The Analysis of Wealth Architects, LLC's Holdings & P&L


Currently, Wealth Architects, LLC holds 244 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in DIHP (+169.4K shares, valued at $5.5M), TDTF (+124.3K shares, valued at $3.0M), VIG (+6.0K shares, valued at $1.3M); decreased their positions in VEA (-90.0K shares, valued at $5.8M), AAPL (-10.0K shares, valued at $2.5M), N/A (-3.3K shares, valued at $1.6M); initiated new positions in DIHP (+169.4K shares, valued at $5.5M), BNDX (+14.4K shares, valued at $691.7K), FITB (+8.5K shares, valued at $395.9K).


1M P&L
+34.7M+3.15%
3M P&L
+33.1M+3.00%
HY P&L
+117.5M+11.52%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A860.3M
84.4%
2Consumer Electronics44.6M
4.4%
3Software - Infrastructure15.6M
1.5%

Top Industries by Stock Count

1N/A95 stocks
43.6%
2Semiconductors10 stocks
4.6%
3Software - Application8 stocks
3.7%
Stock Holdings
IVV
ISHARES CORE S&P 500 ETF
0.40%
Shares115.7K
Event2026-03-31
Filed2026-05-15
TDTF
FLEXSHARES IBOXX 5YR TARGET DUR TIPS ETF
4.16%
Shares3.1M
Event2026-03-31
Filed2026-05-15
IJR
ISHARES CORE S&P SMALL CAP ETF
1.90%
Shares506.0K
Event2026-03-31
Filed2026-05-15
LAM RESEARCH CORP
LAM RESEARCH CORP
-0.01%
Shares263.2K
Event2026-03-31
Filed2026-05-15
VIG
VANGUARD DIVIDEND APPRECIATION ETF
2.45%
Shares251.3K
Event2026-03-31
Filed2026-05-15
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-9.72%
Shares835.6K
Event2026-03-31
Filed2026-05-15
GII
SPDR S&P GLOBAL INFRASTRUCTURE ETF
1.27%
Shares652.7K
Event2026-03-31
Filed2026-05-15
AAPL
APPLE INC
-6.10%
Shares154.1K
Event2026-03-31
Filed2026-05-15
DFIV
DFA INTERNATIONAL VALUE ETF
-1.04%
Shares725.9K
Event2026-03-31
Filed2026-05-15
DFUV
DFA TAX-MANAGED US MARKETWIDE VALUE II
-1.48%
Shares700.3K
Event2026-03-31
Filed2026-05-15
VTV
VANGUARD VALUE ETF
-2.24%
Shares146.3K
Event2026-03-31
Filed2026-05-15
VBR
VANGUARD SMALL CAP VALUE ETF
-0.91%
Shares131.7K
Event2026-03-31
Filed2026-05-15
DFLV
DIMENSIONAL US LARGE CAP VALUE ETF
5.35%
Shares696.8K
Event2026-03-31
Filed2026-05-15
AVUV
AVANTIS US SMALL CAP VALUE ETF
0.23%
Shares223.6K
Event2026-03-31
Filed2026-05-15
VT
VANGUARD TOTAL WORLD STOCK INDEX
1.84%
Shares169.4K
Event2026-03-31
Filed2026-05-15
IEFA
ISHARES CORE MSCI EAFE
-2.48%
Shares226.1K
Event2026-03-31
Filed2026-05-15
AVDV
AVANTIS INTERNATNL SML CP VL ETF
-0.61%
Shares198.4K
Event2026-03-31
Filed2026-05-15
VV
VANGUARD LARGE-CAP ETF
-3.53%
Shares64.4K
Event2026-03-31
Filed2026-05-15
SPY
SPDR S&P 500 ETF TRUST
1.58%
Shares27.3K
Event2026-03-31
Filed2026-05-15
VB
VANGUARD SMALL-CAP ETF
-2.36%
Shares60.6K
