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  Name: Wealth Architects LLC
  City: MOUNTAIN VIEW
  State: CA
  Zip: 94040
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $758,826,000
  Total Value Change : $46,011,000
  Securities Held Change : 11
   
All Securities Held : 210
  New Positions : 14
  Closed Positions : 3
  Increased Positions : 69
  Unchanged Positions : 30
  Decreased Positions : 97

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Holdings Found : 14     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (DSI)1 Year Chart         DSI iShares KLD 400 Social Index 153 New $102.52 $322,000 3,192 0.04% 322,000 3,192 0.002    Closed - End Fund - E...
   (QUAD)1 Year Chart         QUAD Quad/Graphics, Inc. 170 New $5.02 $267,000 50,205 0.04% 267,000 50,205 0    Business Services
   (PGR)1 Year Chart         PGR Progressive Corp 180 New $212.61 $241,000 1,165 0.03% 241,000 1,165 0.024    Property & Casualty I...
   (IWO)1 Year Chart         IWO iShares Russell 2000 Growth 184 New $264.49 $235,000 866 0.03% 235,000 866 0.002    Closed - End Fund - E...
   (GTLB)1 Year Chart         GTLB Gitlab Inc. 190 New $44.89 $222,000 3,808 0.03% 222,000 3,808 0.004    N/A
   (LRCX)1 Year Chart         LRCX Lam Research Corp 192 New $971.72 $221,000 227 0.03% 221,000 227 0    Semiconductor Equipme...
   (GWW)1 Year Chart         GWW WW Grainger Inc 194 New $890.27 $214,000 210 0.03% 214,000 210 0    Electronics Wholesale
   (FDX)1 Year Chart         FDX Fedex Corp 196 New $248.05 $212,000 732 0.03% 212,000 732 0    AirDelivery & Freight...
   (XLG)1 Year Chart         XLG Invesco S&P 500 Top 50 ETF 197 New $44.33 $209,000 4,960 0.03% 209,000 4,960 0.006    Closed - End Fund - E...
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 199 New $551.45 $203,000 386 0.03% 203,000 386 0    Closed - End Fund - E...
   (AJG)1 Year Chart         AJG Arthur J Gallagher & Co 198 New $253.09 $203,000 810 0.03% 203,000 810 0    Insurance Brokers
   (AFL)1 Year Chart         AFL AFLAC Inc 201 New $88.38 $200,000 2,331 0.03% 200,000 2,331 0    Life & Health Insurance
   (PACB)1 Year Chart         PACB Pacific Biosciences Of Cali... 202 New $2.04 $197,000 52,443 0.03% 197,000 52,443 0.017    Biotechnology
   (REI)1 Year Chart         REI Ring Energy, Inc. 209 New $1.69 $44,000 22,464 0.01% 44,000 22,464 0.013    Oil & Gas Drilling & ...
      14 Records Found
  1    
Page 1 of 1
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