Wealth Architects
Latest statistics and disclosures from Wealth Architects's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, TDTF, IJR, VEA, VIG, and represent 32.92% of Wealth Architects's stock portfolio.
- Added to shares of these 10 stocks: TDTF, VTI, DFLV, DFIV, GII, AVUV, ICSH, SPY, IJR, AVDV.
- Started 14 new stock positions in XLG, GTLB, PGR, LRCX, QUAD, PACB, AFL, IWO, GWW, AJG. DSI, REI, FDX, VGT.
- Reduced shares in these 10 stocks: MSFT (-$12M), VIG, VTV, AVLV, IVV, TSLA, AAPL, VV, IBM, SNOW.
- Sold out of its positions in IJH, SBUX, MMM.
- Wealth Architects was a net buyer of stock by $3.6M.
- Wealth Architects has $759M in assets under management (AUM), dropping by 6.45%.
- Central Index Key (CIK): 0001611518
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Portfolio Holdings for Wealth Architects
Wealth Architects holds 210 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 8.7 | $66M | 126k | 525.73 |
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| Flexshares Tr Iboxx 5yr Trgt (TDTF) | 6.8 | $52M | +8% | 2.2M | 23.65 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 6.2 | $47M | 426k | 110.52 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 5.6 | $43M | 847k | 50.17 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 5.6 | $42M | 231k | 182.61 |
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| Spdr Index Shs Fds S&p Gblinf Etf (GII) | 4.1 | $31M | +5% | 568k | 54.15 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 3.9 | $30M | 728k | 40.90 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 3.4 | $26M | 133k | 191.88 |
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| Vanguard Index Fds Value Etf (VTV) | 3.3 | $25M | -2% | 156k | 162.86 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 3.1 | $23M | +6% | 636k | 36.75 |
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| Apple (AAPL) | 2.8 | $22M | -2% | 125k | 171.48 |
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| Vanguard Index Fds Large Cap Etf (VV) | 2.4 | $18M | -2% | 75k | 239.76 |
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| Ishares Tr Core Msci Eafe (IEFA) | 2.4 | $18M | 242k | 74.22 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 2.3 | $18M | +3% | 160k | 110.50 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 2.0 | $15M | +8% | 158k | 93.71 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.9 | $15M | +7% | 28k | 523.07 |
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| Vanguard Index Fds Small Cp Etf (VB) | 1.9 | $14M | 62k | 228.59 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 1.6 | $12M | 193k | 63.33 |
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| Dimensional Etf Trust Us Large Cap Val (DFLV) | 1.5 | $11M | +19% | 380k | 29.99 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $11M | 27k | 420.52 |
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| Meta Platforms Cl A (META) | 1.4 | $11M | 22k | 485.58 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 1.4 | $11M | 104k | 102.76 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 1.2 | $9.3M | +10% | 141k | 65.86 |
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| Microsoft Corporation (MSFT) | 1.0 | $7.4M | -61% | 18k | 420.73 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.9 | $6.8M | 174k | 39.02 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.8 | $6.2M | 154k | 40.27 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.7 | $5.7M | 71k | 79.91 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $5.2M | +103% | 20k | 259.89 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.6 | $4.8M | -2% | 89k | 54.40 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.5 | $3.9M | 123k | 31.95 |
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| Amazon (AMZN) | 0.5 | $3.7M | 21k | 180.38 |
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| Dimensional Etf Trust Global Real Est (DFGR) | 0.5 | $3.6M | +22% | 143k | 25.53 |
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| Broadcom (AVGO) | 0.5 | $3.5M | +4% | 2.7k | 1325.41 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.5 | $3.5M | +2% | 45k | 76.67 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.4 | $3.4M | 29k | 114.96 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.4 | $3.3M | 67k | 49.24 |
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| Flexshares Tr Stoxx Globr Inf (NFRA) | 0.4 | $3.2M | -4% | 58k | 54.59 |
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| Proshares Tr DJ BRKFLD GLB (TOLZ) | 0.4 | $3.1M | 67k | 45.93 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $3.0M | +3% | 42k | 72.63 |
