Wealth Architects, LLC Diversified Active

CIK: 0001611518 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 24, 2022

Total Value ($000): $477,772 (100.0% shares, 0.0% debt)

Holdings (173)

IVV ISHARES TR 9.5%
Value ($000) $45,158 Shares 125,911 Est. Cost $208.55 Unrealized
IJR ISHARES TR 7.1%
Value ($000) $33,882 Shares 388,599 Est. Cost $90.46 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 6.2%
Value ($000) $29,845 Shares 220,813 Est. Cost $113.29 Unrealized
VEA VANGUARD TAX-MANAGED FDS 6.2%
Value ($000) $29,570 Shares 813,262 Est. Cost $40.68 Unrealized
DFUV DIMENSIONAL ETF TRUST 5.2%
Value ($000) $24,802 Shares 837,623 Est. Cost $31.54 Unrealized
GII SPDR INDEX SHS FDS 5.1%
Value ($000) $24,522 Shares 513,220 Est. Cost $47.93 Unrealized
VTV VANGUARD INDEX FDS 4.4%
Value ($000) $21,129 Shares 171,111 Est. Cost $103.34 Unrealized
VBR VANGUARD INDEX FDS 4.2%
Value ($000) $20,186 Shares 140,765 Est. Cost $110.36 Unrealized
AAPL APPLE INC 3.9%
Value ($000) $18,422 Shares 133,297 Est. Cost $93.12 Unrealized +65.7%
DFIV DIMENSIONAL ETF TRUST 3.3%
Value ($000) $15,981 Shares 620,367 Est. Cost $33.94 Unrealized
VV VANGUARD INDEX FDS 2.9%
Value ($000) $13,966 Shares 85,388 Est. Cost $116.98 Unrealized
VT VANGUARD INTL EQUITY INDEX F 2.5%
Value ($000) $12,127 Shares 153,744 Est. Cost $62.34 Unrealized
IEFA ISHARES TR 2.2%
Value ($000) $10,741 Shares 203,924 Est. Cost $56.34 Unrealized
IJS ISHARES TR 2.0%
Value ($000) $9,528 Shares 115,562 Est. Cost $95.46 Unrealized
VB VANGUARD INDEX FDS 2.0%
Value ($000) $9,333 Shares 54,606 Est. Cost $137.33 Unrealized
SPY SPDR S&P 500 ETF TR 1.9%
Value ($000) $9,253 Shares 25,907 Est. Cost $253.70 Unrealized
SCZ ISHARES TR 1.6%
Value ($000) $7,661 Shares 157,060 Est. Cost $50.71 Unrealized
BSV VANGUARD BD INDEX FDS 1.3%
Value ($000) $6,328 Shares 84,572 Est. Cost $81.69 Unrealized
AVUV AMERICAN CENTY ETF TR 1.3%
Value ($000) $6,010 Shares 90,871 Est. Cost $64.87 Unrealized
AVDV AMERICAN CENTY ETF TR 1.2%
Value ($000) $5,944 Shares 125,139 Est. Cost $55.72 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.2%
Value ($000) $5,751 Shares 21,536 Est. Cost $159.36 Unrealized +78.6%
SCHF SCHWAB STRATEGIC TR 1.0%
Value ($000) $4,964 Shares 176,456 Est. Cost $28.23 Unrealized
VTIP VANGUARD MALVERN FDS 1.0%
Value ($000) $4,917 Shares 102,212 Est. Cost $50.01 Unrealized
TSLA TESLA INC 0.9%
Value ($000) $4,227 Shares 15,937 Est. Cost $221.50 Unrealized +26.1%
ESGD ISHARES TR 0.8%
Value ($000) $3,737 Shares 66,580 Est. Cost $61.86 Unrealized
MSFT MICROSOFT CORP 0.7%
Value ($000) $3,473 Shares 14,910 Est. Cost $122.75 Unrealized +109.3%
TOLZ PROSHARES TR 0.7%
Value ($000) $3,216 Shares 78,944 Est. Cost $35.27 Unrealized
ESML ISHARES TR 0.7%
Value ($000) $3,213 Shares 104,766 Est. Cost $33.60 Unrealized
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $3,161 Shares 6,259 Est. Cost $188.32 Unrealized +162.9%
SCHA SCHWAB STRATEGIC TR 0.6%
Value ($000) $2,699 Shares 71,402 Est. Cost $50.91 Unrealized
META META PLATFORMS INC 0.6%
Value ($000) $2,672 Shares 19,696 Est. Cost $133.97 Unrealized +20.1%
TDTF FLEXSHARES TR 0.5%
Value ($000) $2,627 Shares 112,276 Est. Cost $27.95 Unrealized
DLS WISDOMTREE TR 0.5%
