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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 $885,935,816
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 123,053 $72,438,942 8.17%
2.
Flexshares Trust
 2,515,655 $58,514,125 6.6%
3.
Ishares Trust
 IEF 475,922 $54,835,790 6.18%
4.
Vanguard Specialized Funds - DIV APP ETF
 245,954 $48,165,144 5.43%
5.
Vanguard Tax-Managed Fds
 963,346 $46,067,211 5.19%
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)