Wealth Architects, LLC Closed Holding Positions

Wealth Architects, LLC

  • $906 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
SAN
Banco Santander, S.A.

Financial Services
Q2 2020 Filed on Aug 14, 2020
15,210
$1.95 - $2.9 $29.7K - $44.1K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q1 2020 Filed on Apr 23, 2020
3,609
$46.61 - $69.67 $168K - $251K
United Technologies Corp
Q1 2020 Filed on Apr 23, 2020
1,885
N/A
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q1 2020 Filed on Apr 23, 2020
10,230
$18.68 - $28.22 $191K - $289K
FNDF
Schwab Fundamental Intl Large

ETFs
Q1 2020 Filed on Apr 23, 2020
10,004
$18.2 - $29.21 $182K - $292K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
Q1 2020 Filed on Apr 23, 2020
5,589
$29.16 - $44.16 $163K - $247K
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q1 2020 Filed on Apr 23, 2020
3,336
$38.4 - $61.03 $128K - $204K
CX
Cemex Sab De Cv

Basic Materials
Q1 2020 Filed on Apr 23, 2020
12,335
$1.63 - $4.35 $20.1K - $53.7K
BA
Boeing CO

Industrials
Q4 2019 Filed on Jan 28, 2020
786
$325.76 - $376.54 $256K - $296K
Jumei Intl Hldg LTD
Q4 2019 Filed on Jan 28, 2020
20,155
N/A
INDB
Independent Bank Corp

Financial Services
Q4 2019 Filed on Jan 28, 2020
3,500
$70.39 - $86.35 $246K - $302K
Changyou Com LTD Ads Rep
Q4 2019 Filed on Jan 28, 2020
13,334
N/A
Consolidated Tomoka Ld CO
Q4 2019 Filed on Jan 28, 2020
3,072
N/A
RH
Rh

Consumer Cyclical
Q3 2019 Filed on Oct 23, 2019
2,800
$118.87 - $173.63 $333K - $486K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q2 2019 Filed on Jul 12, 2019
1,551
N/A
MFG
Mizuho Financial Group Inc

Financial Services
Q2 2019 Filed on Jul 12, 2019
23,297
$2.73 - $3.17 $63.6K - $73.9K
NMRK
Newmark Group, Inc.

Real Estate
Q2 2019 Filed on Jul 12, 2019
13,916
$7.59 - $8.98 $106K - $125K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q2 2019 Filed on Jul 12, 2019
4,251
N/A
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q2 2019 Filed on Jul 12, 2019
4,151
N/A
Chesapeake Energy Corp
Q2 2019 Filed on Jul 12, 2019
13,029
N/A
IVE
Ishares S&P 500 Value ETF

ETFs
Q2 2019 Filed on Jul 12, 2019
1,820
$108.5 - $117.48 $197K - $214K
BGCP
Bgc Partners, Inc.

Financial Services
Q1 2019 Filed on May 01, 2019
30,000
$5.24 - $6.34 $157K - $190K
Dowdupont Inc
Q1 2019 Filed on May 01, 2019
4,093
N/A
PAYX
Paychex Inc

Industrials
Q1 2019 Filed on May 01, 2019
3,816
$63.97 - $80.2 $244K - $306K
CUK
Carnival PLC

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
3,946
$45.72 - $62.94 $180K - $248K
SCHO
Schwab Short Term Us Treasury

ETFs
Q4 2018 Filed on Jan 17, 2019
6,306
N/A
SLB
Schlumberger Limited

Energy
Q4 2018 Filed on Jan 17, 2019
5,485
$35.19 - $63.11 $193K - $346K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q4 2018 Filed on Jan 17, 2019
6,340
$31.33 - $46.39 $199K - $294K
DXC
Dxc Technology CO

Technology
Q4 2018 Filed on Jan 17, 2019
3,058
$50.03 - $93.89 $153K - $287K
AUOTY
Au Optronics Corp

Technology
Q3 2018 Filed on Oct 04, 2018
10,430
$3.94 - $4.72 $41.1K - $49.2K
DFE
Wisdomtree Tr Europe Smallcap

ETFs
Q3 2018 Filed on Oct 04, 2018
3,156
N/A
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q2 2018 Filed on Jul 19, 2018
1,496
$236.15 - $253.39 $353K - $379K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q1 2018 Filed on Apr 13, 2018
6,258
N/A
Rydex ETF Trust
Q1 2018 Filed on Apr 13, 2018
5,992
N/A
AKAM
Akamai Technologies Inc

Technology
Q1 2018 Filed on Apr 13, 2018
3,108
$62.49 - $76.07 $194K - $236K
Powershares ETF Tr Ii
Q1 2018 Filed on Apr 13, 2018
10,382
N/A
RDS-A
Shell PLC

Energy
Q1 2018 Filed on Apr 13, 2018
3,042
$50.86 - $57.98 $155K - $176K
Summit Bank Eugene Or
Q4 2017 Filed on Jan 31, 2018
15,000
N/A
Avinger Inc
Q4 2017 Filed on Jan 31, 2018
33,586
N/A
Farmers & Merchants Bank Of Long Beach
Q4 2017 Filed on Jan 31, 2018
100
N/A
BP
Bp PLC

Energy
Q4 2017 Filed on Jan 31, 2018
5,228
$38.26 - $42.03 $200K - $220K
Berkshire Hathaway Incdel
Q4 2017 Filed on Jan 31, 2018
500
N/A
AVBH
Avidbank Holdings, Inc.

Financial Services
Q4 2017 Filed on Jan 31, 2018
19,850
$20.0 - $23.95 $397K - $475K
Reynolds American Inc
Q3 2017 Filed on Nov 08, 2017
12,254
N/A
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