 432.81K | 48.15 | 0.05% | Share |
| 146 | UPS | United Parcel S... | 88.56 | +0.43% | 3.79K | +100.00% | 416.69K | 109.99 | 0.05% | Share |
| 147 | CCI | Crown Castle In... | 101.05 | -0.76% | 3.93K | +100.00% | 409.94K | 104.23 | 0.05% | Share |
| 148 | MDY | SPDR S&P MIDCAP... | 583.00 | -1.34% | 764 | -0.13% | 407.58K | 279.16 | 0.04% | Share |
| 149 | XLY | Consumer Discre... | 229.61 | -0.1% | 2.01K | +6.06% | 397.68K | 185.09 | 0.04% | Share |
| 150 | EFA | iShares MSCI EA... | 91.66 | +0.02% | 4.85K | +0.06% | 396.4K | 66.59 | 0.04% | Share |