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Institutional Investment Manager
Wealth Architects, LLC
Wealth Architects, LLC (CIK: 0001611518) incorporated in California, located at 800 West El Camino Real Suite 201, Mountain View, CA. Institutional holdings reported to the SEC.
Institutional Holdings (2015Q1)
Original 13F HR (0001611518-15-000002) filed in 2015.04.28
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES TR 170,706 35,478 20.43%
2 ISHARES TR 173,582 20,488 11.80%
3 VANGUARD TAX-MANAGED FDS 486,642 19,383 11.16%
4 VANGUARD INDEX FDS 139,972 15,313 8.82%
5 VANGUARD INTL EQUITY INDEX F 125,372 7,722 4.45%
6 ISHARES MSCI EAFE SMALL CAP IDX FD 153,454 7,591 4.37%
7 VANGUARD INDEX FDS 68,388 6,511 3.75%
8 SPDR S&P 500 Fund 22,727 4,692 2.70%
9 SCHWAB INTERNATIONAL EQUITY ETF 129,181 3,905 2.25%
10 ISHARES TR 19,349 2,301 1.32%
11 VARIAN MED SYS INC 24,257 2,282 1.31%
12 BERKSHIRE HATHAWAY B 15,403 2,223 1.28%
13 FACEBOOK INC 21,897 1,800 1.04%
14 APPLE INC 13,681 1,702 0.98%
15 VANGUARD INDEX FDS 13,207 1,619 0.93%
16 VANGUARD INDEX FDS 15,971 1,337 0.77%
17 ISHARES RUSSELL 3000 ETF 9,033 1,119 0.64%
18 VANGUARD MALVERN FDS 22,953 1,112 0.64%
19 BERKSHIRE HATHAWAY INC DEL 500 1,088 0.63%
20 SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 33,974 1,025 0.59%
21 ISHARES TR 15,134 971 0.56%
22 INTEL CORP 29,276 915 0.53%
23 VANGUARD INTL EQUITY INDEX F 22,365 914 0.53%
24 VANGUARD BD INDEX FDS 11,217 903 0.52%
25 Exxon Mobil Corp 9,998 850 0.49%
26 NIKE INC 8,440 847 0.49%
27 VANGUARD INDEX FDS 7,951 832 0.48%
28 INTERNATIONAL BUSINESS MACHS 5,109 820 0.47%
29 GENERAL ELECTRIC CO 32,098 796 0.46%
30 ISHARES TR 6,944 774 0.45%
31 VANGUARD INTL EQUITY INDEX F 15,344 748 0.43%
32 VANGUARD INDEX FDS 6,615 709 0.41%
33 VANGUARD ADMIRAL FDSINC S&P SMALLCAP 600VALUE INDEX FD ETF SHS 6,885 706 0.41%
34 WELLS FARGO & CO NEW 12,909 702 0.40%
35 SCHWAB U.S. LARGE-CAP GROWTH ETF 11,980 645 0.37%
36 Anthem Inc. 4,149 641 0.37%
37 MERCK & CO INC 10,759 618 0.36%
38 ORACLE CORPORATION 14,050 606 0.35%
39 FARMERS & MERCHANTS BANK OF LONG BEACH 100 599 0.34%
40 MICROSOFT CORP 14,731 599 0.34%
41 PROCTER AND GAMBLE CO 7,191 589 0.34%
42 Verizon Communications Inc 11,485 559 0.32%
43 VANGUARD INDEX FDS 6,547 552 0.32%
44 VANGUARD INDEX FDS S&P 500 ETF 2,900 549 0.32%
45 BRISTOL MYERS SQUIBB CO 8,284 534 0.31%
46 CISCO SYSTEMS INC 19,047 524 0.30%
47 UNITED TECHNOLOGIES CORP 4,373 513 0.30%
48 Mid Cap S P D R TRUST 1,773 491 0.28%
49 Altria Group, Inc. 9,343 467 0.27%
50 VANGUARD WHITEHALL FDS 6,300 430 0.25%
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