Wealth Architects, LLC
CIK 1611518 · Holdings on Dec 31, 2023 · First reported Feb 14, 2024
Top ten holdings
Q4 2023- IVV8.53%
- TDTF6.69%
- IJR6.35%
- VIG5.64%
- VEA5.62%
- GII4.06%
- DFUV3.84%
- AAPL3.45%
- VBR3.41%
- VTV3.36%
Share classes counted separately50.95%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $60.80M | 8.53% | 127.30K shares | — | ↗▾ | |
| 02 | TDTFNT IBOXX 5Y DUR TIPS ETFIBOXX 5YR TRGT View history and evidence | $47.67M | 6.69% | 2.02M shares | — | ↗▾ | |
| 03 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $45.26M | 6.35% | 418.13K shares | — | ↗▾ | |
| 04 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $40.19M | 5.64% | 235.89K shares | — | ↗▾ | |
| 05 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $40.03M | 5.62% | 835.65K shares | — | ↗▾ | |
| 06 | GIISTATE STREET SPDR S&P GLOBALS&P GBLINF ETF View history and evidence | $28.91M | 4.06% | 540.51K shares | — | ↗▾ | |
| 07 | DFUVDIMENSIONAL US MARKETWIDE VAUS MKTWIDE VALUE View history and evidence | $27.37M | 3.84% | 735.28K shares | — | ↗▾ | |
| 08 | AAPLAPPLE INC View history and evidence | $24.61M | 3.45% | 127.84K shares | — | ↗▾ | |
| 09 | VBRVNGRD MRNGST SL-CP VAL ETF-USM CP VAL ETF View history and evidence | $24.27M | 3.41% | 134.87K shares | — | ↗▾ | |
| 10 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $23.92M | 3.36% | 160.01K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 6
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VTIP VANGUARD SHORT-TERM TIPS | Non-derivative | — | — | SEC filing ↗ | |
| HPE HEWLETT PACKARD ENTERPRISE | Non-derivative | — | — | SEC filing ↗ | |
| NULC NUVEEN ESG LARGE-CAP ETF | Non-derivative | — | — | SEC filing ↗ |
3 / 6 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1611518 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Feb 14, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 712817065
}Research all 199 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.