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| NVIDIA Corporation (NVDA) | 0.4 | $2.9M | -5% | 3.3k | 903.56 |
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| UnitedHealth (UNH) | 0.4 | $2.8M | -9% | 5.6k | 494.74 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.4 | $2.7M | 108k | 25.44 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.4 | $2.7M | +3% | 26k | 104.73 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.5M | 17k | 152.26 |
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| Wisdomtree Tr Intl Smcap Div (DLS) | 0.3 | $2.4M | 37k | 65.21 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.3 | $2.4M | 15k | 158.81 |
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| Snowflake Cl A (SNOW) | 0.3 | $2.1M | -13% | 13k | 161.60 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $2.1M | -4% | 11k | 200.29 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.3 | $2.0M | 42k | 47.62 |
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| Ishares Tr Blackrock Ultra (ICSH) | 0.3 | $2.0M | +116% | 39k | 50.56 |
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| Home Depot (HD) | 0.3 | $2.0M | 5.1k | 383.57 |
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| Merck & Co (MRK) | 0.3 | $1.9M | 15k | 131.95 |
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| Dimensional Etf Trust Emerging Markets (DFSE) | 0.3 | $1.9M | +17% | 60k | 32.20 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.9M | -2% | 13k | 150.93 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $1.8M | 5.9k | 300.08 |
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| Anthem (ELV) | 0.2 | $1.6M | 3.1k | 518.54 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.6M | 14k | 116.24 |
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| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.2 | $1.4M | +5% | 42k | 34.41 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.2 | $1.4M | +112% | 30k | 47.06 |
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| Intel Corporation (INTC) | 0.2 | $1.4M | 32k | 44.17 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.3M | +2% | 8.5k | 158.19 |
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| Tesla Motors (TSLA) | 0.2 | $1.3M | -31% | 7.6k | 175.79 |
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| Procter & Gamble Company (PG) | 0.2 | $1.3M | 8.1k | 162.25 |
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| Caterpillar (CAT) | 0.2 | $1.3M | 3.5k | 366.42 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $1.3M | 56k | 23.01 |
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| McGrath Rent (MGRC) | 0.2 | $1.3M | 10k | 123.37 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.2M | +2% | 2.8k | 444.06 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $1.2M | -12% | 20k | 61.05 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.2 | $1.2M | 33k | 35.80 |
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| Bank of America Corporation (BAC) | 0.1 | $1.1M | 30k | 37.92 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $1.1M | +219% | 18k | 60.30 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $1.1M | 34k | 32.23 |
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| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.1 | $1.1M | 12k | 88.42 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.0M | -2% | 4.1k | 249.84 |
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| Flexshares Tr Mstar Emkt Fac (TLTE) | 0.1 | $1.0M | -8% | 20k | 51.33 |
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| Costco Wholesale Corporation (COST) | 0.1 | $974k | -5% | 1.3k | 732.63 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $971k | -3% | 1.7k | 581.37 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $899k | 3.1k | 288.03 |
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| Eli Lilly & Co. (LLY) | 0.1 | $897k | +4% | 1.2k | 778.06 |
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| Molina Healthcare (MOH) | 0.1 | $894k | 2.2k | 410.83 |
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| Visa Com Cl A (V) | 0.1 | $891k | -5% | 3.2k | 279.12 |
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| Abbvie (ABBV) | 0.1 | $890k | +5% | 4.9k | 182.10 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $878k | 2.6k | 337.05 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.1 | $853k | -42% | 13k | 64.26 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $852k | 7.7k | 110.13 |
