Wealth Architects, LLC
- SEC CIK
- 0001611518
- 最新申報
- 2026/7/23
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/29 申報。只含多頭部位。
- 持股檔數
- 168
- 2020 年第 4 季沒有 13F 資料
- 總值
- $4.62 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 132,402 | $5,267 萬 | 11.4% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 375,339 | $4,074 萬 | 8.8% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 620,919 | $3,049 萬 | 6.6% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 189,344 | $2,785 萬 | 6.0% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 147,388 | $2,441 萬 | 5.3% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 174,257 | $2,291 萬 | 5.0% | – | – | – |
| SPDR Index Shs FDS78463X855 | S&P GBLINF ETF | 430,000 | $2,212 萬 | 4.8% | – | – | – |
| AAPLApple Inc. | Stock | 130,532 | $1,594 萬 | 3.5% | – | – | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 153,301 | $1,492 萬 | 3.2% | – | – | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 144,665 | $1,457 萬 | 3.2% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 180,054 | $1,297 萬 | 2.8% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 69,675 | $1,291 萬 | 2.8% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 164,531 | $1,182 萬 | 2.6% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 25,896 | $1,026 萬 | 2.2% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 43,476 | $930.7 萬 | 2.0% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 27,918 | $822.3 萬 | 1.8% | – | – | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 181,893 | $684.3 萬 | 1.5% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 81,078 | $666.4 萬 | 1.4% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 23,628 | $603.6 萬 | 1.3% | – | – | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 104,348 | $537.8 萬 | 1.2% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,625 | $502.9 萬 | 1.1% | – | – | 歷史 |
| WisdomTree Tr97717W760 | INTL SMCAP DIV | 55,695 | $402.3 萬 | 0.9% | – | – | – |
| ProShares Tr74347B508 | DJ BRKFLD GLB | 90,104 | $392.0 萬 | 0.8% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 37,570 | $374.5 萬 | 0.8% | – | – | – |
| TSLATesla, Inc. | Stock | 5,385 | $359.7 萬 | 0.8% | – | – | 歷史 |
| iShares Tr464288372 | GLB INFRASTR ETF | 73,986 | $333.5 萬 | 0.7% | – | – | – |
| MSFTMicrosoft Corp | Stock | 13,616 | $321.0 萬 | 0.7% | – | – | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 15,417 | $245.9 萬 | 0.5% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 5,699 | $212.0 萬 | 0.5% | – | – | 歷史 |
| INTCIntel Corp | Stock | 32,724 | $209.4 萬 | 0.5% | – | – | 歷史 |
| WDAYWorkday, Inc. | CL A | 8,359 | $207.7 萬 | 0.4% | – | – | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 22,473 | $162.3 萬 | 0.4% | – | – | – |
| Varian Med Sys Inc92220P105 | COM | 8,999 | $158.9 萬 | 0.3% | – | – | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 6,353 | $150.7 萬 | 0.3% | – | – | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 32,918 | $129.8 萬 | 0.3% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 619 | $127.7 萬 | 0.3% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 7,755 | $118.1 萬 | 0.3% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 570 | $117.9 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,691 | $117.6 萬 | 0.3% | – | – | – |
| Flexshares Tr33939L308 | MSTAR EMKT FAC | 19,059 | $117.5 萬 | 0.3% | – | – | – |
| BACBank of America Corp | Stock | 29,233 | $113.1 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 4,370 | $112.3 萬 | 0.2% | – | – | – |
| VMWVmware LLC | CL A COM | 7,384 | $111.1 萬 | 0.2% | – | – | 歷史 |
| ELVElevance Health, Inc. | Stock | 3,018 | $108.3 萬 | 0.2% | – | – | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 45,240 | $105.4 萬 | 0.2% | – | – | 歷史 |
| MGRCMcGrath Rentcorp | COM | 13,054 | $105.3 萬 | 0.2% | – | – | 歷史 |
| Flexshares Tr33939L795 | STOXX GLOBR INF | 18,726 | $105.1 萬 | 0.2% | – | – | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 6,035 | $105.1 萬 | 0.2% | – | – | – |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 15,089 | $100.1 萬 | 0.2% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 11,961 | $92.2 萬 | 0.2% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 16,749 | $87.2 萬 | 0.2% | – | – | – |
| ADBEAdobe Inc. | Stock | 1,754 | $83.4 萬 | 0.2% | – | – | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 6,391 | $82.9 萬 | 0.2% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 8,859 | $81.4 萬 | 0.2% | – | – | – |
| DISWalt Disney Co | Stock | 4,400 | $81.2 萬 | 0.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 4,778 | $78.5 萬 | 0.2% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 3,342 | $77.5 萬 | 0.2% | – | – | 歷史 |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 12,439 | $77.4 萬 | 0.2% | – | – | – |
| Flexshares Tr33939L100 | MORNSTAR USMKT | 4,641 | $74.0 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,265 | $72.3 萬 | 0.2% | – | – | – |
| NVRONevro Corp | COM | 5,000 | $69.8 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 7,107 | $67.6 萬 | 0.1% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 8,894 | $67.5 萬 | 0.1% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 10,975 | $66.6 萬 | 0.1% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 1,457 | $66.5 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 3,001 | $66.3 萬 | 0.1% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,373 | $65.3 萬 | 0.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 11,457 | $64.0 萬 | 0.1% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 10,995 | $63.9 萬 | 0.1% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,735 | $63.1 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,570 | $62.5 萬 | 0.1% | – | – | – |
| PGProcter & Gamble Co | Stock | 4,449 | $60.2 萬 | 0.1% | – | – | 歷史 |
| BAXBaxter International Inc | Stock | 6,851 | $57.8 萬 | 0.1% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 2,283 | $56.8 萬 | 0.1% | – | – | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 3,714 | $55.7 萬 | 0.1% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 4,133 | $54.9 萬 | 0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,870 | $54.8 萬 | 0.1% | – | – | – |
| MOAltria Group, Inc. | Stock | 10,663 | $54.6 萬 | 0.1% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 4,494 | $53.9 萬 | 0.1% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 5,949 | $52.8 萬 | 0.1% | – | – | 歷史 |
| MOHMolina Healthcare, Inc. | COM | 2,250 | $52.6 萬 | 0.1% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 2,415 | $52.4 萬 | 0.1% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 8,027 | $50.7 萬 | 0.1% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 9,709 | $50.2 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 9,718 | $49.5 萬 | 0.1% | – | – | – |
| MAMastercard Inc | Stock | 1,384 | $49.3 萬 | 0.1% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 9,099 | $49.2 萬 | 0.1% | – | – | 歷史 |
| Flexshares Tr33939L803 | M STAR DEV MKT | 6,597 | $46.2 萬 | 0.1% | – | – | – |
| WECWec Energy Group, Inc. | Stock | 4,759 | $44.5 萬 | 0.1% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,211 | $44.1 萬 | 0.1% | – | – | – |
| VVisa Inc. | Stock | 2,064 | $43.7 萬 | 0.1% | – | – | 歷史 |
| TGTTarget Corp | Stock | 2,183 | $43.2 萬 | 0.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 1,413 | $43.1 萬 | 0.1% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,938 | $42.6 萬 | 0.1% | – | – | 歷史 |
| EDConsolidated Edison Inc | Stock | 5,680 | $42.5 萬 | 0.1% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 11,537 | $41.8 萬 | 0.1% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,482 | $41.7 萬 | 0.1% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 1,702 | $41.3 萬 | 0.1% | – | – | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,788 | $41.0 萬 | 0.1% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 7,747 | $40.8 萬 | 0.1% | – | – | 歷史 |