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Wealth Architects, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Wealth Architects, LLC

报告期 2026-03-31 · CIK 1611518

持仓数

244

前50大市值合计

$973.1M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

IVV ISHARES CORE S&P 500 ETF

Equities

$75.6M

115,697

7.8%

TDTF FLEXSHARES IBOXX 5YR TARGET DUR TIPS ETF

Equities

$75.1M

3,115,394

7.7%

IJR ISHARES CORE S&P SMALL CAP ETF

Equities

$62.9M

506,007

6.5%

LRCX LAM RESEARCH CORP

Equities

$56.2M

263,242

5.8%

VIG VANGUARD DIVIDEND APPRECIATION ETF

Equities

$54.0M

251,254

5.6%

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

Equities

$53.5M

835,644

5.5%

GII SPDR S&P GLOBAL INFRASTRUCTURE ETF

Equities

$49.6M

652,712

5.1%

AAPL APPLE INC

Equities

$39.1M

154,114

4.0%

DFIV DFA INTERNATIONAL VALUE ETF

Equities

$38.3M

725,927

3.9%

DFUV DFA TAX-MANAGED US MARKETWIDE VALUE II

Equities

$33.9M

700,295

3.5%

VTV VANGUARD VALUE ETF

Equities

$28.7M

146,324

3.0%

VBR VANGUARD SMALL CAP VALUE ETF

Equities

$28.6M

131,722

2.9%

DFLV DIMENSIONAL US LARGE CAP VALUE ETF

Equities

$24.9M

696,762

2.6%

AVUV AVANTIS US SMALL CAP VALUE ETF

Equities

$24.7M

223,607

2.5%

VT VANGUARD TOTAL WORLD STOCK INDEX

Equities

$23.4M

169,384

2.4%

IEFA ISHARES CORE MSCI EAFE

Equities

$20.5M

226,103

2.1%

AVDV AVANTIS INTERNATNL SML CP VL ETF

Equities

$19.8M

198,353

2.0%

VV VANGUARD LARGE-CAP ETF

Equities

$19.2M

64,410

2.0%

SPY SPDR S&P 500 ETF TRUST

Equities

$17.7M

27,287

1.8%

VB VANGUARD SMALL-CAP ETF

Equities

$15.9M

60,594

1.6%

SCZ ISHARES MSCI EAFE SMALL CAP INDEX

Equities

$13.7M

175,076

1.4%

ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF

Equities

$13.3M

283,141

1.4%

IJS ISHARES S&P SMALLCAP600 VALUE INDEX

Equities

$13.0M

110,103

1.3%

ESGD ISHARES ESG AWARE MSCI EAFE ETF

Equities

$12.5M

131,058

1.3%

DFSU DFA US SUSTAINABILITY CORE 1 ETF

Equities

$11.0M

267,085

1.1%

BRK/B BERKSHIRE HATHAWAY INCDEL CL B

Equities

$10.2M

21,250

1.0%

ESGU ISHARES ESG MSCI USA ETF

Equities

$9.9M

69,836

1.0%

META META PLATFORMS INC CLASS A

Equities

$8.8M

15,315

0.9%

SCHF SCHWAB INTERNATIONAL EQUITY ETF

Equities

$8.3M

334,163

0.8%

MSFT MICROSOFT CORP

Equities

$7.6M

20,623

0.8%

DFGR DIMENSIONL GLOBAL REAL ESTATE ETF

Equities

$7.2M

269,415

0.7%

DFSE DIMENSNL EMG MRKT SUS CORE 1 ETF

Equities

$6.6M

156,151

0.7%

DFSI DFA INTL SUSTAINABILITY CORE 1 ETF

Equities

$6.4M

151,947

0.7%

DFAC DFA US CORE EQUITY 2 ETF

Equities

$6.4M

164,243

0.7%

AVGO BROADCOM INC

Equities

$6.1M

19,763

0.6%

VTI VANGUARD TOTAL STK MKT ETF

Equities

$6.0M

18,687

0.6%

EAGG ISHARES ESG US AGGREGATE BOND ETF

Equities

$5.5M

116,374

0.6%

DIHP DIMENSIONAL INTERNATIONAL HIGH PBLY ETF

Equities

$5.5M

169,375

0.6%

GOOG ALPHABET INC CLASS C

Equities

$5.4M

18,910

0.6%

ICSH ISHARES ULTRA SHORT-TERM BOND ETF

Equities

$5.4M

106,856

0.6%

EFV ISHARES MSCI EAFE VALUE INDEX

Equities

$5.3M

71,547

0.5%

NVDA NVIDIA CORP

Equities

$4.8M

27,369

0.5%

DFAX DFA WORLD EX US CORE ETF

Equities

$4.6M

134,097

0.5%

BSV VANGUARD SHORT-TERM BOND ETF

Equities

$4.2M

53,182

0.4%

SCHA SCHWAB US SMALL CAP ETF

Equities

$4.1M

142,650

0.4%

CAT CATERPILLARINC

Equities

$4.1M

5,788

0.4%

BND VANGUARD TOTAL BOND MARKET ETF

Equities

$4.0M

54,839

0.4%

JPM JPMORGAN CHASE & CO

Equities

$3.8M

12,927

0.4%

RKLB ROCKET LAB USA INC

Equities

$3.8M

58,713

0.4%

SUB ISHARES SHORT-TERM NATIONAL MUNI BOND

Equities

$3.7M

34,499

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

39%前 6 大占比

IVV7.8%TDTF7.7%IJR6.5%LRCX5.8%VIG5.6%VEA5.5%