Wealth Architects, LLC Portfolio Holdings
Wealth Architects, LLC
- $793 Million
- Q2 2024
Wealth Architects, LLC has filed its 13F form on August 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $793 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 $69.1M, Flexshares Tr Iboxx 5 Yr Targe with a value of $53.3M, Ishares Core S&P Sm Cap ETF with a value of $46.9M, Vanguard Ftse Developed Market with a value of $42.5M, and Vanguard Dividend Appreciation with a value of $41.6M.
Examining the 13F form we can see an increase of $54.2M in the current position value, from $739M to 793M.
Below you can find more details about Wealth Architects, LLC portfolio as well as his latest detailed transactions.