Event2026-03-31
Filed2026-05-15
SCZ
ISHARES MSCI EAFE SMALL CAP INDEX
-2.72%
Shares175.1K
Event2026-03-31
Filed2026-05-15
ESML
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
1.16%
Shares283.1K
Event2026-03-31
Filed2026-05-15
IJS
ISHARES S&P SMALLCAP600 VALUE INDEX
-0.21%
Shares110.1K
Event2026-03-31
Filed2026-05-15
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
1.37%
Shares131.1K
Event2026-03-31
Filed2026-05-15
DFSU
DFA US SUSTAINABILITY CORE 1 ETF
-0.86%
Shares267.1K
Event2026-03-31
Filed2026-05-15
BERKSHIRE HATHAWAY INCDEL CL B
BERKSHIRE HATHAWAY INCDEL CL B
-13.27%
Shares21.3K
Event2026-03-31
Filed2026-05-15
ESGU
ISHARES ESG MSCI USA ETF
6.06%
Shares69.8K
Event2026-03-31
Filed2026-05-15
META
META PLATFORMS INC CLASS A
0.23%
Shares15.3K
Event2026-03-31
Filed2026-05-15
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-0.28%
Shares334.2K
Event2026-03-31
Filed2026-05-15
MSFT
MICROSOFT CORP
0.22%
Shares20.6K
Event2026-03-31
Filed2026-05-15
DFGR
DIMENSIONL GLOBAL REAL ESTATE ETF
4.10%
Shares269.4K
Event2026-03-31
Filed2026-05-15
DFSE
DIMENSNL EMG MRKT SUS CORE 1 ETF
-1.03%
Shares156.2K
Event2026-03-31
Filed2026-05-15
DFSI
DFA INTL SUSTAINABILITY CORE 1 ETF
-2.12%
Shares151.9K
Event2026-03-31
Filed2026-05-15
DFAC
DFA US CORE EQUITY 2 ETF
6.76%
Shares164.2K
Event2026-03-31
Filed2026-05-15
BROADCOM INC
BROADCOM INC
1.72%
Shares19.8K
Event2026-03-31
Filed2026-05-15
VTI
VANGUARD TOTAL STK MKT ETF
0.09%
Shares18.7K
Event2026-03-31
Filed2026-05-15
EAGG
ISHARES ESG US AGGREGATE BOND ETF
12.51%
Shares116.4K
Event2026-03-31
Filed2026-05-15
DIHP
DIMENSIONAL INTERNATIONAL HIGH PBLY ETF
New
Shares169.4K
Event2026-03-31
Filed2026-05-15
ALPHABET INC CLASS C
ALPHABET INC CLASS C
4.78%
Shares18.9K
Event2026-03-31
Filed2026-05-15
ICSH
ISHARES ULTRA SHORT-TERM BOND ETF
9.73%
Shares106.9K
Event2026-03-31
Filed2026-05-15
EFV
ISHARES MSCI EAFE VALUE INDEX
-9.90%
Shares71.5K
Event2026-03-31
Filed2026-05-15
NVDA
NVIDIA CORP
-9.74%
Shares27.4K
Event2026-03-31
Filed2026-05-15
DFAX
DFA WORLD EX US CORE ETF
-2.12%
Shares134.1K
Event2026-03-31
Filed2026-05-15
BSV
VANGUARD SHORT-TERM BOND ETF
-0.53%
Shares53.2K
Event2026-03-31
Filed2026-05-15
SCHA
SCHWAB US SMALL CAP ETF
-0.47%
Shares142.7K
Event2026-03-31
Filed2026-05-15
CAT
CATERPILLARINC
-1.58%
Shares5.8K
Event2026-03-31
Filed2026-05-15
BND
VANGUARD TOTAL BOND MARKET ETF
-2.24%
Shares54.8K
Event2026-03-31
Filed2026-05-15
JPM
JPMORGAN CHASE & CO
-1.38%
Shares12.9K
Event2026-03-31
Filed2026-05-15
ROCKET LAB USA INC
ROCKET LAB USA INC
-2.53%
Shares58.7K
Event2026-03-31
Filed2026-05-15