Value ($000) $2,413 Shares 46,904 Est. Cost $52.42 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.5%
Value ($000) $2,159 Shares 114,269 Est. Cost $25.12 Unrealized
IGF ISHARES TR 0.4%
Value ($000) $2,110 Shares 50,438 Est. Cost $43.12 Unrealized
IWN ISHARES TR 0.4%
Value ($000) $1,988 Shares 15,417 Est. Cost $82.05 Unrealized
AMZN AMAZON COM INC 0.3%
Value ($000) $1,615 Shares 14,292 Est. Cost $121.68 Unrealized +3.9%
GOOG ALPHABET INC 0.3%
Value ($000) $1,605 Shares 16,688 Est. Cost $108.70 Unrealized +2.0%
TLTE FLEXSHARES TR 0.3%
Value ($000) $1,568 Shares 36,910 Est. Cost $48.23 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $1,413 Shares 8,648 Est. Cost $121.99 Unrealized +25.3%
ELV ELEVANCE HEALTH INC 0.3%
Value ($000) $1,397 Shares 3,076 Est. Cost $151.06 Unrealized +201.4%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $1,314 Shares 7,322 Est. Cost $154.69 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $1,306 Shares 15,161 Est. Cost $49.54 Unrealized +62.3%
HD HOME DEPOT INC 0.3%
Value ($000) $1,259 Shares 4,564 Est. Cost $246.90 Unrealized +9.6%
IWV ISHARES TR 0.3%
Value ($000) $1,242 Shares 5,998 Est. Cost $122.27 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,217 Shares 13,940 Est. Cost $56.45 Unrealized +44.1%
DFAC DIMENSIONAL ETF TRUST 0.3%
Value ($000) $1,196 Shares 53,771 Est. Cost $26.31 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $1,169 Shares 11,184 Est. Cost $81.57 Unrealized +29.5%
GOOGL ALPHABET INC 0.2%
Value ($000) $1,069 Shares 11,181 Est. Cost $107.34 Unrealized +2.5%
AVGO BROADCOM INC 0.2%
Value ($000) $1,042 Shares 2,347 Est. Cost $50.52 Unrealized -4.8%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $980 Shares 7,766 Est. Cost $103.67 Unrealized +26.0%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $955 Shares 1,882 Est. Cost $259.02 Unrealized +113.9%
SCHB SCHWAB STRATEGIC TR 0.2%
Value ($000) $946 Shares 22,534 Est. Cost $51.31 Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $932 Shares 8,284 Est. Cost $114.77 Unrealized -0.4%
INTC INTEL CORP 0.2%
Value ($000) $917 Shares 35,565 Est. Cost $31.07 Unrealized +4.0%
SCHC SCHWAB STRATEGIC TR 0.2%
Value ($000) $899 Shares 32,389 Est. Cost $28.55 Unrealized
BAC BK OF AMERICA CORP 0.2%
Value ($000) $893 Shares 29,569 Est. Cost $20.44 Unrealized +49.7%
MGRC MCGRATH RENTCORP 0.2%
Value ($000) $872 Shares 10,401 Est. Cost $35.04 Unrealized +136.9%
VIOV VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $862 Shares 6,035 Est. Cost $101.38 Unrealized
NFRA FLEXSHARES TR 0.2%
Value ($000) $804 Shares 17,608 Est. Cost $51.11 Unrealized
VO VANGUARD INDEX FDS 0.2%
Value ($000) $786 Shares 4,182 Est. Cost $152.44 Unrealized
MOH MOLINA HEALTHCARE INC 0.2%
Value ($000) $767 Shares 2,324 Est. Cost $92.59 Unrealized +247.8%
ESGU ISHARES TR 0.2%
Value ($000) $767 Shares 9,659 Est. Cost $94.39 Unrealized
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $766 Shares 9,549 Est. Cost $83.30 Unrealized
ICSH ISHARES TR 0.2%
Value ($000) $745 Shares 14,897 Est. Cost $50.34 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $688 Shares 4,215 Est. Cost $102.59 Unrealized +50.5%
SUB ISHARES TR 0.1%
Value ($000) $678 Shares 6,603 Est. Cost $107.69 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $677 Shares 2,533 Est. Cost $349.63 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $675 Shares 2,985 Est. Cost $178.42 Unrealized +22.8%
