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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 (2016Q4)
Portfolio Summary: 117 holdings with a total value of $224,608,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 ANTHEM INC 4,140 595,000 0.26%
52 VERIZON COMMUNICATIONS INC 10,520 562,000 0.25%
53 CONSOLIDATED EDISON INC 7,521 554,000 0.25%
54 ABBVIE INC 8,739 547,000 0.24%
55 PHILIP MORRIS INTL INC 5,645 516,000 0.23%
56 ORACLE CORP 13,336 513,000 0.23%
57 UNITEDHEALTH GROUP INC 3,182 509,000 0.23%
58 MCGRATH RENTCORP 12,356 484,000 0.22%
59 AT&T INC 11,221 477,000 0.21%
60 UNITED TECHNOLOGIES CORP 4,288 470,000 0.21%
61 BGC PARTNERS INC 45,263 463,000 0.21%
62 SPDR S&P MIDCAP 400 ETF TR 1,472 444,000 0.20%
63 HP INC 29,324 435,000 0.19%
64 ISHARES TR 7,413 428,000 0.19%
65 ISHARES TR 3,911 423,000 0.19%
66 VANGUARD INDEX FDS 3,195 421,000 0.19%
67 ALPHABET INC 517 410,000 0.18%
68 ADOBE INC 3,954 407,000 0.18%
69 BRISTOL MYERS SQUIBB CO 6,937 405,000 0.18%
70 COCA COLA CO 9,598 398,000 0.18%
71 ELECTRONIC ARTS INC 5,059 398,000 0.18%
72 PROCTER AND GAMBLE CO 4,702 395,000 0.18%
73 ABBOTT LABS 9,814 377,000 0.17%
74 VANGUARD WHITEHALL FDS 4,900 371,000 0.17%
75 NEVRO CORP COM 5,000 363,000 0.16%
76 PFIZER INC 10,546 343,000 0.15%
77 COMERICA INC 4,991 340,000 0.15%
78 WEC ENERGY GROUP INC 5,753 337,000 0.15%
79 SCHLUMBERGER LTD 3,990 335,000 0.15%
80 ISHARES TR 2,972 333,000 0.15%
81 SPDR MSCI ACWI EX-US 10,431 328,000 0.15%
82 CISCO SYS INC 10,789 326,000 0.15%
83 ISHARES TR 2,916 306,000 0.14%
84 DISNEY WALT CO 2,926 305,000 0.14%
85 PEPSICO INC 2,865 300,000 0.13%
86 ISHARES TR 2,224 300,000 0.13%
87 AKAMAI TECHNOLOGIES INC 4,258 284,000 0.13%
88 BOEING CO 1,804 281,000 0.13%
89 CHEVRON CORP NEW 2,369 279,000 0.12%
90 AVIDBANK HOLDINGS 15,500 278,000 0.12%
91 SCHWAB SHORT-TERM US TREASURY ETF 54 276,000 0.12%
92 CVS HEALTH CORP 3,502 276,000 0.12%
93 HONEYWELL INTL INC 2,354 273,000 0.12%
94 AIR PRODS & CHEMS INC 1,874 270,000 0.12%
95 SCHWAB U.S. SMALL-CAP ETF 4,223 260,000 0.12%
96 THERMO FISHER SCIENTIFIC INC 1,805 255,000 0.11%
97 ISHARES TR 3,295 254,000 0.11%
98 INDEPENDENT BK CORP MASS COM 3,500 247,000 0.11%
99 BANK AMER CORP 11,143 246,000 0.11%
100 US BANCORP DEL 4,665 240,000 0.11%
Page 2 of 3

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001611518-17-000001, filed 2017.02.09).

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.