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| Dimensional Etf Trust International (DFSI) | 0.1 | $830k | +3% | 25k | 33.67 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $823k | 2.1k | 399.09 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $815k | -2% | 8.8k | 92.72 |
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| Automatic Data Processing (ADP) | 0.1 | $791k | 3.2k | 249.73 |
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| Intuit (INTU) | 0.1 | $785k | 1.2k | 650.00 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $775k | 2.3k | 344.20 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $772k | 3.7k | 210.27 |
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| Cisco Systems (CSCO) | 0.1 | $766k | 15k | 49.91 |
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| Pepsi (PEP) | 0.1 | $750k | -8% | 4.3k | 175.03 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $743k | 1.5k | 480.74 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $742k | 4.4k | 169.37 |
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| Proshares Tr Ultrapro Qqq (TQQQ) | 0.1 | $725k | -4% | 12k | 61.56 |
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| International Business Machines (IBM) | 0.1 | $722k | -33% | 3.8k | 190.96 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $709k | -5% | 1.5k | 481.56 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $620k | 4.6k | 136.05 |
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| Advanced Micro Devices (AMD) | 0.1 | $615k | +56% | 3.4k | 180.49 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $613k | 1.1k | 556.39 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $611k | 10k | 58.65 |
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| Marvell Technology (MRVL) | 0.1 | $596k | 8.4k | 70.88 |
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| Abbott Laboratories (ABT) | 0.1 | $593k | -3% | 5.2k | 113.66 |
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| Amgen (AMGN) | 0.1 | $576k | -6% | 2.0k | 284.34 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $564k | -2% | 14k | 41.77 |
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| Philip Morris International (PM) | 0.1 | $564k | 6.2k | 91.62 |
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| J P Morgan Exchange Traded F Sustainable Muni (JMSI) | 0.1 | $560k | 11k | 50.39 |
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| Walt Disney Company (DIS) | 0.1 | $555k | 4.5k | 122.36 |
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| Consolidated Edison (ED) | 0.1 | $550k | 6.1k | 90.81 |
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| Flexshares Tr M Star Dev Mkt (TLTD) | 0.1 | $550k | -17% | 7.7k | 71.66 |
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| Verizon Communications (VZ) | 0.1 | $531k | 13k | 41.96 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $531k | +3% | 5.4k | 97.53 |
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| American Express Company (AXP) | 0.1 | $511k | 2.2k | 227.70 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $511k | -8% | 1.0k | 504.78 |
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| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.1 | $509k | 16k | 31.07 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $506k | +6% | 1.5k | 346.63 |
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| Shopify Cl A (SHOP) | 0.1 | $494k | 6.4k | 77.17 |
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| Oracle Corporation (ORCL) | 0.1 | $487k | 3.9k | 125.61 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $481k | 2.7k | 175.25 |
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| Wells Fargo & Company (WFC) | 0.1 | $480k | 8.3k | 57.96 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $474k | 2.9k | 164.94 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $470k | 6.0k | 78.64 |
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| Altria (MO) | 0.1 | $467k | 11k | 43.62 |
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| Chevron Corporation (CVX) | 0.1 | $463k | 2.9k | 157.75 |
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| McDonald's Corporation (MCD) | 0.1 | $450k | 1.6k | 281.96 |
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| American Water Works (AWK) | 0.1 | $432k | 3.5k | 122.21 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $432k | 5.4k | 79.85 |
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| Air Products & Chemicals (APD) | 0.1 | $425k | -2% | 1.8k | 242.27 |
