Wealth Architects, LLC
245 holdingsFiling period: 2026-03-31Current AUM: $1.26Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | 115.7K | $75.6M | $86.8M | 6.88% | +463 | 2026-03-31 |
| 2 | TDTF | FLEXSHARES IBOXX 5YR TARGET DUR TIPS ETF | 3.12M | $75.1M | $73.1M | 5.79% | +124.3K | 2026-03-31 |
| 3 | IJR | ISHARES CORE S&P SMALL CAP ETF | 506.0K | $62.9M | $73.6M | 5.83% | +9.4K | 2026-03-31 |
| 4 | LRCX | LAM RESEARCH CORP | 263.2K | $56.2M | $77.1M | 6.11% | -30 | 2026-03-31 |
| 5 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | 251.3K | $54.0M | $60.1M | 4.76% | +6.0K | 2026-03-31 |
| 6 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 835.6K | $53.5M | $59.0M | 4.67% | -89,981 | 2026-03-31 |
| 7 | GII | SPDR S&P GLOBAL INFRASTRUCTURE ETF | 652.7K | $49.6M | $49.7M | 3.93% | +8.2K | 2026-03-31 |
| 8 | AAPL | APPLE INC | 154.1K | $39.1M | $47.6M | 3.77% | -10,013 | 2026-03-31 |
| 9 | DFIV | DFA INTERNATIONAL VALUE ETF | 725.9K | $38.3M | $41.6M | 3.29% | -7,634 | 2026-03-31 |
| 10 | DFUV | DFA TAX-MANAGED US MARKETWIDE VALUE II | 700.3K | $33.9M | $38.9M | 3.08% | -10,548 | 2026-03-31 |
| 11 | VTV | VANGUARD VALUE ETF | 146.3K | $28.7M | $32.2M | 2.55% | -3,359 | 2026-03-31 |
| 12 | VBR | VANGUARD SMALL CAP VALUE ETF | 131.7K | $28.6M | $32.2M | 2.55% | -1,214 | 2026-03-31 |
| 13 | DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | 696.8K | $24.9M | $28.3M | 2.25% | +35.4K | 2026-03-31 |
| 14 | AVUV | AVANTIS US SMALL CAP VALUE ETF | 223.6K | $24.7M | $28.0M | 2.22% | +505 | 2026-03-31 |
| 15 | VT | VANGUARD TOTAL WORLD STOCK INDEX | 169.4K | $23.4M | $26.4M | 2.09% | +3.1K | 2026-03-31 |
| 16 | IEFA | ISHARES CORE MSCI EAFE | 226.1K | $20.5M | $22.2M | 1.76% | -5,741 | 2026-03-31 |
| 17 | AVDV | AVANTIS INTERNATNL SML CP VL ETF | 198.4K | $19.8M | $20.8M | 1.64% | -1,217 | 2026-03-31 |
| 18 | VV | VANGUARD LARGE-CAP ETF | 64.4K | $19.2M | $22.1M | 1.75% | -2,355 | 2026-03-31 |
| 19 | SPY | SPDR S&P 500 ETF TRUST | 27.3K | $17.7M | $20.4M | 1.61% | +424 | 2026-03-31 |
| 20 | VB | VANGUARD SMALL-CAP ETF | 60.6K | $15.9M | $17.9M | 1.42% | -1,462 | 2026-03-31 |
| 21 | SCZ | ISHARES MSCI EAFE SMALL CAP INDEX | 175.1K | $13.7M | $14.7M | 1.16% | -4,889 | 2026-03-31 |
| 22 | ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | 283.1K | $13.3M | $15.2M | 1.20% | +3.2K | 2026-03-31 |
| 23 | IJS | ISHARES S&P SMALLCAP600 VALUE INDEX | 110.1K | $13.0M | $15.0M | 1.19% | -233 | 2026-03-31 |
| 24 | ESGD | ISHARES ESG AWARE MSCI EAFE ETF | 131.1K | $12.5M | $13.7M | 1.09% | +1.8K | 2026-03-31 |
| 25 | DFSU | DFA US SUSTAINABILITY CORE 1 ETF | 267.1K | $11.0M | $12.6M | 1.00% | -2,326 | 2026-03-31 |
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