Wealth Architects, LLC
- SEC CIK
- 0001611518
- Latest filing
- Jul 23, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Apr 29, 2021. Long positions only.
- Positions
- 168
- No 13F data for Q4 2020
- Portfolio value
- $461.9M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | 11,457 | $640.0K | 0.1% | – | – | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,373 | $653.0K | 0.1% | – | – | History |
| iShares Russell 2000 ETF464287655 | ETF | 3,001 | $663.0K | 0.1% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 1,457 | $665.0K | 0.1% | – | – | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 10,975 | $666.0K | 0.1% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 8,894 | $675.0K | 0.1% | – | – | – |
| iShares Tr464288257 | MSCI ACWI ETF | 7,107 | $676.0K | 0.1% | – | – | – |
| NVRONevro Corp | COM | 5,000 | $698.0K | 0.2% | – | – | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,265 | $723.0K | 0.2% | – | – | – |
| Flexshares Tr33939L100 | MORNSTAR USMKT | 4,641 | $740.0K | 0.2% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 12,439 | $774.0K | 0.2% | – | – | – |
| CATCaterpillar Inc | Stock | 3,342 | $775.0K | 0.2% | – | – | History |
| JNJJohnson & Johnson | Stock | 4,778 | $785.0K | 0.2% | – | – | History |
| DISWalt Disney Co | Stock | 4,400 | $812.0K | 0.2% | – | – | History |
| Vanguard Real Estate ETF922908553 | ETF | 8,859 | $814.0K | 0.2% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 6,391 | $829.0K | 0.2% | – | – | – |
| ADBEAdobe Inc. | Stock | 1,754 | $834.0K | 0.2% | – | – | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 16,749 | $872.0K | 0.2% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 11,961 | $922.0K | 0.2% | – | – | History |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 15,089 | $1.00M | 0.2% | – | – | History |
| Flexshares Tr33939L795 | STOXX GLOBR INF | 18,726 | $1.05M | 0.2% | – | – | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 6,035 | $1.05M | 0.2% | – | – | – |
| MGRCMcGrath Rentcorp | COM | 13,054 | $1.05M | 0.2% | – | – | History |
| PLTRPalantir Technologies Inc. | Stock | 45,240 | $1.05M | 0.2% | – | – | History |
| ELVElevance Health, Inc. | Stock | 3,018 | $1.08M | 0.2% | – | – | History |
| VMWVmware LLC | CL A COM | 7,384 | $1.11M | 0.2% | – | – | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 4,370 | $1.12M | 0.2% | – | – | – |
| BACBank of America Corp | Stock | 29,233 | $1.13M | 0.2% | – | – | History |
| Flexshares Tr33939L308 | MSTAR EMKT FAC | 19,059 | $1.18M | 0.3% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,691 | $1.18M | 0.3% | – | – | – |
| GOOGAlphabet Inc. | Stock | 570 | $1.18M | 0.3% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 7,755 | $1.18M | 0.3% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 619 | $1.28M | 0.3% | – | – | History |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 32,918 | $1.30M | 0.3% | – | – | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 6,353 | $1.51M | 0.3% | – | – | – |
| Varian Med Sys Inc92220P105 | COM | 8,999 | $1.59M | 0.3% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 22,473 | $1.62M | 0.4% | – | – | – |
| WDAYWorkday, Inc. | CL A | 8,359 | $2.08M | 0.4% | – | – | History |
| INTCIntel Corp | Stock | 32,724 | $2.09M | 0.5% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 5,699 | $2.12M | 0.5% | – | – | History |
| iShares Tr464287630 | RUS 2000 VAL ETF | 15,417 | $2.46M | 0.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 13,616 | $3.21M | 0.7% | – | – | History |
| iShares Tr464288372 | GLB INFRASTR ETF | 73,986 | $3.33M | 0.7% | – | – | – |
| TSLATesla, Inc. | Stock | 5,385 | $3.60M | 0.8% | – | – | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 37,570 | $3.75M | 0.8% | – | – | – |
| ProShares Tr74347B508 | DJ BRKFLD GLB | 90,104 | $3.92M | 0.8% | – | – | – |
| WisdomTree Tr97717W760 | INTL SMCAP DIV | 55,695 | $4.02M | 0.9% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,625 | $5.03M | 1.1% | – | – | History |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 104,348 | $5.38M | 1.2% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 23,628 | $6.04M | 1.3% | – | – | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 81,078 | $6.66M | 1.4% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 181,893 | $6.84M | 1.5% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 27,918 | $8.22M | 1.8% | – | – | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 43,476 | $9.31M | 2.0% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 25,896 | $10.3M | 2.2% | – | – | History |
| iShares Tr464288273 | EAFE SML CP ETF | 164,531 | $11.8M | 2.6% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 69,675 | $12.9M | 2.8% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 180,054 | $13.0M | 2.8% | – | – | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 144,665 | $14.6M | 3.2% | – | – | – |
| Vanguard Total World Stock ETF922042742 | ETF | 153,301 | $14.9M | 3.2% | – | – | – |
| AAPLApple Inc. | Stock | 130,532 | $15.9M | 3.5% | – | – | History |
| SPDR Index Shs FDS78463X855 | S&P GBLINF ETF | 430,000 | $22.1M | 4.8% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 174,257 | $22.9M | 5.0% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 147,388 | $24.4M | 5.3% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 189,344 | $27.8M | 6.0% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 620,919 | $30.5M | 6.6% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 375,339 | $40.7M | 8.8% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 132,402 | $52.7M | 11.4% | – | – | – |