HoldingsChannel.com
Wealth Architects LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES TR (IVV) 150,881 -3,369 $48,771
     IVV150,881-3,369$48,771
ISHARES TR (IJR) 430,977 +11,590 $36,137
     IJR430,977+11,590$36,137
VANGUARD TAX MANAGED INTL FD (VEA) 756,018 +17,872 $33,310
     VEA756,018+17,872$33,310
VANGUARD INDEX FDS (VBR) 175,750 +3,198 $24,090
     VBR175,750+3,198$24,090
VANGUARD GROUP (VIG) 163,929 +3,857 $20,435
     VIG163,929+3,857$20,435
FACEBOOK INC 80,930 -2,669 $16,611
     FB80,930-2,669$16,611
ISHARES TR (IGF) 325,708 -59,946 $15,605
     IGF325,708-59,946$15,605
ISHARES TR (SCZ) 216,292 +912 $13,471
     SCZ216,292+912$13,471
VANGUARD INTL EQUITY INDEX F (VT) 136,629 +11 $11,066
     VT136,629+11$11,066
APPLE INC 36,905 -1,204 $10,837
     AAPL36,905-1,204$10,837
VANGUARD INDEX FDS (VTV) 89,579 +5,543 $10,736
     VTV89,579+5,543$10,736
VANGUARD INDEX FDS (VV) 69,468 -573 $10,270
     VV69,468-573$10,270
SPDR INDEX SHS FDS (GII) 141,781 +64,944 $7,804
     GII141,781+64,944$7,804
SPDR S&P 500 ETF TR (SPY) 22,704 +168 $7,308
     SPY22,704+168$7,308
AMAZON COM INC 2,733 -45 $5,051
     AMZN2,733-45$5,051
BERKSHIRE HATHAWAY INC DEL      $4,937
     BRK.B21,799-298$4,937
ISHARES TR (IJS) 29,624 +323 $4,764
     IJS29,624+323$4,764
ISHARES TR (IEFA) 72,989 +1,825 $4,762
     IEFA72,989+1,825$4,762
SCHWAB STRATEGIC TR 128,403 -1,907 $4,318
     SCHF128,403-1,907$4,318
VANGUARD INDEX FDS (VB) 20,375 +333 $3,375
     VB20,375+333$3,375
VANGUARD MALVERN FDS (VTIP) 49,304 +5,953 $2,430
     VTIP49,304+5,953$2,430
VANGUARD BD INDEX FD INC (BSV) 28,448 +5,712 $2,293
     BSV28,448+5,712$2,293
INTEL CORP 31,986 +30 $1,914
     INTC31,986+30$1,914
MICROSOFT CORP 10,906 -1,614 $1,720
     MSFT10,906-1,614$1,720
UNITEDHEALTH GROUP INC 5,178 -59 $1,522
     UNH5,178-59$1,522
ISHARES TR (IWV) 7,614 +2 $1,435
     IWV7,614+2$1,435
WORKDAY INC 8,708 -379 $1,432
     WDAY8,708-379$1,432
VARIAN MED SYS INC 9,989 UNCH $1,419
     VAR9,989UNCH$1,419
MCGRATH RENTCORP 15,456 -657 $1,183
     MGRC15,456-657$1,183
3M CO 6,627 -1,342 $1,169
     MMM6,627-1,342$1,169
VMWARE INC 7,482 +97 $1,136
     VMW7,482+97$1,136
VANGUARD INDEX FDS (VTI) 6,854 +701 $1,121
     VTI6,854+701$1,121
SCHWAB STRATEGIC TR 31,179 -20 $1,080
     SCHC31,179-20$1,080
JPMORGAN CHASE & CO 7,459 -258 $1,040
     JPM7,459-258$1,040
BANK AMER CORP 29,402 -589 $1,036
     BAC29,402-589$1,036
MERCK & CO INC 10,930 +401 $994
     MRK10,930+401$994
ARROWHEAD PHARMACEUTICALS IN 15,089 +89 $957
     ARWR15,089+89$957
VANGUARD ADMIRAL FDS INC (VIOV) 6,885 UNCH $957
     VIOV6,885UNCH$957
WISDOMTREE TR 13,027 +227 $926
     DLS13,027+227$926
VANGUARD INDEX FDS (VUG) 5,000 UNCH $911
     VUG5,000UNCH$911
EXXON MOBIL CORP COM 12,873 -1,561 $898
     XOM12,873-1,561$898
ANTHEM INC 2,833 -4 $856
     ANTM2,833-4$856
VANGUARD INTL EQUITY INDEX F (VWO) 19,186 +1,902 $853
     VWO19,186+1,902$853
ADOBE INC 2,393 +12 $789
     ADBE2,393+12$789
ALPHABET INC 587 +71 $786
     GOOGL587+71$786
ALPHABET INC 544 -45 $727
     GOOG544-45$727
DISNEY WALT CO 4,812 +516 $696
     DIS4,812+516$696
VANGUARD INTL EQUITY INDEX F (VEU) 12,766 -225 $686
     VEU12,766-225$686
INTERNATIONAL BUSINESS MACHS 4,940 -757 $662
     IBM4,940-757$662
SCHWAB STRATEGIC TR 6,992 UNCH $650
     SCHG6,992UNCH$650

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 12/31/2019: $358,069
At 09/30/2019: $328,431

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

Wealth Architects LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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