Wealth Architects, LLC

Q4 2024 13F Holdings

  • Location
    mountain view, CA
  • Num holdings

    215

  • Value ($000)

    $885,936

  • Date Filed
    02/10/2025
  • Form type
    13F-HR
  • CIK
    0001611518
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$72.44M
8 %

123,053

TDTF
TDTF

FLEXSHARES TR

IBOXX 5YR TRGT
33939L605
$58.51M
7 %

2,515,655

IJR
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$54.84M
6 %

475,922

VIG
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$48.17M
5 %

245,954

VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$46.07M
5 %

963,346

AAPL
AAPL

APPLE INC

COM
037833100
$43.92M
5 %

175,403

---

SPDR INDEX SHS FDS

S&P GBLINF ETF
78463X855
$37.01M
4 %

625,549

DFUV
DFUV

DIMENSIONAL ETF TRUST

US MKTWIDE VALUE
25434V724
$28.21M
3 %

689,328

DFIV
DFIV

DIMENSIONAL ETF TRUST

INTERNATNAL VAL
25434V807
$26.30M
3 %

741,236

VBR
VBR

VANGUARD INDEX FDS

SM CP VAL ETF
922908611
$25.68M
3 %

129,566

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