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| Wec Energy Group (WEC) | 0.1 | $421k | 5.1k | 82.12 |
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| Target Corporation (TGT) | 0.1 | $420k | 2.4k | 177.24 |
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| Eaton Corp SHS (ETN) | 0.1 | $406k | 1.3k | 312.68 |
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| Coca-Cola Company (KO) | 0.1 | $404k | -2% | 6.6k | 61.18 |
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| Wal-Mart Stores (WMT) | 0.1 | $401k | +168% | 6.7k | 60.17 |
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| General Electric Com New (GE) | 0.1 | $396k | 2.3k | 175.53 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $394k | -16% | 4.6k | 86.48 |
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| Pfizer (PFE) | 0.1 | $384k | 14k | 27.75 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $374k | -7% | 2.9k | 128.39 |
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| Nike CL B (NKE) | 0.0 | $373k | -5% | 4.0k | 93.98 |
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| Waste Management (WM) | 0.0 | $373k | -9% | 1.8k | 213.15 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $370k | +6% | 8.5k | 43.35 |
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| salesforce (CRM) | 0.0 | $369k | -5% | 1.2k | 301.20 |
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| Qualcomm (QCOM) | 0.0 | $365k | 2.2k | 169.33 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $363k | -5% | 1.8k | 201.50 |
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| Cadence Design Systems (CDNS) | 0.0 | $362k | -2% | 1.2k | 311.28 |
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| Imperial Oil Com New (IMO) | 0.0 | $362k | -8% | 5.2k | 69.13 |
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| Netflix (NFLX) | 0.0 | $349k | +5% | 574.00 | 607.18 |
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| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $346k | 12k | 28.60 |
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| Bristol Myers Squibb (BMY) | 0.0 | $346k | -2% | 6.4k | 54.23 |
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| Flexshares Tr Mornstar Usmkt (TILT) | 0.0 | $346k | 1.7k | 198.42 |
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| CVS Caremark Corporation (CVS) | 0.0 | $340k | +2% | 4.3k | 79.76 |
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| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $322k | NEW | 3.2k | 100.81 |
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| First Solar (FSLR) | 0.0 | $316k | -4% | 1.9k | 168.80 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $312k | 1.7k | 179.07 |
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| Goldman Sachs Bdc SHS (GSBD) | 0.0 | $309k | 21k | 14.98 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $306k | 2.5k | 120.98 |
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| Comerica Incorporated (CMA) | 0.0 | $301k | 5.5k | 54.99 |
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| California Water Service (CWT) | 0.0 | $300k | -2% | 6.5k | 46.48 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $294k | 3.3k | 89.90 |
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| S&p Global (SPGI) | 0.0 | $288k | 677.00 | 425.45 |
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| Stellantis SHS (STLA) | 0.0 | $287k | -8% | 10k | 28.30 |
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| Nextera Energy (NEE) | 0.0 | $283k | +9% | 4.4k | 63.91 |
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| Edwards Lifesciences (EW) | 0.0 | $283k | 3.0k | 95.56 |
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| Loews Corporation (L) | 0.0 | $282k | 3.6k | 78.29 |
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| Palo Alto Networks (PANW) | 0.0 | $278k | +12% | 978.00 | 284.13 |
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| Travelers Companies (TRV) | 0.0 | $276k | 1.2k | 230.11 |
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| Applied Materials (AMAT) | 0.0 | $272k | 1.3k | 206.23 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $268k | 3.8k | 70.00 |
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| Quad / Graphics Com Cl A (QUAD) | 0.0 | $267k | NEW | 50k | 5.31 |
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| Stryker Corporation (SYK) | 0.0 | $262k | -2% | 733.00 | 357.87 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $258k | 7.2k | 35.84 |
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| Posco Holdings Sponsored Adr (PKX) | 0.0 | $250k | -8% | 3.2k | 78.42 |