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND
2.22%
Shares34.5K
Event2026-03-31
Filed2026-05-15
AMZN
AMAZON.COM INC
1.00%
Shares17.6K
Event2026-03-31
Filed2026-05-15
PLTR
PALANTIR TECHNOLOGIES INC ORDINARY SHARES - CLASS
0.30%
Shares24.4K
Event2026-03-31
Filed2026-05-15
TOLZ
PROSHARES DJ BROOKFIELD GLOBAL INFRA
-4.46%
Shares56.4K
Event2026-03-31
Filed2026-05-15
VANGUARD S&P 500 ETF
VANGUARD S&P 500 ETF
3.99%
Shares5.6K
Event2026-03-31
Filed2026-05-15
ALPHABET INC CLASS A
ALPHABET INC CLASS A
-0.37%
Shares10.3K
Event2026-03-31
Filed2026-05-15
NFRA
FLEXSHARES STOXX GLOBAL BROAD INFRAS ETF
-12.80%
Shares44.9K
Event2026-03-31
Filed2026-05-15
XOM
EXXON MOBIL CORP
-0.34%
Shares16.6K
Event2026-03-31
Filed2026-05-15
IWN
ISHARES TR RUSSELL2000 VALUE INDEXFD
0.00%
Shares14.9K
Event2026-03-31
Filed2026-05-15
LLY
ELI LILLY AND CO
2.89%
Shares2.9K
Event2026-03-31
Filed2026-05-15
DLS
WISDOMTREE INTERNATIONAL SMALL CAP DIV ETF
-6.78%
Shares32.3K
Event2026-03-31
Filed2026-05-15
IGF
ISHARES S&P GLOBAL INFRASTRUCTURE INDEX
-0.91%
Shares38.3K
Event2026-03-31
Filed2026-05-15
WMT
WAL-MART STORES INC
2.59%
Shares19.3K
Event2026-03-31
Filed2026-05-15
TSLA
TESLA MOTORS INC
-0.14%
Shares5.8K
Event2026-03-31
Filed2026-05-15
SGOV
ISHARES 0 TO 3 MNTH TREASURY BND ETF
-6.71%
Shares20.5K
Event2026-03-31
Filed2026-05-15
HD
HOME DEPOT INC
-1.94%
Shares6.1K
Event2026-03-31
Filed2026-05-15
IWV
ISHARES RUSSELL 3000 INDEX FD
0.00%
Shares5.4K
Event2026-03-31
Filed2026-05-15
JNJ
JOHNSON & JOHNSON
1.75%
Shares8.0K
Event2026-03-31
Filed2026-05-15
PG
PROCTER & GAMBLE CO
1.31%
Shares13.5K
Event2026-03-31
Filed2026-05-15
IWM
ISHARES TR RUSSELL 2000INDEX FD
1.03%
Shares7.6K
Event2026-03-31
Filed2026-05-15
CSCO
CISCO SYS INC
-0.01%
Shares22.8K
Event2026-03-31
Filed2026-05-15
MERCK AND CO INC NEW
MERCK AND CO INC NEW
-0.08%
Shares13.4K
Event2026-03-31
Filed2026-05-15
RTX
RAYTHEON TECHNOLOGIES ORD
-1.48%
Shares8.3K
Event2026-03-31
Filed2026-05-15
XLK
TECHNOLOGY SELECT SECTOR SPDR ETF
-7.88%
Shares11.8K
Event2026-03-31
Filed2026-05-15
ESGE
ISHARES ESG MSCI EM ETF
-0.30%
Shares33.9K
Event2026-03-31
Filed2026-05-15
UNH
UNITEDHEALTH GROUP
6.75%
Shares5.6K
Event2026-03-31
Filed2026-05-15
SCHB
SCHWAB US BROAD MARKET ETF
2.90%
Shares58.6K
Event2026-03-31
Filed2026-05-15
POWERSHARES QQQ TRUST SERIES 1
POWERSHARES QQQ TRUST SERIES 1
2.82%
Shares2.5K
Event2026-03-31
Filed2026-05-15
BAC
BANK OF AMERICA CORP
0.76%
Shares29.6K
Event2026-03-31
Filed2026-05-15
BRK.A
Berkshire Hathaway Inc A
0.00%
Shares2
Event2026-03-31
Filed2026-05-15
SCHC
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF
-1.13%
Shares29.6K
