Wealth Architects, LLC ETFs

Wealth Architects, LLC

$963 Million
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VEU Vanguard Ftse All World Ex Us	$0	$1.02 Million 0.11% of portfolio	14,303	Q2 2025 Reduced 5.3%
SCHG Schwab Strategic Tr Us Large C	$0	$954,000 0.1% of portfolio	29,927	Q1 2025 Added 316.35%
ACWI Ishares Msci Acwi ETF	$0	$942,000 0.1% of portfolio	6,816	Q3 2025 Reduced 4.56%
VXUS Vanguard Star Fd Vanguard Tota	$0	$927,000 0.1% of portfolio	12,621	Q2 2025 Reduced 14.88%
TLTE Flexshares Tr Morningstar Emer	$0	$892,000 0.09% of portfolio	14,187	Q3 2025 Reduced 1.83%
VXF Vanguard Extended Market ETF	$0	$758,000 0.08% of portfolio	3,621	Q2 2025 Added 2.58%
VWO Vanguard Ftse Emerging Mkts Et	$0	$723,000 0.08% of portfolio	13,358	Q3 2025 Reduced 4.97%
DFAI Dimensional ETF Tr	$0	$658,000 0.07% of portfolio	18,107	Q3 2025 Added 30.93%
RSP Invesco S&P 500 Equal Weight E	$0	$649,000 0.07% of portfolio	3,422	Q2 2025 Reduced 27.21%

NUDM Nuveen Esg International Devel	$0	$589,000 0.06% of portfolio	15,668	Q2 2025 Reduced 0.01%
XLF Financial Sector Spdr	$0	$547,000 0.06% of portfolio	10,166	Q2 2025 Added 2.47%
TLTD Flexshares Morningstar Dev Mkt	$0	$537,000 0.06% of portfolio	6,052	Q3 2025 Reduced 2.78%
IEMG Ishares Inc	$0	$526,000 0.05% of portfolio	9,823	Q2 2025 Added 6.48%
XLY Select Sector Spdr Consumer Di	$0	$482,000 0.05% of portfolio	2,014	Q1 2025 Reduced 45.3%
MDY Spdr S&P Midcap 400 ETF Trust	$0	$454,000 0.05% of portfolio	763	Q2 2025 Reduced 0.13%
EFA Ishares Tr Msci Eafe ETF	$0	$449,000 0.05% of portfolio	4,811	Q3 2025 Reduced 1.86%
TILT Flexshares Tr	$0	$396,000 0.04% of portfolio	1,637	Q3 2025 Reduced 2.91%
SUSA Ishares Tr Msci Usa Esg Select	$0	$370,000 0.04% of portfolio	2,734	Q2 2025 Reduced 12.6%

VONV Vanguard Russell 1000 Value Et	$0	$349,000 0.04% of portfolio	3,911	Q2 2025 Reduced 34.58%
VYM Vanguard Whitehall Fds (Vangua	$0	$343,000 0.04% of portfolio	2,436	Q2 2025 Reduced 3.72%
IWD Ishares Russell 1000 Val ETF	$0	$304,000 0.03% of portfolio	1,497	Q1 2025 Reduced 13.42%
VNQ Vanguard Specialized Funds Van	$0	$290,000 0.03% of portfolio	3,178	Q1 2025 Added 76.46%
XLG Invesco Exchange Traded Fd Tr	$0	$286,000 0.03% of portfolio	4,980	Q3 2025 Added 0.4%
VGT Vanguard Information Technolog	$0	$285,000 0.03% of portfolio	382	Q3 2025 Reduced 8.83%
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$260,000 0.03% of portfolio	6,094	Q2 2025 Reduced 15.22%
SCHD Schwab Strategic Tr Us Dividen	$0	$248,000 0.03% of portfolio	9,100	Q3 2025 Added 0.02%
OEF Ishares S&P 100 ETF	$0	$239,000 0.02% of portfolio	900	Q1 2025 Reduced 34.31%
XLV Select Sector Spdr Fund Health	$0	$235,000 0.02% of portfolio	1,690	Q1 2025 Added 13.58%
IWO Ishares Russell 2000 Gwt ETF	$0	$232,000 0.02% of portfolio	726	Q2 2025 New
ISTB Ihares Core 1 5 Years Usd Bond	$0	$222,000 0.02% of portfolio	4,546	Q2 2025 Reduced 36.04%
DGRO Ishares Core Dividend Growth E	$0	$218,000 0.02% of portfolio	3,206	Q2 2025 New
IJH Ishares Core S&P Mid Cap ETF	$0	$217,000 0.02% of portfolio	3,340	Q2 2025 Reduced 4.98%
VFH Vanguard Financial ETF	$0	$213,000 0.02% of portfolio	1,625	Q2 2025 New
AGG Ishares Core U.S. Aggregate Bo	$0	$204,000 0.02% of portfolio	2,042	Q3 2025 New

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