ABBV ABBVIE INC 0.1%
Value ($000) $667 Shares 4,968 Est. Cost $69.75 Unrealized +82.2%
PFE PFIZER INC 0.1%
Value ($000) $653 Shares 14,911 Est. Cost $25.83 Unrealized +56.4%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $628 Shares 3,348 Est. Cost $339.94 Unrealized -36.8%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $619 Shares 2,892 Est. Cost $135.92 Unrealized
IWB ISHARES TR 0.1%
Value ($000) $616 Shares 3,121 Est. Cost $207.63 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $612 Shares 3,711 Est. Cost $148.21 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $594 Shares 14,846 Est. Cost $40.83 Unrealized -1.9%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $587 Shares 16,091 Est. Cost $41.95 Unrealized
V VISA INC 0.1%
Value ($000) $582 Shares 3,276 Est. Cost $175.36 Unrealized +13.1%
CAT CATERPILLAR INC 0.1%
Value ($000) $562 Shares 3,427 Est. Cost $104.21 Unrealized +65.2%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $551 Shares 1,373 Est. Cost $273.27 Unrealized
ACWI ISHARES TR 0.1%
Value ($000) $538 Shares 6,907 Est. Cost $65.22 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $532 Shares 6,414 Est. Cost $55.74 Unrealized +45.2%
TILT FLEXSHARES TR 0.1%
Value ($000) $532 Shares 3,847 Est. Cost $121.83 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $530 Shares 2,519 Est. Cost $114.03 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $526 Shares 7,394 Est. Cost $43.10 Unrealized +44.5%
AMGN AMGEN INC 0.1%
Value ($000) $521 Shares 2,311 Est. Cost $153.40 Unrealized +42.0%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $517 Shares 11,648 Est. Cost $47.82 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $511 Shares 1,557 Est. Cost $383.64 Unrealized
ARWR ARROWHEAD PHARMACEUTICALS IN 0.1%
Value ($000) $511 Shares 15,448 Est. Cost $20.29 Unrealized +99.0%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $503 Shares 5,865 Est. Cost $47.87 Unrealized +79.4%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $498 Shares 13,110 Est. Cost $34.21 Unrealized +4.5%
EFA ISHARES TR 0.1%
Value ($000) $489 Shares 8,738 Est. Cost $66.30 Unrealized
TLTD FLEXSHARES TR 0.1%
Value ($000) $483 Shares 9,338 Est. Cost $59.22 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $482 Shares 5,105 Est. Cost $110.68 Unrealized -5.5%
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $480 Shares 8,600 Est. Cost $63.54 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $476 Shares 3,739 Est. Cost $104.25 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $463 Shares 3,555 Est. Cost $67.59 Unrealized +107.1%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $448 Shares 3,768 Est. Cost $99.17 Unrealized +16.6%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $440 Shares 4,920 Est. Cost $37.53 Unrealized +141.8%
KO COCA COLA CO 0.1%
Value ($000) $439 Shares 7,830 Est. Cost $38.30 Unrealized +46.3%
MO ALTRIA GROUP INC 0.1%
Value ($000) $438 Shares 10,858 Est. Cost $26.71 Unrealized +23.8%
ABT ABBOTT LABS 0.1%
Value ($000) $433 Shares 4,476 Est. Cost $50.14 Unrealized +99.5%
INTU INTUIT 0.1%
Value ($000) $427 Shares 1,103 Est. Cost $487.91 Unrealized -13.4%
