Wealth Architects, LLC ETFs

Wealth Architects, LLC

$846 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IWF Ishares Russell 1000 Gr ETF	$0	$840,000 0.1% of portfolio	2,329	Q1 2025 Reduced 73.32%
RSP Invesco S&P 500 Equal Weight E	$0	$814,000 0.1% of portfolio	4,701	Q1 2025 Reduced 44.14%
TLTE Flexshares Tr Morningstar Emer	$0	$804,000 0.1% of portfolio	15,330	Q1 2025 Added 87.27%
SCHG Schwab Strategic Tr Us Large C	$0	$749,000 0.09% of portfolio	29,927	Q1 2025 Added 316.35%
TQQQ Proshares Ultrapro Qqq	$0	$629,000 0.07% of portfolio	10,982	Q1 2025 Added 73.0%
VWO Vanguard Ftse Emerging Mkts Et	$0	$613,000 0.07% of portfolio	13,548	Q1 2025 Added 124.27%
VXF Vanguard Extended Market ETF	$0	$608,000 0.07% of portfolio	3,530	Q1 2025 Reduced 41.47%
SGOV Ishares Trishares 0 3 Mnth Tre	$0	$592,000 0.07% of portfolio	5,883	Q1 2025 Reduced 1.59%
IWM Ishares Russell 2000 ETF	$0	$543,000 0.06% of portfolio	2,724	Q1 2025 Reduced 52.24%
TLTD Flexshares Morningstar Dev Mkt	$0	$530,000 0.06% of portfolio	7,091	Q1 2025 Added 28.95%
NUDM Nuveen Esg International Devel	$0	$499,000 0.06% of portfolio	15,669	Q1 2025 Added 223.07%
XLF Financial Sector Spdr	$0	$494,000 0.06% of portfolio	9,921	Q1 2025 Added 115.16%
IEMG Ishares Inc	$0	$494,000 0.06% of portfolio	9,225	Q1 2025 Added 96.23%
VONV Vanguard Russell 1000 Value Et	$0	$493,000 0.06% of portfolio	5,978	Q1 2025 Added 30.1%
MDY Spdr S&P Midcap 400 ETF Trust	$0	$407,000 0.05% of portfolio	764	Q1 2025 Reduced 79.31%
XLY Select Sector Spdr Consumer Di	$0	$397,000 0.05% of portfolio	2,014	Q1 2025 Reduced 45.3%
EFA Ishares Tr Msci Eafe ETF	$0	$396,000 0.05% of portfolio	4,850	Q1 2025 Added 31.72%
DFAI Dimensional ETF Tr	$0	$382,000 0.05% of portfolio	12,250	Q1 2025 Added 247.03%
DSI Ishares Msci Kld 400 Social Et	$0	$375,000 0.04% of portfolio	3,662	Q1 2025 Added 6.67%
SUSA Ishares Tr Msci Usa Esg Select	$0	$359,000 0.04% of portfolio	3,128	Q1 2025 Reduced 1.57%
TILT Flexshares Tr	$0	$346,000 0.04% of portfolio	1,686	Q1 2025 Reduced 43.48%
ISTB Ihares Core 1 5 Years Usd Bond	$0	$343,000 0.04% of portfolio	7,108	Q1 2025 Added 150.81%
VYM Vanguard Whitehall Fds (Vangua	$0	$326,000 0.04% of portfolio	2,530	Q1 2025 Added 3.9%
FBND Fidelity Merrimack Str Tr Tota	$0	$316,000 0.04% of portfolio	6,932	Q1 2025 Added 196.49%
VNQ Vanguard Specialized Funds Van	$0	$287,000 0.03% of portfolio	3,178	Q1 2025 Added 76.46%
IWD Ishares Russell 1000 Val ETF	$0	$281,000 0.03% of portfolio	1,497	Q1 2025 Reduced 13.42%
SCHD Schwab Strategic Tr Us Dividen	$0	$269,000 0.03% of portfolio	9,655	Q1 2025 Added 473.34%
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$261,000 0.03% of portfolio	7,188	Q1 2025 Added 347.29%
XLV Select Sector Spdr Fund Health	$0	$246,000 0.03% of portfolio	1,690	Q1 2025 Added 13.58%
OEF Ishares S&P 100 ETF	$0	$239,000 0.03% of portfolio	900	Q1 2025 Reduced 34.31%
XLG Invesco Exchange Traded Fd Tr	$0	$228,000 0.03% of portfolio	4,960	Q1 2025 Added 413.46%
VGT Vanguard Information Technolog	$0	$225,000 0.03% of portfolio	415	Q1 2025 Reduced 55.09%
IJH Ishares Core S&P Mid Cap ETF	$0	$205,000 0.02% of portfolio	3,515	Q1 2025 Added 1,657.5%

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