Event2026-03-31
Filed2026-05-15
WELL
WELLTOWER INC
0.09%
Shares6.9K
Event2026-03-31
Filed2026-05-15
KLAC
KLA-TENCOR CORP FRMLY KLA INSTRUMENT CORP
-2.36%
Shares910
Event2026-03-31
Filed2026-05-15
INTC
INTEL CORP
0.49%
Shares29.0K
Event2026-03-31
Filed2026-05-15
COST
COSTCO WHOLESALE CORP
0.23%
Shares1.3K
Event2026-03-31
Filed2026-05-15
PM
PHILLIP MORRIS INTL INC
0.20%
Shares7.7K
Event2026-03-31
Filed2026-05-15
VIOV
VANGUARD S&P SMALL-CAP 600 VALUE INDEX ETF
0.00%
Shares12.1K
Event2026-03-31
Filed2026-05-15
CVX
CHEVRON CORP NEW
1.32%
Shares5.7K
Event2026-03-31
Filed2026-05-15
AMAT
APPLIED MATERIALS INC
-0.86%
Shares3.4K
Event2026-03-31
Filed2026-05-15
SNOW
SNOWFLAKE CL A ORD
1.79%
Shares7.6K
Event2026-03-31
Filed2026-05-15
VO
VANGUARD MID CAP ETF
0.55%
Shares4.0K
Event2026-03-31
Filed2026-05-15
WEC ENERGY GROUP
WEC ENERGY GROUP
0.00%
Shares9.7K
Event2026-03-31
Filed2026-05-15
ABBV
ABBVIE INC
12.64%
Shares5.1K
Event2026-03-31
Filed2026-05-15
IBM
INTL BUSINESS MACH
8.33%
Shares4.6K
Event2026-03-31
Filed2026-05-15
IWB
ISHARES TR RUSSELL 1000 INDEX FD
0.00%
Shares3.1K
Event2026-03-31
Filed2026-05-15
JMSI
JPMORGAN SUSTAINABLE MUNI INCOME ETF
5.84%
Shares21.7K
Event2026-03-31
Filed2026-05-15
VEU
VANGUARD INTL EQUITY INDEXFD INC FTSE ALL-
0.00%
Shares14.2K
Event2026-03-31
Filed2026-05-15
VUG
VANGUARD GROWTH ETF
4.04%
Shares2.4K
Event2026-03-31
Filed2026-05-15
KMI
KINDER MORGAN INC
0.00%
Shares30.3K
Event2026-03-31
Filed2026-05-15
AMD
ADVANCED MICRO DEVICES INC
-43.79%
Shares4.9K
Event2026-03-31
Filed2026-05-15
AVLV
AVANTIS US LARGE CAP VALUE ETF
0.00%
Shares12.3K
Event2026-03-31
Filed2026-05-15
VXUS
VANGUARD TOTAL INTL STOCK ETF
0.00%
Shares12.6K
Event2026-03-31
Filed2026-05-15
MFC
MANULIFE FINL CORP ISIN#CA56501R1064 SEDOL
0.00%
Shares28.1K
Event2026-03-31
Filed2026-05-15
IWF
ISHARES TR RUSSELL 1000GROWTH INDEX FD
-0.04%
Shares2.2K
Event2026-03-31
Filed2026-05-15
SCHG
SCHWAB US LARGE-CAP GROWTH
8.12%
Shares32.4K
Event2026-03-31
Filed2026-05-15
ACWI
ISHARES ALL-COUNTRY WORLD INTERNATIONAL
0.00%
Shares6.8K
Event2026-03-31
Filed2026-05-15
TXN
TEXAS INSTRUMENTS INC
1.29%
Shares4.8K
Event2026-03-31
Filed2026-05-15
MCD
MCDONALDS CORP
0.07%
Shares3.0K
Event2026-03-31
Filed2026-05-15
MGRC
MCGRATH RENTCORP
0.00%
Shares8.4K
Event2026-03-31
Filed2026-05-15
TLTE
FLEXSHARES MSTAR EM FACTOR TILT ETF
-2.82%
Shares13.6K
Event2026-03-31
Filed2026-05-15
V
VISA, INC
-0.10%
Shares3.0K
Event2026-03-31
Filed2026-05-15
BLACKROCK, INC
BLACKROCK, INC
0.21%
Shares945
Event2026-03-31
Filed2026-05-15
BIL
SPDR BARCLAYS CAPITAL 1-3 MONTH T-BILL
56.75%
Shares9.9K