LLY LILLY ELI & CO 0.1%
Value ($000) $423 Shares 1,307 Est. Cost $188.99 Unrealized +63.0%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $422 Shares 1,483 Est. Cost $179.24 Unrealized +81.4%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $413 Shares 9,622 Est. Cost $73.09 Unrealized -33.2%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $401 Shares 4,904 Est. Cost $59.60 Unrealized +40.7%
NKE NIKE INC 0.1%
Value ($000) $399 Shares 4,800 Est. Cost $69.77 Unrealized +45.6%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $394 Shares 835 Est. Cost $229.82 Unrealized +116.7%
CMA COMERICA INC 0.1%
Value ($000) $390 Shares 5,480 Est. Cost $26.51 Unrealized +149.5%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $380 Shares 1,632 Est. Cost $129.26 Unrealized +75.1%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $376 Shares 2,615 Est. Cost $86.67 Unrealized +53.2%
CVS CVS HEALTH CORP 0.1%
Value ($000) $369 Shares 3,865 Est. Cost $65.74 Unrealized +33.3%
NUDM NUSHARES ETF TR 0.1%
Value ($000) $369 Shares 16,518 Est. Cost $31.34 Unrealized
BAX BAXTER INTL INC 0.1%
Value ($000) $359 Shares 6,674 Est. Cost $45.54 Unrealized +21.4%
GLD SPDR GOLD TR 0.1%
Value ($000) $357 Shares 2,311 Est. Cost $167.67 Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $357 Shares 5,978 Est. Cost $68.75 Unrealized
EFV ISHARES TR 0.1%
Value ($000) $357 Shares 9,258 Est. Cost $45.76 Unrealized
ABNB AIRBNB INC 0.1%
Value ($000) $352 Shares 3,348 Est. Cost $152.28 Unrealized -27.2%
CWT CALIFORNIA WTR SVC GROUP 0.1%
Value ($000) $346 Shares 6,572 Est. Cost $31.35 Unrealized +72.4%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $338 Shares 2,783 Est. Cost $18.27 Unrealized -13.6%
MCD MCDONALDS CORP 0.1%
Value ($000) $333 Shares 1,442 Est. Cost $154.36 Unrealized +53.1%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $324 Shares 1,260 Est. Cost $242.59 Unrealized +13.2%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $323 Shares 5,899 Est. Cost $39.35 Unrealized +43.8%
TGT TARGET CORP 0.1%
Value ($000) $319 Shares 2,152 Est. Cost $113.27 Unrealized +26.2%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $313 Shares 38,541 Est. Cost $27.18 Unrealized -67.3%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $312 Shares 2,312 Est. Cost $96.46 Unrealized +50.3%
GSBD GOLDMAN SACHS BDC INC 0.1%
Value ($000) $298 Shares 20,615 Est. Cost $19.55 Unrealized -13.5%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $296 Shares 3,779 Est. Cost $67.92 Unrealized +13.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $291 Shares 4,240 Est. Cost $113.97 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $287 Shares 7,137 Est. Cost $35.14 Unrealized +12.0%
QCOM QUALCOMM INC 0.1%
Value ($000) $280 Shares 2,481 Est. Cost $130.79 Unrealized -2.9%
ESGE ISHARES INC 0.1%
Value ($000) $272 Shares 9,847 Est. Cost $27.62 Unrealized
FSLR FIRST SOLAR INC 0.1%
Value ($000) $270 Shares 2,043 Est. Cost $107.16 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $270 Shares 1,259 Est. Cost $154.15 Unrealized +48.4%
IYR ISHARES TR 0.1%
Value ($000) $267 Shares 3,275 Est. Cost $82.02 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $264 Shares 9,812 Est. Cost $42.70 Unrealized -20.3%
