Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
ISHARES TR (IVV) | 127,303 | -1,503 | $60,804 |
IVV | 127,303 | -1,503 | $60,804 |
FLEXSHARES TR (TDTF) | 2,017,384 | +1,896,885 | $47,671 |
TDTF | 2,017,384 | +1,896,885 | $47,671 |
ISHARES TR (IJR) | 418,134 | -5,279 | $45,263 |
IJR | 418,134 | -5,279 | $45,263 |
VANGUARD SPECIALIZED FUNDS (VIG) | 235,886 | +1,020 | $40,195 |
VIG | 235,886 | +1,020 | $40,195 |
VANGUARD TAX MANAGED FDS (VEA) | 835,649 | -9,251 | $40,028 |
VEA | 835,649 | -9,251 | $40,028 |
SPDR INDEX SHS FDS (GII) | 540,513 | +8,868 | $28,912 |
GII | 540,513 | +8,868 | $28,912 |
DIMENSIONAL ETF TRUST (DFUV) | 735,277 | -3,124 | $27,367 |
DFUV | 735,277 | -3,124 | $27,367 |
APPLE INC | 127,843 | +3,643 | $24,614 |
AAPL | 127,843 | +3,643 | $24,614 |
VANGUARD INDEX FDS (VBR) | 134,867 | -714 | $24,272 |
VBR | 134,867 | -714 | $24,272 |
VANGUARD INDEX FDS (VTV) | 160,012 | -58 | $23,922 |
VTV | 160,012 | -58 | $23,922 |
DIMENSIONAL ETF TRUST (DFIV) | 596,104 | +18,306 | $20,482 |
DFIV | 596,104 | +18,306 | $20,482 |
MICROSOFT CORP | 46,174 | +31,230 | $17,363 |
MSFT | 46,174 | +31,230 | $17,363 |
ISHARES TR (IEFA) | 243,121 | +17,880 | $17,104 |
IEFA | 243,121 | +17,880 | $17,104 |
VANGUARD INDEX FDS (VV) | 77,113 | -2,136 | $16,822 |
VV | 77,113 | -2,136 | $16,822 |
VANGUARD INTL EQUITY INDEX F (VT) | 154,919 | -1,101 | $15,938 |
VT | 154,919 | -1,101 | $15,938 |
VANGUARD INDEX FDS (VB) | 63,197 | +7,448 | $13,482 |
VB | 63,197 | +7,448 | $13,482 |
AMERICAN CENTY ETF TR (AVUV) | 145,350 | +6,848 | $13,052 |
AVUV | 145,350 | +6,848 | $13,052 |
SPDR S&P 500 ETF TR (SPY) | 25,834 | -36 | $12,279 |
SPY | 25,834 | -36 | $12,279 |
ISHARES TR (SCZ) | 194,396 | -5,025 | $12,033 |
SCZ | 194,396 | -5,025 | $12,033 |
ISHARES TR (IJS) | 103,855 | -716 | $10,704 |
IJS | 103,855 | -716 | $10,704 |
BERKSHIRE HATHAWAY INC DEL | $9,479 | ||
BRK.B | 26,576 | +5,106 | $9,479 |
DIMENSIONAL ETF TRUST (DFLV) | 317,778 | +70,392 | $8,596 |
DFLV | 317,778 | +70,392 | $8,596 |
AMERICAN CENTY ETF TR (AVDV) | 127,662 | +9,454 | $7,978 |
AVDV | 127,662 | +9,454 | $7,978 |
META PLATFORMS INC | 22,148 | +537 | $7,839 |
META | 22,148 | +537 | $7,839 |
SCHWAB STRATEGIC TR | 174,460 | +24 | $6,448 |
SCHF | 174,460 | +24 | $6,448 |
ISHARES TR (ESML) | 153,503 | +1,147 | $5,835 |
ESML | 153,503 | +1,147 | $5,835 |
ISHARES TR (ESGD) | 72,101 | -377 | $5,446 |
ESGD | 72,101 | -377 | $5,446 |
ISHARES TR (EFV) | 90,687 | -4,133 | $4,725 |
EFV | 90,687 | -4,133 | $4,725 |
DIMENSIONAL ETF TRUST (DFAC) | 121,455 | +6,037 | $3,550 |
DFAC | 121,455 | +6,037 | $3,550 |
VANGUARD BD INDEX FDS (BSV) | 44,334 | -43,948 | $3,415 |
BSV | 44,334 | -43,948 | $3,415 |
UNITEDHEALTH GROUP INC | 6,226 | +53 | $3,278 |
UNH | 6,226 | +53 | $3,278 |
FLEXSHARES TR (NFRA) | 60,465 | +18,198 | $3,235 |
NFRA | 60,465 | +18,198 | $3,235 |
SCHWAB STRATEGIC TR | 66,613 | -194 | $3,147 |
SCHA | 66,613 | -194 | $3,147 |
AMAZON COM INC | 20,460 | +5,367 | $3,109 |
AMZN | 20,460 | +5,367 | $3,109 |
SNOWFLAKE INC | 15,376 | +83 | $3,060 |
SNOW | 15,376 | +83 | $3,060 |
PROSHARES TR (TOLZ) | 66,839 | -4,653 | $3,050 |
TOLZ | 66,839 | -4,653 | $3,050 |
ISHARES TR (ESGU) | 29,002 | -1,058 | $3,043 |
ESGU | 29,002 | -1,058 | $3,043 |
DIMENSIONAL ETF TRUST (DFGR) | 116,679 | +32,162 | $3,031 |
DFGR | 116,679 | +32,162 | $3,031 |
VANGUARD BD INDEX FDS (BND) | 40,523 | +40,523 | $2,980 |
BND | 40,523 | +40,523 | $2,980 |
BROADCOM INC | 2,548 | +22 | $2,844 |
AVGO | 2,548 | +22 | $2,844 |
TESLA INC | 10,983 | -4,139 | $2,729 |
TSLA | 10,983 | -4,139 | $2,729 |
DIMENSIONAL ETF TRUST (DFAX) | 108,099 | -217 | $2,640 |
DFAX | 108,099 | -217 | $2,640 |
ISHARES TR (SUB) | 24,971 | -612 | $2,633 |
SUB | 24,971 | -612 | $2,633 |
WISDOMTREE TR | 37,208 | UNCH | $2,376 |
DLS | 37,208 | UNCH | $2,376 |
ISHARES TR (IWN) | 15,177 | -190 | $2,358 |
IWN | 15,177 | -190 | $2,358 |
ALPHABET INC | 16,487 | +201 | $2,324 |
GOOG | 16,487 | +201 | $2,324 |
VANGUARD INDEX FDS (VTI) | 9,798 | +725 | $2,324 |
VTI | 9,798 | +725 | $2,324 |
ISHARES TR (IGF) | 43,041 | -13 | $2,025 |
IGF | 43,041 | -13 | $2,025 |
JPMORGAN CHASE & CO | 11,132 | +4 | $1,893 |
JPM | 11,132 | +4 | $1,893 |
ALPHABET INC | 13,108 | +773 | $1,831 |
GOOGL | 13,108 | +773 | $1,831 |
See Full List: All Stocks Held By Wealth Architects LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Wealth Architects LLC
Size ($ in 1000's)
At 12/31/2023: $712,815 At 09/30/2023: $587,941 Wealth Architects LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wealth Architects LLC 13F filings. Link to 13F filings: SEC filings |