Event2026-03-31
Filed2026-05-15
ELV
ANTHEM INC
-1.29%
Shares3.1K
Event2026-03-31
Filed2026-05-15
MU
MICRONTECHNOLOGY
4.71%
Shares2.5K
Event2026-03-31
Filed2026-05-15
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
-1.30%
Shares2.4K
Event2026-03-31
Filed2026-05-15
ARROWHEAD PHARMACEUTICALS INC
ARROWHEAD PHARMACEUTICALS INC
-0.17%
Shares12.2K
Event2026-03-31
Filed2026-05-15
DFAI
DFA INT'L CORE EQUITY ETF
0.18%
Shares18.8K
Event2026-03-31
Filed2026-05-15
TQQQ
PROSHARES ULTRAPRO QQQ
-3.32%
Shares17.5K
Event2026-03-31
Filed2026-05-15
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-1.31%
Shares12.8K
Event2026-03-31
Filed2026-05-15
BNDX
VANGUARD TOTAL INTL BOND INDEX ETF
New
Shares14.4K
Event2026-03-31
Filed2026-05-15
MO
ALTRIA GROUP INC
-0.04%
Shares10.5K
Event2026-03-31
Filed2026-05-15
IEMG
ISHARES CORE MSCI EMERGING MARKETS
-0.20%
Shares9.7K
Event2026-03-31
Filed2026-05-15
VXF
VANGUARD EXTENDED MARKET IDX
-0.18%
Shares3.3K
Event2026-03-31
Filed2026-05-15
WFC
WELLS FARGO & CO NEW
-1.11%
Shares8.2K
Event2026-03-31
Filed2026-05-15
ED
CONSOLIDATED EDISON HLDG CO INC
-0.16%
Shares5.7K
Event2026-03-31
Filed2026-05-15
MA
MASTERCARD INC CL A
-1.31%
Shares1.3K
Event2026-03-31
Filed2026-05-15
AXP
AMERICANEXPRESS CO
-0.33%
Shares2.1K
Event2026-03-31
Filed2026-05-15
ADP
AUTOMATICDATA PROCESSING INC
-5.21%
Shares3.1K
Event2026-03-31
Filed2026-05-15
VZ
VERIZON COMMUNICATIONS
1.92%
Shares12.5K
Event2026-03-31
Filed2026-05-15
GUGGENHEIM S&P 500 EQUAL WEIGHT INDEX FUND
GUGGENHEIM S&P 500 EQUAL WEIGHT INDEX FUND
1.14%
Shares3.2K
Event2026-03-31
Filed2026-05-15
ABT
ABBOTT LABORATORIES
-0.48%
Shares6.0K
Event2026-03-31
Filed2026-05-15
ALAB
ASTERA LABS INC
0.00%
Shares5.1K
Event2026-03-31
Filed2026-05-15
GILD
GILEAD SCIENCES INC
-35.56%
Shares3.9K
Event2026-03-31
Filed2026-05-15
TMO
THERMO FISHER SCIENTIFIC INC
-0.98%
Shares1.1K
Event2026-03-31
Filed2026-05-15
IMO
IMPERIAL OIL LTD COM NEW
-1.38%
Shares4.1K
Event2026-03-31
Filed2026-05-15
AWK
AMERICAN WATER WORKS COMPANY INC
2.79%
Shares3.8K
Event2026-03-31
Filed2026-05-15
GLW
CORNING INC
-1.81%
Shares3.8K
Event2026-03-31
Filed2026-05-15
AMGN
AMGEN INC
-4.18%
Shares1.4K
Event2026-03-31
Filed2026-05-15
EATON CORP
EATON CORP
2.12%
Shares1.4K
Event2026-03-31
Filed2026-05-15
GENERAL ELECTRIC CO
GENERAL ELECTRIC CO
1.68%
Shares1.8K
Event2026-03-31
Filed2026-05-15
CENCORA INC
CENCORA INC
-0.63%
Shares1.6K
Event2026-03-31
Filed2026-05-15
TLTD
FLEXSHARES MSTAR DEVMKTS FACTOR TILT ETF
-4.98%
Shares5.2K
Event2026-03-31
Filed2026-05-15
XLF
FINANCIAL SELECT SECTOR SPDR
-0.05%
Shares9.9K
Event2026-03-31
Filed2026-05-15