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $263 Shares 5,736 Est. Cost $59.80 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $257 Shares 934 Est. Cost $117.77 Unrealized +221.3%
IMO IMPERIAL OIL LTD 0.1%
Value ($000) $256 Shares 5,913 Est. Cost $30.95 Unrealized +35.0%
HON HONEYWELL INTL INC 0.1%
Value ($000) $256 Shares 1,533 Est. Cost $90.58 Unrealized +79.0%
ATLASSIAN CORP PLC 0.1%
Value ($000) $255 Shares 1,210 Est. Cost $232.69 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $253 Shares 2,665 Est. Cost $93.48 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $253 Shares 3,058 Est. Cost $73.22 Unrealized +31.4%
WMT WALMART INC 0.1%
Value ($000) $252 Shares 1,940 Est. Cost $45.02 Unrealized -6.7%
ARISTA NETWORKS INC 0.1%
Value ($000) $247 Shares 2,192 Est. Cost $143.43 Unrealized
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $244 Shares 1,922 Est. Cost $131.26 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $239 Shares 1,489 Est. Cost $130.52 Unrealized +19.9%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $234 Shares 7,989 Est. Cost $37.42 Unrealized -10.0%
NEVRO CORP 0.0%
Value ($000) $234 Shares 5,018 Est. Cost $62.60 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $226 Shares 5,260 Est. Cost $63.93 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $219 Shares 1,610 Est. Cost $124.24 Unrealized
TQQQ PROSHARES TR 0.0%
Value ($000) $213 Shares 11,031 Est. Cost $19.31 Unrealized
CTO CTO RLTY GROWTH INC NEW 0.0%
Value ($000) $213 Shares 11,391 Est. Cost $30.29 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $213 Shares 1,319 Est. Cost $160.50 Unrealized 0.0%
MPC MARATHON PETE CORP 0.0%
Value ($000) $212 Shares 2,137 Est. Cost $86.91 Unrealized 0.0%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $211 Shares 1,744 Est. Cost $125.78 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $209 Shares 684 Est. Cost $428.41 Unrealized -18.8%
ORCL ORACLE CORP 0.0%
Value ($000) $202 Shares 3,314 Est. Cost $44.80 Unrealized +56.6%
NULC NUSHARES ETF TR 0.0%
Value ($000) $201 Shares 6,656 Est. Cost $33.51 Unrealized
AEGON N V 0.0%
Value ($000) $174 Shares 43,914 Est. Cost $3.96 Unrealized
BCS BARCLAYS PLC 0.0%
Value ($000) $162 Shares 25,321 Est. Cost $5.65 Unrealized
T AT&T INC 0.0%
Value ($000) $159 Shares 10,364 Est. Cost $14.73 Unrealized +2.4%
COMPANHIA PARANAENSE ENERG C 0.0%
Value ($000) $146 Shares 24,608 Est. Cost $5.78 Unrealized
STLA STELLANTIS N.V 0.0%
Value ($000) $135 Shares 11,376 Est. Cost $17.66 Unrealized
PSO PEARSON PLC 0.0%
Value ($000) $112 Shares 11,759 Est. Cost $9.92 Unrealized
UMC UNITED MICROELECTRONICS CORP 0.0%
Value ($000) $85 Shares 15,281 Est. Cost $2.80 Unrealized
FINV FINVOLUTION GROUP 0.0%
Value ($000) $82 Shares 19,146 Est. Cost $1.81 Unrealized
BKD BROOKDALE SR LIVING INC 0.0%
Value ($000) $56 Shares 13,000 Est. Cost $5.38 Unrealized -11.9%
ATARA BIOTHERAPEUTICS INC 0.0%
Value ($000) $50 Shares 13,277 Est. Cost $3.77 Unrealized
IMNM IMMUNOME INC 0.0%
Value ($000) $49 Shares 11,110 Est. Cost $22.09 Unrealized -78.8%
HMY HARMONY GOLD MINING CO LTD 0.0%
Value ($000) $42 Shares 17,319 Est. Cost $2.43 Unrealized
ARDS ARIDIS PHARMACEUTICALS INC 0.0%
Value ($000) $13 Shares 14,077 Est. Cost $4.62 Unrealized -66.3%