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| Kla Corp Com New (KLAC) | 0.0 | $248k | 355.00 | 698.97 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $248k | 1.7k | 147.73 |
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| Union Pacific Corporation (UNP) | 0.0 | $243k | 986.00 | 245.93 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $242k | 3.9k | 62.06 |
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| American Tower Reit (AMT) | 0.0 | $242k | +2% | 1.2k | 197.59 |
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| Barclays Adr (BCS) | 0.0 | $242k | 26k | 9.45 |
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| Beazer Homes Usa Com New (BZH) | 0.0 | $241k | -8% | 7.4k | 32.80 |
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| Progressive Corporation (PGR) | 0.0 | $241k | NEW | 1.2k | 206.82 |
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| Baxter International (BAX) | 0.0 | $239k | 5.6k | 42.74 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $238k | 5.7k | 42.12 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $235k | NEW | 866.00 | 270.93 |
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| At&t (T) | 0.0 | $233k | 13k | 17.60 |
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| Teck Resources CL B (TECK) | 0.0 | $226k | 4.9k | 45.78 |
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| Honeywell International (HON) | 0.0 | $225k | -4% | 1.1k | 205.17 |
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| KB Home (KBH) | 0.0 | $223k | -4% | 3.2k | 70.88 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $223k | 900.00 | 247.41 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $222k | 489.00 | 454.87 |
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| Gitlab Class A Com (GTLB) | 0.0 | $222k | NEW | 3.8k | 58.32 |
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| Lam Research Corporation (LRCX) | 0.0 | $221k | NEW | 227.00 | 971.57 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $221k | 1.2k | 183.89 |
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| W.W. Grainger (GWW) | 0.0 | $214k | NEW | 210.00 | 1017.30 |
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| Atlassian Corporation Cl A (TEAM) | 0.0 | $214k | 1.1k | 195.11 |
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| FedEx Corporation (FDX) | 0.0 | $212k | NEW | 732.00 | 289.74 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $209k | NEW | 5.0k | 42.13 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $203k | NEW | 386.00 | 524.82 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $203k | NEW | 810.00 | 250.04 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $201k | 1.5k | 131.37 |
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| AFLAC Incorporated (AFL) | 0.0 | $200k | NEW | 2.3k | 85.86 |
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| Pacific Biosciences of California (PACB) | 0.0 | $197k | NEW | 52k | 3.75 |
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| Cto Realty Growth (CTO) | 0.0 | $193k | 11k | 16.95 |
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| Companhia Paranaense De Ener Spon Ads (ELP) | 0.0 | $190k | 25k | 7.72 |
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| Marqeta Class A Com (MQ) | 0.0 | $168k | -24% | 28k | 5.96 |
|
| Harmony Gold Mining Sponsored Adr (HMY) | 0.0 | $135k | 17k | 8.17 |
|
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $122k | 15k | 8.09 |
|
|
| Finvolution Group Sponsored Ads (FINV) | 0.0 | $97k | -9% | 19k | 5.04 |
|
| Ring Energy (REI) | 0.0 | $44k | NEW | 23k | 1.96 |
|
| Atara Biotherapeutics (ATRA) | 0.0 | $9.2k | 13k | 0.69 |
|
Past Filings by Wealth Architects
SEC 13F filings are viewable for Wealth Architects going back to 2014
- Wealth Architects 2024 Q1 filed May 13, 2024
- Wealth Architects 2023 Q4 filed Feb. 14, 2024
- Wealth Architects 2023 Q3 filed Nov. 9, 2023
- Wealth Architects 2023 Q2 filed Aug. 2, 2023
- Wealth Architects 2023 Q1 filed April 21, 2023
- Wealth Architects 2022 Q4 filed Feb. 10, 2023
- Wealth Architects 2022 Q3 filed Oct. 24, 2022
- Wealth Architects 2022 Q2 filed July 29, 2022
- Wealth Architects 2022 Q1 filed May 17, 2022
- Wealth Architects 2021 Q4 filed Jan. 19, 2022
- Wealth Architects 2021 Q3 filed Nov. 9, 2021
- Wealth Architects 2021 Q2 filed Aug. 9, 2021
- Wealth Architects 2021 Q1 filed April 29, 2021
- Wealth Architects 2020 Q4 filed Jan. 28, 2021
- Wealth Architects 2020 Q3 filed Nov. 9, 2020
- Wealth Architects 2020 Q2 filed Aug. 14, 2020