NUDM
NUSHARES ESG INTL DEV MKTS EQ ETF
-0.02%
Shares13.3K
Event2026-03-31
Filed2026-05-15
ISHARES GOLD TRUST ETF
ISHARES GOLD TRUST ETF
36.89%
Shares5.4K
Event2026-03-31
Filed2026-05-15
ORCL
ORACLE CORPORATION
-3.32%
Shares3.2K
Event2026-03-31
Filed2026-05-15
EFA
ISHARES TR MSCIEAFE INDEX FD
0.00%
Shares4.8K
Event2026-03-31
Filed2026-05-15
KO
COCA COLA CO
0.28%
Shares6.1K
Event2026-03-31
Filed2026-05-15
APD
AIR PRODUCTS AND CHEMICALS INC
1.95%
Shares1.6K
Event2026-03-31
Filed2026-05-15
XLY
CONSUMER DISCRETIONARY SELECT SECT SPDR
0.00%
Shares4.0K
Event2026-03-31
Filed2026-05-15
BCS
BARCLAYS PLC ADR
-0.96%
Shares20.7K
Event2026-03-31
Filed2026-05-15
NEE
NEXTERA ENERGY INC
-0.17%
Shares4.7K
Event2026-03-31
Filed2026-05-15
NFLX
NETFLIX INC
-21.16%
Shares4.5K
Event2026-03-31
Filed2026-05-15
SCHD
Schwab US Dividend Equity ETF
0.28%
Shares13.4K
Event2026-03-31
Filed2026-05-15
MDY
S & P MID CAP 400 DEPRCPTS MID CAP SPDRS
0.00%
Shares666
Event2026-03-31
Filed2026-05-15
GEV
GE VERNOVA INC
-0.65%
Shares459
Event2026-03-31
Filed2026-05-15
FITB
FIFTH THIRD BANCORP
New
Shares8.5K
Event2026-03-31
Filed2026-05-15
WM
WASTE MANAGEMENT
-0.18%
Shares1.7K
Event2026-03-31
Filed2026-05-15
L
LOEWS CORP
3.26%
Shares3.5K
Event2026-03-31
Filed2026-05-15
ACCENTURE LTD BERMUDA CL A
ACCENTURE LTD BERMUDA CL A
-24.68%
Shares1.9K
Event2026-03-31
Filed2026-05-15
ABNB
AIRBNB INC
-0.03%
Shares2.9K
Event2026-03-31
Filed2026-05-15
VONV
VANGUARD RUSSELL 1000 VALUE ETF
0.00%
Shares3.9K
Event2026-03-31
Filed2026-05-15
TRV
TRAVELERS COS INC COM
-2.13%
Shares1.2K
Event2026-03-31
Filed2026-05-15
SUSA
ISHARES MSCI USA ESG SELECT ETF
0.00%
Shares2.7K
Event2026-03-31
Filed2026-05-15
TILT
FLEXSHARES MSTAR US MKT FACTOR TILT ETF
-5.48%
Shares1.4K
Event2026-03-31
Filed2026-05-15
BMY
BRISTOL MYERS SQUIBB
-1.29%
Shares5.8K
Event2026-03-31
Filed2026-05-15
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
-4.06%
Shares2.3K
Event2026-03-31
Filed2026-05-15
FDX
FEDEXCORP
0.52%
Shares972
Event2026-03-31
Filed2026-05-15
INTU
INTUIT INC
-13.04%
Shares787
Event2026-03-31
Filed2026-05-15
QUAD
QUAD/GRAPHICS INC
0.00%
Shares50.2K
Event2026-03-31
Filed2026-05-15
IWD
ISHARES RUSSELL 1000 VALUE INDEX FD
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-15
CDNS
CADENCE DESIGN SYSTEMSINC
-0.35%
Shares1.1K
Event2026-03-31
Filed2026-05-15
SHOP
SHOPIFY INC A
0.49%
Shares2.7K
Event2026-03-31
Filed2026-05-15
ELPC
COMPANHIA PARANAENSE DE ADS
-1.98%
Shares26.5K
Event2026-03-31
Filed2026-05-15
MPC
MARATHON PETROLEUM CORPORATION
-1.30%
Shares1.3K
Event2026-03-31
Filed2026-05-15
MOH
MOLINA HEALTHCARE INC.
