Wealth Architects, LLC Portfolio Holdings
Wealth Architects, LLC
- $739 Million
- Q1 2024
Wealth Architects, LLC has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $739 Million distributed in 210 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $66.3M, Flexshares Tr Iboxx 5 Yr Targe with a value of $51.8M, Ishares Core S&P Sm Cap ETF with a value of $47.1M, Vanguard Ftse Developed Market with a value of $42.5M, and Vanguard Dividend Appreciation with a value of $42.2M.
Examining the 13F form we can see an increase of $42.1M in the current position value, from $697M to 739M.
Below you can find more details about Wealth Architects, LLC portfolio as well as his latest detailed transactions.