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Home > Institutional Investor > Wealth Architects, Llc > 13F Holdings

Instuitional Investor - Wealth Architects, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 119,012 $73,894,238 7.51%
2.
Flexshares Trust
 2,704,813 $65,131,901 6.62%
3.
Vanguard Tax-Managed Fds
 956,360 $54,522,074 5.54%
4.
Ishares Trust
 IEF 487,616 $53,291,530 5.41%
5.
Vanguard Specialized Funds - DIV APP ETF
 249,760 $51,118,400 5.19%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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