Wealth Architects, LLC
250 holdingsFiling period: 2026-06-30Current AUM: $1.24Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&P 500 ETF | 115.5K | $86.5M | $87.7M | 7.09% | -210 | 2026-06-30 |
| 2 | LRCX | Lam Research Corp | 178.2K | $77.2M | $42.6M | 3.45% | -85,020 | 2026-06-30 |
| 3 | TDTF | Flexshares Iboxx 5YR Target Dur Tips ETF | 3.25M | $77.2M | $75.5M | 6.10% | +133.3K | 2026-06-30 |
| 4 | IJR | iShares Core S&P Small Cap ETF | 505.3K | $74.9M | $70.9M | 5.73% | -661 | 2026-06-30 |
| 5 | VIG | Vanguard Dividend Appreciation ETF | 256.9K | $60.8M | $63.7M | 5.15% | +5.7K | 2026-06-30 |
| 6 | GII | Spdr S&P Global Infrastructure ETF | 656.5K | $49.7M | $49.3M | 3.98% | +3.8K | 2026-06-30 |
| 7 | VEA | Vanguard Ftse Developed Markets ETF | 672.5K | $47.9M | $46.7M | 3.78% | -163,189 | 2026-06-30 |
| 8 | AAPL | Apple Inc | 153.2K | $44.3M | $52.8M | 4.27% | -948 | 2026-06-30 |
| 9 | DFIV | Dfa International Value ETF | 707.1K | $38.2M | $39.8M | 3.22% | -18,793 | 2026-06-30 |
| 10 | DFUV | Dfa Tax-Managed US Marketwide Value II | 679.2K | $37.4M | $38.6M | 3.12% | -21,098 | 2026-06-30 |
| 11 | VTV | Vanguard Value ETF | 144.2K | $31.4M | $32.9M | 2.66% | -2,101 | 2026-06-30 |
| 12 | VBR | Vanguard Small Cap Value ETF | 129.2K | $31.4M | $31.4M | 2.54% | -2,557 | 2026-06-30 |
| 13 | AVUV | Avantis US Small Cap Value ETF | 220.6K | $27.5M | $27.2M | 2.20% | -2,967 | 2026-06-30 |
| 14 | DFLV | Dimensional US Large Cap Value ETF | 686.8K | $27.2M | $28.7M | 2.32% | -9,928 | 2026-06-30 |
| 15 | VT | Vanguard Total World Stock Index | 169.9K | $26.7M | $26.4M | 2.13% | +472 | 2026-06-30 |
| 16 | VV | Vanguard Large-Cap ETF | 63.0K | $21.7M | $21.9M | 1.77% | -1,416 | 2026-06-30 |
| 17 | IEFA | iShares Core Msci Eafe | 223.0K | $21.5M | $21.5M | 1.74% | -3,111 | 2026-06-30 |
| 18 | SPY | Spdr S&P 500 ETF Trust | 27.6K | $20.6M | $20.8M | 1.69% | +296 | 2026-06-30 |
| 19 | AVDV | Avantis Internatnl Sml CP VL ETF | 194.5K | $20.0M | $20.4M | 1.65% | -3,897 | 2026-06-30 |
| 20 | VB | Vanguard Small-Cap ETF | 58.9K | $17.9M | $17.1M | 1.38% | -1,650 | 2026-06-30 |
| 21 | DIHP | Dimensional International High Pbly ETF | 490.4K | $16.7M | $16.7M | 1.35% | +321.0K | 2026-06-30 |
| 22 | ESML | iShares Esg Aware Msci USA Small-Cap ETF | 277.4K | $15.5M | $14.8M | 1.20% | -5,704 | 2026-06-30 |
| 23 | IJS | iShares S&P Smallcap600 Value Index | 108.8K | $14.9M | $14.4M | 1.17% | -1,308 | 2026-06-30 |
| 24 | SCZ | iShares Msci Eafe Small Cap Index | 171.1K | $14.1M | $14.2M | 1.14% | -4,010 | 2026-06-30 |
| 25 | ESGD | iShares Esg Aware Msci Eafe ETF | 132.1K | $13.6M | $13.6M | 1.10% | +1.1K | 2026-06-30 |
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