Wealth Architects, LLC Incresed Positions in Q4 2024

Wealth Architects, LLC

  • $827 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
9.32K
+ 3.94%
N/A
246K $44.8M
AVUV
American Centy ETF Tr Avantis

ETFs
12.4K
+ 6.12%
$94.37 - $106.41 $1.17M - $1.32M
216K $20.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
693
+ 2.63%
$567.81 - $607.81 $393K - $421K
27K $15.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
12.1K
+ 2.61%
$113.92 - $127.38 $1.38M - $1.54M
476K $54.8M
RKLB
Rocket Lab Usa, Inc.

Industrials
6.03K
+ 25.46%
$9.23 - $28.44 $55.7K - $172K
29.7K $757K
PG
Procter & Gamble CO

Consumer Defensive
2.88K
+ 36.5%
$161.05 - $179.7 $464K - $518K
10.8K $1.81M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
616
+ 17.38%
$521.84 - $558.82 $321K - $344K
4.16K $2.24M
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
103K
+ 4.26%
$23.17 - $24.12 $2.38M - $2.48M
2.52M $58.5M
XOM
Exxon Mobil Corp

Energy
4.41K
+ 32.06%
$105.51 - $125.37 $465K - $553K
18.2K $1.95M
DFIV
Dimensional ETF Tr

ETFs
59.4K
+ 8.71%
$34.86 - $37.97 $2.07M - $2.26M
741K $26.3M
LLY
Eli Lilly & CO

Healthcare
527
+ 47.22%
$727.2 - $932.06 $383K - $491K
1.64K $1.27M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
7.45K
+ 22.69%
$46.33 - $48.6 $345K - $362K
40.3K $1.87M
AVDV
American Centy ETF Tr Avantis

ETFs
18.9K
+ 10.84%
$63.85 - $70.4 $1.21M - $1.33M
193K $12.6M
XLF
Financial Sector Spdr

ETFs
4.29K
+ 79.32%
$44.89 - $51.34 $192K - $220K
9.69K $468K
MSFT
Microsoft Corp

Technology
844
+ 5.27%
$406.35 - $454.46 $343K - $384K
16.9K $7.11M
XLY
Select Sector Spdr Consumer Di

ETFs
700
+ 58.38%
$194.8 - $239.43 $136K - $168K
1.9K $426K
VTI
Vanguard Total Stock Market Et

ETFs
181
+ 0.97%
$280.04 - $302.45 $50.7K - $54.7K
18.9K $5.47M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.4K
+ 9.39%
$71.75 - $75.11 $316K - $331K
51.3K $3.69M
CSCO
Cisco Systems, Inc.

Technology
1.04K
+ 7.15%
$52.45 - $60.02 $54.7K - $62.5K
15.6K $923K
WMT
Walmart Inc.

Consumer Defensive
898
+ 12.89%
$79.1 - $95.7 $71K - $85.9K
7.87K $710K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
106
+ 0.23%
$124.61 - $133.96 $13.2K - $14.2K
46K $5.92M
CAT
Caterpillar Inc

Industrials
628
+ 17.89%
$360.37 - $416.88 $226K - $262K
4.14K $1.5M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2.31K
+ 1.9%
$33.92 - $36.6 $78.4K - $84.6K
124K $4.29M
ICSH
Blackrock Ultra Short Term Bon

ETFs
2.52K
+ 6.17%
$50.35 - $50.69 $127K - $128K
43.3K $2.18M
ABT
Abbott Laboratories

Healthcare
870
+ 16.9%
$111.93 - $119.39 $97.4K - $104K
6.02K $680K
CVX
Chevron Corp

Energy
691
+ 24.34%
$141.15 - $162.53 $97.5K - $112K
3.53K $511K
QQQ
Invesco Qqq Trust, Series 1

ETFs
38
+ 1.6%
$481.22 - $538.17 $18.3K - $20.5K
2.42K $1.24M
MGRC
Mcgrath Rentcorp

Industrials
7
+ 0.08%
$103.9 - $122.55 $727 - $858
8.41K $940K
TXN
Texas Instruments Inc

Technology
241
+ 10.59%
N/A
2.52K $489K
BMY
Bristol Myers Squibb CO

Healthcare
302
+ 5.33%
$51.92 - $59.94 $15.7K - $18.1K
5.97K $337K
MCD
Mcdonalds Corp

Consumer Cyclical
208
+ 18.06%
$288.47 - $316.54 $60K - $65.8K
1.36K $394K
T
At&T Inc.

Communication Services
1.37K
+ 11.16%
$21.22 - $23.88 $29.1K - $32.8K
13.7K $311K
BX
Blackstone Inc.

Financial Services
20
+ 1.28%
$148.45 - $199.05 $2.97K - $3.98K
1.58K $273K
SCHG
Schwab Strategic Tr Us Large C

ETFs
23.1K
+ 288.47%
$25.93 - $105.3 $599K - $2.43M
31.1K $867K
SUB
Ishares Short Term National Mu

ETFs
477
+ 1.77%
$104.94 - $106.2 $50.1K - $50.7K
27.5K $2.9M
RTX
Raytheon Technologies Corp

Industrials
495
+ 9.36%
$114.45 - $127.21 $56.7K - $63K
5.78K $668K
L
Loews Corp

Financial Services
17
+ 0.45%
$76.49 - $87.05 $1.3K - $1.48K
3.79K $320K
ABNB
Airbnb, Inc.

Consumer Cyclical
43
+ 1.51%
$125.36 - $147.37 $5.39K - $6.34K
2.89K $379K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
39.3K
+ 196.05%
$22.01 - $66.82 $865K - $2.63M
59.3K $1.35M
SCHA
Schwab Strategic Tr Us Small C

ETFs
66.6K
+ 99.83%
$25.33 - $51.16 $1.69M - $3.4M
133K $3.45M
ACN
Accenture PLC

Technology
22
+ 1.46%
$343.9 - $376.86 $7.57K - $8.29K
1.53K $537K
GWW
W.W. Grainger, Inc.

Industrials
1
+ 0.47%
$1023.06 - $1220.93 $1.02K - $1.22K
213 $224K
Dimensional ETF Trust
89.6K
+ 18.2%
N/A
582K $0
DFSU
Dimensional ETF Tr Dimen Us Su
4.59K
+ 3.51%
N/A
135K $0
DFSI
Dimensional ETF Tr Dimen Intl
8.59K
+ 11.09%
N/A
86K $0
Dimensional ETF Trust
10.3K
+ 5.73%
N/A
189K $0
J P Morgan Exchange Traded F
5K
+ 36.91%
N/A
18.5K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
14.4K
+ 15.39%
N/A
108K $0
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1
+ 0.04%
$126.68 - $134.74 $127 - $135
2.53K $322K
Activity Summary
Buys All Purchases 77 New Holdings 11 Increased Positions 66 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
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