Dark
Light
System
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
101 COMCAST CORP NEW 3,448 238,000 0.11%
102 CATERPILLAR INC 2,546 236,000 0.11%
103 ISHARES TR 5,000 236,000 0.11%
104 VALERO ENERGY CORP NEW 3,441 235,000 0.10%
105 SCHWAB U.S. BROAD MARKET ETF 4,318 234,000 0.10%
106 TIME WARNER INC 2,411 233,000 0.10%
107 SOUTHERN CO 4,508 222,000 0.10%
108 MONDELEZ INTL INC 4,705 209,000 0.09%
109 BAXTER INTL INC 4,700 208,000 0.09%
110 ISHARES TR 1,404 203,000 0.09%
111 TARGET CORP 2,775 200,000 0.09%
112 SUMMIT BANK EUGENE OR 15,000 161,000 0.07%
113 AVINGER INC 33,586 124,000 0.06%
114 AEGON N V 21,642 120,000 0.05%
115 Mizuho Financial Group 32,781 118,000 0.05%
116 COMPANHIA PARANAENSE ENERG C SPON ADR PFD 10,846 92,000 0.04%
117 CORCEPT THERAPEUTICS INC 10,000 73,000 0.03%
Page 3 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.