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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
101 TESLA INC 919 247,000 0.13%
102 SCHWAB U.S. SMALL-CAP ETF 4,264 245,000 0.13%
103 KINDER MORGAN INC DEL 6,337 243,000 0.13%
104 US BANCORP DEL 5,567 242,000 0.13%
105 TARGET CORP 2,901 237,000 0.13%
106 ISHARES TR 3,289 235,000 0.13%
107 THERMO FISHER SCIENTIFIC INC 1,803 234,000 0.13%
108 STARBUCKS CORP 4,160 223,000 0.12%
109 CATERPILLAR INC 2,615 222,000 0.12%
110 MYLAN N V 3,252 221,000 0.12%
111 WEC ENERGY GROUP INC 4,756 214,000 0.12%
112 SCHWAB U.S. BROAD MARKET ETF 4,229 212,000 0.11%
113 CHEVRON CORP NEW 2,180 210,000 0.11%
114 GLAXOSMITHKLINE PLC 4,985 208,000 0.11%
115 XENOPORT INC 28,982 178,000 0.10%
116 BANK AMER CORP 10,125 172,000 0.09%
117 SUMMIT BANK EUGENE OR 10,000 150,000 0.08%
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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.