Wealth Architects, LLC Purchases in Q1 2025

Wealth Architects, LLC

  • $846 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
1.58M
+ 161.47%
$23.17 - $24.25 $36.6M - $38.3M
2.56M $62M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
449K
+ 169.72%
$39.96 - $43.3 $17.9M - $19.4M
713K $29.4M
DFIV
Dimensional ETF Tr

ETFs
409K
+ 118.53%
$35.33 - $40.77 $14.4M - $16.7M
754K $29.7M
VEA
Vanguard Ftse Developed Market

ETFs
225K
+ 29.83%
$47.4 - $52.99 $10.7M - $11.9M
978K $49.7M
GII
Spdr S&P Global Infrasture ETF

ETFs
159K
+ 33.72%
$58.92 - $62.25 $9.34M - $9.87M
629K $39M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
244K
+ 241.01%
$18.36 - $20.51 $4.47M - $5M
345K $6.82M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
104K
+ 88.18%
$37.84 - $44.02 $3.94M - $4.58M
222K $8.53M
AVDV
American Centy ETF Tr Avantis

ETFs
55.1K
+ 38.06%
$63.74 - $71.96 $3.51M - $3.97M
200K $13.9M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
50K
+ 37.12%
$59.28 - $66.1 $2.96M - $3.3M
185K $11.7M
SCHA
Schwab Strategic Tr Us Small C

ETFs
131K
+ 237.71%
$23.16 - $27.04 $3.03M - $3.54M
186K $4.36M
DFAX
Dimensional ETF Tr
83.4K
+ 211.43%
$24.45 - $27.2 $2.04M - $2.27M
123K $3.22M
IEFA
Ishares Tr

ETFs
28.6K
+ 14.31%
$69.57 - $78.65 $1.99M - $2.25M
229K $17.3M
EFV
Msci Eafe Value ETF

ETFs
23.5K
+ 39.6%
$51.88 - $60.73 $1.22M - $1.43M
82.9K $4.88M
TOLZ
Dj Brookfield Global

ETFs
25.5K
+ 72.37%
$48.2 - $52.75 $1.23M - $1.35M
60.8K $3.2M
NFRA
Flexshares Stoxx Global Broad

ETFs
20.2K
+ 57.65%
$53.37 - $57.8 $1.08M - $1.16M
55.1K $3.18M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
21.6K
+ 74.55%
$45.92 - $47.58 $994K - $1.03M
50.7K $2.41M
ICSH
Blackrock Ultra Short Term Bon

ETFs
20K
+ 64.63%
$50.44 - $50.7 $1.01M - $1.01M
50.9K $2.58M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
44K
+ 287.26%
$21.23 - $23.75 $935K - $1.05M
59.4K $1.28M
IGF
Ishares Global Infrastructure

ETFs
16K
+ 65.02%
$51.96 - $54.84 $830K - $876K
40.5K $2.22M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
19.9K
+ 131.43%
$32.74 - $36.2 $650K - $719K
35K $1.22M
T
At&T Inc.

Communication Services
22.7K
+ 235.3%
$21.56 - $28.28 $490K - $643K
32.4K $916K
KMI
Kinder Morgan, Inc.

Energy
21.9K
+ 208.46%
$26.1 - $31.22 $571K - $683K
32.4K $923K
SCHC
Schwab Strategic Tr Intl Small

ETFs
17.1K
+ 126.52%
$33.57 - $37.22 $573K - $635K
30.5K $1.1M
BAC
Bank Of America Corp

Financial Services
14.3K
+ 96.72%
$39.61 - $47.74 $568K - $685K
29.2K $1.22M
MFC
Manulife Financial Corp

Financial Services
19K
+ 207.7%
$28.41 - $31.82 $539K - $603K
28.1K $875K
RKLB
Rocket Lab Usa, Inc.

Industrials
32.5K
+ 468.91%
$17.12 - $31.57 $556K - $1.03M
39.4K $705K
SCHG
Schwab Strategic Tr Us Large C

ETFs
22.7K
+ 316.35%
$24.91 - $29.02 $566K - $660K
29.9K $749K
INTC
Intel Corp

Technology
21.4K
+ 354.56%
$19.1 - $27.39 $409K - $587K
27.5K $623K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
7.21K
+ 25.67%
$61.2 - $68.24 $441K - $492K
35.3K $2.33M
CSCO
Cisco Systems, Inc.

Technology
7.18K
+ 43.5%
$58.74 - $64.87 $422K - $466K
23.7K $1.46M
PFE
Pfizer Inc

Healthcare
16.8K
+ 287.3%
$25.01 - $27.13 $420K - $456K
22.6K $573K
AVUV
American Centy ETF Tr Avantis

ETFs
4.62K
+ 2.29%
$84.95 - $100.62 $392K - $465K
207K $18M
TLTE
Flexshares Tr Morningstar Emer

ETFs
7.14K
+ 87.27%
$49.54 - $54.45 $354K - $389K
15.3K $804K
NUDM
Nuveen Esg International Devel

ETFs
10.8K
+ 223.07%
$29.75 - $33.12 $322K - $358K
15.7K $499K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.51K
+ 124.27%
$42.5 - $46.71 $319K - $351K
13.5K $613K
VEU
Vanguard Ftse All World Ex Us

ETFs
5.45K
+ 56.43%
$56.51 - $62.98 $308K - $343K
15.1K $916K
BCS
Barclays PLC

Financial Services
21K
+ 598.72%
$12.69 - $16.25 $267K - $342K
24.6K $377K
VZ
Verizon Communications Inc

Communication Services
6.74K
+ 116.55%
$37.81 - $46.49 $255K - $313K
12.5K $567K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.91K
+ 49.45%
$58.01 - $64.46 $285K - $316K
14.8K $920K
AVLV
American Centy ETF Tr Avantis
4.2K
+ 46.23%
$63.51 - $70.42 $267K - $296K
13.3K $865K
DFAI
Dimensional ETF Tr

ETFs
8.72K
+ 247.03%
$28.88 - $32.4 $252K - $283K
12.3K $382K
TQQQ
Proshares Ultrapro Qqq

ETFs
4.63K
+ 73.0%
$57.3 - $90.39 $266K - $419K
11K $629K
XLF
Financial Sector Spdr

ETFs
5.31K
+ 115.16%
$47.32 - $52.19 $251K - $277K
9.92K $494K
QUAD
Quad/Graphics, Inc.

Industrials
48.5K
+ 2872.25%
$5.45 - $7.93 $265K - $385K
50.2K $273K
DOW
Dow Inc.

Basic Materials
7.23K
+ 212.96%
$34.36 - $41.92 $248K - $303K
10.6K $370K
MO
Altria Group, Inc.

Consumer Defensive
4.09K
+ 63.76%
$50.81 - $60.02 $208K - $245K
10.5K $629K
IEMG
Ishares Inc

ETFs
4.52K
+ 96.23%
N/A
9.23K $494K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
19.4K
+ 1600.91%
$11.63 - $13.3 $226K - $258K
20.6K $239K
HMY
Harmony Gold Mining CO LTD

Basic Materials
15.2K
+ 1211.76%
$8.25 - $14.77 $126K - $225K
16.5K $243K
Activity Summary
Buys All Purchases 110 New Holdings 0 Increased Positions 110 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wealth Architects, LLC Portfolio

Follow Wealth Architects, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Architects, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Architects, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email