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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 : 2023-12-31
  Total Value : $712,815,000
  Total Value Change : $124,876,000
  Securities Held Change : 11
   
All Securities Held : 199
  New Positions : 14
  Closed Positions : 6
  Increased Positions : 86
  Unchanged Positions : 23
  Decreased Positions : 76

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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
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 39 New $71.99 $2,980,000 40,523 0.42% 2,980,000 40,523 0.005    Closed - End Fund - E...
   (EAGG)1 Year Chart         EAGG Ishares Esg Us Aggregate Bo... 95 New $46.60 $671,000 14,059 0.09% 671,000 14,059 0.006    N/A
   (JMSI)1 Year Chart         JMSI JPMorgan Sustainable Munici... New $0.00 $562,000 11,122 0.08% 562,000 11,122 0.124    N/A
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 148 New $162.62 $321,000 2,176 0.05% 321,000 2,176 0.018    Semiconductor- Broad...
   (NFLX)1 Year Chart         NFLX Netflix Inc 163 New $610.52 $264,000 543 0.04% 264,000 543 0    Music & Video Stores
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc 167 New $316.78 $256,000 867 0.04% 256,000 867 0    Networking & Communic...
   (UNP)1 Year Chart         UNP Union Pacific Corp 172 New $245.90 $243,000 990 0.03% 243,000 990 0    Railroads
   (MMM)1 Year Chart         MMM 3M Co 182 New $104.86 $218,000 1,997 0.03% 218,000 1,997 0    Conglomerates
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 184 New $214.03 $215,000 1,329 0.03% 215,000 1,329 0    Semiconductor Equipme...
   (XLF)1 Year Chart         XLF SPDR Financial Sector 186 New $42.18 $213,000 5,655 0.03% 213,000 5,655 0    Closed - End Fund - E...
   (KLAC)1 Year Chart         KLAC KLA-Tencor Corp 188 New $749.48 $208,000 358 0.03% 208,000 358 0    Semiconductor Equipme...
   (KBH)1 Year Chart         KBH KB Home 189 New $72.77 $207,000 3,310 0.03% 207,000 3,310 0.005    Residential Construct...
   (OEF)1 Year Chart         OEF iShares S&P 100 Index 192 New $252.10 $201,000 900 0.03% 201,000 900 0.002    Closed - End Fund - E...
   (BX)1 Year Chart         BX Blackstone Group LP 193 New $120.62 $200,000 1,528 0.03% 200,000 1,528 0    Asset Management
      14 Records Found
  1    
Page 1 of 1
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