WA
Wealth Architects Portfolio holdings
AUM
$1.06B
1-Year Est. Return
16.5%
1 Year Est. Return
+16.5%
AUM
$1.06B
AUM Growth
+$74.6M
(+7.6%)
Holding
241
Top Buys
| 1 | +$1.97M | |
| 2 | +$1.01M | |
| 3 | +$671K | |
| 4 |
Rocket Lab Corp
RKLB
|
+$541K |
| 5 |
Dimensional International Sustainability Core 1 ETF
DFSI
|
+$531K |
Top Sells
| 1 | +$2.85M | |
| 2 | +$1.23M | |
| 3 | +$1.05M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$938K |
| 5 |
Dimensional US Marketwide Value ETF
DFUV
|
+$770K |
Sector Composition
| 1 | Technology | 12.21% |
| 2 | Financials | 2.75% |
| 3 | Communication Services | 2% |
| 4 | Healthcare | 1.3% |
| 5 | Consumer Discretionary | 1.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Union Pacific
UNP
$137B
| $205K | 0.02% |
867
-51
|
|
||
227
iShares Core US Aggregate Bond ETF
AGG
$134B
| $205K | 0.02% |
+2,042
|
|
||
228
Target
TGT
$41.4B
| $204K | 0.02% |
2,277
-143
|
|
||
229
KB Home
KBH
$4.15B
| $203K | 0.02% |
+3,190
|
|
||
230
Analog Devices
ADI
$130B
| $202K | 0.02% |
+820
|
|
||
|
CTO
231
CTO Realty Growth
CTO
$582M
| $186K | 0.02% |
11,391
|
|
||
|
FINV
232
FinVolution Group
FINV
$1.3B
| $141K | 0.01% |
19,146
|
|
||
233
United Microelectronic
UMC
$18.9B
| $114K | 0.01% |
14,981
|
|
||
234
Stellantis
STLA
$30.8B
| $95K | 0.01% |
+10,167
|
|
||
235
Pacific Biosciences
PACB
$673M
| $62.4K | 0.01% |
48,725
|
|
||
236
American Tower
AMT
$82.5B
| – | – |
-965
|
|
||
237
Danaher
DHR
$158B
| – | – |
-1,042
|
|
||
238
iShares MSCI KLD 400 Social ETF
DSI
$5B
| – | – |
-3,662
|
|
||
239
Honeywell
HON
$121B
| – | – |
-943
|
|
||
240
Intuitive Surgical
ISRG
$201B
| – | – |
-371
|
|
||
241
Atlassian
TEAM
$39.9B
| – | – |
-1,097
|
|