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Name: |
Wealth Architects LLC |
City: |
MOUNTAIN VIEW |
State: |
CA |
Zip: |
94040 |
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data |
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Holdings
Found :
14 |
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New Positions |
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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 |
Vanguard Total Bond Market ETF |
39 |
New |
$72.11 |
$2,980,000 |
40,523 |
0.42% |
2,980,000 |
40,523 |
0.005 |
Closed - End Fund - E... |
|
EAGG |
Ishares Esg Us Aggregate Bo... |
95 |
New |
$46.67 |
$671,000 |
14,059 |
0.09% |
671,000 |
14,059 |
0.006 |
N/A |
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JMSI |
JPMorgan Sustainable Munici... |
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New |
$0.00 |
$562,000 |
11,122 |
0.08% |
562,000 |
11,122 |
0.124 |
N/A |
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AMD |
Advanced Micro Devices Inc |
148 |
New |
$159.67 |
$321,000 |
2,176 |
0.05% |
321,000 |
2,176 |
0.018 |
Semiconductor- Broad... |
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NFLX |
Netflix Inc |
163 |
New |
$613.52 |
$264,000 |
543 |
0.04% |
264,000 |
543 |
0 |
Music & Video Stores |
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PANW |
Palo Alto Networks Inc |
167 |
New |
$312.32 |
$256,000 |
867 |
0.04% |
256,000 |
867 |
0 |
Networking & Communic... |
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UNP |
Union Pacific Corp |
172 |
New |
$246.54 |
$243,000 |
990 |
0.03% |
243,000 |
990 |
0 |
Railroads |
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MMM |
3M Co |
182 |
New |
$101.24 |
$218,000 |
1,997 |
0.03% |
218,000 |
1,997 |
0 |
Conglomerates |
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AMAT |
Applied Materials Inc |
184 |
New |
$217.49 |
$215,000 |
1,329 |
0.03% |
215,000 |
1,329 |
0 |
Semiconductor Equipme... |
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XLF |
SPDR Financial Sector |
186 |
New |
$42.18 |
$213,000 |
5,655 |
0.03% |
213,000 |
5,655 |
0 |
Closed - End Fund - E... |
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KLAC |
KLA-Tencor Corp |
188 |
New |
$759.72 |
$208,000 |
358 |
0.03% |
208,000 |
358 |
0 |
Semiconductor Equipme... |
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KBH |
KB Home |
189 |
New |
$74.34 |
$207,000 |
3,310 |
0.03% |
207,000 |
3,310 |
0.005 |
Residential Construct... |
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OEF |
iShares S&P 100 Index |
192 |
New |
$252.61 |
$201,000 |
900 |
0.03% |
201,000 |
900 |
0.002 |
Closed - End Fund - E... |
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BX |
Blackstone Group LP |
193 |
New |
$120.62 |
$200,000 |
1,528 |
0.03% |
200,000 |
1,528 |
0 |
Asset Management |
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