HoldingsChannel.com
Wealth Architects LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
ISHARES TR (IVV) 154,250 -3,904 $46,047
     IVV154,250-3,904$46,047
ISHARES TR (IJR) 419,387 +1,456 $32,645
     IJR419,387+1,456$32,645
VANGUARD TAX MANAGED INTL FD (VEA) 738,146 -789 $30,323
     VEA738,146-789$30,323
VANGUARD INDEX FDS (VBR) 172,552 +98 $22,233
     VBR172,552+98$22,233
VANGUARD GROUP (VIG) 160,072 -2,636 $19,141
     VIG160,072-2,636$19,141
ISHARES TR (IGF) 385,654 -24,589 $17,921
     IGF385,654-24,589$17,921
FACEBOOK INC 83,599 -4,712 $14,887
     FB83,599-4,712$14,887
ISHARES TR (SCZ) 215,380 +1,587 $12,326
     SCZ215,380+1,587$12,326
VANGUARD INTL EQUITY INDEX F (VT) 136,618 -61 $10,222
     VT136,618-61$10,222
VANGUARD INDEX FDS (VV) 70,041 -612 $9,549
     VV70,041-612$9,549
VANGUARD INDEX FDS (VTV) 84,036 +557 $9,380
     VTV84,036+557$9,380
APPLE INC 38,109 -951 $8,535
     AAPL38,109-951$8,535
SPDR S&P 500 ETF TR (SPY) 22,536 +4 $6,688
     SPY22,536+4$6,688
BERKSHIRE HATHAWAY INC DEL      $5,532
     BRK.B22,097-211$4,597
     BRK.A300UNCH$935
AMAZON COM INC 2,778 -29 $4,823
     AMZN2,778-29$4,823
ISHARES TR (IJS) 29,301 -227 $4,401
     IJS29,301-227$4,401
ISHARES TR (IEFA) 71,164 +1,192 $4,346
     IEFA71,164+1,192$4,346
SCHWAB STRATEGIC TR 130,310 +833 $4,152
     SCHF130,310+833$4,152
SPDR INDEX SHS FDS (GII) 76,837 +20,787 $4,103
     GII76,837+20,787$4,103
VANGUARD INDEX FDS (VB) 20,042 +65 $3,084
     VB20,042+65$3,084
VANGUARD MALVERN FDS (VTIP) 43,351 -35 $2,126
     VTIP43,351-35$2,126
VANGUARD BD INDEX FD INC (BSV) 22,736 -144 $1,837
     BSV22,736-144$1,837
MICROSOFT CORP 12,520 +30 $1,741
     MSFT12,520+30$1,741
INTEL CORP 31,956 +207 $1,647
     INTC31,956+207$1,647
WORKDAY INC 9,087 -450 $1,544
     WDAY9,087-450$1,544
ISHARES TR (IWV) 7,612 UNCH $1,323
     IWV7,612UNCH$1,323
3M CO 7,969 -1,210 $1,310
     MMM7,969-1,210$1,310
VARIAN MED SYS INC 9,989 UNCH $1,190
     VAR9,989UNCH$1,190
UNITEDHEALTH GROUP INC 5,237 +22 $1,138
     UNH5,237+22$1,138
MCGRATH RENTCORP 16,113 UNCH $1,121
     MGRC16,113UNCH$1,121
VMWARE INC 7,385 -145 $1,108
     VMW7,385-145$1,108
EXXON MOBIL CORP 14,434 +173 $1,019
     XOM14,434+173$1,019
SCHWAB STRATEGIC TR 31,199 +852 $992
     SCHC31,199+852$992
VANGUARD INDEX FDS (VTI) 6,153 -295 $929
     VTI6,153-295$929
JPMORGAN CHASE & CO 7,717 -125 $908
     JPM7,717-125$908
VANGUARD ADMIRAL FDS INC (VIOV) 6,885 UNCH $893
     VIOV6,885UNCH$893
MERCK & CO INC 10,529 -119 $886
     MRK10,529-119$886
BANK AMER CORP 29,991 +127 $875
     BAC29,991+127$875
VANGUARD INDEX FDS (VUG) 5,000 UNCH $831
     VUG5,000UNCH$831
INTERNATIONAL BUSINESS MACHS 5,697 -8 $828
     IBM5,697-8$828
WISDOMTREE TR 12,800 UNCH $813
     DLS12,800UNCH$813
ALPHABET INC 589 -54 $718
     GOOG589-54$718
VANGUARD INTL EQUITY INDEX F (VWO) 17,284 +362 $696
     VWO17,284+362$696
VERIZON COMMUNICATIONS INC 11,485 -191 $693
     VZ11,485-191$693
CONSOLIDATED EDISON INC 7,326 +9 $692
     ED7,326+9$692
ANTHEM INC 2,837 -12 $681
     ANTM2,837-12$681
EBAY INC 17,136 -60 $668
     EBAY17,136-60$668
ADOBE INC 2,381 -2 $658
     ADBE2,381-2$658
VANGUARD INTL EQUITY INDEX F (VEU) 12,991 UNCH $648
     VEU12,991UNCH$648
ALPHABET INC 516 -49 $630
     GOOGL516-49$630

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 09/30/2019: $328,431
At 06/30/2019: $331,995

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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