7.09%
Shares2.4K
Event2026-03-31
Filed2026-05-15
IYR
ISHARES TR DOW JONES US REAL ESTATE INDEXF
0.00%
Shares3.3K
Event2026-03-31
Filed2026-05-15
DIS
DISNEY WALT CO DEL (HOLDINGCOMPANY)
6.83%
Shares3.2K
Event2026-03-31
Filed2026-05-15
TJX
TJX COMPANIES INC
-2.04%
Shares1.9K
Event2026-03-31
Filed2026-05-15
CWT
CALIFORNIA WATER SERVICE GROUP
-4.33%
Shares6.8K
Event2026-03-31
Filed2026-05-15
PEP
PEPSICO INC
3.59%
Shares2.0K
Event2026-03-31
Filed2026-05-15
GLD
SPDR GOLD TR GOLD SHS
-6.37%
Shares705
Event2026-03-31
Filed2026-05-15
MARVELL TECHNOLOGY GROUPLTD ISIN#BMG5876H1
MARVELL TECHNOLOGY GROUPLTD ISIN#BMG5876H1
-6.19%
Shares3.0K
Event2026-03-31
Filed2026-05-15
AFL
AFLAC INC
22.24%
Shares2.6K
Event2026-03-31
Filed2026-05-15
OEF
ISHARES S&P 100
0.00%
Shares900
Event2026-03-31
Filed2026-05-15
FSLR
FIRST SOLAR INC
-1.69%
Shares1.4K
Event2026-03-31
Filed2026-05-15
SPDW
SPDR INDEX SHARES WORLD EX US ETF
0.00%
Shares6.1K
Event2026-03-31
Filed2026-05-15
TGT
TARGET CORP
New
Shares2.3K
Event2026-03-31
Filed2026-05-15
SPGI
S&P GLOBAL INC.
-3.00%
Shares647
Event2026-03-31
Filed2026-05-15
VNQ
VANGUARD REIT INDEX ETF
-1.03%
Shares3.1K
Event2026-03-31
Filed2026-05-15
XLG
INVESCO S&P 500 TOP 50 ETF
0.00%
Shares5.0K
Event2026-03-31
Filed2026-05-15
OTF
BLUE OWL TECHNOLOGY FINANCE CORP.
86.36%
Shares21.5K
Event2026-03-31
Filed2026-05-15
ETR
ENTERGY CORP
-0.63%
Shares2.4K
Event2026-03-31
Filed2026-05-15
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-1.31%
Shares377
Event2026-03-31
Filed2026-05-15
T
AT&T INC COM
7.74%
Shares9.0K
Event2026-03-31
Filed2026-05-15
ADI
ANALOG DEVICES INC
-1.82%
Shares807
Event2026-03-31
Filed2026-05-15
LMT
LOCKHEED MARTIN CORP
-0.24%
Shares421
Event2026-03-31
Filed2026-05-15
GS
GOLDMAN SACHS GROUP INC
-1.32%
Shares300
Event2026-03-31
Filed2026-05-15
CITIGROUP INC
CITIGROUP INC
0.04%
Shares2.2K
Event2026-03-31
Filed2026-05-15
CMI
CUMMINS INC FORMERLY CUMMINS ENGINE INC TO
-2.72%
Shares465
Event2026-03-31
Filed2026-05-15
PGR
PROGRESSIVECORP OHIO
-1.03%
Shares1.2K
Event2026-03-31
Filed2026-05-15
CMCSA
COMCAST CORP NEW CL A
18.93%
Shares8.6K
Event2026-03-31
Filed2026-05-15
MS
MORGAN STANLEY
-1.33%
Shares1.5K
Event2026-03-31
Filed2026-05-15
AEP
AMERICAN ELEC PWR CO
0.00%
Shares1.9K
Event2026-03-31
Filed2026-05-15
GWW
WW GRAINGER INC
0.00%
Shares224
Event2026-03-31
Filed2026-05-15
XLV
HEALTH CARE SELECT SECTOR SPDR
6.41%
Shares1.7K
Event2026-03-31
Filed2026-05-15
SEAGATE TECHNOLOGY
SEAGATE TECHNOLOGY
-25.61%
Shares610
Event2026-03-31
Filed2026-05-15
APH
AMPHENOL CORP CLA
-2.04%
Shares1.9K
Event2026-03-31
Filed2026-05-15
TECK
TECK RESOURCES LIMITED
-2.66%
Shares4.5K
Event2026-03-31
Filed2026-05-15
MMM
3M COMPANY
1.46%
Shares1.6K
Event2026-03-31
Filed2026-05-15
PVH
PHILLIPS-VAN HEUSEN CORP
New
Shares3.3K
Event2026-03-31
