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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  Closed 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
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 211 Closed $60.31 $0 0 0% -227,000 -819 0    Closed - End Fund - E...
   (MMM)1 Year Chart         MMM 3M Co 213 Closed $105.26 $0 0 0% -218,000 -1,997 0    Conglomerates
   (SBUX)1 Year Chart         SBUX Starbucks Corp 212 Closed $77.85 $0 0 0% -253,000 -2,631 0    Specialty Eateries

      3 Records Found
  1    
Page 1 of 1
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