Universe · entity
Wealth Architects, LLC
Institutional manager (13F) · CIK 1611518
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $973M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES CORE S&P 500 ETF | $76M | 115,697 |
| 2 | FLEXSHARES IBOXX 5YR TARGET DUR TIPS ETF | $75M | 3,115,394 |
| 3 | ISHARES CORE S&P SMALL CAP ETF | $63M | 506,007 |
| 4 | LAM RESEARCH CORP | $56M | 263,242 |
| 5 | VANGUARD DIVIDEND APPRECIATION ETF | $54M | 251,254 |
| 6 | VANGUARD FTSE DEVELOPED MARKETS ETF | $54M | 835,644 |
| 7 | SPDR S&P GLOBAL INFRASTRUCTURE ETF | $50M | 652,712 |
| 8 | APPLE INC | $39M | 154,114 |
| 9 | DFA INTERNATIONAL VALUE ETF | $38M | 725,927 |
| 10 | DFA TAX-MANAGED US MARKETWIDE VALUE II | $34M | 700,295 |
| 11 | VANGUARD VALUE ETF | $29M | 146,324 |
| 12 | VANGUARD SMALL CAP VALUE ETF | $29M | 131,722 |
| 13 | DIMENSIONAL US LARGE CAP VALUE ETF | $25M | 696,762 |
| 14 | AVANTIS US SMALL CAP VALUE ETF | $25M | 223,607 |
| 15 | VANGUARD TOTAL WORLD STOCK INDEX | $23M | 169,384 |
| 16 | ISHARES CORE MSCI EAFE | $20M | 226,103 |
| 17 | AVANTIS INTERNATNL SML CP VL ETF | $20M | 198,353 |
| 18 | VANGUARD LARGE-CAP ETF | $19M | 64,410 |
| 19 | SPDR S&P 500 ETF TRUST | $18M | 27,287 |
| 20 | VANGUARD SMALL-CAP ETF | $16M | 60,594 |
| 21 | ISHARES MSCI EAFE SMALL CAP INDEX | $14M | 175,076 |
| 22 | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $13M | 283,141 |
| 23 | ISHARES S&P SMALLCAP600 VALUE INDEX | $13M | 110,103 |
| 24 | ISHARES ESG AWARE MSCI EAFE ETF | $13M | 131,058 |
| 25 | DFA US SUSTAINABILITY CORE 1 ETF | $11M | 267,085 |
| 26 | BERKSHIRE HATHAWAY INCDEL CL B | $10M | 21,250 |
| 27 | ISHARES ESG MSCI USA ETF | $10M | 69,836 |
| 28 | META PLATFORMS INC CLASS A | $9M | 15,315 |
| 29 | SCHWAB INTERNATIONAL EQUITY ETF | $8M | 334,163 |
| 30 | MICROSOFT CORP | $8M | 20,623 |
| 31 | DIMENSIONL GLOBAL REAL ESTATE ETF | $7M | 269,415 |
| 32 | DIMENSNL EMG MRKT SUS CORE 1 ETF | $7M | 156,151 |
| 33 | DFA INTL SUSTAINABILITY CORE 1 ETF | $6M | 151,947 |
| 34 | DFA US CORE EQUITY 2 ETF | $6M | 164,243 |
| 35 | BROADCOM INC | $6M | 19,763 |
| 36 | VANGUARD TOTAL STK MKT ETF | $6M | 18,687 |
| 37 | ISHARES ESG US AGGREGATE BOND ETF | $6M | 116,374 |
| 38 | DIMENSIONAL INTERNATIONAL HIGH PBLY ETF | $5M | 169,375 |
| 39 | ALPHABET INC CLASS C | $5M | 18,910 |
| 40 | ISHARES ULTRA SHORT-TERM BOND ETF | $5M | 106,856 |
| 41 | ISHARES MSCI EAFE VALUE INDEX | $5M | 71,547 |
| 42 | NVIDIA CORP | $5M | 27,369 |
| 43 | DFA WORLD EX US CORE ETF | $5M | 134,097 |
| 44 | VANGUARD SHORT-TERM BOND ETF | $4M | 53,182 |
| 45 | SCHWAB US SMALL CAP ETF | $4M | 142,650 |
| 46 | CATERPILLARINC | $4M | 5,788 |
| 47 | VANGUARD TOTAL BOND MARKET ETF | $4M | 54,839 |
| 48 | JPMORGAN CHASE & CO | $4M | 12,927 |
| 49 | ROCKET LAB USA INC | $4M | 58,713 |
| 50 | ISHARES SHORT-TERM NATIONAL MUNI BOND | $4M | 34,499 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.