Wealth Architects, LLC Purchases in Q3 2024

Wealth Architects, LLC

  • $848 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
24.5K
+ 5.57%
$105.53 - $118.34 $2.58M - $2.89M
464K $54.2M
AAPL
Apple Inc.

Technology
12.1K
+ 7.08%
$207.23 - $234.82 $2.5M - $2.83M
182K $42.4M
GII
Spdr S&P Global Infrasture ETF

ETFs
25.1K
+ 4.3%
$54.45 - $61.92 $1.37M - $1.55M
608K $37.5M
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
137K
+ 6.03%
$23.21 - $24.2 $3.18M - $3.32M
2.41M $58.1M
VEA
Vanguard Ftse Developed Market

ETFs
26.6K
+ 3.09%
$47.6 - $53.31 $1.27M - $1.42M
888K $46.9M
AVUV
American Centy ETF Tr Avantis

ETFs
19.4K
+ 10.55%
$88.24 - $99.7 $1.71M - $1.94M
203K $19.5M
DFIV
Dimensional ETF Tr

ETFs
33.7K
+ 5.21%
$34.66 - $38.38 $1.17M - $1.29M
682K $26M
VTV
Vanguard Value ETF

ETFs
1.36K
+ 0.88%
$159.75 - $174.57 $217K - $238K
156K $27.3M
AVDV
American Centy ETF Tr Avantis

ETFs
14.9K
+ 9.37%
$62.52 - $71.12 $933K - $1.06M
174K $12.3M
AMD
Advanced Micro Devices Inc

Technology
10.9K
+ 246.3%
$128.67 - $183.96 $1.4M - $2.01M
15.3K $2.52M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
19.7K
+ 9.71%
$38.03 - $42.06 $748K - $827K
222K $9.29M
VT
Vanguard Total World Stk Index

ETFs
12
+ 0.01%
$107.72 - $119.96 $1.29K - $1.44K
159K $19M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
6.76K
+ 7.36%
$75.63 - $84.89 $511K - $574K
98.7K $8.3M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.82K
+ 4.12%
$113.45 - $126.18 $206K - $229K
45.9K $5.79M
UNH
Unitedhealth Group Inc

Healthcare
6
+ 0.11%
$488.01 - $604.18 $2.93K - $3.63K
5.69K $3.33M
VUG
Vanguard Growth ETF

ETFs
992
+ 44.03%
$341.08 - $391.94 $338K - $389K
3.25K $1.25M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2.79K
+ 2.35%
$31.05 - $34.29 $86.7K - $95.8K
122K $4.17M
HD
Home Depot, Inc.

Consumer Cyclical
5
+ 0.1%
$333.64 - $405.2 $1.67K - $2.03K
5.06K $2.05M
DFAX
Dimensional ETF Tr
5.19K
+ 5.02%
$24.29 - $27.25 $126K - $141K
109K $2.93M
SCHA
Schwab Strategic Tr Us Small C

ETFs
58
+ 0.09%
$46.9 - $51.96 $2.72K - $3.01K
66.7K $3.43M
MMM
3 M CO

Industrials
1.75K
New
$99.69 - $139.42 $175K - $244K
1.75K $239K
BX
Blackstone Inc.

Financial Services
1.56K
New
$120.77 - $159.66 $189K - $250K
1.56K $239K
AVGO
Broadcom Inc.

Technology
22.8K
+ 882.79%
$136.27 - $1745.86 $3.11M - $39.8M
25.4K $4.38M
SO
Southern CO

Utilities
2.54K
New
$77.0 - $90.52 $196K - $230K
2.54K $228K
GWW
W.W. Grainger, Inc.

Industrials
212
New
$896.19 - $1044.18 $190K - $221K
212 $220K
BND
Vanguard Bd Index Fd Inc Total

ETFs
985
+ 2.14%
$71.45 - $75.64 $70.4K - $74.5K
46.9K $3.52M
NULC
Nushares ETF Tr Nuveen Esg Lar

ETFs
4.52K
New
$41.51 - $46.29 $188K - $209K
4.52K $209K
AMT
American Tower Corp

Real Estate
891
New
$192.27 - $242.73 $171K - $216K
891 $207K
LOW
Lowes Companies Inc

Consumer Cyclical
751
New
$213.3 - $270.78 $160K - $203K
751 $203K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
2.61K
+ 8.64%
$46.18 - $48.92 $121K - $128K
32.8K $1.59M
COST
Costco Wholesale Corp

Consumer Defensive
126
+ 10.37%
$801.83 - $917.05 $101K - $116K
1.34K $1.19M
ORCL
Oracle Corp

Technology
161
+ 3.9%
$125.9 - $170.35 $20.3K - $27.4K
4.29K $730K
GTLB
Gitlab Inc.

Technology
2.21K
+ 39.14%
$40.84 - $56.2 $90.2K - $124K
7.85K $404K
ADP
Automatic Data Processing Inc

Industrials
11
+ 0.35%
$233.44 - $279.45 $2.57K - $3.07K
3.18K $881K
WMT
Walmart Inc.

Consumer Defensive
376
+ 5.7%
$66.91 - $81.4 $25.2K - $30.6K
6.97K $562K
RTX
Raytheon Technologies Corp

Industrials
33
+ 0.63%
$99.55 - $123.34 $3.29K - $4.07K
5.29K $640K
MOH
Molina Healthcare, Inc.

Healthcare
11
+ 0.51%
$283.98 - $360.73 $3.12K - $3.97K
2.18K $750K
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.8K
+ 4.63%
$50.32 - $50.75 $90.7K - $91.5K
40.8K $2.07M
MA
Mastercard Inc

Financial Services
39
+ 2.64%
$429.6 - $500.99 $16.8K - $19.5K
1.52K $749K
ACN
Accenture PLC

Technology
56
+ 3.86%
$295.44 - $355.81 $16.5K - $19.9K
1.51K $532K
ED
Consolidated Edison Inc

Utilities
48
+ 0.81%
$88.42 - $104.97 $4.24K - $5.04K
6K $624K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
19
+ 0.09%
$59.93 - $66.52 $1.14K - $1.26K
20K $1.33M
SHOP
Shopify Inc.

Technology
14
+ 0.3%
$52.26 - $80.75 $732 - $1.13K
4.62K $370K
AWK
American Water Works Company, Inc.

Utilities
23
+ 0.65%
$127.76 - $149.9 $2.94K - $3.45K
3.58K $523K
MO
Altria Group, Inc.

Consumer Defensive
76
+ 0.71%
$45.95 - $54.71 $3.49K - $4.16K
10.8K $552K
BZH
Beazer Homes Usa Inc

Consumer Cyclical
15
+ 0.2%
$25.91 - $34.55 $389 - $518
7.38K $252K
CWT
California Water Service Group

Utilities
86
+ 1.32%
$47.83 - $55.5 $4.11K - $4.77K
6.58K $356K
TLTD
Flexshares Morningstar Dev Mkt

ETFs
31
+ 0.42%
$67.66 - $75.54 $2.1K - $2.34K
7.38K $553K
TRV
Travelers Companies, Inc.

Financial Services
10
+ 0.82%
$201.87 - $242.35 $2.02K - $2.42K
1.22K $286K
Activity Summary
Buys All Purchases 74 New Holdings 7 Increased Positions 67 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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