Wealth Architects, LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $848 Million distributed in 214 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $71.8M, Flexshares Tr Iboxx 5 Yr Targe with a value of $58.1M, Ishares Core S&P Sm Cap ETF with a value of $54.2M, Vanguard Ftse Developed Market with a value of $46.9M, and Vanguard Dividend Appreciation with a value of $43.1M.
Examining the 13F form we can see an increase of $54.8M in the current position value, from $793M to 848M.
Below you can find more details about Wealth Architects, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$848 Million
ETFs: $666 Million
Technology: $95.1 Million
Financial Services: $21.1 Million
Communication Services: $16.7 Million
Healthcare: $15.5 Million
Consumer Cyclical: $9.48 Million
Industrials: $6.85 Million
Consumer Defensive: $6.21 Million
Other: $7.21 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