Filed2026-05-15
CRM
SALESFORCE.COM, INC
-7.67%
Shares1.2K
Event2026-03-31
Filed2026-05-15
ADBE
ADOBE SYS INC
-10.47%
Shares941
Event2026-03-31
Filed2026-05-15
EMR
EMERSON ELECTRIC CO
New
Shares1.7K
Event2026-03-31
Filed2026-05-15
IWO
ISHARES TR RUSSELL 2000GROWTH INDEX FD
0.00%
Shares726
Event2026-03-31
Filed2026-05-15
SO
SOUTHERN CO
0.00%
Shares2.3K
Event2026-03-31
Filed2026-05-15
IJH
ISHARES TR S&P MIDCAP400 INDEX FD
0.00%
Shares3.3K
Event2026-03-31
Filed2026-05-15
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
0.00%
Shares3.2K
Event2026-03-31
Filed2026-05-15
EW
EDWARDS LIFESCIENCES CORP
-1.09%
Shares2.8K
Event2026-03-31
Filed2026-05-15
RBLX
ROBLOX CORP COM CL A
New
Shares3.9K
Event2026-03-31
Filed2026-05-15
VLO
VALERO ENERGY CORP
New
Shares894
Event2026-03-31
Filed2026-05-15
STLD
STEEL DYNAMICS, INC.
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-15
GLAXOSMITHKLINE PLC SPONSORED ADR
GLAXOSMITHKLINE PLC SPONSORED ADR
New
Shares3.9K
Event2026-03-31
Filed2026-05-15
UNP
UNIONPACIFIC CORP
0.45%
Shares886
Event2026-03-31
Filed2026-05-15
MDLZ
MONDELEZ INTL INC CL A
New
Shares3.7K
Event2026-03-31
Filed2026-05-15
RBRK
RUBRIK INC
-23.16%
Shares4.4K
Event2026-03-31
Filed2026-05-15
CME
CHICAGO MERCANTILE EXCHANGE HLDGS INC CL A
New
Shares718
Event2026-03-31
Filed2026-05-15
DE
DEERE & COMPANY
New
Shares375
Event2026-03-31
Filed2026-05-15
CTO
CONSOLIDATED TOMOKA LAND CO.
0.00%
Shares11.4K
Event2026-03-31
Filed2026-05-15
CVS
CVS CAREMARK CORP
0.65%
Shares2.9K
Event2026-03-31
Filed2026-05-15
COF
CAPITAL ONE FINANCIAL CORP
27.97%
Shares1.2K
Event2026-03-31
Filed2026-05-15
MCK
MCKESSON CORP
New
Shares241
Event2026-03-31
Filed2026-05-15
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
New
Shares2.4K
Event2026-03-31
Filed2026-05-15
AGG
ISHARES BARCLAYS US AGGREGATE BOND FUND
-15.99%
Shares2.1K
Event2026-03-31
Filed2026-05-15
HMY
HARMONY GOLD MINING CO LTD ADR
-2.83%
Shares13.3K
Event2026-03-31
Filed2026-05-15
DHR
DANAHER CORP
3.88%
Shares1.1K
Event2026-03-31
Filed2026-05-15
NET
CLOUDFARE INC
New
Shares977
Event2026-03-31
Filed2026-05-15
GSBD
GOLDMAN SACHS BDC INC
0.00%
Shares20.6K
Event2026-03-31
Filed2026-05-15
HTGC
HERCULESTECH GROWTH CAP INC COM
New
Shares10.7K
Event2026-03-31
Filed2026-05-15
UMC
UNITED MICROELECTRONICS CORP
0.00%
Shares15.0K
Event2026-03-31
Filed2026-05-15
DXC
DXC TECHNOLOGY CO
New
Shares10.3K
Event2026-03-31
Filed2026-05-15
FINV
FINVOLUTION GROUP
0.00%
Shares19.1K
Event2026-03-31
Filed2026-05-15
SOLO BRANDS INC
SOLO BRANDS INC
New
Shares18.6K
Event2026-03-31
Filed2026-05-15
PACB
PACIFIC BIOSCIENCES OF CALIFORNIA INC
0.00%
Shares48.7K
Event2026-03-31
Filed2026-05-15

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Wealth Architects, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo