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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 (2015Q2)
Portfolio Summary: 117 holdings with a total value of $186,042,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 BRISTOL MYERS SQUIBB CO 8,284 551,000 0.30%
52 UNITED TECHNOLOGIES CORP 4,823 535,000 0.29%
53 CISCO SYS INC 19,068 524,000 0.28%
54 ISHARES TR 9,973 522,000 0.28%
55 UNITEDHEALTH GROUP INC 4,066 496,000 0.27%
56 SPDR S&P MIDCAP 400 ETF TR 1,773 484,000 0.26%
57 DISNEY WALT CO 4,180 477,000 0.26%
58 BOEING CO 3,420 474,000 0.25%
59 VANGUARD INDEX FDS 6,319 472,000 0.25%
60 CYAN INC 88,392 463,000 0.25%
61 REYNOLDS AMERICAN INC 6,129 458,000 0.25%
62 ALTRIA GROUP INC 9,343 457,000 0.25%
63 PHILIP MORRIS INTL INC 5,639 452,000 0.24%
64 VANGUARD WHITEHALL FDS 6,300 424,000 0.23%
65 VANGUARD INDEX FDS 3,195 407,000 0.22%
66 AT&T INC 11,140 396,000 0.21%
67 PFIZER INC 11,785 395,000 0.21%
68 ABBVIE INC 5,872 395,000 0.21%
69 CELGENE CORP 3,398 393,000 0.21%
70 CONSOLIDATED EDISON INC 6,790 393,000 0.21%
71 MCGRATH RENTCORP 12,663 385,000 0.21%
72 ISHARES NASDAQ BIOTECHNOLOGY ETF 690 373,000 0.20%
73 CVS HEALTH CORP 3,546 372,000 0.20%
74 ISHARES TR 3,593 371,000 0.20%
75 POWERSHARES ETF TRUST 21,682 371,000 0.20%
76 3M CO 2,400 370,000 0.20%
77 SPDR MSCI ACWI EX-US 10,431 359,000 0.19%
78 AKAMAI TECHNOLOGIES INC 5,117 357,000 0.19%
79 GOOGLE INC 685 357,000 0.19%
80 COCA COLA CO 8,907 349,000 0.19%
81 COMCAST CORP NEW 5,733 345,000 0.19%
82 AMAZON COM INC 783 340,000 0.18%
83 ISHARES TR 3,427 339,000 0.18%
84 ELECTRONIC ARTS INC 5,031 335,000 0.18%
85 ADOBE INC 4,080 331,000 0.18%
86 BAXTER INTL INC 4,688 328,000 0.18%
87 PEPSICO INC 3,498 326,000 0.18%
88 VANGUARD INDEX FDS 3,496 317,000 0.17%
89 AMERICAN EXPRESS CO 3,972 309,000 0.17%
90 BROOKFIELD INFRAST PARTNERS 6,700 299,000 0.16%
91 AVIDBANK HOLDINGS 24,000 299,000 0.16%
92 MASTERCARD INCORPORATED 3,113 291,000 0.16%
93 AIR PRODS & CHEMS INC 2,065 283,000 0.15%
94 WISDOMTREE TR 4,610 274,000 0.15%
95 ABBOTT LABS 5,528 271,000 0.15%
96 E M C CORP MASS COM 10,116 267,000 0.14%
97 TIME WARNER INC 2,938 257,000 0.14%
98 UNION PAC CORP 2,622 250,000 0.13%
99 HONEYWELL INTL INC 2,441 249,000 0.13%
100 HOME DEPOT INC 2,236 248,000 0.13%
Page 2 of 3

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001611518-15-000003, filed 2015.08.06).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.