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Home > Institutional Investor > Wealth Architects, Llc > Profile

Instuitional Investor - Wealth Architects, Llc

Fund Profile
Filing Period:
Fund Name: Wealth Architects, Llc
Portfolio Value $906,427,424
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 118,064 $66,340,382 7.32%
2.
Flexshares Trust
 2,557,934 $62,029,908 6.84%
3.
Vanguard Tax-Managed Fds
 978,300 $49,726,989 5.49%
4.
Ishares Trust
 IEF 470,205 $49,169,322 5.42%
5.
Vanguard Specialized Funds - DIV APP ETF
 237,757 $46,122,392 5.09%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)