Wealth Architects, LLC
Q1 2025 13F Holdings
- Locationmountain view, CA
- Num holdings
229
- Value ($000)
$906,427
- Date Filed05/14/2025
- Form typerestatement
- CIK0001611518
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $66.34M | 7 % | 118,064 | ||
TDTF FLEXSHARES TR | IBOXX 5YR TRGT | 33939L605 | $62.03M | 7 % | 2,557,934 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $49.73M | 6 % | 978,300 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $49.17M | 5 % | 470,205 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $46.12M | 5 % | 237,757 | ||
AAPL APPLE INC | COM | 037833100 | $44.59M | 5 % | 200,740 | ||
SPDR INDEX SHS FDS | S&P GBLINF ETF | 78463X855 | $38.98M | 4 % | 628,761 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $29.66M | 3 % | 753,500 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $29.38M | 3 % | 712,921 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $25.03M | 3 % | 144,887 |
Rows Per Page
10
- 10
- 50
- 100